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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MARA Holdings, Inc.

MARA|565788106

Shares:17.4K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$1.7B)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:26.6K

Value:$199.4K

% of Portfolio:0.0% ($199.4K/$1.7B)

88636J659

Shares:14.4K

Value:$192.2K

% of Portfolio:0.0% ($192.2K/$1.7B)

Coeur Mining, Inc.

CDE|192108504

Shares:32.1K

Value:$190.1K

% of Portfolio:0.0% ($190.1K/$1.7B)

389638107

Shares:11.5K

Value:$174.4K

% of Portfolio:0.0% ($174.4K/$1.7B)

464286327

Shares:11.1K

Value:$166.6K

% of Portfolio:0.0% ($166.6K/$1.7B)

25459W458

Shares:10.3K

Value:$163.5K

% of Portfolio:0.0% ($163.5K/$1.7B)

Custom Truck One Source, Inc.

CTOS|23204X103

Shares:35.0K

Value:$147.7K

% of Portfolio:0.0% ($147.7K/$1.7B)

590717401

Shares:10.9K

Value:$136.0K

% of Portfolio:0.0% ($136.0K/$1.7B)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:10.9K

Value:$126.8K

% of Portfolio:0.0% ($126.8K/$1.7B)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:10.9K

Value:$126.2K

% of Portfolio:0.0% ($126.2K/$1.7B)

88634T477

Shares:10.0K

Value:$79.5K

% of Portfolio:0.0% ($79.5K/$1.7B)

GENWORTH FINANCIAL INC

GNW|37247D106

Shares:10.5K

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$1.7B)

Amplify Energy Corp.

AMPY|03212B103

Shares:16.3K

Value:$61.0K

% of Portfolio:0.0% ($61.0K/$1.7B)

Planet Labs PBC

PL|72703X106

Shares:17.2K

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$1.7B)

BrightSpire Capital, Inc.

BRSP|10949T109

Shares:10.1K

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$1.7B)

92864M400

Shares:17.3K

Value:$31.7K

% of Portfolio:0.0% ($31.7K/$1.7B)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:25.0K

Value:$28.8K

% of Portfolio:0.0% ($28.8K/$1.7B)

DENISON MINES CORP.

DNN|248356107

Shares:17.5K

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$1.7B)

72703X114

Shares:21.4K

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARA Holdings, Inc.(MARAcusip565788106)	17.4K	QoQ -0.20% (-35) YoY +13.69% (-2.1K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$1.7B)	QoQ -31.56% (-$92.5K) YoY -42.09% (-$145.8K)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	26.6K	QoQ 0.00% (-0) YoY -6.83% (-1.9K)	All Managers (Combined)	$199.4K	0.0% ($199.4K/$1.7B)	QoQ -0.26% (-$532) YoY +37.55% (-$54.4K)
(cusip88636J659)✕	14.4K	QoQ +23.34% (-2.7K) YoY NEW(+14.4K)	All Managers (Combined)	$192.2K	0.0% ($192.2K/$1.7B)	QoQ -2.77% (-$5.5K) YoY NEW(+$192.2K)
Coeur Mining, Inc.(CDEcusip192108504)	32.1K	QoQ NEW(+32.1K) YoY NEW(+32.1K)	All Managers (Combined)	$190.1K	0.0% ($190.1K/$1.7B)	QoQ NEW(+$190.1K) YoY NEW(+$190.1K)
(cusip389638107)✕	11.5K	QoQ -22.58% (-3.3K) YoY NEW(+11.5K)	All Managers (Combined)	$174.4K	0.0% ($174.4K/$1.7B)	QoQ -57.95% (-$240.3K) YoY NEW(+$174.4K)
(cusip464286327)✕	11.1K	QoQ -80.64% (-46.3K) YoY -85.37% (-64.9K)	All Managers (Combined)	$166.6K	0.0% ($166.6K/$1.7B)	QoQ -74.85% (-$496.1K) YoY -78.42% (-$605.8K)
(cusip25459W458)✕	10.3K	QoQ +6.41% (-618) YoY NEW(+10.3K)	All Managers (Combined)	$163.5K	0.0% ($163.5K/$1.7B)	QoQ -37.84% (-$99.6K) YoY NEW(+$163.5K)
Custom Truck One Source, Inc.(CTOScusip23204X103)	35.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$147.7K	0.0% ($147.7K/$1.7B)	QoQ -12.26% (-$20.6K) YoY -27.49% (-$56.0K)
(cusip590717401)✕	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$136.0K	0.0% ($136.0K/$1.7B)	QoQ NEW(+$136.0K) YoY NEW(+$136.0K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	10.9K	QoQ -1.38% (-153) YoY NEW(+10.9K)	All Managers (Combined)	$126.8K	0.0% ($126.8K/$1.7B)	QoQ -5.21% (-$7.0K) YoY NEW(+$126.8K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	10.9K	QoQ -0.39% (-43) YoY -22.38% (-3.1K)	All Managers (Combined)	$126.2K	0.0% ($126.2K/$1.7B)	QoQ -24.77% (-$41.6K) YoY +23.64% (-$24.1K)
(cusip88634T477)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$79.5K	0.0% ($79.5K/$1.7B)	QoQ NEW(+$79.5K) YoY NEW(+$79.5K)
GENWORTH FINANCIAL INC(GNWcusip37247D106)	10.5K	QoQ 0.00% (+0) YoY NEW(+10.5K)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$1.7B)	QoQ +1.43% (+$1.1K) YoY NEW(+$74.4K)
Amplify Energy Corp.(AMPYcusip03212B103)	16.3K	QoQ +6.53% (-1.0K) YoY -10.18% (-1.9K)	All Managers (Combined)	$61.0K	0.0% ($61.0K/$1.7B)	QoQ -33.59% (-$30.9K) YoY -49.18% (-$59.0K)
Planet Labs PBC(PLcusip72703X106)	17.2K	QoQ -12.69% (-2.5K) YoY -22.03% (-4.9K)	All Managers (Combined)	$58.1K	0.0% ($58.1K/$1.7B)	QoQ -26.95% (-$21.5K) YoY +3.34% (-$1.9K)
BrightSpire Capital, Inc.(BRSPcusip10949T109)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$1.7B)	QoQ NEW(+$55.9K) YoY NEW(+$55.9K)
(cusip92864M400)✕	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$31.7K	0.0% ($31.7K/$1.7B)	QoQ NEW(+$31.7K) YoY NEW(+$31.7K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$28.8K	0.0% ($28.8K/$1.7B)	QoQ NEW(+$28.8K) YoY NEW(+$28.8K)
DENISON MINES CORP.(DNNcusip248356107)	17.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$1.7B)	QoQ -27.77% (-$8.8K) YoY -33.33% (-$11.4K)
(cusip72703X114)✕	21.4K	QoQ 0.00% (+0) YoY -9.53% (-2.3K)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$1.7B)	QoQ +12.07% (+$1.5K) YoY +187.39% (-$9.1K)