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 • $1,665,844.727K total value

541 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 19 of 28

Sort by:

316092600

Shares:6.6K

Value:$452.2K

33740U869

Shares:19.9K

Value:$451.0K

72201R874

Shares:9.0K

Value:$449.3K

00162Q452

Shares:8.5K

Value:$443.5K

464287309

IVW|464287309

Shares:4.8K

Value:$442.7K

464287408

IVE|464287408

Shares:2.3K

Value:$442.1K

88634T774

Shares:28.7K

Value:$440.8K

81369Y308

Shares:5.4K

Value:$438.5K

72201R882

Shares:6.1K

Value:$435.9K

ADOBE INC.

ADBE|00724F101

Shares:1.1K

Value:$434.5K

518416201

Shares:18.4K

Value:$433.5K

Ladder Capital Corp

LADR|505743104

Shares:37.7K

Value:$430.6K

45782C474

Shares:11.9K

Value:$423.9K

14020G101

Shares:12.2K

Value:$419.3K

81369Y886

Shares:5.3K

Value:$416.0K

Uber Technologies, Inc

UBER|90353T100

Shares:5.7K

Value:$415.3K

WELLTOWER INC.

WELL|95040Q104

Shares:2.7K

Value:$415.2K

97717X669

Shares:5.2K

Value:$414.6K

37954Y673

Shares:10.9K

Value:$411.9K

88634T816

Shares:25.4K

Value:$411.5K

Instrument	Shares		Other Manager	Value
(cusip316092600)✕	6.6K	QoQ -0.36% (-24) YoY NEW(+6.6K)	All Managers (Combined)	$452.2K	QoQ +4.15% (-$18.0K) YoY NEW(+$452.2K)
(cusip33740U869)✕	19.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$451.0K	QoQ +5.04% (+$21.7K) YoY +2.34% (+$10.3K)
(cusip72201R874)✕	9.0K	QoQ -56.26% (-11.6K) YoY -59.61% (-13.3K)	All Managers (Combined)	$449.3K	QoQ -56.10% (-$574.3K) YoY -59.52% (-$660.7K)
(cusip00162Q452)✕	8.5K	QoQ -5.39% (-487) YoY +21.34% (+1.5K)	All Managers (Combined)	$443.5K	QoQ +2.02% (-$8.8K) YoY +32.79% (+$109.5K)
(IVWcusip464287309)	4.8K	QoQ -4.81% (-241) YoY -3.14% (-155)	All Managers (Combined)	$442.7K	QoQ -12.95% (-$65.9K) YoY +6.48% (-$27.0K)
(IVEcusip464287408)	2.3K	QoQ +0.04% (-1) YoY -1.69% (-40)	All Managers (Combined)	$442.1K	QoQ -0.13% (-$604) YoY +0.26% (-$1.2K)
(cusip88634T774)✕	28.7K	QoQ +27.70% (-6.2K) YoY NEW(+28.7K)	All Managers (Combined)	$440.8K	QoQ -15.88% (-$83.2K) YoY NEW(+$440.8K)
(cusip81369Y308)✕	5.4K	QoQ -7.06% (-408) YoY -18.37% (-1.2K)	All Managers (Combined)	$438.5K	QoQ -3.45% (-$15.7K) YoY -12.70% (-$63.8K)
(cusip72201R882)✕	6.1K	QoQ -52.94% (-6.8K) YoY NEW(+6.1K)	All Managers (Combined)	$435.9K	QoQ -50.87% (-$451.4K) YoY NEW(+$435.9K)
ADOBE INC.(ADBEcusip00724F101)	1.1K	QoQ -42.01% (-821) YoY -44.91% (-924)	All Managers (Combined)	$434.5K	QoQ -49.99% (-$434.4K) YoY -58.13% (-$603.4K)
(cusip518416201)✕	18.4K	QoQ +1.22% (+223) YoY NEW(+18.4K)	All Managers (Combined)	$433.5K	QoQ +4.48% (+$18.6K) YoY NEW(+$433.5K)
Ladder Capital Corp(LADRcusip505743104)	37.7K	QoQ +0.91% (+342) YoY +5.40% (+1.9K)	All Managers (Combined)	$430.6K	QoQ +2.89% (+$12.1K) YoY +8.05% (+$32.1K)
(cusip45782C474)✕	11.9K	QoQ +9.76% (+1.1K) YoY +9.60% (+1.0K)	All Managers (Combined)	$423.9K	QoQ +5.03% (+$20.3K) YoY +10.74% (+$41.1K)
(cusip14020G101)✕	12.2K	QoQ +69.73% (+5.0K) YoY NEW(+12.2K)	All Managers (Combined)	$419.3K	QoQ +56.40% (+$151.2K) YoY NEW(+$419.3K)
(cusip81369Y886)✕	5.3K	QoQ -29.02% (-2.2K) YoY -74.03% (-15.0K)	All Managers (Combined)	$416.0K	QoQ -26.05% (-$146.6K) YoY -68.81% (-$917.9K)
Uber Technologies, Inc(UBERcusip90353T100)	5.7K	QoQ +8.44% (+444) YoY +0.81% (-46)	All Managers (Combined)	$415.3K	QoQ +30.99% (+$98.3K) YoY -4.59% (-$20.0K)
WELLTOWER INC.(WELLcusip95040Q104)	2.7K	QoQ -1.81% (-50) YoY -18.86% (-630)	All Managers (Combined)	$415.2K	QoQ +19.36% (-$67.4K) YoY +33.03% (-$103.1K)
(cusip97717X669)✕	5.2K	QoQ -1.70% (-90) YoY +19.21% (+837)	All Managers (Combined)	$414.6K	QoQ -3.00% (-$12.8K) YoY +24.96% (+$82.8K)
(cusip37954Y673)✕	10.9K	QoQ +11.37% (+1.1K) YoY NEW(+10.9K)	All Managers (Combined)	$411.9K	QoQ +3.98% (+$15.8K) YoY NEW(+$411.9K)
(cusip88634T816)✕	25.4K	QoQ +15.65% (-3.4K) YoY NEW(+25.4K)	All Managers (Combined)	$411.5K	QoQ -1.77% (-$7.4K) YoY NEW(+$411.5K)