Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "GDX",
  null,
  "RJF",
  null,
  "RF",
  "MU",
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  null,
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  "CAT",
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  null,
  "LOW",
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  "ARCC",
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  null,
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  "UTF",
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  null,
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  null,
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  "FCX",
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  "MCD",
  null,
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  "UNP",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
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  null,
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  null,
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  "IVW",
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  "NAK",
  "IONQ",
  null,
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  null,
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  "MPC",
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  "PWR",
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  "MA",
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  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
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  "ORCL",
  "OKE",
  null,
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  "VHT",
  null,
  null,
  null,
  null,
  null,
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  null,
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  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,
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  "LMT",
  "PG",
  "MRK",
  null,
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  "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,
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  "ACWV",
  "STAG",
  "VWO",
  null,
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  "SIVR",
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  "KYN",
  "IWV",
  null,
  null,
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  "VCIT",
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  "VIG",
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  null,
  null,
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  null,
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  "IWO",
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  null,
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  "TSM",
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  "FSK",
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  "VYM",
  null,
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  "AON",
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  "SF",
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  "DRI",
  "IP",
  "F",
  "WM",
  null,
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  "EFSC",
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  null,
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  "IVE",
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  "VEU",
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  null,
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  "VBK",
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  "VT",
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  "VOO",
  null,
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  "V",
  "VKTX",
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  "WMT",
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  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
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  "PAR",
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  "ET",
  "SOFI",
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  null,
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  "NSC",
  null,
  null,
  "SO",
  null,
  "TTD",
  "SJM",
  null,
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  "ROL",
  "CRM",
  null,
  null,
  null,
  null,
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ZWS",
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  "DGRO",
  "MCK",
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BCRX",
  "BA",
  "OWL",
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  "CG",
  "CNC",
  "CVX",
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  "CSCO",
  "C",
  "KO",
  "CDE",
  "COIN",
  "CMCSA",
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  "STZ",
  "COST",
  "CRWD",
  "CVS",
  "CSPI",
  "DELL",
  "DE",
  "DVN",
  null,
  null,
  null,
  "DFAX",
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  "DLR",
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  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

Page 11 of 28

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45782C318

Shares:43.1K

Value:$1.5M

464286525

ACWV|464286525

Shares:13.3K

Value:$1.5M

464289859

Shares:19.7K

Value:$1.5M

37954Y871

Shares:65.7K

Value:$1.5M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:7.1K

Value:$1.5M

30151E806

Shares:70.1K

Value:$1.5M

ServiceNow, Inc.

