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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Visionary-Wealth-Advisors
Data Enrichment
49% identified266 identified275 unidentified
Holdings
541 positions • $1.7B total value
Manager:
Search and click to pin securities to the top
Page 13 of 28
500767652
Shares:41.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.7B)
132061607
Shares:37.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.7B)
Shares:11.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.7B)
61774R833
Shares:21.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.7B)
45783Y475
Shares:34.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.7B)
81369Y860
Shares:24.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.7B)
78468R663
Shares:11.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.7B)
92204A603
Shares:4.0K
Value:$991.4K
% of Portfolio:0.1% ($991.4K/$1.7B)
46641Q878
Shares:21.4K
Value:$985.6K
% of Portfolio:0.1% ($985.6K/$1.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 12.6K | QoQ +0.15% (-20)YoY -1.84% (-237) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 4.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
(cusip500767652)✕ | 41.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
(cusip132061607)✕ | 37.8K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
| 11.5K | QoQ 0.00% (-0)YoY NEW(+11.5K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | YoY NEW(+$1.1M) | |
| 10.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | |||
| 6.4K | QoQ +1.79% (-112)YoY +7.08% (+421) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
(cusip61774R833)✕ | 21.6K | QoQ NEW(+21.6K) YoY NEW(+21.6K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
ALLSTATE CORP(ALLcusip020002101) | 5.1K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
Cigna Group(CIcusip125523100) | 3.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.7B) | ||
(cusip45783Y475)✕ | 34.0K | QoQ NEW(+34.0K) YoY NEW(+34.0K) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
| 8.0K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | |||
(cusip81369Y860)✕ | 24.7K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | ||
| 22.6K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | |||
(cusip78468R663)✕ | 11.0K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | ||
| 3.2K | QoQ +0.25% (-8)YoY +1.14% (+36) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.7B) | ||
| 4.2K | QoQ -0.07% (-3)YoY -7.61% (-347) | All Managers (Combined) | $994.1K | 0.1% ($994.1K/$1.7B) | ||
(cusip92204A603)✕ | 4.0K | All Managers (Combined) | $991.4K | 0.1% ($991.4K/$1.7B) | ||
(cusip46641Q878)✕ | 21.4K | YoY NEW(+21.4K) | All Managers (Combined) | $985.6K | 0.1% ($985.6K/$1.7B) | YoY NEW(+$985.6K) |
| 1.8K | All Managers (Combined) | $984.9K | 0.1% ($984.9K/$1.7B) |