The Analysis of Visionary Wealth Advisors's Holdings


Currently, Visionary Wealth Advisors holds 2 types of securities in its portfolio with a total value $14.5M. In the most recent quarter, they have increased their positions in ULBI (+1.1M shares, valued at $7.0M), CSPI (+17.7K shares, valued at $174.8K); initiated new positions in ULBI (+1.1M shares, valued at $7.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CSPI 764.9K shares2.37%2025-12-312026-02-13history
ULBI 1.1M sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available