Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "GDX",
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  "MUB",
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  "IWF",
  null,
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  "PANW",
  "PEP",
  null,
  "IEMG",
  "GSBD",
  "IVV",
  null,
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  "UNH",
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  "IEFA",
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  null,
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  "NOW",
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  "O",
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  "RTX",
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  null,
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  "SPYG",
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  null,
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  "VCIT",
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  null,
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  "VTI",
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  "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

Page 24 of 28

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37954Y236

Shares:17.3K

Value:$281.2K

ENTERPRISE FINANCIAL SERVICES CORP

EFSC|293712105

Shares:5.2K

Value:$280.9K

45783Y780

Shares:9.9K

Value:$280.4K

33740U737

Shares:7.4K

Value:$273.7K

Carlyle Group Inc.

CG|14316J108

Shares:6.3K

Value:$272.7K

69420N106

Shares:9.7K

Value:$272.5K

14020X104

Shares:9.6K

Value:$271.0K

37954Y715

Shares:9.4K

Value:$266.8K

464287507

IJH|464287507

Shares:4.6K

Value:$266.6K

88634T790

Shares:22.5K

Value:$266.3K

46137V548

Shares:13.9K

Value:$264.6K

922042742

VT|922042742

Shares:2.3K

Value:$264.5K

ROSS STORES, INC.

ROST|778296103

Shares:2.0K

Value:$262.0K

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:7.8K

Value:$261.8K

74348A467

Shares:2.6K

Value:$261.7K

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.0K

Value:$260.8K

81369Y704

Shares:2.0K

Value:$260.8K

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.0K

Value:$257.9K

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:7.9K

Value:$255.9K

45782C524

Shares:7.9K

Value:$252.2K

Instrument	Shares		Other Manager	Value
(cusip37954Y236)✕	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$281.2K	QoQ NEW(+$281.2K) YoY NEW(+$281.2K)
ENTERPRISE FINANCIAL SERVICES CORP(EFSCcusip293712105)	5.2K	QoQ +0.03% (-2) YoY -1.72% (-92)	All Managers (Combined)	$280.9K	QoQ -4.67% (-$13.8K) YoY +30.20% (-$65.2K)
(cusip45783Y780)✕	9.9K	QoQ +11.60% (+1.0K) YoY +11.60% (+1.0K)	All Managers (Combined)	$280.4K	QoQ +9.51% (+$24.4K) YoY +16.82% (+$40.4K)
(cusip33740U737)✕	7.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$273.7K	QoQ -1.55% (-$4.3K) YoY +6.76% (+$17.3K)
Carlyle Group Inc.(CGcusip14316J108)	6.3K	QoQ -12.54% (-897) YoY -20.25% (-1.6K)	All Managers (Combined)	$272.7K	QoQ -24.49% (-$88.5K) YoY -25.90% (-$95.3K)
(cusip69420N106)✕	9.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$272.5K	QoQ -2.19% (-$6.1K) YoY +6.72% (+$17.2K)
(cusip14020X104)✕	9.6K	QoQ NEW(+9.6K) YoY NEW(+9.6K)	All Managers (Combined)	$271.0K	QoQ NEW(+$271.0K) YoY NEW(+$271.0K)
(cusip37954Y715)✕	9.4K	QoQ -5.58% (-555) YoY +33.50% (+2.4K)	All Managers (Combined)	$266.8K	QoQ -15.90% (-$50.5K) YoY +19.44% (+$43.4K)
(IJHcusip464287507)	4.6K	QoQ +4.29% (-188) YoY +12.67% (+514)	All Managers (Combined)	$266.6K	QoQ -2.32% (-$6.4K) YoY +8.23% (+$20.3K)
(cusip88634T790)✕	22.5K	QoQ +11.88% (-2.4K) YoY NEW(+22.5K)	All Managers (Combined)	$266.3K	QoQ -10.76% (-$32.1K) YoY NEW(+$266.3K)
(cusip46137V548)✕	13.9K	QoQ -19.21% (-3.3K) YoY -2.07% (-294)	All Managers (Combined)	$264.6K	QoQ -15.86% (-$49.9K) YoY +0.72% (-$1.9K)
(VTcusip922042742)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$264.5K	QoQ NEW(+$264.5K) YoY NEW(+$264.5K)
ROSS STORES, INC.(ROSTcusip778296103)	2.0K	QoQ 0.00% (-0) YoY -5.09% (-110)	All Managers (Combined)	$262.0K	QoQ -15.50% (-$48.1K) YoY -17.33% (-$54.9K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	7.8K	QoQ -21.06% (-2.1K) YoY -40.47% (-5.3K)	All Managers (Combined)	$261.8K	QoQ -21.15% (-$70.2K) YoY -31.52% (-$120.5K)
(cusip74348A467)✕	2.6K	QoQ +0.78% (+20) YoY +4.83% (+118)	All Managers (Combined)	$261.7K	QoQ +3.44% (+$8.7K) YoY +5.59% (+$13.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.0K	QoQ +5.33% (+100) YoY -9.27% (-202)	All Managers (Combined)	$260.8K	QoQ +13.47% (+$31.0K) YoY -29.79% (-$110.7K)
(cusip81369Y704)✕	2.0K	QoQ -15.60% (-368) YoY -35.72% (-1.1K)	All Managers (Combined)	$260.8K	QoQ -16.03% (-$49.8K) YoY -33.11% (-$129.1K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.0K	QoQ -2.71% (-29) YoY -23.01% (-311)	All Managers (Combined)	$257.9K	QoQ -4.87% (-$13.2K) YoY -28.84% (-$104.5K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	7.9K	QoQ +16.15% (+1.1K) YoY NEW(+7.9K)	All Managers (Combined)	$255.9K	QoQ +19.26% (+$41.3K) YoY NEW(+$255.9K)
(cusip45782C524)✕	7.9K	QoQ 0.00% (+0) YoY -1.25% (-100)	All Managers (Combined)	$252.2K	QoQ +5.77% (+$13.8K) YoY +0.92% (-$2.3K)