Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "GDX",
  null,
  "RJF",
  null,
  "RF",
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  null,
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  null,
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  null,
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  "FCX",
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  null,
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  "UNP",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "MUB",
  "META",
  null,
  null,
  null,
  null,
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  null,
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  "IVW",
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  "NAK",
  "IONQ",
  null,
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  null,
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  "MPC",
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  "PWR",
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  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
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  "ORCL",
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  null,
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  "VHT",
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  null,
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  null,
  null,
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  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,
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  "LMT",
  "PG",
  "MRK",
  null,
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  "VZ",
  "AMGN",
  "MSTR",
  null,
  null,
  null,
  null,
  null,
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  "IEFA",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
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  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  null,
  "SBUX",
  "CI",
  "TXN",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VV",
  "VOE",
  "SACH",
  "AEIS",
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  "ACWV",
  "STAG",
  "VWO",
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  "SIVR",
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  "KYN",
  "IWV",
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  "VCIT",
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  "VIG",
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  null,
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  "IWO",
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  "TSM",
  "GSK",
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  "FSK",
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  "VYM",
  null,
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  "AON",
  "AEE",
  "SF",
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  "SDY",
  "DRI",
  "IP",
  "F",
  "WM",
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  "EFSC",
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  "FMBH",
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  "AMZN",
  "MSI",
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  "IVE",
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  "LUV",
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  "VEU",
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  null,
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  "VT",
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  "VOO",
  null,
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  "V",
  "VKTX",
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  "WMT",
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  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
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  null,
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  null,
  null,
  "SO",
  null,
  "TTD",
  "SJM",
  null,
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  "ROL",
  "CRM",
  null,
  null,
  null,
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  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ZWS",
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  "MCK",
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "AZO",
  "BAC",
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  "C",
  "KO",
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  "COIN",
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  "COST",
  "CRWD",
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  "DELL",
  "DE",
  "DVN",
  null,
  null,
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  "DFAX",
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  null,
  "EFA",
  "J",
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  "MAR",
  "QQQ",
  null,
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  "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 4 of 28

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RTX Corp

RTX|75513E101

Shares:59.3K

Value:$7.8M

PEPSICO INC

PEP|713448108

Shares:51.9K

Value:$7.8M

14020W106

Shares:217.9K

Value:$7.8M

J M SMUCKER Co

SJM|832696405

Shares:65.0K

Value:$7.7M

NEXTERA ENERGY INC

NEE|65339F101

Shares:108.3K

Value:$7.7M

922908736

VUG|922908736

Shares:20.3K

Value:$7.5M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:16.7K

Value:$7.5M

922908629

VO|922908629

Shares:28.7K

Value:$7.4M

808524508

Shares:277.5K

Value:$7.3M

316188309

Shares:156.4K

Value:$7.1M

COCA COLA CO

KO|191216100

Shares:99.6K

Value:$7.1M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:64.5K

Value:$7.1M

808524797

SCHD|808524797

Shares:247.2K

Value:$6.9M

922908751

VB|922908751

Shares:30.1K

Value:$6.7M

025072703

AVDE|025072703

Shares:99.6K

Value:$6.6M

46641Q274

Shares:131.8K

Value:$6.2M

NAPCO SECURITY TECHNOLOGIES, INC

NSSC|630402105

Shares:266.4K

Value:$6.1M

Tesla, Inc.

