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,
  null,
  "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

Search and click to pin securities to the top

Page 27 of 28

Sort by:

MARA Holdings, Inc.

MARA|565788106

Shares:17.4K

Value:$200.6K

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:26.6K

Value:$199.4K

88636J659

Shares:14.4K

Value:$192.2K

Coeur Mining, Inc.

CDE|192108504

Shares:32.1K

Value:$190.1K

389638107

Shares:11.5K

Value:$174.4K

464286327

Shares:11.1K

Value:$166.6K

25459W458

Shares:10.3K

Value:$163.5K

Custom Truck One Source, Inc.

CTOS|23204X103

Shares:35.0K

Value:$147.7K

590717401

Shares:10.9K

Value:$136.0K

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:10.9K

Value:$126.8K

SoFi Technologies, Inc.

SOFI|83406F102

Shares:10.9K

Value:$126.2K

88634T477

Shares:10.0K

Value:$79.5K

GENWORTH FINANCIAL INC

GNW|37247D106

Shares:10.5K

Value:$74.4K

Amplify Energy Corp.

AMPY|03212B103

Shares:16.3K

Value:$61.0K

Planet Labs PBC

PL|72703X106

Shares:17.2K

Value:$58.1K

BrightSpire Capital, Inc.

BRSP|10949T109

Shares:10.1K

Value:$55.9K

92864M400

Shares:17.3K

Value:$31.7K

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:25.0K

Value:$28.8K

DENISON MINES CORP.

DNN|248356107

Shares:17.5K

Value:$22.8K

72703X114

Shares:21.4K

Value:$13.9K

Instrument	Shares		Other Manager	Value
MARA Holdings, Inc.(MARAcusip565788106)	17.4K	QoQ -0.20% (-35) YoY +13.69% (-2.1K)	All Managers (Combined)	$200.6K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$55.9K) YoY NEW(+$55.9K)
(cusip92864M400)✕	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$31.7K	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	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	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	QoQ +12.07% (+$1.5K) YoY +187.39% (-$9.1K)