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 • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 28

Sort by:

808524839

Shares:29.5K

Value:$682.7K

% of Portfolio:0.0% ($682.7K/$1.7B)

032108607

Shares:18.4K

Value:$679.8K

% of Portfolio:0.0% ($679.8K/$1.7B)

US BANCORP \DE\

USB|902973304

Shares:16.1K

Value:$679.7K

% of Portfolio:0.0% ($679.7K/$1.7B)

Dell Technologies Inc.

DELL|24703L202

Shares:7.4K

Value:$677.9K

% of Portfolio:0.0% ($677.9K/$1.7B)

921946406

VYM|921946406

Shares:5.2K

Value:$664.6K

% of Portfolio:0.0% ($664.6K/$1.7B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.7K

Value:$663.8K

% of Portfolio:0.0% ($663.8K/$1.7B)

Blackstone Inc.

BX|09260D107

Shares:4.7K

Value:$662.2K

% of Portfolio:0.0% ($662.2K/$1.7B)

Energy Transfer LP

ET|29273V100

Shares:35.6K

Value:$661.0K

% of Portfolio:0.0% ($661.0K/$1.7B)

02072L672

Shares:16.6K

Value:$657.3K

% of Portfolio:0.0% ($657.3K/$1.7B)

CVS HEALTH Corp

CVS|126650100

Shares:9.7K

Value:$656.8K

% of Portfolio:0.0% ($656.8K/$1.7B)

97717X594

Shares:14.8K

Value:$643.1K

% of Portfolio:0.0% ($643.1K/$1.7B)

33740J104

Shares:31.4K

Value:$631.5K

% of Portfolio:0.0% ($631.5K/$1.7B)

ONEOK INC /NEW/

OKE|682680103

Shares:6.4K

Value:$630.2K

% of Portfolio:0.0% ($630.2K/$1.7B)

33739P202

Shares:23.4K

Value:$629.6K

% of Portfolio:0.0% ($629.6K/$1.7B)

78468R606

Shares:26.7K

Value:$626.5K

% of Portfolio:0.0% ($626.5K/$1.7B)

37960A529

Shares:13.2K

Value:$616.4K

% of Portfolio:0.0% ($616.4K/$1.7B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:5.4K

Value:$603.6K

% of Portfolio:0.0% ($603.6K/$1.7B)

CENTENE CORP

CNC|15135B101

Shares:9.9K

Value:$600.8K

% of Portfolio:0.0% ($600.8K/$1.7B)

STARBUCKS CORP

SBUX|855244109

Shares:6.1K

Value:$598.7K

% of Portfolio:0.0% ($598.7K/$1.7B)

