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",
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  null,
  "MMM",
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  "APD",
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  "VONG",
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  "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,
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  "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,
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  "ITW",
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  null,
  null,
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  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,
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  "IVW",
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  null,
  "SHEN",
  null,
  "ULBI",
  null,
  "NAK",
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
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  "MPC",
  null,
  null,
  null,
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  "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 5 of 28

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Meta Platforms, Inc.

META|30303M102

Shares:9.6K

Value:$5.5M

808524409

Shares:205.3K

Value:$5.5M

46137V472

Shares:59.6K

Value:$5.5M

46434V621

DGRO|46434V621

Shares:84.3K

Value:$5.2M

46654Q203

Shares:100.2K

Value:$5.2M

381430438

Shares:67.7K

Value:$5.1M

25434V724

Shares:120.5K

Value:$5.0M

PFIZER INC

PFE|717081103

Shares:193.9K

Value:$4.9M

33738D408

Shares:119.2K

Value:$4.9M

72201R619

Shares:94.2K

Value:$4.8M

38150K103

Shares:153.3K

Value:$4.7M

EMERSON ELECTRIC CO

EMR|291011104

Shares:42.5K

Value:$4.7M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.3K

Value:$4.7M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:9.9K

Value:$4.6M

Bitwise Bitcoin ETF

BITB|09174C104

Shares:103.3K

Value:$4.6M

46654Q609

Shares:62.4K

Value:$4.6M

45783Y855

Shares:145.9K

Value:$4.6M

025072505

Shares:92.4K

Value:$4.6M

025072877

Shares:51.7K

Value:$4.5M

46654Q740

Shares:75.8K

Value:$4.5M

Instrument	Shares		Other Manager	Value
Meta Platforms, Inc.(METAcusip30303M102)	9.6K	QoQ +1.20% (-114) YoY +1.96% (+185)	All Managers (Combined)	$5.5M	QoQ -0.37% (-$20.8K) YoY +21.02% (+$962.7K)
(cusip808524409)✕	205.3K	QoQ -1.81% (-3.8K) YoY +160.00% (-126.4K)	All Managers (Combined)	$5.5M	QoQ +0.10% (-$5.9K) YoY -9.04% (-$542.7K)
(cusip46137V472)✕	59.6K	QoQ -6.29% (-4.0K) YoY -1.11% (-674)	All Managers (Combined)	$5.5M	QoQ -12.89% (-$807.1K) YoY -17.75% (-$1.2M)
(DGROcusip46434V621)	84.3K	QoQ +3.02% (+2.5K) YoY +3.68% (+3.0K)	All Managers (Combined)	$5.2M	QoQ +3.76% (+$189.1K) YoY +10.32% (+$487.4K)
(cusip46654Q203)✕	100.2K	QoQ +44.45% (+30.8K) YoY NEW(+100.2K)	All Managers (Combined)	$5.2M	QoQ +32.66% (+$1.3M) YoY NEW(+$5.2M)
(cusip381430438)✕	67.7K	QoQ -0.09% (-62) YoY NEW(+67.7K)	All Managers (Combined)	$5.1M	QoQ -1.61% (-$84.7K) YoY NEW(+$5.1M)
(cusip25434V724)✕	120.5K	QoQ +3.50% (+4.1K) YoY +17.95% (+18.4K)	All Managers (Combined)	$5.0M	QoQ +4.23% (+$201.9K) YoY +18.84% (+$787.9K)
PFIZER INC(PFEcusip717081103)	193.9K	QoQ -11.37% (-24.9K) YoY -8.88% (-18.9K)	All Managers (Combined)	$4.9M	QoQ -15.35% (-$891.3K) YoY -16.79% (-$991.9K)
(cusip33738D408)✕	119.2K	QoQ -0.58% (-707) YoY +6.05% (+6.8K)	All Managers (Combined)	$4.9M	QoQ -1.28% (-$63.8K) YoY +5.56% (+$257.8K)
(cusip72201R619)✕	94.2K	QoQ NEW(+94.2K) YoY NEW(+94.2K)	All Managers (Combined)	$4.8M	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
(cusip38150K103)✕	153.3K	QoQ +0.53% (+809) YoY NEW(+153.3K)	All Managers (Combined)	$4.7M	QoQ +19.69% (+$778.8K) YoY NEW(+$4.7M)
EMERSON ELECTRIC CO(EMRcusip291011104)	42.5K	QoQ -7.46% (-3.4K) YoY +10.70% (+4.1K)	All Managers (Combined)	$4.7M	QoQ -18.13% (-$1.0M) YoY +7.01% (+$305.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.3K	QoQ +66.66% (+3.3K) YoY +44.49% (+2.6K)	All Managers (Combined)	$4.7M	QoQ +59.07% (+$1.7M) YoY +54.54% (+$1.6M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	9.9K	QoQ -2.47% (-251) YoY +8.08% (+741)	All Managers (Combined)	$4.6M	QoQ -10.54% (-$547.6K) YoY +14.15% (+$576.1K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	103.3K	QoQ +4.24% (-4.2K) YoY +66.77% (+41.4K)	All Managers (Combined)	$4.6M	QoQ -7.99% (-$403.1K) YoY +93.35% (+$2.2M)
(cusip46654Q609)✕	62.4K	QoQ +1.92% (-1.2K) YoY +34.82% (+16.1K)	All Managers (Combined)	$4.6M	QoQ -7.18% (-$356.0K) YoY +41.69% (+$1.4M)
(cusip45783Y855)✕	145.9K	QoQ +25.75% (+29.9K) YoY +76.63% (+63.3K)	All Managers (Combined)	$4.6M	QoQ +25.59% (+$933.1K) YoY +89.42% (+$2.2M)
(cusip025072505)✕	92.4K	QoQ +2.65% (+2.4K) YoY +23.48% (+17.6K)	All Managers (Combined)	$4.6M	QoQ +1.30% (+$58.9K) YoY +20.87% (+$790.0K)
(cusip025072877)✕	51.7K	QoQ -12.92% (-7.7K) YoY -12.78% (-7.6K)	All Managers (Combined)	$4.5M	QoQ -21.36% (-$1.2M) YoY -18.87% (-$1.0M)
(cusip46654Q740)✕	75.8K	QoQ -16.18% (-14.6K) YoY +703.49% (+66.4K)	All Managers (Combined)	$4.5M	QoQ -17.71% (-$962.5K) YoY +724.90% (+$3.9M)