Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "GDX",
  null,
  "RJF",
  null,
  "RF",
  "MU",
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  "MPLX",
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  null,
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  null,
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  "CAT",
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  null,
  "LOW",
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  "ARCC",
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  null,
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  "UTF",
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  null,
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  null,
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  null,
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  null,
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  "FCX",
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  null,
  "AMPY",
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  "AZN",
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  null,
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  "MCD",
  null,
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  null,
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  "UNP",
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  null,
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  "EMR",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  "IVW",
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  "ULBI",
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  "NAK",
  "IONQ",
  null,
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  null,
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  "MPC",
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  "PWR",
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  "MA",
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  "MDLZ",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
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  "ORCL",
  "OKE",
  null,
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  "VHT",
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  null,
  null,
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  null,
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  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,
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  "LMT",
  "PG",
  "MRK",
  null,
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  "VZ",
  "AMGN",
  "MSTR",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
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  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  null,
  "SBUX",
  "CI",
  "TXN",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VV",
  "VOE",
  "SACH",
  "AEIS",
  null,
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  "ACWV",
  "STAG",
  "VWO",
  null,
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  "SIVR",
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  "KYN",
  "IWV",
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  "VCIT",
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  "VIG",
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  null,
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  "IWO",
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  "TSM",
  "GSK",
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  "FSK",
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  "VYM",
  null,
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  "AON",
  "AEE",
  "SF",
  "AMD",
  "SDY",
  "DRI",
  "IP",
  "F",
  "WM",
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  "EFSC",
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  "FMBH",
  null,
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  "AMZN",
  "MSI",
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  "IVE",
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  "LUV",
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  "VEU",
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  null,
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  "VBK",
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  "VOT",
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  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  "VST",
  "WMT",
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  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "PAR",
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  "ET",
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  null,
  "SCHF",
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  "NSC",
  null,
  null,
  "SO",
  null,
  "TTD",
  "SJM",
  null,
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  "ROL",
  "CRM",
  null,
  null,
  null,
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  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "ZWS",
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  "MCK",
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "AZO",
  "BAC",
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  "BRK-B",
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  "BA",
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  "CG",
  "CNC",
  "CVX",
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  "CSCO",
  "C",
  "KO",
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  "COIN",
  "CMCSA",
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  "STZ",
  "COST",
  "CRWD",
  "CVS",
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  "DELL",
  "DE",
  "DVN",
  null,
  null,
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  "DFAX",
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  null,
  "EFA",
  "J",
  "USMV",
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  "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 • $1,665,844.727K total value

541 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 25 of 28

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46429B663

Shares:2.1K

Value:$251.4K

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.2K

Value:$251.2K

Motorola Solutions, Inc.

MSI|620076307

Shares:572

Value:$250.3K

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.3K

Value:$247.6K

464288604

Shares:5.4K

Value:$244.3K

Accenture plc

ACN|G1151C101

Shares:778

Value:$242.8K

38748G101

Shares:7.9K

Value:$242.5K

CITIGROUP INC

C|172967424

Shares:3.4K

Value:$241.1K

3M CO

MMM|88579Y101

Shares:1.6K

Value:$238.2K

46435G672

Shares:4.7K

Value:$236.1K

45782C649

Shares:6.8K

Value:$234.1K

Marathon Petroleum Corp

MPC|56585A102

Shares:1.6K

Value:$232.7K

92189F387

Shares:10.3K

Value:$232.7K

SIMMONS FIRST NATIONAL CORP

SFNC|828730200

Shares:11.3K

Value:$231.9K

45782C748

Shares:6.3K

Value:$231.3K

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:11.6K

Value:$229.5K

464288760

Shares:1.5K

Value:$229.2K

Coinbase Global, Inc.

COIN|19260Q107

Shares:1.3K

Value:$228.0K

SHOPIFY INC.

