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 • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287598

IWD|464287598

Shares:55.7K

Value:$10.5M

% of Portfolio:0.6% ($10.5M/$1.7B)

EXXON MOBIL CORP

XOM|30231G102

Shares:87.8K

Value:$10.4M

% of Portfolio:0.6% ($10.4M/$1.7B)

HOME DEPOT, INC.

HD|437076102

Shares:27.6K

Value:$10.1M

% of Portfolio:0.6% ($10.1M/$1.7B)

81369Y803

XLK|81369Y803

Shares:48.5K

Value:$10.0M

% of Portfolio:0.6% ($10.0M/$1.7B)

78467V103

Shares:349.0K

Value:$10.0M

% of Portfolio:0.6% ($10.0M/$1.7B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:162.2K

Value:$9.7M

% of Portfolio:0.6% ($9.7M/$1.7B)

46641Q670

Shares:193.2K

Value:$9.1M

% of Portfolio:0.5% ($9.1M/$1.7B)

032108409

Shares:220.6K

Value:$9.0M

% of Portfolio:0.5% ($9.0M/$1.7B)

Phillips 66

PSX|718546104

Shares:72.1K

Value:$8.9M

% of Portfolio:0.5% ($8.9M/$1.7B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:196.2K

Value:$8.9M

% of Portfolio:0.5% ($8.9M/$1.7B)

SOUTHERN CO

SO|842587107

Shares:96.2K

Value:$8.8M

% of Portfolio:0.5% ($8.8M/$1.7B)

QUALCOMM INC/DE

QCOM|747525103

Shares:57.4K

Value:$8.8M

% of Portfolio:0.5% ($8.8M/$1.7B)

Bank of New York Mellon Corp

BK|064058100

Shares:104.6K

Value:$8.8M

% of Portfolio:0.5% ($8.8M/$1.7B)

808524706

Shares:315.3K

Value:$8.7M

% of Portfolio:0.5% ($8.7M/$1.7B)

922908512

VOE|922908512

Shares:53.8K

Value:$8.6M

% of Portfolio:0.5% ($8.6M/$1.7B)

AMGEN INC

AMGN|031162100

Shares:26.8K

Value:$8.3M

% of Portfolio:0.5% ($8.3M/$1.7B)

33741X102

Shares:246.2K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.7B)

72201R775

Shares:86.3K

Value:$8.0M

% of Portfolio:0.5% ($8.0M/$1.7B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:26.1K

Value:$8.0M

% of Portfolio:0.5% ($8.0M/$1.7B)

