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 22 of 28

Sort by:

464289875

Shares:7.4K

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$1.7B)

COMCAST CORP

CMCSA|20030N101

Shares:8.8K

Value:$323.9K

% of Portfolio:0.0% ($323.9K/$1.7B)

ENBRIDGE INC

ENB|29250N105

Shares:7.3K

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$1.7B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.4K

Value:$321.9K

% of Portfolio:0.0% ($321.9K/$1.7B)

46641Q647

Shares:6.4K

Value:$318.9K

% of Portfolio:0.0% ($318.9K/$1.7B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:597

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$1.7B)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:13.2K

Value:$318.2K

% of Portfolio:0.0% ($318.2K/$1.7B)

81369Y407

Shares:1.6K

Value:$316.3K

% of Portfolio:0.0% ($316.3K/$1.7B)

FEDEX CORP

FDX|31428X106

Shares:1.3K

Value:$316.2K

% of Portfolio:0.0% ($316.2K/$1.7B)

Walt Disney Co

DIS|254687106

Shares:3.2K

Value:$312.1K

% of Portfolio:0.0% ($312.1K/$1.7B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.5K

Value:$309.6K

% of Portfolio:0.0% ($309.6K/$1.7B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.3K

Value:$309.4K

% of Portfolio:0.0% ($309.4K/$1.7B)

IonQ, Inc.

IONQ|46222L108

Shares:14.0K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$1.7B)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:10.4K

Value:$308.9K

% of Portfolio:0.0% ($308.9K/$1.7B)

45783Y236

Shares:11.6K

Value:$308.9K

% of Portfolio:0.0% ($308.9K/$1.7B)

Chubb Ltd

CB|H1467J104

Shares:1.0K

Value:$307.1K

% of Portfolio:0.0% ($307.1K/$1.7B)

46641Q852

Shares:6.4K

Value:$306.4K

% of Portfolio:0.0% ($306.4K/$1.7B)

ASTRAZENECA PLC

AZN|046353108

Shares:4.1K

Value:$302.5K

% of Portfolio:0.0% ($302.5K/$1.7B)

MPLX LP

MPLX|55336V100

Shares:5.6K

Value:$301.5K

% of Portfolio:0.0% ($301.5K/$1.7B)

45409F827

Shares:12.6K

Value:$301.2K

% of Portfolio:0.0% ($301.2K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289875)✕	7.4K	QoQ -5.92% (-466) YoY -13.28% (-1.1K)	All Managers (Combined)	$324.6K	0.0% ($324.6K/$1.7B)	QoQ -4.97% (-$17.0K) YoY -11.05% (-$40.3K)
COMCAST CORP(CMCSAcusip20030N101)	8.8K	QoQ +7.59% (+620) YoY +0.44% (-39)	All Managers (Combined)	$323.9K	0.0% ($323.9K/$1.7B)	QoQ +5.79% (+$17.7K) YoY -14.49% (-$54.9K)
ENBRIDGE INC(ENBcusip29250N105)	7.3K	QoQ 0.00% (+0) YoY -13.76% (-1.2K)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$1.7B)	QoQ +4.43% (+$13.7K) YoY +5.61% (-$17.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.4K	QoQ -4.38% (-62) YoY -7.27% (-106)	All Managers (Combined)	$321.9K	0.0% ($321.9K/$1.7B)	QoQ -18.30% (-$72.1K) YoY -12.45% (-$45.8K)
(cusip46641Q647)✕	6.4K	QoQ +0.82% (+52) YoY +10.47% (+605)	All Managers (Combined)	$318.9K	0.0% ($318.9K/$1.7B)	QoQ +0.52% (+$1.6K) YoY +8.86% (+$26.0K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	597	QoQ -5.68% (-36) YoY +1.35% (-8)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$1.7B)	QoQ -11.62% (-$41.9K) YoY -2.66% (-$8.7K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$318.2K	0.0% ($318.2K/$1.7B)	QoQ NEW(+$318.2K) YoY NEW(+$318.2K)
(cusip81369Y407)✕	1.6K	QoQ 0.00% (-0) YoY -31.39% (-733)	All Managers (Combined)	$316.3K	0.0% ($316.3K/$1.7B)	QoQ -11.98% (-$43.1K) YoY -26.33% (-$113.1K)
FEDEX CORP(FDXcusip31428X106)	1.3K	QoQ -1.59% (-21) YoY -5.19% (-71)	All Managers (Combined)	$316.2K	0.0% ($316.2K/$1.7B)	QoQ -14.69% (-$54.5K) YoY -20.22% (-$80.2K)
Walt Disney Co(DIScusip254687106)	3.2K	QoQ -3.03% (-99) YoY -39.02% (-2.0K)	All Managers (Combined)	$312.1K	0.0% ($312.1K/$1.7B)	QoQ -14.06% (-$51.1K) YoY -50.82% (-$322.5K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$309.6K	0.0% ($309.6K/$1.7B)	QoQ +11.28% (+$31.4K) YoY +24.29% (+$60.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.3K	QoQ +3.56% (+46) YoY +5.36% (+68)	All Managers (Combined)	$309.4K	0.0% ($309.4K/$1.7B)	QoQ +18.81% (+$49.0K) YoY +14.46% (+$39.1K)
IonQ, Inc.(IONQcusip46222L108)	14.0K	QoQ +3.22% (-438) YoY NEW(+14.0K)	All Managers (Combined)	$309.1K	0.0% ($309.1K/$1.7B)	QoQ -45.45% (-$257.6K) YoY NEW(+$309.1K)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	10.4K	QoQ 0.00% (-0) YoY -27.90% (-4.0K)	All Managers (Combined)	$308.9K	0.0% ($308.9K/$1.7B)	QoQ -6.29% (-$20.7K) YoY -31.18% (-$140.0K)
(cusip45783Y236)✕	11.6K	QoQ 0.00% (-0) YoY NEW(+11.6K)	All Managers (Combined)	$308.9K	0.0% ($308.9K/$1.7B)	QoQ -0.99% (-$3.1K) YoY NEW(+$308.9K)
Chubb Ltd(CBcusipH1467J104)	1.0K	QoQ +11.14% (+102) YoY NEW(+1.0K)	All Managers (Combined)	$307.1K	0.0% ($307.1K/$1.7B)	QoQ +21.48% (+$54.3K) YoY NEW(+$307.1K)
(cusip46641Q852)✕	6.4K	QoQ -1.61% (-105) YoY +31.10% (+1.5K)	All Managers (Combined)	$306.4K	0.0% ($306.4K/$1.7B)	QoQ -0.30% (-$931) YoY +31.84% (+$74.0K)
ASTRAZENECA PLC(AZNcusip046353108)	4.1K	QoQ 0.00% (+0) YoY -0.24% (-10)	All Managers (Combined)	$302.5K	0.0% ($302.5K/$1.7B)	QoQ +12.17% (+$32.8K) YoY +8.22% (-$23.0K)
MPLX LP(MPLXcusip55336V100)	5.6K	QoQ +12.77% (+638) YoY +6.78% (+358)	All Managers (Combined)	$301.5K	0.0% ($301.5K/$1.7B)	QoQ +26.11% (+$62.4K) YoY +37.50% (+$82.2K)
(cusip45409F827)✕	12.6K	QoQ +0.78% (+98) YoY +48.80% (+4.1K)	All Managers (Combined)	$301.2K	0.0% ($301.2K/$1.7B)	QoQ +0.61% (+$1.9K) YoY +46.25% (+$95.2K)