Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "GDX",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  "MUB",
  "META",
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  null,
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  "IVW",
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  "PWR",
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  "MS",
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  "OXY",
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  "ORLY",
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  "BX",
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  "EFG",
  "ANET",
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  "ORCL",
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  "VHT",
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  null,
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  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
  "GSBD",
  "IVV",
  null,
  null,
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  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
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  "NVDA",
  "GS",
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  "INTC",
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  "VZ",
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  "MSTR",
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  null,
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  "IEFA",
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  null,
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  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
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  "SPYG",
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  "BP",
  "AMT",
  null,
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  "IBM",
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  "CI",
  "TXN",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
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  "VOE",
  "SACH",
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  "VCIT",
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  "VIG",
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  "IWO",
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  "AON",
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  null,
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  "IUSG",
  null,
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  "TTD",
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  null,
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  "ROL",
  "CRM",
  null,
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  "DIA",
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  null,
  null,
  null,
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  null,
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  null,
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  "ZWS",
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  null,
  null,
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  null,
  null,
  null,
  "FDX",
  null,
  null,
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  "C",
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  "J",
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  null,
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  "GOOG",
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  "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

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808524839

Shares:29.5K

Value:$682.7K

032108607

Shares:18.4K

Value:$679.8K

US BANCORP \DE\

USB|902973304

Shares:16.1K

Value:$679.7K

Dell Technologies Inc.

DELL|24703L202

Shares:7.4K

Value:$677.9K

921946406

VYM|921946406

Shares:5.2K

Value:$664.6K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.7K

Value:$663.8K

Blackstone Inc.

BX|09260D107

Shares:4.7K

Value:$662.2K

Energy Transfer LP

ET|29273V100

Shares:35.6K

Value:$661.0K

02072L672

Shares:16.6K

Value:$657.3K

CVS HEALTH Corp

CVS|126650100

Shares:9.7K

Value:$656.8K

97717X594

Shares:14.8K

Value:$643.1K

33740J104

Shares:31.4K

Value:$631.5K

ONEOK INC /NEW/

OKE|682680103

Shares:6.4K

Value:$630.2K

33739P202

Shares:23.4K

Value:$629.6K

78468R606

Shares:26.7K

Value:$626.5K

37960A529

Shares:13.2K

Value:$616.4K

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:5.4K

Value:$603.6K

CENTENE CORP

CNC|15135B101

Shares:9.9K

Value:$600.8K

STARBUCKS CORP

SBUX|855244109

Shares:6.1K

Value:$598.7K

81369Y852

Shares:6.0K

Value:$582.2K

Instrument	Shares		Other Manager	Value
(cusip808524839)✕	29.5K	QoQ +5.97% (+1.7K) YoY +23.52% (-5.6K)	All Managers (Combined)	$682.7K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +34.89% (+$150.6K) YoY -56.32% (-$750.9K)