Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "GDX",
  null,
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  null,
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  null,
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  "UNP",
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  null,
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  null,
  null,
  null,
  null,
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  "MUB",
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  null,
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  "MS",
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  "BX",
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  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
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  "IVV",
  null,
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  "UNH",
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  "INTC",
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  "VZ",
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  "IEFA",
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  null,
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  "NOW",
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  "O",
  "ROST",
  "RTX",
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  null,
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  "SPYG",
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  "BP",
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  "IBM",
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  "SBUX",
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  "VCIT",
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  "VIG",
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  "IWO",
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  "AON",
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  "WM",
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  "EFSC",
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  null,
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  null,
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  null,
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  "SO",
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  null,
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  "ROL",
  "CRM",
  null,
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  "DIA",
  "ORI",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  "ZWS",
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  null,
  null,
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  null,
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  "FDX",
  null,
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  "BAC",
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  "C",
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  "DE",
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  "DFAX",
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  "EFA",
  "J",
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  "MAR",
  "QQQ",
  null,
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  "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 15 of 28

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KKR & Co. Inc.

KKR|48251W104

Shares:6.9K

Value:$794.1K

46434V456

Shares:19.9K

Value:$789.4K

25434V799

Shares:27.9K

Value:$774.6K

78464A300

Shares:9.9K

Value:$773.4K

Duke Energy CORP

DUK|26441C204

Shares:6.3K

Value:$770.2K

78463X541

Shares:14.4K

Value:$766.7K

46434G103

IEMG|46434G103

Shares:14.2K

Value:$765.5K

808524722

Shares:28.4K

Value:$764.4K

37954Y293

Shares:11.7K

Value:$749.7K

33738D101

Shares:19.9K

Value:$744.7K

46435U713

Shares:16.3K

Value:$735.8K

464287671

IUSG|464287671

Shares:5.8K

Value:$735.4K

ABBOTT LABORATORIES

ABT|002824100

Shares:5.5K

Value:$734.9K

MICRON TECHNOLOGY INC

MU|595112103

Shares:8.4K

Value:$732.2K

46435U135

Shares:15.3K

Value:$717.0K

46138G698

Shares:7.2K

Value:$715.2K

97717X560

Shares:22.7K

Value:$708.3K

45782C615

Shares:14.2K

Value:$705.3K

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.3K

Value:$703.7K

922908611

VBR|922908611

Shares:3.7K

Value:$685.2K

Instrument	Shares		Other Manager	Value
KKR & Co. Inc.(KKRcusip48251W104)	6.9K	QoQ +6.18% (-400) YoY +6.74% (+434)	All Managers (Combined)	$794.1K	QoQ -17.00% (-$162.7K) YoY +22.69% (+$146.9K)
(cusip46434V456)✕	19.9K	QoQ +8.27% (+1.5K) YoY +15.14% (+2.6K)	All Managers (Combined)	$789.4K	QoQ +15.77% (+$107.5K) YoY +15.22% (+$104.3K)
(cusip25434V799)✕	27.9K	QoQ +47.37% (+9.0K) YoY +248.70% (+19.9K)	All Managers (Combined)	$774.6K	QoQ +58.34% (+$285.4K) YoY +262.02% (+$560.6K)
(cusip78464A300)✕	9.9K	QoQ +160.22% (+6.1K) YoY +119.56% (+5.4K)	All Managers (Combined)	$773.4K	QoQ +133.81% (+$442.6K) YoY +107.46% (+$400.6K)
Duke Energy CORP(DUKcusip26441C204)	6.3K	QoQ +1.08% (+68) YoY +5.16% (+310)	All Managers (Combined)	$770.2K	QoQ +14.43% (+$97.2K) YoY +32.62% (+$189.5K)
(cusip78463X541)✕	14.4K	QoQ +1.76% (+250) YoY +4.93% (-677)	All Managers (Combined)	$766.7K	QoQ +8.90% (+$62.7K) YoY -3.54% (-$28.2K)
(IEMGcusip46434G103)	14.2K	QoQ -4.90% (-731) YoY +25.66% (+2.9K)	All Managers (Combined)	$765.5K	QoQ -1.71% (-$13.4K) YoY +31.43% (+$183.1K)
(cusip808524722)✕	28.4K	QoQ -1.96% (-570) YoY +81.83% (-12.8K)	All Managers (Combined)	$764.4K	QoQ -6.78% (-$55.6K) YoY -3.39% (-$26.9K)
(cusip37954Y293)✕	11.7K	QoQ +151.61% (+7.1K) YoY +135.66% (+6.8K)	All Managers (Combined)	$749.7K	QoQ +165.11% (+$466.9K) YoY +206.97% (+$505.4K)
(cusip33738D101)✕	19.9K	QoQ -0.12% (-24) YoY -7.03% (-1.5K)	All Managers (Combined)	$744.7K	QoQ +5.03% (-$35.7K) YoY +18.01% (-$113.7K)
(cusip46435U713)✕	16.3K	QoQ +5.84% (+902) YoY NEW(+16.3K)	All Managers (Combined)	$735.8K	QoQ +3.05% (+$21.8K) YoY NEW(+$735.8K)
(IUSGcusip464287671)	5.8K	QoQ -4.37% (-265) YoY -3.80% (-229)	All Managers (Combined)	$735.4K	QoQ -12.79% (-$107.9K) YoY +4.28% (-$30.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.5K	QoQ -1.26% (-71) YoY +7.76% (+399)	All Managers (Combined)	$734.9K	QoQ +15.80% (-$100.3K) YoY +25.77% (+$150.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	8.4K	QoQ +2.90% (+238) YoY +11.92% (-898)	All Managers (Combined)	$732.2K	QoQ +6.24% (+$43.0K) YoY -17.50% (-$155.4K)
(cusip46435U135)✕	15.3K	QoQ -3.22% (-509) YoY -6.18% (-1.0K)	All Managers (Combined)	$717.0K	QoQ -6.82% (-$52.5K) YoY -5.92% (-$45.1K)
(cusip46138G698)✕	7.2K	QoQ +10.99% (+713) YoY NEW(+7.2K)	All Managers (Combined)	$715.2K	QoQ +12.59% (+$80.0K) YoY NEW(+$715.2K)
(cusip97717X560)✕	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$708.3K	QoQ NEW(+$708.3K) YoY NEW(+$708.3K)
(cusip45782C615)✕	14.2K	QoQ -1.36% (-196) YoY -18.99% (-3.3K)	All Managers (Combined)	$705.3K	QoQ -4.48% (-$33.1K) YoY -15.34% (-$127.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.3K	QoQ +23.60% (+246) YoY +45.37% (+402)	All Managers (Combined)	$703.7K	QoQ +17.90% (+$106.8K) YoY +90.09% (+$333.5K)
(VBRcusip922908611)	3.7K	QoQ +0.05% (-2) YoY -7.30% (-290)	All Managers (Combined)	$685.2K	QoQ -5.95% (-$43.4K) YoY -9.99% (-$76.1K)