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",
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  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 23 of 28

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389930207

Shares:8.2K

Value:$300.9K

% of Portfolio:0.0% ($300.9K/$1.7B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.1K

Value:$300.8K

% of Portfolio:0.0% ($300.8K/$1.7B)

STIFEL FINANCIAL CORP

SF|860630102

Shares:3.2K

Value:$300.4K

% of Portfolio:0.0% ($300.4K/$1.7B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.5K

Value:$299.6K

% of Portfolio:0.0% ($299.6K/$1.7B)

45782C334

Shares:6.2K

Value:$295.0K

% of Portfolio:0.0% ($295.0K/$1.7B)

REALTY INCOME CORP

O|756109104

Shares:5.1K

Value:$294.1K

% of Portfolio:0.0% ($294.1K/$1.7B)

Mondelez International, Inc.

MDLZ|609207105

Shares:4.3K

Value:$293.0K

% of Portfolio:0.0% ($293.0K/$1.7B)

45783Y244

Shares:10.8K

Value:$292.7K

% of Portfolio:0.0% ($292.7K/$1.7B)

46641Q266

Shares:7.6K

Value:$292.4K

% of Portfolio:0.0% ($292.4K/$1.7B)

abrdn Silver ETF Trust

SIVR|003264108

Shares:9.0K

Value:$291.6K

% of Portfolio:0.0% ($291.6K/$1.7B)

88636J600

Shares:8.3K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$1.7B)

Vistra Corp.

VST|92840M102

Shares:2.5K

Value:$289.7K

% of Portfolio:0.0% ($289.7K/$1.7B)

92204A207

Shares:1.3K

Value:$288.4K

% of Portfolio:0.0% ($288.4K/$1.7B)

78467V608

Shares:7.0K

Value:$288.1K

% of Portfolio:0.0% ($288.1K/$1.7B)

02072L698

Shares:10.5K

Value:$287.7K

% of Portfolio:0.0% ($287.7K/$1.7B)

Airbnb, Inc.

ABNB|009066101

Shares:2.4K

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$1.7B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:12.9K

Value:$286.3K

% of Portfolio:0.0% ($286.3K/$1.7B)

BlackRock, Inc.

BLK|09290D101

Shares:301

Value:$285.1K

% of Portfolio:0.0% ($285.1K/$1.7B)

STAG Industrial, Inc.

STAG|85254J102

Shares:7.9K

Value:$284.0K

% of Portfolio:0.0% ($284.0K/$1.7B)

