Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "GDX",
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  null,
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  "MUB",
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  "BX",
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  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
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  "IVV",
  null,
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  "UNH",
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  "IEFA",
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  null,
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  "NOW",
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  "O",
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  "RTX",
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  null,
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  "SPYG",
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  null,
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  "VCIT",
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  null,
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  null,
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  null,
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  "ZWS",
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  null,
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  null,
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  null,
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  null,
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  "ETN",
  "GOOG",
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  "TSLA",
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  "PM",
  null,
  "APO",
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  "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

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Page 8 of 28

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46429B689

EFAV|46429B689

Shares:36.1K

Value:$2.8M

33733E104

Shares:31.2K

Value:$2.8M

464287630

IWN|464287630

Shares:18.5K

Value:$2.8M

46429B697

USMV|46429B697

Shares:29.7K

Value:$2.8M

MICROSTRATEGY Inc

MSTR|594972408

Shares:9.6K

Value:$2.8M

464287655

IWM|464287655

Shares:13.6K

Value:$2.7M

74933W601

Shares:47.8K

Value:$2.7M

78464A821

Shares:32.8K

Value:$2.6M

922908769

VTI|922908769

Shares:9.2K

Value:$2.5M

72201R635

Shares:56.5K

Value:$2.5M

389637109

Shares:38.8K

Value:$2.5M

316092808

Shares:15.5K

Value:$2.5M

33738D804

Shares:131.3K

Value:$2.5M

464288307

Shares:34.4K

Value:$2.5M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.6K

Value:$2.4M

02072L722

Shares:81.6K

Value:$2.4M

SPDR GOLD TRUST

GLD|78463V107

Shares:8.1K

Value:$2.3M

AUTOZONE INC

AZO|053332102

Shares:605

Value:$2.3M

45782C656

Shares:59.5K

Value:$2.3M

45783Y756

Shares:71.3K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(EFAVcusip46429B689)	36.1K	QoQ +1.18% (+422) YoY -12.05% (-4.9K)	All Managers (Combined)	$2.8M	QoQ +11.50% (+$290.1K) YoY -3.31% (-$96.5K)
(cusip33733E104)✕	31.2K	QoQ -12.74% (-4.6K) YoY -22.40% (-9.0K)	All Managers (Combined)	$2.8M	QoQ -10.93% (-$343.9K) YoY -18.78% (-$647.8K)
(IWNcusip464287630)	18.5K	QoQ -0.76% (-143) YoY -0.37% (-70)	All Managers (Combined)	$2.8M	QoQ -8.74% (-$267.0K) YoY -5.28% (-$155.7K)
(USMVcusip46429B697)	29.7K	QoQ -2.05% (-624) YoY -6.74% (-2.2K)	All Managers (Combined)	$2.8M	QoQ +3.31% (-$89.4K) YoY +4.49% (-$119.9K)
MICROSTRATEGY Inc(MSTRcusip594972408)	9.6K	QoQ +12.21% (+1.0K) YoY +2190.23% (+9.2K)	All Managers (Combined)	$2.8M	QoQ +11.69% (+$290.2K) YoY +287.75% (+$2.1M)
(IWMcusip464287655)	13.6K	QoQ +1.01% (-136) YoY +13.82% (+1.7K)	All Managers (Combined)	$2.7M	QoQ -8.80% (-$261.9K) YoY +7.97% (+$200.2K)
(cusip74933W601)✕	47.8K	QoQ +0.74% (-353) YoY +39.68% (+13.6K)	All Managers (Combined)	$2.7M	QoQ -6.79% (-$193.7K) YoY +56.60% (+$960.2K)
(cusip78464A821)✕	32.8K	QoQ -18.88% (-7.6K) YoY -3.10% (-1.1K)	All Managers (Combined)	$2.6M	QoQ -25.81% (-$907.0K) YoY -11.79% (-$348.6K)
(VTIcusip922908769)	9.2K	QoQ +3.28% (-293) YoY +29.89% (+2.1K)	All Managers (Combined)	$2.5M	QoQ -2.05% (-$53.3K) YoY +37.36% (+$689.6K)
(cusip72201R635)✕	56.5K	QoQ +3.28% (+1.8K) YoY +22.05% (+10.2K)	All Managers (Combined)	$2.5M	QoQ +2.52% (+$62.3K) YoY +19.65% (+$415.3K)
(cusip389637109)✕	38.8K	QoQ -3.95% (-1.6K) YoY -41.03% (-27.0K)	All Managers (Combined)	$2.5M	QoQ -15.43% (-$461.5K) YoY -39.16% (-$1.6M)
(cusip316092808)✕	15.5K	QoQ +63.12% (+6.0K) YoY +196.47% (+10.3K)	All Managers (Combined)	$2.5M	QoQ +42.28% (+$741.9K) YoY +206.78% (+$1.7M)
(cusip33738D804)✕	131.3K	QoQ -0.52% (-691) YoY -46.59% (-114.6K)	All Managers (Combined)	$2.5M	QoQ -0.15% (-$3.8K) YoY -46.11% (-$2.1M)
(cusip464288307)✕	34.4K	QoQ -2.86% (-1.0K) YoY -5.28% (-1.9K)	All Managers (Combined)	$2.5M	QoQ -8.13% (-$217.4K) YoY -4.28% (-$109.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.6K	QoQ +2.22% (+56) YoY -4.59% (-124)	All Managers (Combined)	$2.4M	QoQ +5.49% (+$126.7K) YoY +23.14% (-$457.7K)
(cusip02072L722)✕	81.6K	QoQ -20.83% (-21.5K) YoY -18.51% (-18.5K)	All Managers (Combined)	$2.4M	QoQ -13.77% (-$387.1K) YoY -22.70% (-$711.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	8.1K	QoQ +99.53% (+4.1K) YoY +3.21% (+253)	All Managers (Combined)	$2.3M	QoQ +137.44% (+$1.4M) YoY +44.56% (+$721.4K)
AUTOZONE INC(AZOcusip053332102)	605	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	QoQ +19.07% (+$369.5K) YoY +20.97% (+$400.0K)
(cusip45782C656)✕	59.5K	QoQ +7.23% (+4.0K) YoY +3.79% (+2.2K)	All Managers (Combined)	$2.3M	QoQ +5.38% (+$116.9K) YoY +9.23% (+$193.3K)
(cusip45783Y756)✕	71.3K	QoQ -16.93% (-14.5K) YoY -27.53% (-27.1K)	All Managers (Combined)	$2.2M	QoQ -19.19% (-$532.4K) YoY -22.50% (-$650.8K)