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 • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 21 of 28

Sort by:

46435G326

Shares:5.1K

Value:$351.1K

% of Portfolio:0.0% ($351.1K/$1.7B)

SHENANDOAH TELECOMMUNICATIONS CO/VA/

SHEN|82312B106

Shares:27.9K

Value:$350.1K

% of Portfolio:0.0% ($350.1K/$1.7B)

46431W838

Shares:7.0K

Value:$349.6K

% of Portfolio:0.0% ($349.6K/$1.7B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:16.0K

Value:$346.7K

% of Portfolio:0.0% ($346.7K/$1.7B)

75526L878

Shares:8.7K

Value:$340.7K

% of Portfolio:0.0% ($340.7K/$1.7B)

LOWES COMPANIES INC

LOW|548661107

Shares:1.5K

Value:$340.0K

% of Portfolio:0.0% ($340.0K/$1.7B)

33740U752

Shares:11.3K

Value:$338.3K

% of Portfolio:0.0% ($338.3K/$1.7B)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:8.6K

Value:$337.4K

% of Portfolio:0.0% ($337.4K/$1.7B)

92204A108

Shares:1.0K

Value:$335.3K

% of Portfolio:0.0% ($335.3K/$1.7B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:9.0K

Value:$334.9K

% of Portfolio:0.0% ($334.9K/$1.7B)

INTEL CORP

INTC|458140100

Shares:14.7K

Value:$333.1K

% of Portfolio:0.0% ($333.1K/$1.7B)

88634T493

Shares:16.4K

Value:$332.5K

% of Portfolio:0.0% ($332.5K/$1.7B)

464285204

Shares:5.6K

Value:$331.2K

% of Portfolio:0.0% ($331.2K/$1.7B)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:16.5K

Value:$330.6K

% of Portfolio:0.0% ($330.6K/$1.7B)

45783Y335

Shares:12.6K

Value:$330.5K

% of Portfolio:0.0% ($330.5K/$1.7B)

45782C813

Shares:8.2K

Value:$329.0K

% of Portfolio:0.0% ($329.0K/$1.7B)

25434V500

Shares:5.5K

Value:$328.9K

% of Portfolio:0.0% ($328.9K/$1.7B)

45782C466

Shares:7.1K

Value:$328.0K

% of Portfolio:0.0% ($328.0K/$1.7B)

45782C870

Shares:9.2K

Value:$326.6K

% of Portfolio:0.0% ($326.6K/$1.7B)