FORD MOTOR CO

F|345370860

Shares:28.3K

Value:$284.0K

% of Portfolio:0.0% ($284.0K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389930207)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$300.9K	0.0% ($300.9K/$1.7B)	QoQ NEW(+$300.9K) YoY NEW(+$300.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.1K	QoQ +22.72% (+207) YoY NEW(+1.1K)	All Managers (Combined)	$300.8K	0.0% ($300.8K/$1.7B)	QoQ +11.25% (+$30.4K) YoY NEW(+$300.8K)
STIFEL FINANCIAL CORP(SFcusip860630102)	3.2K	QoQ 0.00% (-0) YoY NEW(+3.2K)	All Managers (Combined)	$300.4K	0.0% ($300.4K/$1.7B)	QoQ -11.14% (-$37.7K) YoY NEW(+$300.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.5K	QoQ +2.67% (+39) YoY +7.69% (+107)	All Managers (Combined)	$299.6K	0.0% ($299.6K/$1.7B)	QoQ +23.21% (+$56.4K) YoY +22.80% (+$55.6K)
(cusip45782C334)✕	6.2K	QoQ -7.50% (-502) YoY +14.34% (+776)	All Managers (Combined)	$295.0K	0.0% ($295.0K/$1.7B)	QoQ -12.44% (-$42.0K) YoY +19.84% (+$48.9K)
REALTY INCOME CORP(Ocusip756109104)	5.1K	QoQ -0.13% (-7) YoY -14.69% (-873)	All Managers (Combined)	$294.1K	0.0% ($294.1K/$1.7B)	QoQ +8.47% (-$23.0K) YoY -8.52% (-$27.4K)
Mondelez International, Inc.(MDLZcusip609207105)	4.3K	QoQ -0.68% (-30) YoY -16.72% (-867)	All Managers (Combined)	$293.0K	0.0% ($293.0K/$1.7B)	QoQ +12.83% (-$33.3K) YoY -19.26% (-$69.9K)
(cusip45783Y244)✕	10.8K	QoQ -6.91% (-800) YoY NEW(+10.8K)	All Managers (Combined)	$292.7K	0.0% ($292.7K/$1.7B)	QoQ -7.25% (-$22.9K) YoY NEW(+$292.7K)
(cusip46641Q266)✕	7.6K	QoQ +37.00% (+2.1K) YoY +26.88% (+1.6K)	All Managers (Combined)	$292.4K	0.0% ($292.4K/$1.7B)	QoQ +40.12% (+$83.7K) YoY +32.46% (+$71.7K)
abrdn Silver ETF Trust(SIVRcusip003264108)	9.0K	QoQ -33.74% (-4.6K) YoY -5.20% (-492)	All Managers (Combined)	$291.6K	0.0% ($291.6K/$1.7B)	QoQ -21.87% (-$81.6K) YoY +29.43% (-$66.3K)
(cusip88636J600)✕	8.3K	QoQ -30.99% (-3.7K) YoY -13.39% (-1.3K)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$1.7B)	QoQ -40.56% (-$198.3K) YoY -15.19% (-$52.1K)
Vistra Corp.(VSTcusip92840M102)	2.5K	QoQ -1.79% (-45) YoY NEW(+2.5K)	All Managers (Combined)	$289.7K	0.0% ($289.7K/$1.7B)	QoQ -16.33% (-$56.5K) YoY NEW(+$289.7K)
(cusip92204A207)✕	1.3K	QoQ -17.36% (-277) YoY -88.72% (-10.4K)	All Managers (Combined)	$288.4K	0.0% ($288.4K/$1.7B)	QoQ -14.46% (-$48.8K) YoY -87.90% (-$2.1M)
(cusip78467V608)✕	7.0K	QoQ -62.48% (-11.7K) YoY -91.37% (-74.2K)	All Managers (Combined)	$288.1K	0.0% ($288.1K/$1.7B)	QoQ -63.02% (-$491.1K) YoY -91.57% (-$3.1M)
(cusip02072L698)✕	10.5K	QoQ -69.35% (-23.8K) YoY -85.47% (-62.0K)	All Managers (Combined)	$287.7K	0.0% ($287.7K/$1.7B)	QoQ -69.62% (-$659.6K) YoY -86.17% (-$1.8M)
Airbnb, Inc.(ABNBcusip009066101)	2.4K	QoQ -20.17% (-606) YoY -7.41% (-192)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$1.7B)	QoQ -27.43% (-$108.3K) YoY -32.95% (-$140.8K)
ARES CAPITAL CORP(ARCCcusip04010L103)	12.9K	QoQ +2.24% (+284) YoY NEW(+12.9K)	All Managers (Combined)	$286.3K	0.0% ($286.3K/$1.7B)	QoQ +3.51% (+$9.7K) YoY NEW(+$286.3K)
BlackRock, Inc.(BLKcusip09290D101)	301	QoQ +4.15% (-12) YoY NEW(+301)	All Managers (Combined)	$285.1K	0.0% ($285.1K/$1.7B)	QoQ -3.79% (-$11.3K) YoY NEW(+$285.1K)
STAG Industrial, Inc.(STAGcusip85254J102)	7.9K	QoQ -1.63% (-131) YoY -11.67% (-1.0K)	All Managers (Combined)	$284.0K	0.0% ($284.0K/$1.7B)	QoQ +5.04% (-$13.6K) YoY -17.00% (-$58.2K)
FORD MOTOR CO(Fcusip345370860)	28.3K	QoQ -39.21% (-18.3K) YoY -49.02% (-27.2K)	All Managers (Combined)	$284.0K	0.0% ($284.0K/$1.7B)	QoQ -38.41% (-$177.1K) YoY -61.50% (-$453.6K)