Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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

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CROWN CASTLE INC.

CCI|22822V101

Shares:2.2K

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$1.7B)

BP PLC

BP|055622104

Shares:6.6K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$1.7B)

14020Y607

Shares:8.6K

Value:$223.0K

% of Portfolio:0.0% ($223.0K/$1.7B)

COHEN & STEERS INFRASTRUCTURE FUND INC

UTF|19248A109

Shares:8.7K

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$1.7B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:630

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$1.7B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.5K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$1.7B)

72201R627

Shares:4.4K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$1.7B)

25434V617

Shares:3.6K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$1.7B)

921937827

BSV|921937827

Shares:2.8K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$1.7B)

45782C300

Shares:5.6K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$1.7B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:1.8K

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$1.7B)

45783Y251

Shares:7.9K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$1.7B)

316092501

Shares:3.0K

Value:$211.1K

% of Portfolio:0.0% ($211.1K/$1.7B)

37954Y830

Shares:5.4K

Value:$209.6K

% of Portfolio:0.0% ($209.6K/$1.7B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.0K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$1.7B)

464287168

DVY|464287168

Shares:1.5K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$1.7B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:694

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$1.7B)

922908637

VV|922908637

Shares:793

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$1.7B)

NEWMONT Corp /DE/

NEM|651639106

Shares:4.2K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$1.7B)

45784N106

Shares:8.1K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CROWN CASTLE INC.(CCIcusip22822V101)	2.2K	QoQ NEW(+2.2K) YoY -49.50% (-2.1K)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$1.7B)	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	0.0% ($223.2K/$1.7B)	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	0.0% ($223.0K/$1.7B)	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	0.0% ($222.3K/$1.7B)	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	0.0% ($222.1K/$1.7B)	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	0.0% ($221.4K/$1.7B)	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	0.0% ($221.1K/$1.7B)	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	0.0% ($220.1K/$1.7B)	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	0.0% ($218.3K/$1.7B)	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	0.0% ($213.6K/$1.7B)	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	0.0% ($212.0K/$1.7B)	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	0.0% ($211.9K/$1.7B)	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	0.0% ($211.1K/$1.7B)	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	0.0% ($209.6K/$1.7B)	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	0.0% ($209.3K/$1.7B)	QoQ NEW(+$209.3K) YoY NEW(+$209.3K)
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$1.7B)	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	0.0% ($204.6K/$1.7B)	QoQ +1.85% (+$3.7K) YoY NEW(+$204.6K)
(VVcusip922908637)	793	QoQ -10.39% (-92) YoY NEW(+793)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$1.7B)	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	0.0% ($203.4K/$1.7B)	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	0.0% ($202.6K/$1.7B)	QoQ -0.61% (-$1.3K) YoY NEW(+$202.6K)