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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  "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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  null,
  null,
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  null,
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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",
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  null,
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  "VHT",
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  null,
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  null,
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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",
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  "SPY",
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  "GS",
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  "INTC",
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  "VZ",
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  "MSTR",
  null,
  null,
  null,
  null,
  null,
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  "IEFA",
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  null,
  null,
  null,
  "NOW",
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  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
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  "SPYG",
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  "BP",
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  null,
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  "IBM",
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  "SBUX",
  "CI",
  "TXN",
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  "SACH",
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  "VCIT",
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  "VIG",
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  "IWO",
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  "TSM",
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  "AON",
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  "IP",
  "F",
  "WM",
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  "EFSC",
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  "V",
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  null,
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  null,
  "IUSG",
  null,
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  "SO",
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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,
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  null,
  null,
  null,
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  "ZWS",
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  null,
  null,
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  null,
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  null,
  null,
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  "C",
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  "DE",
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  "DFAX",
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  "J",
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  null,
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  "DIS",
  "ETN",
  "GOOG",
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  "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 17 of 28

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DEERE & CO

DE|244199105

Shares:1.2K

Value:$579.1K

46641Q167

Shares:9.0K

Value:$569.1K

464287788

Shares:5.0K

Value:$567.7K

33939L662

Shares:14.0K

Value:$565.7K

38149W614

Shares:12.0K

Value:$561.0K

25460G831

Shares:9.1K

Value:$559.7K

316092402

Shares:21.9K

Value:$559.7K

38149W622

Shares:12.0K

Value:$559.5K

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$559.2K

02072L409

Shares:9.3K

Value:$554.9K

25434V401

Shares:9.1K

Value:$548.6K

38149W630

Shares:12.2K

Value:$546.2K

Palo Alto Networks Inc

PANW|697435105

Shares:3.2K

Value:$545.2K

46137V480

Shares:10.8K

Value:$544.2K

886364231

Shares:29.9K

Value:$544.1K

45782C276

Shares:9.0K

Value:$542.3K

45783Y889

Shares:16.0K

Value:$541.7K

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:14.3K

Value:$541.3K

Trade Desk, Inc.

TTD|88339J105

Shares:9.8K

Value:$535.8K

Blue Owl Capital Corp

OBDC|69121K104

Shares:36.2K

Value:$531.2K

Instrument	Shares		Other Manager	Value
DEERE & CO(DEcusip244199105)	1.2K	QoQ +3.17% (+38) YoY +35.15% (+321)	All Managers (Combined)	$579.1K	QoQ +14.31% (+$72.5K) YoY +54.44% (+$204.2K)
(cusip46641Q167)✕	9.0K	QoQ -72.72% (-23.9K) YoY -87.31% (-61.6K)	All Managers (Combined)	$569.1K	QoQ -72.62% (-$1.5M) YoY -86.54% (-$3.7M)
(cusip464287788)✕	5.0K	QoQ 0.00% (+0) YoY -26.17% (-1.8K)	All Managers (Combined)	$567.7K	QoQ +2.05% (+$11.4K) YoY -12.90% (-$84.1K)
(cusip33939L662)✕	14.0K	QoQ -1.90% (-272) YoY -74.17% (-40.2K)	All Managers (Combined)	$565.7K	QoQ -2.62% (-$15.3K) YoY -74.63% (-$1.7M)
(cusip38149W614)✕	12.0K	QoQ -39.53% (-7.9K) YoY NEW(+12.0K)	All Managers (Combined)	$561.0K	QoQ -45.00% (-$459.1K) YoY NEW(+$561.0K)
(cusip25460G831)✕	9.1K	QoQ -15.27% (-1.6K) YoY NEW(+9.1K)	All Managers (Combined)	$559.7K	QoQ +42.47% (-$166.8K) YoY NEW(+$559.7K)
(cusip316092402)✕	21.9K	QoQ +0.31% (+69) YoY NEW(+21.9K)	All Managers (Combined)	$559.7K	QoQ +7.51% (+$39.1K) YoY NEW(+$559.7K)
(cusip38149W622)✕	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$559.5K	QoQ -5.74% (-$34.1K) YoY NEW(+$559.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -7.45% (-86) YoY -6.47% (-74)	All Managers (Combined)	$559.2K	QoQ -4.22% (-$24.6K) YoY -0.99% (-$5.6K)
(cusip02072L409)✕	9.3K	QoQ -35.71% (-5.2K) YoY NEW(+9.3K)	All Managers (Combined)	$554.9K	QoQ -40.45% (-$377.0K) YoY NEW(+$554.9K)
(cusip25434V401)✕	9.1K	QoQ -5.03% (-481) YoY -12.67% (-1.3K)	All Managers (Combined)	$548.6K	QoQ -9.90% (-$60.3K) YoY -7.31% (-$43.3K)
(cusip38149W630)✕	12.2K	QoQ -0.88% (-109) YoY NEW(+12.2K)	All Managers (Combined)	$546.2K	QoQ -9.83% (-$59.6K) YoY NEW(+$546.2K)
Palo Alto Networks Inc(PANWcusip697435105)	3.2K	QoQ +10.02% (+291) YoY +149.41% (+1.9K)	All Managers (Combined)	$545.2K	QoQ +3.17% (+$16.8K) YoY +49.79% (+$181.2K)
(cusip46137V480)✕	10.8K	QoQ -10.47% (-1.3K) YoY +43.76% (+3.3K)	All Managers (Combined)	$544.2K	QoQ -17.50% (-$115.5K) YoY +26.74% (+$114.9K)
(cusip886364231)✕	29.9K	QoQ +22.88% (+5.6K) YoY NEW(+29.9K)	All Managers (Combined)	$544.1K	QoQ +11.89% (+$57.8K) YoY NEW(+$544.1K)
(cusip45782C276)✕	9.0K	QoQ -0.98% (-90) YoY +13.20% (+1.1K)	All Managers (Combined)	$542.3K	QoQ -5.32% (-$30.5K) YoY +17.87% (+$82.2K)
(cusip45783Y889)✕	16.0K	QoQ 0.00% (-0) YoY +9.95% (+1.4K)	All Managers (Combined)	$541.7K	QoQ -0.89% (-$4.9K) YoY +17.36% (+$80.2K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	14.3K	QoQ +6.62% (+888) YoY +55.57% (+5.1K)	All Managers (Combined)	$541.3K	QoQ +6.00% (+$30.6K) YoY +25.26% (+$109.2K)
Trade Desk, Inc.(TTDcusip88339J105)	9.8K	QoQ -13.00% (-1.5K) YoY -13.61% (-1.5K)	All Managers (Combined)	$535.8K	QoQ -59.49% (-$787.1K) YoY -45.92% (-$455.1K)
Blue Owl Capital Corp(OBDCcusip69121K104)	36.2K	QoQ +1.70% (-609) YoY +42.24% (+10.8K)	All Managers (Combined)	$531.2K	QoQ -1.38% (-$7.5K) YoY +35.58% (+$139.4K)