Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 20 of 28

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45782C433

Shares:9.6K

Value:$397.6K

% of Portfolio:0.0% ($397.6K/$1.7B)

88634T840

Shares:24.4K

Value:$391.2K

% of Portfolio:0.0% ($391.2K/$1.7B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.4K

Value:$390.9K

% of Portfolio:0.0% ($390.9K/$1.7B)

33738R118

Shares:5.3K

Value:$390.4K

% of Portfolio:0.0% ($390.4K/$1.7B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.3K

Value:$386.4K

% of Portfolio:0.0% ($386.4K/$1.7B)

45783Y160

Shares:14.5K

Value:$383.1K

% of Portfolio:0.0% ($383.1K/$1.7B)

88634T428

Shares:24.3K

Value:$381.8K

% of Portfolio:0.0% ($381.8K/$1.7B)

47804J206

Shares:6.7K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$1.7B)

46090F100

Shares:28.0K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$1.7B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.6K

Value:$378.5K

% of Portfolio:0.0% ($378.5K/$1.7B)

464287762

Shares:6.2K

Value:$378.0K

% of Portfolio:0.0% ($378.0K/$1.7B)

72201R577

Shares:3.7K

Value:$373.4K

% of Portfolio:0.0% ($373.4K/$1.7B)

37954Y483

Shares:22.4K

Value:$373.1K

% of Portfolio:0.0% ($373.1K/$1.7B)

Arista Networks, Inc.

ANET|040413205

Shares:4.8K

Value:$371.6K

% of Portfolio:0.0% ($371.6K/$1.7B)

MCKESSON CORP

MCK|58155Q103

Shares:546

Value:$367.2K

% of Portfolio:0.0% ($367.2K/$1.7B)

92206C680

VONG|92206C680

Shares:3.9K

Value:$360.9K

% of Portfolio:0.0% ($360.9K/$1.7B)

45782C383

Shares:9.0K

Value:$360.3K

% of Portfolio:0.0% ($360.3K/$1.7B)

45782C573

Shares:9.7K

Value:$360.0K

% of Portfolio:0.0% ($360.0K/$1.7B)

92189F676

Shares:1.7K

Value:$359.7K

% of Portfolio:0.0% ($359.7K/$1.7B)

46137V498

Shares:5.7K

Value:$358.6K

% of Portfolio:0.0% ($358.6K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C433)✕	9.6K	QoQ 0.00% (-0) YoY -29.02% (-3.9K)	All Managers (Combined)	$397.6K	0.0% ($397.6K/$1.7B)	QoQ -3.57% (-$14.8K) YoY -24.95% (-$132.2K)
(cusip88634T840)✕	24.4K	QoQ +16.68% (-3.5K) YoY NEW(+24.4K)	All Managers (Combined)	$391.2K	0.0% ($391.2K/$1.7B)	QoQ -0.49% (-$1.9K) YoY NEW(+$391.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.4K	QoQ -2.66% (-149) YoY -15.12% (-970)	All Managers (Combined)	$390.9K	0.0% ($390.9K/$1.7B)	QoQ -0.51% (-$2.0K) YoY +5.13% (-$19.1K)
(cusip33738R118)✕	5.3K	QoQ +1.20% (-63) YoY +2.67% (+138)	All Managers (Combined)	$390.4K	0.0% ($390.4K/$1.7B)	QoQ -5.05% (-$20.8K) YoY +8.47% (+$30.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.3K	QoQ +14.39% (-293) YoY NEW(+2.3K)	All Managers (Combined)	$386.4K	0.0% ($386.4K/$1.7B)	QoQ -3.84% (-$15.4K) YoY NEW(+$386.4K)
(cusip45783Y160)✕	14.5K	QoQ -14.27% (-2.4K) YoY NEW(+14.5K)	All Managers (Combined)	$383.1K	0.0% ($383.1K/$1.7B)	QoQ -14.17% (-$63.3K) YoY NEW(+$383.1K)
(cusip88634T428)✕	24.3K	QoQ +11.92% (-2.6K) YoY NEW(+24.3K)	All Managers (Combined)	$381.8K	0.0% ($381.8K/$1.7B)	QoQ -3.34% (-$13.2K) YoY NEW(+$381.8K)
(cusip47804J206)✕	6.7K	QoQ +9.61% (+584) YoY NEW(+6.7K)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$1.7B)	QoQ +5.16% (+$18.7K) YoY NEW(+$381.6K)
(cusip46090F100)✕	28.0K	QoQ -81.18% (-120.8K) YoY -70.07% (-65.5K)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$1.7B)	QoQ -80.25% (-$1.6M) YoY -70.58% (-$915.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.6K	QoQ -1.80% (-48) YoY -17.25% (-544)	All Managers (Combined)	$378.5K	0.0% ($378.5K/$1.7B)	QoQ -12.37% (-$53.5K) YoY -41.77% (-$271.5K)
(cusip464287762)✕	6.2K	QoQ 0.00% (+0) YoY -27.34% (-2.3K)	All Managers (Combined)	$378.0K	0.0% ($378.0K/$1.7B)	QoQ +4.49% (+$16.3K) YoY -28.53% (-$150.9K)
(cusip72201R577)✕	3.7K	QoQ +54.39% (+1.3K) YoY NEW(+3.7K)	All Managers (Combined)	$373.4K	0.0% ($373.4K/$1.7B)	QoQ +54.97% (+$132.5K) YoY NEW(+$373.4K)
(cusip37954Y483)✕	22.4K	QoQ +2.74% (-599) YoY +5.45% (-1.2K)	All Managers (Combined)	$373.1K	0.0% ($373.1K/$1.7B)	QoQ -6.22% (-$24.8K) YoY -2.08% (-$7.9K)
Arista Networks, Inc.(ANETcusip040413205)	4.8K	QoQ -0.33% (-16) YoY NEW(+4.8K)	All Managers (Combined)	$371.6K	0.0% ($371.6K/$1.7B)	QoQ -30.13% (-$160.3K) YoY NEW(+$371.6K)
MCKESSON CORP(MCKcusip58155Q103)	546	QoQ +3.80% (+20) YoY +31.56% (+131)	All Managers (Combined)	$367.2K	0.0% ($367.2K/$1.7B)	QoQ +22.59% (+$67.7K) YoY +64.66% (+$144.2K)
(VONGcusip92206C680)	3.9K	QoQ +2.10% (-80) YoY +10.60% (+373)	All Managers (Combined)	$360.9K	0.0% ($360.9K/$1.7B)	QoQ -8.27% (-$32.6K) YoY +18.43% (+$56.2K)
(cusip45782C383)✕	9.0K	QoQ -0.27% (-25) YoY -1.04% (-95)	All Managers (Combined)	$360.3K	0.0% ($360.3K/$1.7B)	QoQ -0.90% (-$3.3K) YoY +7.35% (-$24.7K)
(cusip45782C573)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$360.0K	0.0% ($360.0K/$1.7B)	QoQ NEW(+$360.0K) YoY NEW(+$360.0K)
(cusip92189F676)✕	1.7K	QoQ +0.65% (-11) YoY +55.62% (+608)	All Managers (Combined)	$359.7K	0.0% ($359.7K/$1.7B)	QoQ -12.10% (-$49.6K) YoY +46.32% (+$113.9K)
(cusip46137V498)✕	5.7K	QoQ -91.16% (-59.0K) YoY NEW(+5.7K)	All Managers (Combined)	$358.6K	0.0% ($358.6K/$1.7B)	QoQ -91.61% (-$3.9M) YoY NEW(+$358.6K)