GSK plc

GSK|37733W204

Shares:204.8K

Value:$7.9M

% of Portfolio:0.5% ($7.9M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	55.7K	QoQ -0.85% (-479) YoY -9.47% (-5.8K)	All Managers (Combined)	$10.5M	0.6% ($10.5M/$1.7B)	QoQ +0.76% (-$80.0K) YoY -4.89% (-$539.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	87.8K	QoQ +5.04% (+4.2K) YoY +5.64% (+4.7K)	All Managers (Combined)	$10.4M	0.6% ($10.4M/$1.7B)	QoQ +16.13% (+$1.5M) YoY +8.09% (+$781.5K)
HOME DEPOT, INC.(HDcusip437076102)	27.6K	QoQ +1.49% (-406) YoY +12.72% (+3.1K)	All Managers (Combined)	$10.1M	0.6% ($10.1M/$1.7B)	QoQ -4.37% (-$462.5K) YoY +7.69% (+$722.5K)
(XLKcusip81369Y803)	48.5K	QoQ +5.40% (-2.5K) YoY -34.49% (-25.5K)	All Managers (Combined)	$10.0M	0.6% ($10.0M/$1.7B)	QoQ -6.39% (-$683.9K) YoY -35.05% (-$5.4M)
(cusip78467V103)✕	349.0K	QoQ +0.24% (+863) YoY +3.33% (+11.3K)	All Managers (Combined)	$10.0M	0.6% ($10.0M/$1.7B)	QoQ +5.88% (+$553.8K) YoY +5.51% (+$520.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	162.2K	QoQ -7.15% (-12.5K) YoY -13.73% (-25.8K)	All Managers (Combined)	$9.7M	0.6% ($9.7M/$1.7B)	QoQ +6.57% (-$600.8K) YoY +18.69% (-$1.5M)
(cusip46641Q670)✕	193.2K	QoQ -32.18% (-91.7K) YoY -32.17% (-91.6K)	All Managers (Combined)	$9.1M	0.5% ($9.1M/$1.7B)	QoQ -30.75% (-$4.0M) YoY -31.59% (-$4.2M)
(cusip032108409)✕	220.6K	QoQ +7.50% (+15.4K) YoY +26.75% (+46.6K)	All Managers (Combined)	$9.0M	0.5% ($9.0M/$1.7B)	QoQ +8.27% (+$687.5K) YoY +32.92% (+$2.2M)
Phillips 66(PSXcusip718546104)	72.1K	QoQ +5.51% (+3.8K) YoY +21.64% (-12.8K)	All Managers (Combined)	$8.9M	0.5% ($8.9M/$1.7B)	QoQ +14.36% (+$1.1M) YoY -8.04% (-$778.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	196.2K	QoQ -2.60% (-5.2K) YoY +7.93% (+14.4K)	All Managers (Combined)	$8.9M	0.5% ($8.9M/$1.7B)	QoQ +10.47% (-$843.8K) YoY +16.68% (+$1.3M)
SOUTHERN CO(SOcusip842587107)	96.2K	QoQ -2.54% (-2.5K) YoY -8.53% (-9.0K)	All Managers (Combined)	$8.8M	0.5% ($8.8M/$1.7B)	QoQ +8.85% (-$719.8K) YoY +17.23% (-$1.3M)
QUALCOMM INC/DE(QCOMcusip747525103)	57.4K	QoQ +6.93% (+3.7K) YoY +7.55% (-4.0K)	All Managers (Combined)	$8.8M	0.5% ($8.8M/$1.7B)	QoQ +6.92% (+$571.1K) YoY -2.41% (-$217.7K)
Bank of New York Mellon Corp(BKcusip064058100)	104.6K	QoQ -13.39% (-16.2K) YoY -19.12% (-24.7K)	All Managers (Combined)	$8.8M	0.5% ($8.8M/$1.7B)	QoQ -5.46% (-$506.6K) YoY +17.71% (-$1.3M)
(cusip808524706)✕	315.3K	QoQ -2.08% (-6.7K) YoY -4.27% (-14.1K)	All Managers (Combined)	$8.7M	0.5% ($8.7M/$1.7B)	QoQ +1.37% (-$117.6K) YoY +4.52% (-$376.1K)
(VOEcusip922908512)	53.8K	QoQ -2.95% (-1.6K) YoY -16.60% (-10.7K)	All Managers (Combined)	$8.6M	0.5% ($8.6M/$1.7B)	QoQ -3.69% (-$331.2K) YoY -14.12% (-$1.4M)
AMGEN INC(AMGNcusip031162100)	26.8K	QoQ -0.47% (-129) YoY +4.41% (+1.1K)	All Managers (Combined)	$8.3M	0.5% ($8.3M/$1.7B)	QoQ +18.96% (-$1.3M) YoY +14.41% (+$1.1M)
(cusip33741X102)✕	246.2K	QoQ -25.50% (-84.3K) YoY -16.96% (-50.3K)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.7B)	QoQ -30.39% (-$3.6M) YoY -20.11% (-$2.1M)
(cusip72201R775)✕	86.3K	QoQ +2.94% (+2.5K) YoY -2.00% (-1.8K)	All Managers (Combined)	$8.0M	0.5% ($8.0M/$1.7B)	QoQ +5.27% (+$400.1K) YoY -1.35% (-$109.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	26.1K	QoQ -5.32% (-1.5K) YoY +3.53% (+892)	All Managers (Combined)	$8.0M	0.5% ($8.0M/$1.7B)	QoQ -1.18% (-$95.4K) YoY +26.66% (+$1.7M)
GSK plc(GSKcusip37733W204)	204.8K	QoQ +5.89% (+11.4K) YoY +128.81% (+115.3K)	All Managers (Combined)	$7.9M	0.5% ($7.9M/$1.7B)	QoQ +21.30% (+$1.4M) YoY +106.76% (+$4.1M)