Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  "RJF",
  null,
  "RF",
  "MU",
  null,
  "MPLX",
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "SFNC",
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  null,
  "LOW",
  null,
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  "UTF",
  null,
  "DBEF",
  null,
  "CCI",
  null,
  null,
  "NSSC",
  "DUK",
  "MARA",
  null,
  null,
  "UTG",
  "PDI",
  "PL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "AMPY",
  "HON",
  "BITB",
  "HD",
  "BRSP",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "GNW",
  null,
  null,
  "FSCO",
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "SHEN",
  null,
  "ULBI",
  null,
  "NAK",
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LHX",
  null,
  null,
  "MPC",
  null,
  null,
  null,
  null,
  "PWR",
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
  "GSBD",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  "AMGN",
  "MSTR",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  null,
  "SBUX",
  "CI",
  "TXN",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VV",
  "VOE",
  "SACH",
  "AEIS",
  null,
  null,
  "ACWV",
  "STAG",
  "VWO",
  null,
  null,
  "SIVR",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "IWN",
  null,
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  null,
  null,
  "AON",
  "AEE",
  "SF",
  "AMD",
  "SDY",
  "DRI",
  "IP",
  "F",
  "WM",
  null,
  null,
  "EFSC",
  "CTOS",
  "FMBH",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  null,
  null,
  "VBK",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "PAR",
  "DNN",
  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LADR",
  "NSC",
  null,
  null,
  "SO",
  null,
  "TTD",
  "SJM",
  null,
  "PSX",
  "ROL",
  "CRM",
  null,
  null,
  null,
  null,
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ZWS",
  "MELI",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BCRX",
  "BA",
  "OWL",
  "BIP",
  "CG",
  "CNC",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CDE",
  "COIN",
  "CMCSA",
  "COP",
  "STZ",
  "COST",
  "CRWD",
  "CVS",
  "CSPI",
  "DELL",
  "DE",
  "DVN",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "RSP",
  null,
  "EFA",
  "J",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 541
Total Value: 1665844727
Accession Number: 0001802984-25-000005
Form Type: 13F-HR
CIK: visionary-wealth-advisors
Manager Name: Visionary-Wealth-Advisors

Data Enrichment

49% identified

266 identified275 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

541 positions • $1,665,844.727K total value

541 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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46137V357

RSP|46137V357

Shares:10.9K

Value:$1.9M

464287648

IWO|464287648

Shares:7.3K

Value:$1.9M

78464A763

SDY|78464A763

Shares:13.8K

Value:$1.9M

33738D796

Shares:90.1K

Value:$1.9M

45782C417

Shares:51.5K

Value:$1.8M

ELI LILLY & Co

LLY|532457108

Shares:2.2K

Value:$1.8M

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:10.1K

Value:$1.8M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:42.4K

Value:$1.8M

VISA INC.

V|92826C839

Shares:5.0K

Value:$1.8M

74347B680

Shares:21.8K

Value:$1.8M

78464A409

SPYG|78464A409

Shares:21.7K

Value:$1.7M

ORACLE CORP

ORCL|68389X105

Shares:12.4K

Value:$1.7M

032108722

Shares:54.1K

Value:$1.7M

46137V431

Shares:16.8K

Value:$1.7M

Palantir Technologies Inc.

