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

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808524607

SCHA|808524607

Shares:615.8K

Value:$14.4M

33740F888

Shares:579.6K

Value:$14.3M

921908844

VIG|921908844

Shares:73.6K

Value:$14.3M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:26.8K

Value:$14.3M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:56.0K

Value:$13.7M

46641Q332

Shares:237.2K

Value:$13.6M

25434V708

DFAC|25434V708

Shares:395.7K

Value:$13.1M

25434V609

Shares:253.0K

Value:$13.0M

922908744

VTV|922908744

Shares:75.1K

Value:$13.0M

CHEVRON CORP

CVX|166764100

Shares:75.9K

Value:$12.7M

922908363

VOO|922908363

Shares:23.8K

Value:$12.2M

72201R585

Shares:450.9K

Value:$11.9M

KINDER MORGAN, INC.

KMI|49456B101

Shares:406.3K

Value:$11.6M

AbbVie Inc.

ABBV|00287Y109

Shares:55.2K

Value:$11.6M

AMAZON COM INC

AMZN|023135106

Shares:60.5K

Value:$11.5M

46654Q724

Shares:182.5K

Value:$10.9M

Broadcom Inc.

AVGO|11135F101

Shares:65.0K

Value:$10.9M

41653L305

Shares:320.1K

Value:$10.8M

CSP INC /MA/

CSPI|126389105

Shares:700.4K

Value:$10.7M

NVIDIA CORP

NVDA|67066G104

Shares:98.5K

Value:$10.7M

Instrument	Shares		Other Manager	Value
(SCHAcusip808524607)	615.8K	QoQ -0.94% (-5.9K) YoY +55.90% (-220.8K)	All Managers (Combined)	$14.4M	QoQ -10.25% (-$1.6M) YoY -25.81% (-$5.0M)
(cusip33740F888)✕	579.6K	QoQ +45.39% (+181.0K) YoY -37.78% (-352.0K)	All Managers (Combined)	$14.3M	QoQ +45.98% (+$4.5M) YoY -37.40% (-$8.6M)
(VIGcusip921908844)	73.6K	QoQ +2.04% (+1.5K) YoY +5.26% (+3.7K)	All Managers (Combined)	$14.3M	QoQ +1.08% (+$153.2K) YoY +11.81% (+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	26.8K	QoQ -1.85% (-506) YoY +84.86% (+12.3K)	All Managers (Combined)	$14.3M	QoQ +15.31% (-$1.9M) YoY +134.12% (+$8.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	56.0K	QoQ -4.38% (-2.6K) YoY -11.58% (-7.3K)	All Managers (Combined)	$13.7M	QoQ -2.15% (-$302.5K) YoY +8.27% (-$1.0M)
(cusip46641Q332)✕	237.2K	QoQ -3.31% (-8.1K) YoY +146.69% (+141.1K)	All Managers (Combined)	$13.6M	QoQ -3.97% (-$560.4K) YoY +143.62% (+$8.0M)
(DFACcusip25434V708)	395.7K	QoQ +6.19% (+23.1K) YoY +20.09% (+66.2K)	All Managers (Combined)	$13.1M	QoQ +1.28% (+$165.7K) YoY +24.00% (+$2.5M)
(cusip25434V609)✕	253.0K	QoQ +1.59% (-4.0K) YoY +7.02% (+16.6K)	All Managers (Combined)	$13.0M	QoQ -6.01% (-$834.3K) YoY +1.24% (+$160.4K)
(VTVcusip922908744)	75.1K	QoQ +6.55% (+4.6K) YoY +3.81% (+2.8K)	All Managers (Combined)	$13.0M	QoQ +8.71% (+$1.0M) YoY +10.11% (+$1.2M)
CHEVRON CORP(CVXcusip166764100)	75.9K	QoQ -1.60% (-1.2K) YoY +8.63% (+6.0K)	All Managers (Combined)	$12.7M	QoQ +13.64% (-$1.5M) YoY +15.21% (+$1.7M)
(VOOcusip922908363)	23.8K	QoQ +14.71% (+3.0K) YoY +38.67% (+6.6K)	All Managers (Combined)	$12.2M	QoQ +9.41% (+$1.1M) YoY +48.25% (+$4.0M)
(cusip72201R585)✕	450.9K	QoQ +284.19% (+333.5K) YoY NEW(+450.9K)	All Managers (Combined)	$11.9M	QoQ +290.56% (+$8.8M) YoY NEW(+$11.9M)
KINDER MORGAN, INC.(KMIcusip49456B101)	406.3K	QoQ -10.00% (-45.2K) YoY +38.96% (+113.9K)	All Managers (Combined)	$11.6M	QoQ -6.29% (-$778.2K) YoY +116.17% (+$6.2M)
AbbVie Inc.(ABBVcusip00287Y109)	55.2K	QoQ -4.40% (-2.5K) YoY +0.45% (+250)	All Managers (Combined)	$11.6M	QoQ +12.71% (-$1.3M) YoY +15.58% (+$1.6M)
AMAZON COM INC(AMZNcusip023135106)	60.5K	QoQ +3.25% (-1.9K) YoY +8.96% (+5.0K)	All Managers (Combined)	$11.5M	QoQ -10.45% (-$1.3M) YoY +14.93% (+$1.5M)
(cusip46654Q724)✕	182.5K	QoQ +9.49% (+15.8K) YoY +201.09% (+121.9K)	All Managers (Combined)	$10.9M	QoQ +5.32% (+$551.1K) YoY +221.05% (+$7.5M)
Broadcom Inc.(AVGOcusip11135F101)	65.0K	QoQ -9.71% (-7.0K) YoY +719.88% (+57.1K)	All Managers (Combined)	$10.9M	QoQ -34.79% (-$5.8M) YoY +3.57% (+$375.7K)
(cusip41653L305)✕	320.1K	QoQ -0.97% (-3.2K) YoY NEW(+320.1K)	All Managers (Combined)	$10.8M	QoQ +0.59% (-$64.2K) YoY NEW(+$10.8M)
CSP INC /MA/(CSPIcusip126389105)	700.4K	QoQ -8.65% (-66.4K) YoY +19.56% (-114.6K)	All Managers (Combined)	$10.7M	QoQ -12.80% (-$1.6M) YoY -0.64% (-$69.9K)
NVIDIA CORP(NVDAcusip67066G104)	98.5K	QoQ +4.03% (-3.8K) YoY +1458.00% (+92.2K)	All Managers (Combined)	$10.7M	QoQ -16.03% (-$2.0M) YoY +86.88% (+$5.0M)