Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "MUB",
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  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
  "GSBD",
  "IVV",
  null,
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  "UNH",
  "AAPL",
  "SPY",
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  "GS",
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  "INTC",
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  "VZ",
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  null,
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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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  "BP",
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  null,
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  "CI",
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  "VCIT",
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  null,
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  null,
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  "ZWS",
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  null,
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  "PM",
  null,
  "APO",
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  "XLK",
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  "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 9 of 28

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ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:64.5K

Value:$2.2M

464288414

MUB|464288414

Shares:20.6K

Value:$2.2M

464287804

IJR|464287804

Shares:20.7K

Value:$2.2M

464288885

EFG|464288885

Shares:20.8K

Value:$2.1M

92204A504

VHT|92204A504

Shares:7.8K

Value:$2.1M

464289883

Shares:54.6K

Value:$2.1M

92206C565

Shares:29.8K

Value:$2.0M

92206C409

Shares:25.8K

Value:$2.0M

464287176

Shares:18.3K

Value:$2.0M

46434V613

Shares:44.0K

Value:$2.0M

46435U473

Shares:43.8K

Value:$2.0M

808524870

Shares:75.0K

Value:$2.0M

46138G649

Shares:10.4K

Value:$2.0M

464289867

Shares:34.8K

Value:$2.0M

464288661

Shares:16.5K

Value:$2.0M

025072562

Shares:46.8K

Value:$1.9M

922908538

VOT|922908538

Shares:7.9K

Value:$1.9M

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:35.8K

Value:$1.9M

33738D606

Shares:88.2K

Value:$1.9M

464287572

Shares:19.7K

Value:$1.9M

Instrument	Shares		Other Manager	Value
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	64.5K	QoQ +0.01% (+9) YoY +388.84% (+51.3K)	All Managers (Combined)	$2.2M	QoQ +8.87% (+$179.6K) YoY +471.94% (+$1.8M)
(MUBcusip464288414)	20.6K	QoQ +2.57% (+516) YoY -8.77% (-2.0K)	All Managers (Combined)	$2.2M	QoQ +1.50% (+$32.2K) YoY -10.60% (-$257.5K)
(IJRcusip464287804)	20.7K	QoQ +20.27% (+3.5K) YoY +24.55% (+4.1K)	All Managers (Combined)	$2.2M	QoQ +9.15% (+$181.2K) YoY +17.85% (+$327.3K)
(EFGcusip464288885)	20.8K	QoQ -1.57% (-332) YoY +6.83% (+1.3K)	All Managers (Combined)	$2.1M	QoQ +1.64% (-$33.7K) YoY +2.94% (+$59.3K)
(VHTcusip92204A504)	7.8K	QoQ +219.33% (+5.4K) YoY -53.06% (-8.8K)	All Managers (Combined)	$2.1M	QoQ +233.22% (+$1.4M) YoY -54.07% (-$2.4M)
(cusip464289883)✕	54.6K	QoQ NEW(+54.6K) YoY NEW(+54.6K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip92206C565)✕	29.8K	QoQ -0.53% (-161) YoY -3.33% (-1.0K)	All Managers (Combined)	$2.0M	QoQ +0.36% (-$7.5K) YoY -3.04% (-$64.4K)
(cusip92206C409)✕	25.8K	QoQ +33.72% (+6.5K) YoY NEW(+25.8K)	All Managers (Combined)	$2.0M	QoQ +35.32% (+$532.0K) YoY NEW(+$2.0M)
(cusip464287176)✕	18.3K	QoQ -1.94% (-363) YoY -9.98% (-2.0K)	All Managers (Combined)	$2.0M	QoQ +2.23% (-$44.4K) YoY -6.90% (-$150.8K)
(cusip46434V613)✕	44.0K	QoQ +25.60% (+9.0K) YoY -20.72% (-11.5K)	All Managers (Combined)	$2.0M	QoQ +28.05% (+$444.0K) YoY -19.87% (-$502.7K)
(cusip46435U473)✕	43.8K	QoQ -2.91% (-1.3K) YoY -11.80% (-5.9K)	All Managers (Combined)	$2.0M	QoQ -2.46% (-$51.3K) YoY -11.87% (-$272.8K)
(cusip808524870)✕	75.0K	QoQ -1.49% (-1.1K) YoY +97.63% (+37.1K)	All Managers (Combined)	$2.0M	QoQ +2.54% (-$50.1K) YoY +1.88% (+$37.4K)
(cusip46138G649)✕	10.4K	QoQ -62.10% (-17.0K) YoY -83.05% (-50.8K)	All Managers (Combined)	$2.0M	QoQ -65.23% (-$3.8M) YoY -82.10% (-$9.2M)
(cusip464289867)✕	34.8K	QoQ +1.93% (+660) YoY -17.00% (-7.1K)	All Managers (Combined)	$2.0M	QoQ +2.38% (+$46.5K) YoY -14.17% (-$330.3K)
(cusip464288661)✕	16.5K	QoQ +1.29% (+211) YoY +610.83% (+14.2K)	All Managers (Combined)	$2.0M	QoQ +3.55% (+$67.1K) YoY +624.96% (+$1.7M)
(cusip025072562)✕	46.8K	QoQ -67.73% (-98.2K) YoY NEW(+46.8K)	All Managers (Combined)	$1.9M	QoQ -67.08% (-$3.9M) YoY NEW(+$1.9M)
(VOTcusip922908538)	7.9K	QoQ +1.52% (-118) YoY +9.24% (+665)	All Managers (Combined)	$1.9M	QoQ -2.11% (-$41.5K) YoY +13.34% (+$226.4K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	35.8K	QoQ -3.36% (-1.2K) YoY -4.17% (-1.6K)	All Managers (Combined)	$1.9M	QoQ -4.21% (-$83.9K) YoY +31.01% (-$451.8K)
(cusip33738D606)✕	88.2K	QoQ -0.46% (-408) YoY NEW(+88.2K)	All Managers (Combined)	$1.9M	QoQ +2.69% (-$49.7K) YoY NEW(+$1.9M)
(cusip464287572)✕	19.7K	QoQ -3.82% (-781) YoY +106.55% (+10.1K)	All Managers (Combined)	$1.9M	QoQ -8.09% (-$166.8K) YoY +122.45% (+$1.0M)