NOW|81762P102

Shares:1.9K

Value:$1.5M

922042775

VEU|922042775

Shares:24.3K

Value:$1.5M

464288513

Shares:18.6K

Value:$1.5M

032108524

Shares:59.7K

Value:$1.5M

25434V781

Shares:49.6K

Value:$1.4M

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:201.5K

Value:$1.4M

33740F573

Shares:59.1K

Value:$1.4M

025072695

Shares:30.8K

Value:$1.4M

78464A649

Shares:54.4K

Value:$1.4M

33739P855

Shares:73.7K

Value:$1.4M

464288653

Shares:13.2K

Value:$1.4M

46641Q118

Shares:24.3K

Value:$1.4M

032108664

Shares:18.9K

Value:$1.4M

922908595

VBK|922908595

Shares:5.4K

Value:$1.4M

Instrument	Shares		Other Manager	Value
(cusip45782C318)✕	43.1K	QoQ -2.91% (-1.3K) YoY -17.50% (-9.1K)	All Managers (Combined)	$1.5M	QoQ -3.21% (-$51.2K) YoY -9.04% (-$153.3K)
(ACWVcusip464286525)	13.3K	QoQ -0.40% (-54) YoY -2.34% (-318)	All Managers (Combined)	$1.5M	QoQ +6.13% (-$89.1K) YoY +7.95% (-$113.6K)
(cusip464289859)✕	19.7K	QoQ +1.32% (+258) YoY -15.28% (-3.6K)	All Managers (Combined)	$1.5M	QoQ +1.18% (+$17.6K) YoY -11.78% (-$201.4K)
(cusip37954Y871)✕	65.7K	QoQ +10.85% (-6.4K) YoY +40.00% (+18.8K)	All Managers (Combined)	$1.5M	QoQ -5.12% (-$81.4K) YoY +11.30% (+$153.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	7.1K	QoQ +0.92% (-65) YoY -1.94% (-141)	All Managers (Combined)	$1.5M	QoQ -5.38% (-$85.8K) YoY +1.16% (-$17.4K)
(cusip30151E806)✕	70.1K	QoQ +17.98% (+10.7K) YoY NEW(+70.1K)	All Managers (Combined)	$1.5M	QoQ +17.48% (+$222.6K) YoY NEW(+$1.5M)
ServiceNow, Inc.(NOWcusip81762P102)	1.9K	QoQ +11.66% (-195) YoY +18.17% (+287)	All Managers (Combined)	$1.5M	QoQ -16.13% (-$285.9K) YoY +23.40% (+$281.8K)
(VEUcusip922042775)	24.3K	QoQ +0.26% (+64) YoY +9.24% (+2.1K)	All Managers (Combined)	$1.5M	QoQ +5.94% (+$82.8K) YoY +12.99% (+$169.6K)
(cusip464288513)✕	18.6K	QoQ +46.92% (+6.0K) YoY +114.73% (+10.0K)	All Managers (Combined)	$1.5M	QoQ +47.38% (+$472.8K) YoY +117.93% (+$795.8K)
(cusip032108524)✕	59.7K	QoQ +55.86% (+21.4K) YoY NEW(+59.7K)	All Managers (Combined)	$1.5M	QoQ +42.85% (+$439.6K) YoY NEW(+$1.5M)
(cusip25434V781)✕	49.6K	QoQ +8.32% (+3.8K) YoY +156.92% (+30.3K)	All Managers (Combined)	$1.4M	QoQ +18.72% (+$227.6K) YoY +175.16% (+$918.7K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	201.5K	QoQ +5.46% (+10.5K) YoY +228.65% (+140.2K)	All Managers (Combined)	$1.4M	QoQ +9.02% (+$117.6K) YoY +290.72% (+$1.1M)
(cusip33740F573)✕	59.1K	QoQ +1.72% (+1.0K) YoY +1.08% (+632)	All Managers (Combined)	$1.4M	QoQ +6.98% (+$92.6K) YoY +4.57% (+$62.0K)
(cusip025072695)✕	30.8K	QoQ -2.03% (-638) YoY +79.69% (+13.6K)	All Managers (Combined)	$1.4M	QoQ -3.40% (-$49.3K) YoY +75.50% (+$602.1K)
(cusip78464A649)✕	54.4K	QoQ +0.51% (+281) YoY +8.46% (+4.2K)	All Managers (Combined)	$1.4M	QoQ +2.73% (+$36.9K) YoY +9.57% (+$121.3K)
(cusip33739P855)✕	73.7K	QoQ NEW(+73.7K) YoY -13.98% (-12.0K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY -11.71% (-$183.0K)
(cusip464288653)✕	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip46641Q118)✕	24.3K	QoQ +9.52% (+2.1K) YoY +90.94% (+11.6K)	All Managers (Combined)	$1.4M	QoQ +1.39% (+$18.8K) YoY +82.63% (+$616.6K)
(cusip032108664)✕	18.9K	QoQ +45.96% (+6.0K) YoY +49.66% (+6.3K)	All Managers (Combined)	$1.4M	QoQ +40.69% (+$393.3K) YoY +67.61% (+$548.6K)
(VBKcusip922908595)	5.4K	QoQ -3.51% (-196) YoY +14.96% (+701)	All Managers (Combined)	$1.4M	QoQ -13.26% (-$207.3K) YoY +11.01% (+$134.5K)