SHOP|82509L107

Shares:2.4K

Value:$225.3K

316092360

Shares:5.2K

Value:$225.1K

Instrument	Shares		Other Manager	Value
(cusip46429B663)✕	2.1K	QoQ -14.70% (-358) YoY -33.20% (-1.0K)	All Managers (Combined)	$251.4K	QoQ -7.99% (-$21.9K) YoY -26.60% (-$91.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.2K	QoQ -3.66% (-44) YoY -3.50% (-42)	All Managers (Combined)	$251.2K	QoQ +14.24% (-$31.3K) YoY +6.24% (-$14.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	572	QoQ 0.00% (-0) YoY -3.05% (-18)	All Managers (Combined)	$250.3K	QoQ -5.27% (-$13.9K) YoY +19.40% (-$40.7K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.3K	QoQ -10.78% (-163) YoY -10.54% (-159)	All Managers (Combined)	$247.6K	QoQ -25.88% (-$86.5K) YoY -39.57% (-$162.2K)
(cusip464288604)✕	5.4K	QoQ +0.09% (-5) YoY -62.54% (-9.1K)	All Managers (Combined)	$244.3K	QoQ -8.83% (-$23.7K) YoY -63.76% (-$430.0K)
Accenture plc(ACNcusipG1151C101)	778	QoQ 0.00% (-0) YoY -1.76% (-14)	All Managers (Combined)	$242.8K	QoQ -11.29% (-$30.9K) YoY -11.56% (-$31.7K)
(cusip38748G101)✕	7.9K	QoQ 0.00% (+0) YoY NEW(+7.9K)	All Managers (Combined)	$242.5K	QoQ +19.11% (+$38.9K) YoY NEW(+$242.5K)
CITIGROUP INC(Ccusip172967424)	3.4K	QoQ +12.89% (+388) YoY +2.59% (+86)	All Managers (Combined)	$241.1K	QoQ +13.85% (+$29.3K) YoY +15.16% (+$31.7K)
3M CO(MMMcusip88579Y101)	1.6K	QoQ +1.62% (+26) YoY -95.17% (-32.0K)	All Managers (Combined)	$238.2K	QoQ +15.56% (+$32.1K) YoY -93.31% (-$3.3M)
(cusip46435G672)✕	4.7K	QoQ +2.96% (+136) YoY +9.50% (+410)	All Managers (Combined)	$236.1K	QoQ +3.10% (+$7.1K) YoY +9.57% (+$20.6K)
(cusip45782C649)✕	6.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$234.1K	QoQ -2.22% (-$5.3K) YoY +4.45% (+$10.0K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.6K	QoQ -5.83% (-99) YoY -18.88% (-372)	All Managers (Combined)	$232.7K	QoQ -1.65% (-$3.9K) YoY -41.36% (-$164.2K)
(cusip92189F387)✕	10.3K	QoQ -49.08% (-10.0K) YoY -83.58% (-52.7K)	All Managers (Combined)	$232.7K	QoQ -49.06% (-$224.1K) YoY -83.52% (-$1.2M)
SIMMONS FIRST NATIONAL CORP(SFNCcusip828730200)	11.3K	QoQ 0.00% (-0) YoY -10.72% (-1.4K)	All Managers (Combined)	$231.9K	QoQ -7.43% (-$18.6K) YoY -5.81% (-$14.3K)
(cusip45782C748)✕	6.3K	QoQ 0.00% (-0) YoY -25.26% (-2.1K)	All Managers (Combined)	$231.3K	QoQ -1.35% (-$3.2K) YoY -19.87% (-$57.4K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	11.6K	QoQ +0.48% (+56) YoY -12.20% (-1.6K)	All Managers (Combined)	$229.5K	QoQ +8.48% (+$17.9K) YoY -9.88% (-$25.2K)
(cusip464288760)✕	1.5K	QoQ -56.52% (-1.9K) YoY -58.68% (-2.1K)	All Managers (Combined)	$229.2K	QoQ -54.19% (-$271.2K) YoY -52.04% (-$248.8K)
Coinbase Global, Inc.(COINcusip19260Q107)	1.3K	QoQ -5.63% (-79) YoY -3.91% (-54)	All Managers (Combined)	$228.0K	QoQ -34.54% (-$120.3K) YoY -37.58% (-$137.3K)
SHOPIFY INC.(SHOPcusip82509L107)	2.4K	QoQ +1.98% (-46) YoY NEW(+2.4K)	All Managers (Combined)	$225.3K	QoQ -8.41% (-$20.7K) YoY NEW(+$225.3K)
(cusip316092360)✕	5.2K	QoQ 0.00% (-0) YoY +1.78% (+91)	All Managers (Combined)	$225.1K	QoQ -5.20% (-$12.4K) YoY +6.05% (+$12.9K)