Visionary Wealth Advisors
- SEC CIK
- 0001802984
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 18, 2021. Long positions only.
- Positions
- 315
- No 13F data for Q4 2020
- Portfolio value
- $950.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CWBRCohBar, Inc. | COM | 12,000 | $16.0K | <0.1% | – | – | History |
| SENSSenseonics Holdings, Inc. | COM | 14,305 | $38.0K | <0.1% | – | – | History |
| NSLNuveen Senior Income Fund | COM | 10,000 | $56.0K | <0.1% | – | – | History |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 10,633 | $151.0K | <0.1% | – | – | History |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 15,400 | $158.0K | <0.1% | – | – | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 18,200 | $185.0K | <0.1% | – | – | History |
| MPMP Materials Corp. | COM CL A | 5,601 | $201.0K | <0.1% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 4,941 | $203.0K | <0.1% | – | – | – |
| Global X Uranium ETF37954Y871 | ETF | 10,850 | $204.0K | <0.1% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 1,011 | $205.0K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 447 | $213.0K | <0.1% | – | – | History |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 7,850 | $213.0K | <0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,725 | $214.0K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,173 | $214.0K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 1,885 | $215.0K | <0.1% | – | – | – |
| DHRDanaher Corp | Stock | 954 | $215.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 827 | $215.0K | <0.1% | – | – | – |
| iShares Tr46436E502 | US TECH BRKTHR | 6,073 | $215.0K | <0.1% | – | – | – |
| SWKSSkyworks Solutions, Inc. | Stock | 1,178 | $216.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 4,319 | $221.0K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,797 | $222.0K | <0.1% | – | – | History |
| CGCarlyle Group Inc. | COM | 6,215 | $228.0K | <0.1% | – | – | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 3,259 | $229.0K | <0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 10,184 | $231.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 18,821 | $231.0K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 3,177 | $231.0K | <0.1% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,691 | $232.0K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 1,778 | $236.0K | <0.1% | – | – | History |
| EVRGEvergy, Inc. | Stock | 4,004 | $238.0K | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 215 | $238.0K | <0.1% | – | – | History |
| CRTOCriteo S.A. | SPONS ADS | 6,925 | $241.0K | <0.1% | – | – | History |
| ENBEnbridge Inc | Stock | 6,738 | $246.0K | <0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 2,339 | $248.0K | <0.1% | – | – | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 7,278 | $251.0K | <0.1% | – | – | – |
| CZRCaesars Entertainment, Inc. | COM | 2,917 | $255.0K | <0.1% | – | – | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,870 | $255.0K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 3,589 | $257.0K | <0.1% | – | – | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,242 | $257.0K | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 349 | $258.0K | <0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 569 | $260.0K | <0.1% | – | – | History |
| MMM3M Co | Stock | 1,351 | $260.0K | <0.1% | – | – | History |
| GEGeneral Electric Co | COM | 20,134 | $264.0K | <0.1% | – | – | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,796 | $265.0K | <0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 8,955 | $266.0K | <0.1% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 8,750 | $267.0K | <0.1% | – | – | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 9,260 | $269.0K | <0.1% | – | – | – |
| MELIMercadolibre Inc | COM | 184 | $271.0K | <0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 7,099 | $277.0K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 790 | $279.0K | <0.1% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,556 | $280.0K | <0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 4,805 | $280.0K | <0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,772 | $287.0K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 4,099 | $288.0K | <0.1% | – | – | History |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 3,048 | $288.0K | <0.1% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 8,577 | $288.0K | <0.1% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,889 | $290.0K | <0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 3,465 | $292.0K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 21,053 | $294.0K | <0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 4,043 | $294.0K | <0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,710 | $294.0K | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 2,510 | $297.0K | <0.1% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,018 | $297.0K | <0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 1,319 | $299.0K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 2,173 | $300.0K | <0.1% | – | – | History |
| PLNTPlanet Fitness, Inc. | CL A | 3,902 | $302.0K | <0.1% | – | – | History |
| KRKroger Co | Stock | 8,483 | $305.0K | <0.1% | – | – | History |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 10,016 | $305.0K | <0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 1,786 | $307.0K | <0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,395 | $311.0K | <0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,371 | $314.0K | <0.1% | – | – | – |
| BLKBlackRock, Inc. | COM | 418 | $315.0K | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,119 | $326.0K | <0.1% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 8,557 | $327.0K | <0.1% | – | – | – |
| ORealty Income Corp | REIT | 5,195 | $330.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 1,012 | $331.0K | <0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,363 | $334.0K | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,524 | $335.0K | <0.1% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 14,124 | $335.0K | <0.1% | – | – | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,911 | $338.0K | <0.1% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 11,803 | $339.0K | <0.1% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 12,805 | $339.0K | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 4,409 | $341.0K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 6,390 | $345.0K | <0.1% | – | – | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 13,443 | $345.0K | <0.1% | – | – | – |
| KKRKKR & Co. Inc. | COM | 7,104 | $347.0K | <0.1% | – | – | History |
| CONECyrusOne Holdco LLC | COM | 5,138 | $348.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 939 | $351.0K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 2,385 | $353.0K | <0.1% | – | – | History |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 11,952 | $353.0K | <0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 2,930 | $359.0K | <0.1% | – | – | History |
| LADRLadder Capital Corp | CL A | 30,475 | $360.0K | <0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 4,183 | $371.0K | <0.1% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 573 | $373.0K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 5,945 | $375.0K | <0.1% | – | – | History |
| SHYFShyft Group, Inc. | COM | 10,464 | $389.0K | <0.1% | – | – | History |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 5,856 | $397.0K | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 5,278 | $399.0K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 773 | $403.0K | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 837 | $406.0K | <0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 15,574 | $408.0K | <0.1% | – | – | – |