33734X846

Shares:5.2K

Value:$324.8K

% of Portfolio:0.0% ($324.8K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G326)✕	5.1K	QoQ 0.00% (+0) YoY NEW(+5.1K)	All Managers (Combined)	$351.1K	0.0% ($351.1K/$1.7B)	QoQ +6.85% (+$22.5K) YoY NEW(+$351.1K)
SHENANDOAH TELECOMMUNICATIONS CO/VA/(SHENcusip82312B106)	27.9K	QoQ -24.12% (-8.9K) YoY -0.60% (-170)	All Managers (Combined)	$350.1K	0.0% ($350.1K/$1.7B)	QoQ -24.36% (-$112.8K) YoY -28.07% (-$136.6K)
(cusip46431W838)✕	7.0K	QoQ +67.17% (+2.8K) YoY +25.39% (+1.4K)	All Managers (Combined)	$349.6K	0.0% ($349.6K/$1.7B)	QoQ +68.14% (+$141.7K) YoY +25.69% (+$71.5K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	16.0K	QoQ 0.00% (-0) YoY +35.23% (+4.2K)	All Managers (Combined)	$346.7K	0.0% ($346.7K/$1.7B)	QoQ -7.61% (-$28.6K) YoY +39.66% (+$98.5K)
(cusip75526L878)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$340.7K	0.0% ($340.7K/$1.7B)	QoQ NEW(+$340.7K) YoY NEW(+$340.7K)
LOWES COMPANIES INC(LOWcusip548661107)	1.5K	QoQ +17.86% (+221) YoY -3.50% (-53)	All Managers (Combined)	$340.0K	0.0% ($340.0K/$1.7B)	QoQ +11.34% (+$34.6K) YoY -11.68% (-$45.0K)
(cusip33740U752)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$338.3K	0.0% ($338.3K/$1.7B)	QoQ NEW(+$338.3K) YoY NEW(+$338.3K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	8.6K	QoQ -1.14% (-100) YoY -5.06% (-459)	All Managers (Combined)	$337.4K	0.0% ($337.4K/$1.7B)	QoQ +7.12% (-$22.4K) YoY +21.20% (-$59.0K)
(cusip92204A108)✕	1.0K	QoQ +7.85% (-75) YoY -89.42% (-8.7K)	All Managers (Combined)	$335.3K	0.0% ($335.3K/$1.7B)	QoQ -6.47% (-$23.2K) YoY -89.16% (-$2.8M)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	9.0K	QoQ -6.42% (-615) YoY -26.51% (-3.2K)	All Managers (Combined)	$334.9K	0.0% ($334.9K/$1.7B)	QoQ +6.92% (-$21.7K) YoY -45.22% (-$276.5K)
INTEL CORP(INTCcusip458140100)	14.7K	QoQ -12.73% (-2.1K) YoY -91.27% (-153.5K)	All Managers (Combined)	$333.1K	0.0% ($333.1K/$1.7B)	QoQ -1.16% (-$3.9K) YoY -95.51% (-$7.1M)
(cusip88634T493)✕	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$332.5K	0.0% ($332.5K/$1.7B)	QoQ NEW(+$332.5K) YoY NEW(+$332.5K)
(cusip464285204)✕	5.6K	QoQ +2.05% (+113) YoY NEW(+5.6K)	All Managers (Combined)	$331.2K	0.0% ($331.2K/$1.7B)	QoQ +21.53% (+$58.7K) YoY NEW(+$331.2K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	16.5K	QoQ +0.57% (-95) YoY -6.83% (-1.2K)	All Managers (Combined)	$330.6K	0.0% ($330.6K/$1.7B)	QoQ -13.34% (-$50.9K) YoY -1.00% (-$3.4K)
(cusip45783Y335)✕	12.6K	QoQ -24.25% (-4.0K) YoY NEW(+12.6K)	All Managers (Combined)	$330.5K	0.0% ($330.5K/$1.7B)	QoQ -24.80% (-$109.0K) YoY NEW(+$330.5K)
(cusip45782C813)✕	8.2K	QoQ -34.11% (-4.2K) YoY -33.38% (-4.1K)	All Managers (Combined)	$329.0K	0.0% ($329.0K/$1.7B)	QoQ -35.68% (-$182.5K) YoY -29.50% (-$137.7K)
(cusip25434V500)✕	5.5K	QoQ -10.15% (-622) YoY +31.35% (+1.3K)	All Managers (Combined)	$328.9K	0.0% ($328.9K/$1.7B)	QoQ -17.50% (-$69.8K) YoY +25.89% (+$67.7K)
(cusip45782C466)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$328.0K	0.0% ($328.0K/$1.7B)	QoQ NEW(+$328.0K) YoY NEW(+$328.0K)
(cusip45782C870)✕	9.2K	QoQ -42.80% (-6.9K) YoY -39.95% (-6.1K)	All Managers (Combined)	$326.6K	0.0% ($326.6K/$1.7B)	QoQ -44.42% (-$261.1K) YoY -36.25% (-$185.7K)
(cusip33734X846)✕	5.2K	QoQ -1.45% (-76) YoY +25.60% (+1.1K)	All Managers (Combined)	$324.8K	0.0% ($324.8K/$1.7B)	QoQ -2.14% (-$7.1K) YoY +40.32% (+$93.4K)