TSLA|88160R101

Shares:23.5K

Value:$6.1M

ULTRALIFE CORP

ULBI|903899102

Shares:1.1M

Value:$5.9M

25434V807

Shares:145.3K

Value:$5.7M

Instrument	Shares		Other Manager	Value
RTX Corp(RTXcusip75513E101)	59.3K	QoQ +2495.70% (+57.0K) YoY +2456.51% (+56.9K)	All Managers (Combined)	$7.8M	QoQ +2871.49% (+$7.6M) YoY +3372.62% (+$7.6M)
PEPSICO INC(PEPcusip713448108)	51.9K	QoQ +11.12% (+5.2K) YoY +24.39% (+10.2K)	All Managers (Combined)	$7.8M	QoQ +9.57% (+$680.0K) YoY +6.57% (+$480.0K)
(cusip14020W106)✕	217.9K	QoQ +1.20% (+2.6K) YoY +2.98% (+6.3K)	All Managers (Combined)	$7.8M	QoQ +2.29% (+$174.5K) YoY +12.93% (+$889.6K)
J M SMUCKER Co(SJMcusip832696405)	65.0K	QoQ +7.19% (+4.4K) YoY +28.19% (+14.3K)	All Managers (Combined)	$7.7M	QoQ +15.26% (+$1.0M) YoY +20.59% (+$1.3M)
NEXTERA ENERGY INC(NEEcusip65339F101)	108.3K	QoQ +6.11% (+6.2K) YoY -7.49% (-8.8K)	All Managers (Combined)	$7.7M	QoQ +4.93% (+$360.6K) YoY +2.60% (-$194.8K)
(VUGcusip922908736)	20.3K	QoQ +2.10% (-419) YoY +4.46% (+868)	All Managers (Combined)	$7.5M	QoQ -7.75% (-$633.3K) YoY +12.54% (+$839.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	16.7K	QoQ +11.92% (+1.8K) YoY +97.37% (+8.3K)	All Managers (Combined)	$7.5M	QoQ +2.88% (+$210.1K) YoY +93.83% (+$3.6M)
(VOcusip922908629)	28.7K	QoQ -1.41% (-411) YoY -0.42% (-122)	All Managers (Combined)	$7.4M	QoQ -3.46% (-$266.9K) YoY +3.06% (-$221.2K)
(cusip808524508)✕	277.5K	QoQ -1.00% (-2.8K) YoY +200.07% (-185.0K)	All Managers (Combined)	$7.3M	QoQ -6.40% (-$497.1K) YoY -3.45% (-$259.8K)
(cusip316188309)✕	156.4K	QoQ +3.96% (+6.0K) YoY +80.44% (+69.7K)	All Managers (Combined)	$7.1M	QoQ +5.77% (+$389.6K) YoY +81.80% (+$3.2M)
COCA COLA CO(KOcusip191216100)	99.6K	QoQ -7.55% (-8.1K) YoY -2.35% (-2.4K)	All Managers (Combined)	$7.1M	QoQ +6.34% (-$425.6K) YoY +14.30% (-$892.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	64.5K	QoQ +7.31% (-4.4K) YoY +6.97% (-4.2K)	All Managers (Combined)	$7.1M	QoQ -6.39% (-$484.7K) YoY -20.83% (-$1.9M)
(SCHDcusip808524797)	247.2K	QoQ +3.30% (+7.9K) YoY +207.56% (+166.8K)	All Managers (Combined)	$6.9M	QoQ +5.72% (+$374.4K) YoY +6.65% (+$431.1K)
(VBcusip922908751)	30.1K	QoQ +19.20% (+4.8K) YoY +8.11% (+2.3K)	All Managers (Combined)	$6.7M	QoQ +10.00% (+$606.6K) YoY +4.87% (+$310.2K)
(AVDEcusip025072703)	99.6K	QoQ -11.43% (-12.9K) YoY +16.06% (+13.8K)	All Managers (Combined)	$6.6M	QoQ -4.36% (-$301.5K) YoY +20.67% (+$1.1M)
(cusip46641Q274)✕	131.8K	QoQ NEW(+131.8K) YoY NEW(+131.8K)	All Managers (Combined)	$6.2M	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
NAPCO SECURITY TECHNOLOGIES, INC(NSSCcusip630402105)	266.4K	QoQ -18.34% (-59.8K) YoY -4.37% (-12.2K)	All Managers (Combined)	$6.1M	QoQ -47.13% (-$5.5M) YoY -45.18% (-$5.1M)
Tesla, Inc.(TSLAcusip88160R101)	23.5K	QoQ +11.98% (-2.5K) YoY +5.23% (+1.2K)	All Managers (Combined)	$6.1M	QoQ -28.13% (-$2.4M) YoY +55.14% (+$2.2M)
ULTRALIFE CORP(ULBIcusip903899102)	1.1M	QoQ -15.53% (-200.9K) YoY -0.92% (-10.2K)	All Managers (Combined)	$5.9M	QoQ -39.00% (-$3.8M) YoY -39.49% (-$3.8M)
(cusip25434V807)✕	145.3K	QoQ +3.79% (+5.3K) YoY +30.22% (+33.7K)	All Managers (Combined)	$5.7M	QoQ +15.14% (+$752.5K) YoY +39.47% (+$1.6M)