81369Y852

Shares:6.0K

Value:$582.2K

% of Portfolio:0.0% ($582.2K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524839)✕	29.5K	QoQ +5.97% (+1.7K) YoY +23.52% (-5.6K)	All Managers (Combined)	$682.7K	0.0% ($682.7K/$1.7B)	QoQ +8.11% (+$51.3K) YoY -37.80% (-$415.0K)
(cusip032108607)✕	18.4K	QoQ -19.48% (-4.5K) YoY -24.85% (-6.1K)	All Managers (Combined)	$679.8K	0.0% ($679.8K/$1.7B)	QoQ -31.25% (-$309.0K) YoY -23.94% (-$214.0K)
US BANCORP \DE\(USBcusip902973304)	16.1K	QoQ -3.22% (-537) YoY -85.13% (-92.2K)	All Managers (Combined)	$679.7K	0.0% ($679.7K/$1.7B)	QoQ -14.57% (-$116.0K) YoY -85.95% (-$4.2M)
Dell Technologies Inc.(DELLcusip24703L202)	7.4K	QoQ +201.09% (+5.0K) YoY NEW(+7.4K)	All Managers (Combined)	$677.9K	0.0% ($677.9K/$1.7B)	QoQ +138.16% (+$393.3K) YoY NEW(+$677.9K)
(VYMcusip921946406)	5.2K	QoQ +1.33% (+68) YoY +7.44% (+357)	All Managers (Combined)	$664.6K	0.0% ($664.6K/$1.7B)	QoQ +2.43% (+$15.8K) YoY +14.52% (+$84.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.7K	QoQ +4.01% (+103) YoY +1.75% (+46)	All Managers (Combined)	$663.8K	0.0% ($663.8K/$1.7B)	QoQ +17.62% (+$99.5K) YoY +32.46% (+$162.7K)
Blackstone Inc.(BXcusip09260D107)	4.7K	QoQ +1.04% (-49) YoY -10.04% (-529)	All Managers (Combined)	$662.2K	0.0% ($662.2K/$1.7B)	QoQ -18.09% (-$146.3K) YoY -4.29% (-$29.7K)
Energy Transfer LP(ETcusip29273V100)	35.6K	QoQ +3.45% (-1.2K) YoY -6.20% (-2.4K)	All Managers (Combined)	$661.0K	0.0% ($661.0K/$1.7B)	QoQ -1.82% (-$12.3K) YoY +10.84% (-$64.7K)
(cusip02072L672)✕	16.6K	QoQ -61.74% (-26.7K) YoY -71.02% (-40.6K)	All Managers (Combined)	$657.3K	0.0% ($657.3K/$1.7B)	QoQ -66.92% (-$1.3M) YoY -74.25% (-$1.9M)
CVS HEALTH Corp(CVScusip126650100)	9.7K	QoQ +1.51% (+145) YoY -83.88% (-50.5K)	All Managers (Combined)	$656.8K	0.0% ($656.8K/$1.7B)	QoQ +53.20% (+$228.1K) YoY -86.31% (-$4.1M)
(cusip97717X594)✕	14.8K	QoQ +218.32% (+10.2K) YoY NEW(+14.8K)	All Managers (Combined)	$643.1K	0.0% ($643.1K/$1.7B)	QoQ +217.83% (+$440.8K) YoY NEW(+$643.1K)
(cusip33740J104)✕	31.4K	QoQ +7.50% (+2.2K) YoY +17.78% (+4.7K)	All Managers (Combined)	$631.5K	0.0% ($631.5K/$1.7B)	QoQ +7.53% (+$44.2K) YoY +18.13% (+$97.0K)
ONEOK INC /NEW/(OKEcusip682680103)	6.4K	QoQ +0.50% (-32) YoY -12.05% (-871)	All Managers (Combined)	$630.2K	0.0% ($630.2K/$1.7B)	QoQ -0.67% (-$4.3K) YoY +8.83% (-$51.2K)
(cusip33739P202)✕	23.4K	QoQ -49.45% (-22.9K) YoY -12.20% (-3.3K)	All Managers (Combined)	$629.6K	0.0% ($629.6K/$1.7B)	QoQ -47.68% (-$573.8K) YoY -16.19% (-$121.6K)
(cusip78468R606)✕	26.7K	QoQ -3.48% (-966) YoY NEW(+26.7K)	All Managers (Combined)	$626.5K	0.0% ($626.5K/$1.7B)	QoQ -3.68% (-$24.0K) YoY NEW(+$626.5K)
(cusip37960A529)✕	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$616.4K	0.0% ($616.4K/$1.7B)	QoQ NEW(+$616.4K) YoY NEW(+$616.4K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	5.4K	QoQ -91.99% (-62.1K) YoY -91.61% (-59.1K)	All Managers (Combined)	$603.6K	0.0% ($603.6K/$1.7B)	QoQ -92.46% (-$7.4M) YoY -92.02% (-$7.0M)
CENTENE CORP(CNCcusip15135B101)	9.9K	QoQ -34.77% (-5.3K) YoY -55.29% (-12.2K)	All Managers (Combined)	$600.8K	0.0% ($600.8K/$1.7B)	QoQ -34.63% (-$318.4K) YoY -65.41% (-$1.1M)
STARBUCKS CORP(SBUXcusip855244109)	6.1K	QoQ -14.66% (-1.0K) YoY +10.10% (+560)	All Managers (Combined)	$598.7K	0.0% ($598.7K/$1.7B)	QoQ -8.27% (-$54.0K) YoY +18.17% (+$92.1K)
(cusip81369Y852)✕	6.0K	QoQ +35.39% (+1.6K) YoY -63.02% (-10.3K)	All Managers (Combined)	$582.2K	0.0% ($582.2K/$1.7B)	QoQ +34.89% (+$150.6K) YoY -56.32% (-$750.9K)