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,
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  null,
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "CAT",
  null,
  "AVDE",
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  null,
  "LOW",
  null,
  "ARCC",
  null,
  null,
  null,
  null,
  null,
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  "UTF",
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  null,
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  null,
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  "MARA",
  null,
  null,
  "UTG",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "AMPY",
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  null,
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  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  "UNP",
  "QCOM",
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  null,
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  null,
  null,
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  "ITW",
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  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,
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  null,
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  "IVW",
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  null,
  "SHEN",
  null,
  "ULBI",
  null,
  "NAK",
  "IONQ",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  "KMI",
  null,
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  "LHX",
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  "MPC",
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  null,
  null,
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  "PWR",
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  null,
  null,
  null,
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  "MA",
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "OKE",
  null,
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  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,
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  "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,
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  "SIVR",
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  "KYN",
  "IWV",
  null,
  null,
  null,
  null,
  null,
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  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "IWO",
  "IWN",
  null,
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  "TSM",
  "GSK",
  null,
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  "FSK",
  null,
  "VYM",
  null,
  null,
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  "AON",
  "AEE",
  "SF",
  "AMD",
  "SDY",
  "DRI",
  "IP",
  "F",
  "WM",
  null,
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  "EFSC",
  "CTOS",
  "FMBH",
  null,
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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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  "VGT",
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  null,
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  "VBK",
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  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "PAR",
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  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
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  "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",
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  "DLR",
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  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 6 of 28

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81369Y605

Shares:88.9K

Value:$4.4M

72201R866

Shares:83.4K

Value:$4.3M

464287622

IWB|464287622

Shares:13.9K

Value:$4.3M

33739Q200

Shares:86.3K

Value:$4.2M

464288521

Shares:73.1K

Value:$4.2M

33740F805

Shares:95.7K

Value:$4.2M

46438F101

Shares:88.2K

Value:$4.1M

921943858

VEA|921943858

Shares:80.4K

Value:$4.1M

45783Y814

Shares:92.5K

Value:$4.1M

81369Y506

Shares:43.2K

Value:$4.0M

132061201

Shares:62.5K

Value:$4.0M

33738D788

Shares:190.1K

Value:$4.0M

92204A876

Shares:23.2K

Value:$4.0M

78467V848

Shares:97.7K

Value:$3.9M

78468R408

Shares:153.7K

Value:$3.9M

Kayne Anderson Energy Infrastructure Fund, Inc.

KYN|486606106

Shares:297.6K

Value:$3.8M

25434V880

DFAX|25434V880

Shares:145.3K

Value:$3.8M

46432F842

IEFA|46432F842

Shares:49.2K

Value:$3.7M

464289438

Shares:17.5K

Value:$3.7M

33739N108

Shares:72.0K

Value:$3.6M

Instrument	Shares		Other Manager	Value
(cusip81369Y605)✕	88.9K	QoQ -23.70% (-27.6K) YoY -50.08% (-89.2K)	All Managers (Combined)	$4.4M	QoQ -21.37% (-$1.2M) YoY -40.97% (-$3.1M)
(cusip72201R866)✕	83.4K	QoQ -4.89% (-4.3K) YoY -3.31% (-2.9K)	All Managers (Combined)	$4.3M	QoQ -5.23% (-$237.2K) YoY -5.01% (-$226.9K)
(IWBcusip464287622)	13.9K	QoQ +0.42% (-59) YoY -9.50% (-1.5K)	All Managers (Combined)	$4.3M	QoQ -4.38% (-$196.1K) YoY -3.62% (-$161.1K)
(cusip33739Q200)✕	86.3K	QoQ -4.69% (-4.2K) YoY -21.45% (-23.6K)	All Managers (Combined)	$4.2M	QoQ -3.73% (-$164.5K) YoY -19.97% (-$1.1M)
(cusip464288521)✕	73.1K	QoQ +1.59% (+1.1K) YoY +4.81% (+3.4K)	All Managers (Combined)	$4.2M	QoQ +2.10% (+$86.8K) YoY +12.21% (+$458.2K)
(cusip33740F805)✕	95.7K	QoQ -48.94% (-91.7K) YoY -71.96% (-245.5K)	All Managers (Combined)	$4.2M	QoQ -47.91% (-$3.9M) YoY -71.80% (-$10.7M)
(cusip46438F101)✕	88.2K	QoQ +14.07% (+10.9K) YoY +555.87% (+74.7K)	All Managers (Combined)	$4.1M	QoQ +0.65% (+$27.0K) YoY +658.62% (+$3.6M)
(VEAcusip921943858)	80.4K	QoQ +5.50% (+4.2K) YoY +45.91% (+25.3K)	All Managers (Combined)	$4.1M	QoQ +12.14% (+$442.4K) YoY +47.83% (+$1.3M)
(cusip45783Y814)✕	92.5K	QoQ +0.38% (-355) YoY +27.55% (+20.0K)	All Managers (Combined)	$4.1M	QoQ -1.44% (-$59.9K) YoY +34.73% (+$1.1M)
(cusip81369Y506)✕	43.2K	QoQ -11.83% (-5.8K) YoY -38.38% (-26.9K)	All Managers (Combined)	$4.0M	QoQ -3.81% (-$160.0K) YoY -39.01% (-$2.6M)
(cusip132061201)✕	62.5K	QoQ +0.87% (-542) YoY +43.26% (+18.9K)	All Managers (Combined)	$4.0M	QoQ -6.00% (-$255.0K) YoY +24.74% (+$791.6K)
(cusip33738D788)✕	190.1K	QoQ NEW(+190.1K) YoY NEW(+190.1K)	All Managers (Combined)	$4.0M	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip92204A876)✕	23.2K	QoQ +114.47% (+12.4K) YoY +20.25% (+3.9K)	All Managers (Combined)	$4.0M	QoQ +124.17% (+$2.2M) YoY +44.06% (+$1.2M)
(cusip78467V848)✕	97.7K	QoQ +3.87% (+3.6K) YoY +12.40% (+10.8K)	All Managers (Combined)	$3.9M	QoQ +6.24% (+$231.6K) YoY +13.07% (+$455.4K)
(cusip78468R408)✕	153.7K	QoQ +31.58% (+36.9K) YoY +52.39% (+52.8K)	All Managers (Combined)	$3.9M	QoQ +31.12% (+$917.6K) YoY +52.03% (+$1.3M)
Kayne Anderson Energy Infrastructure Fund, Inc.(KYNcusip486606106)	297.6K	QoQ +13.85% (+36.2K) YoY +335.24% (+229.2K)	All Managers (Combined)	$3.8M	QoQ +14.93% (+$496.1K) YoY +457.85% (+$3.1M)
(DFAXcusip25434V880)	145.3K	QoQ +3.20% (+4.5K) YoY +22.12% (+26.3K)	All Managers (Combined)	$3.8M	QoQ +8.76% (+$306.9K) YoY +25.77% (+$780.1K)
(IEFAcusip46432F842)	49.2K	QoQ -1.39% (-699) YoY -33.23% (-24.5K)	All Managers (Combined)	$3.7M	QoQ +6.13% (-$215.3K) YoY -31.94% (-$1.7M)
(cusip464289438)✕	17.5K	QoQ +0.26% (-47) YoY -4.61% (-845)	All Managers (Combined)	$3.7M	QoQ -10.09% (-$413.6K) YoY +3.12% (-$111.7K)
(cusip33739N108)✕	72.0K	QoQ +3.02% (+2.1K) YoY +25.25% (+14.5K)	All Managers (Combined)	$3.6M	QoQ +1.84% (+$65.6K) YoY +22.97% (+$677.8K)