Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "PEP",
  null,
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]

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 18 of 28

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46137V100

Shares:4.5K

Value:$529.5K

14021D107

Shares:16.9K

Value:$525.1K

35473P868

Shares:21.0K

Value:$513.0K

Aon plc

AON|G0403H108

Shares:1.3K

Value:$511.2K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:356

Value:$510.0K

92189F411

Shares:30.2K

Value:$505.6K

Eaton Corp plc

ETN|G29183103

Shares:1.9K

Value:$503.1K

14020V108

Shares:15.0K

Value:$502.2K

Apollo Global Management, Inc.

APO|03769M106

Shares:3.7K

Value:$500.1K

92206C870

VCIT|92206C870

Shares:6.1K

Value:$499.2K

35473P439

Shares:18.7K

Value:$498.8K

45782C698

Shares:11.7K

Value:$497.6K

78463X202

Shares:9.0K

Value:$487.6K

92189F106

GDX|92189F106

Shares:10.5K

Value:$484.4K

02072L532

Shares:24.8K

Value:$481.5K

46138E339

Shares:5.2K

Value:$480.5K

46435G425

ESGU|46435G425

Shares:3.9K

Value:$477.9K

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:3.4K

Value:$472.9K

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:945

Value:$468.0K

Zscaler, Inc.

ZS|98980G102

Shares:2.3K

Value:$456.2K

Instrument	Shares		Other Manager	Value
(cusip46137V100)✕	4.5K	QoQ +78.64% (+2.0K) YoY +96.24% (+2.2K)	All Managers (Combined)	$529.5K	QoQ +81.48% (+$237.7K) YoY +125.18% (+$294.4K)
(cusip14021D107)✕	16.9K	QoQ +82.07% (+7.6K) YoY NEW(+16.9K)	All Managers (Combined)	$525.1K	QoQ +80.38% (+$234.0K) YoY NEW(+$525.1K)
(cusip35473P868)✕	21.0K	QoQ +0.87% (+183) YoY +22.71% (+3.9K)	All Managers (Combined)	$513.0K	QoQ +0.90% (+$4.6K) YoY +22.26% (+$93.4K)
Aon plc(AONcusipG0403H108)	1.3K	QoQ +1.18% (+15) YoY NEW(+1.3K)	All Managers (Combined)	$511.2K	QoQ +12.43% (+$56.5K) YoY NEW(+$511.2K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	356	QoQ -10.10% (-40) YoY -31.53% (-164)	All Managers (Combined)	$510.0K	QoQ +8.60% (-$40.4K) YoY -13.12% (-$77.0K)
(cusip92189F411)✕	30.2K	QoQ +121.10% (+16.5K) YoY NEW(+30.2K)	All Managers (Combined)	$505.6K	QoQ +122.83% (+$278.7K) YoY NEW(+$505.6K)
Eaton Corp plc(ETNcusipG29183103)	1.9K	QoQ -2.11% (-40) YoY -0.21% (-4)	All Managers (Combined)	$503.1K	QoQ -19.85% (-$124.6K) YoY -13.25% (-$76.9K)
(cusip14020V108)✕	15.0K	QoQ +50.35% (+5.0K) YoY +81.21% (+6.7K)	All Managers (Combined)	$502.2K	QoQ +43.60% (+$152.5K) YoY +94.23% (+$243.7K)
Apollo Global Management, Inc.(APOcusip03769M106)	3.7K	QoQ +8.62% (-290) YoY +55.47% (+1.3K)	All Managers (Combined)	$500.1K	QoQ -9.93% (-$55.2K) YoY +89.32% (+$236.0K)
(VCITcusip92206C870)	6.1K	QoQ -66.64% (-12.2K) YoY -87.05% (-41.1K)	All Managers (Combined)	$499.2K	QoQ -66.03% (-$970.4K) YoY -86.85% (-$3.3M)
(cusip35473P439)✕	18.7K	QoQ +8.83% (+1.5K) YoY NEW(+18.7K)	All Managers (Combined)	$498.8K	QoQ +11.04% (+$49.6K) YoY NEW(+$498.8K)
(cusip45782C698)✕	11.7K	QoQ 0.00% (-0) YoY -11.75% (-1.6K)	All Managers (Combined)	$497.6K	QoQ -2.60% (-$13.3K) YoY -3.62% (-$18.7K)
(cusip78463X202)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$487.6K	QoQ NEW(+$487.6K) YoY NEW(+$487.6K)
(GDXcusip92189F106)	10.5K	QoQ -59.28% (-15.3K) YoY -59.95% (-15.8K)	All Managers (Combined)	$484.4K	QoQ -44.80% (-$393.2K) YoY -41.77% (-$347.6K)
(cusip02072L532)✕	24.8K	QoQ 0.00% (-0) YoY -9.38% (-2.6K)	All Managers (Combined)	$481.5K	QoQ -10.20% (-$54.7K) YoY -17.16% (-$99.8K)
(cusip46138E339)✕	5.2K	QoQ +2.26% (-115) YoY NEW(+5.2K)	All Managers (Combined)	$480.5K	QoQ -0.40% (-$2.0K) YoY NEW(+$480.5K)
(ESGUcusip46435G425)	3.9K	QoQ -1.13% (-45) YoY -3.23% (-131)	All Managers (Combined)	$477.9K	QoQ -6.44% (-$32.9K) YoY +2.60% (-$12.1K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	3.4K	QoQ -1.41% (-49) YoY -6.91% (-253)	All Managers (Combined)	$472.9K	QoQ -11.84% (-$63.5K) YoY +0.68% (-$3.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	945	QoQ 0.00% (-0) YoY -6.34% (-64)	All Managers (Combined)	$468.0K	QoQ -5.11% (-$25.2K) YoY +16.22% (-$65.3K)
Zscaler, Inc.(ZScusip98980G102)	2.3K	QoQ +0.65% (+15) YoY +3.51% (+78)	All Managers (Combined)	$456.2K	QoQ +10.70% (+$44.1K) YoY +6.62% (+$28.3K)