PLTR|69608A108

Shares:19.6K

Value:$1.7M

MCDONALDS CORP

MCD|580135101

Shares:5.3K

Value:$1.6M

98149E303

Shares:26.0K

Value:$1.6M

69374H857

Shares:42.6K

Value:$1.6M

46138E354

Shares:20.9K

Value:$1.6M

33739H101

Shares:61.0K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(RSPcusip46137V357)	10.9K	QoQ +67.56% (+4.4K) YoY +36.31% (+2.9K)	All Managers (Combined)	$1.9M	QoQ +65.63% (+$746.0K) YoY +39.41% (+$532.2K)
(IWOcusip464287648)	7.3K	QoQ -4.94% (-382) YoY -8.38% (-672)	All Managers (Combined)	$1.9M	QoQ -15.61% (-$347.0K) YoY -13.54% (-$294.0K)
(SDYcusip78464A763)	13.8K	QoQ -2.53% (-359) YoY -38.67% (-8.7K)	All Managers (Combined)	$1.9M	QoQ +0.10% (-$1.9K) YoY -36.60% (-$1.1M)
(cusip33738D796)✕	90.1K	QoQ -0.42% (-389) YoY NEW(+90.1K)	All Managers (Combined)	$1.9M	QoQ +1.03% (-$19.1K) YoY NEW(+$1.9M)
(cusip45782C417)✕	51.5K	QoQ -1.27% (-663) YoY -4.36% (-2.3K)	All Managers (Combined)	$1.8M	QoQ -3.90% (-$74.8K) YoY +0.28% (-$5.3K)
ELI LILLY & Co(LLYcusip532457108)	2.2K	QoQ +1.95% (+42) YoY +13.49% (+261)	All Managers (Combined)	$1.8M	QoQ +9.05% (+$150.6K) YoY +20.46% (+$307.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	10.1K	QoQ +8.60% (+797) YoY +9.48% (+871)	All Managers (Combined)	$1.8M	QoQ +4.08% (+$71.0K) YoY +12.94% (+$207.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	42.4K	QoQ +0.39% (-169) YoY -6.80% (-3.1K)	All Managers (Combined)	$1.8M	QoQ -4.67% (-$86.8K) YoY +2.55% (-$44.1K)
VISA INC.(Vcusip92826C839)	5.0K	QoQ +1.14% (+57) YoY +6.90% (+326)	All Managers (Combined)	$1.8M	QoQ +12.16% (+$191.8K) YoY +34.24% (+$451.4K)
(cusip74347B680)✕	21.8K	QoQ -0.33% (-73) YoY +6.01% (+1.2K)	All Managers (Combined)	$1.8M	QoQ -0.34% (-$6.1K) YoY +8.83% (+$142.5K)
(SPYGcusip78464A409)	21.7K	QoQ +48.77% (+7.1K) YoY +106.63% (+11.2K)	All Managers (Combined)	$1.7M	QoQ +36.03% (+$461.9K) YoY +127.04% (+$975.8K)
ORACLE CORP(ORCLcusip68389X105)	12.4K	QoQ +5.64% (-661) YoY +12.52% (+1.4K)	All Managers (Combined)	$1.7M	QoQ -11.36% (-$222.0K) YoY +25.25% (+$348.9K)
(cusip032108722)✕	54.1K	QoQ +10.80% (+5.3K) YoY +52.07% (+18.5K)	All Managers (Combined)	$1.7M	QoQ +16.78% (+$244.7K) YoY +56.71% (+$616.2K)
(cusip46137V431)✕	16.8K	QoQ -4.34% (-765) YoY +16.33% (+2.4K)	All Managers (Combined)	$1.7M	QoQ -8.90% (-$164.4K) YoY +9.11% (+$140.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	19.6K	QoQ -12.57% (-2.8K) YoY -4.09% (-837)	All Managers (Combined)	$1.7M	QoQ -2.44% (-$41.4K) YoY +251.77% (-$1.2M)
MCDONALDS CORP(MCDcusip580135101)	5.3K	QoQ +1.65% (+86) YoY +7.77% (+381)	All Managers (Combined)	$1.6M	QoQ +9.53% (+$143.5K) YoY +19.40% (+$268.0K)
(cusip98149E303)✕	26.0K	QoQ -30.40% (-11.3K) YoY -37.23% (-15.4K)	All Managers (Combined)	$1.6M	QoQ -17.15% (-$332.7K) YoY -11.80% (-$215.2K)
(cusip69374H857)✕	42.6K	QoQ +1.45% (-609) YoY -54.68% (-51.4K)	All Managers (Combined)	$1.6M	QoQ -13.55% (-$250.4K) YoY -65.43% (-$3.0M)
(cusip46138E354)✕	20.9K	QoQ +2.28% (+467) YoY -1.82% (-388)	All Managers (Combined)	$1.6M	QoQ +9.18% (+$131.2K) YoY +11.36% (-$159.2K)
(cusip33739H101)✕	61.0K	QoQ +79.92% (+27.1K) YoY +92.45% (+29.3K)	All Managers (Combined)	$1.6M	QoQ +91.87% (+$744.8K) YoY +107.06% (+$804.3K)