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,
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  "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 • $1,665,844.727K total value

541 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 26 of 28

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CROWN CASTLE INC.

CCI|22822V101

Shares:2.2K

Value:$224.4K

BP PLC

BP|055622104

Shares:6.6K

Value:$223.2K

14020Y607

Shares:8.6K

Value:$223.0K

COHEN & STEERS INFRASTRUCTURE FUND INC

UTF|19248A109

Shares:8.7K

Value:$222.3K

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:630

Value:$222.1K

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.5K

Value:$221.4K

72201R627

Shares:4.4K

Value:$221.1K

25434V617

Shares:3.6K

Value:$220.1K

921937827

BSV|921937827

Shares:2.8K

Value:$218.3K

45782C300

Shares:5.6K

Value:$213.6K

JACOBS SOLUTIONS INC.

J|46982L108

Shares:1.8K

Value:$212.0K

45783Y251

Shares:7.9K

Value:$211.9K

316092501

Shares:3.0K

Value:$211.1K

37954Y830

Shares:5.4K

Value:$209.6K

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.0K

Value:$209.3K

464287168

DVY|464287168

Shares:1.5K

Value:$207.9K

Air Products & Chemicals, Inc.

APD|009158106

Shares:694

Value:$204.6K

922908637

VV|922908637

Shares:793

Value:$203.9K

NEWMONT Corp /DE/

NEM|651639106

Shares:4.2K

Value:$203.4K

45784N106

Shares:8.1K

Value:$202.6K

Instrument	Shares		Other Manager	Value
CROWN CASTLE INC.(CCIcusip22822V101)	2.2K	QoQ NEW(+2.2K) YoY -49.50% (-2.1K)	All Managers (Combined)	$224.4K	QoQ NEW(+$224.4K) YoY -50.27% (-$226.9K)
BP PLC(BPcusip055622104)	6.6K	QoQ NEW(+6.6K) YoY -11.07% (-823)	All Managers (Combined)	$223.2K	QoQ NEW(+$223.2K) YoY -20.25% (-$56.7K)
(cusip14020Y607)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$223.0K	QoQ NEW(+$223.0K) YoY NEW(+$223.0K)
COHEN & STEERS INFRASTRUCTURE FUND INC(UTFcusip19248A109)	8.7K	QoQ +1.37% (+118) YoY NEW(+8.7K)	All Managers (Combined)	$222.3K	QoQ +7.73% (+$16.0K) YoY NEW(+$222.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	630	QoQ NEW(+630) YoY -36.23% (-358)	All Managers (Combined)	$222.1K	QoQ NEW(+$222.1K) YoY -29.87% (-$94.6K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.5K	QoQ -22.12% (-439) YoY -44.54% (-1.2K)	All Managers (Combined)	$221.4K	QoQ -37.07% (-$130.4K) YoY -44.84% (-$180.0K)
(cusip72201R627)✕	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$221.1K	QoQ -1.39% (-$3.1K) YoY NEW(+$221.1K)
(cusip25434V617)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$220.1K	QoQ NEW(+$220.1K) YoY NEW(+$220.1K)
(BSVcusip921937827)	2.8K	QoQ -14.60% (-477) YoY -51.20% (-2.9K)	All Managers (Combined)	$218.3K	QoQ -13.47% (-$34.0K) YoY -50.18% (-$219.9K)
(cusip45782C300)✕	5.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$213.6K	QoQ -2.07% (-$4.5K) YoY +5.65% (+$11.4K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	1.8K	QoQ +0.28% (-5) YoY +1.38% (-24)	All Managers (Combined)	$212.0K	QoQ -9.28% (-$21.7K) YoY -20.30% (-$54.0K)
(cusip45783Y251)✕	7.9K	QoQ 0.00% (-0) YoY NEW(+7.9K)	All Managers (Combined)	$211.9K	QoQ -1.01% (-$2.2K) YoY NEW(+$211.9K)
(cusip316092501)✕	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$211.1K	QoQ +1.22% (+$2.6K) YoY NEW(+$211.1K)
(cusip37954Y830)✕	5.4K	QoQ -72.31% (-14.0K) YoY -70.98% (-13.1K)	All Managers (Combined)	$209.6K	QoQ -71.66% (-$530.2K) YoY -73.28% (-$575.0K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$209.3K	QoQ NEW(+$209.3K) YoY NEW(+$209.3K)
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$207.9K	QoQ NEW(+$207.9K) YoY NEW(+$207.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	694	QoQ +0.14% (+1) YoY NEW(+694)	All Managers (Combined)	$204.6K	QoQ +1.85% (+$3.7K) YoY NEW(+$204.6K)
(VVcusip922908637)	793	QoQ -10.39% (-92) YoY NEW(+793)	All Managers (Combined)	$203.9K	QoQ -14.61% (-$34.9K) YoY NEW(+$203.9K)
NEWMONT Corp /DE/(NEMcusip651639106)	4.2K	QoQ NEW(+4.2K) YoY -68.38% (-9.1K)	All Managers (Combined)	$203.4K	QoQ NEW(+$203.4K) YoY -57.41% (-$274.2K)
(cusip45784N106)✕	8.1K	QoQ 0.00% (-0) YoY NEW(+8.1K)	All Managers (Combined)	$202.6K	QoQ -0.61% (-$1.3K) YoY NEW(+$202.6K)