Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "MUB",
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  "IWF",
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  "PANW",
  "PEP",
  null,
  "IEMG",
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  "IVV",
  null,
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  "NOW",
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  "VCIT",
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  null,
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  "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

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Page 14 of 28

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FIRST MID BANCSHARES, INC.

FMBH|320866106

Shares:28.1K

Value:$981.8K

464288877

Shares:16.6K

Value:$978.9K

45782C540

Shares:25.8K

Value:$970.4K

Zurn Elkay Water Solutions Corp

ZWS|98983L108

Shares:29.4K

Value:$969.5K

78464A870

Shares:11.9K

Value:$964.1K

Philip Morris International Inc.

PM|718172109

Shares:6.1K

Value:$964.1K

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.3K

Value:$952.5K

78464A516

Shares:43.0K

Value:$940.8K

33740U729

Shares:39.1K

Value:$919.9K

33738R605

Shares:16.7K

Value:$916.1K

81369Y209

Shares:6.2K

Value:$912.0K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:18.4K

Value:$908.8K

45782C680

Shares:23.8K

Value:$901.0K

46138E198

Shares:14.6K

Value:$900.9K

92189K105

Shares:38.6K

Value:$900.8K

46641Q308

Shares:17.0K

Value:$894.4K

AMEREN CORP

AEE|023608102

Shares:8.7K

Value:$868.8K

MORGAN STANLEY

MS|617446448

Shares:7.4K

Value:$866.1K

CATERPILLAR INC

CAT|149123101

Shares:2.6K

Value:$841.7K

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:13.9K

Value:$833.1K

Instrument	Shares		Other Manager	Value
FIRST MID BANCSHARES, INC.(FMBHcusip320866106)	28.1K	QoQ 0.00% (-0) YoY -6.51% (-2.0K)	All Managers (Combined)	$981.8K	QoQ -5.21% (-$54.0K) YoY -0.15% (-$1.6K)
(cusip464288877)✕	16.6K	QoQ -4.78% (-834) YoY -23.21% (-5.0K)	All Managers (Combined)	$978.9K	QoQ +6.96% (-$63.7K) YoY -16.80% (-$197.8K)
(cusip45782C540)✕	25.8K	QoQ -2.46% (-653) YoY +16.04% (+3.6K)	All Managers (Combined)	$970.4K	QoQ -4.54% (-$46.3K) YoY +19.22% (+$156.5K)
Zurn Elkay Water Solutions Corp(ZWScusip98983L108)	29.4K	QoQ -4.01% (-1.2K) YoY -22.87% (-8.7K)	All Managers (Combined)	$969.5K	QoQ -15.13% (-$172.9K) YoY -24.00% (-$306.2K)
(cusip78464A870)✕	11.9K	QoQ +19.26% (+1.9K) YoY NEW(+11.9K)	All Managers (Combined)	$964.1K	QoQ +7.39% (+$66.4K) YoY NEW(+$964.1K)
Philip Morris International Inc.(PMcusip718172109)	6.1K	QoQ +4.65% (+270) YoY -17.99% (-1.3K)	All Managers (Combined)	$964.1K	QoQ +38.00% (+$265.5K) YoY +42.05% (-$285.4K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.3K	QoQ +4.51% (+98) YoY -9.60% (-241)	All Managers (Combined)	$952.5K	QoQ +3.17% (+$29.3K) YoY -4.55% (-$45.4K)
(cusip78464A516)✕	43.0K	QoQ +70.45% (+17.8K) YoY NEW(+43.0K)	All Managers (Combined)	$940.8K	QoQ +74.20% (+$400.7K) YoY NEW(+$940.8K)
(cusip33740U729)✕	39.1K	QoQ +18.06% (+6.0K) YoY NEW(+39.1K)	All Managers (Combined)	$919.9K	QoQ +16.13% (+$127.8K) YoY NEW(+$919.9K)
(cusip33738R605)✕	16.7K	QoQ -0.02% (-4) YoY -1.40% (-238)	All Managers (Combined)	$916.1K	QoQ -7.13% (-$70.4K) YoY -5.49% (-$53.2K)
(cusip81369Y209)✕	6.2K	QoQ -4.90% (-322) YoY -63.02% (-10.6K)	All Managers (Combined)	$912.0K	QoQ +0.93% (-$8.5K) YoY -63.45% (-$1.6M)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	18.4K	QoQ -26.78% (-6.7K) YoY -2.84% (-539)	All Managers (Combined)	$908.8K	QoQ -26.86% (-$333.7K) YoY -26.20% (-$322.8K)
(cusip45782C680)✕	23.8K	QoQ -0.10% (-25) YoY +43.89% (+7.3K)	All Managers (Combined)	$901.0K	QoQ -1.97% (-$18.1K) YoY +53.65% (+$314.6K)
(cusip46138E198)✕	14.6K	QoQ -0.13% (-20) YoY -31.49% (-6.7K)	All Managers (Combined)	$900.9K	QoQ +1.34% (-$11.9K) YoY -25.03% (-$300.9K)
(cusip92189K105)✕	38.6K	QoQ +351.31% (-30.1K) YoY NEW(+38.6K)	All Managers (Combined)	$900.8K	QoQ -0.48% (-$4.4K) YoY NEW(+$900.8K)
(cusip46641Q308)✕	17.0K	QoQ -0.89% (-154) YoY -11.83% (-2.3K)	All Managers (Combined)	$894.4K	QoQ +0.70% (-$6.2K) YoY -13.02% (-$134.0K)
AMEREN CORP(AEEcusip023608102)	8.7K	QoQ +22.61% (+1.6K) YoY -5.12% (-467)	All Managers (Combined)	$868.8K	QoQ +38.11% (+$239.8K) YoY +28.80% (-$194.3K)
MORGAN STANLEY(MScusip617446448)	7.4K	QoQ +12.52% (+826) YoY +13.15% (+863)	All Managers (Combined)	$866.1K	QoQ +4.41% (+$36.7K) YoY +40.20% (+$248.3K)
CATERPILLAR INC(CATcusip149123101)	2.6K	QoQ -2.29% (-60) YoY -17.11% (-527)	All Managers (Combined)	$841.7K	QoQ -11.17% (-$105.9K) YoY -25.39% (-$286.5K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	13.9K	QoQ +0.16% (+23) YoY -3.30% (-477)	All Managers (Combined)	$833.1K	QoQ +10.59% (+$79.8K) YoY +48.27% (-$271.2K)