Skip to content
Disclosery

13F-HR filed by Visionary Wealth Advisors

Visionary Wealth Advisors filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 541 holding rows worth $1,665,844,727.

Accession
0001802984-25-000005
Filer
CIK 1802984
Filed
2025-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 541 entries on the cover page, a total value of $1,665,844,727 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,665,844,727 with VALUE read as dollars as filed, 13F file number 028-20090. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CROWN CASTLE INC COM22822V101REIT2,153$224,406dollars as filed
BP PLC SPONSORED ADR055622104ADR6,606$223,206dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y607SHOR DUR MUN ETF8,572$222,964dollars as filed
COHEN & STEERS INFRASTRUCTUR19248A109COM8,702$222,326dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM630$222,125dollars as filed
DIGITAL RLTY TR INC COM253868103REIT1,545$221,354dollars as filed
PIMCO ETF TR72201R627SR LN ACTIVE ETF4,388$221,089dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF3,592$220,139dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,789$218,329dollars as filed
INNOVATOR ETFS TRUST45782C300US EQT ULTRA BF5,600$213,593dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock1,754$212,000dollars as filed
INNOVATOR EQUITY ETF DEFINED PROTECTION 1 YR JULY45783Y251ETF7,915$211,885dollars as filed
FIDELITY COVINGTON TRUST316092501MSCI FINLS IDX3,036$211,063dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER5,365$209,608dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,000$209,251dollars as filed
ISHARES TR464287168COM1,548$207,941dollars as filed
AIR PRODS & CHEMS INC009158106COM694$204,588dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF793$203,893dollars as filed
NEWMONT CORP651639106COM4,213$203,395dollars as filed
INNOVATOR TR EQUITY ETF DEFINED PROTECTION - 1 Y SEPTEMBER45784N106ETF8,130$202,649dollars as filed
MARA HOLDINGS INC COM565788106Stock17,443$200,595dollars as filed
BIOCRYST PHARMACEUTICALS INC COM09058V103Stock26,590$199,425dollars as filed
TIDAL TRUST II88636J659YIELD UNIVE ETFS14,384$192,174dollars as filed
COEUR MNG INC COM NEW192108504Stock32,111$190,097dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS11,458$174,391dollars as filed
ISHARES INC464286327MSCI GLB SLV&MTL11,116$166,635dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF10,251$163,502dollars as filed
CUSTOM TRUCK ONE SOURCE INC23204X103COM CL A35,000$147,700dollars as filed
MESOBLAST LTD590717401SPONS ADR10,901$136,044dollars as filed
GOLDMAN SACHS BDC INC38147U107SHS10,900$126,762dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock10,853$126,220dollars as filed
TIDAL TRUST II88634T477YIELDMAX AMD OPT10,014$79,513dollars as filed
GENWORTH FINL INC37247D106COM SHS10,500$74,445dollars as filed
Amplify Energy Corp03212B103COM16,310$60,999dollars as filed
PLANET LABS PBC72703X106COM CL A17,200$58,136dollars as filed
BRIGHTSPIRE CAPITAL INC COM CL A10949T109REIT10,052$55,886dollars as filed
VOLATILITY SHS TR92864M4002X ETHER ETF17,300$31,746dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock25,000$28,750dollars as filed
DENISON MINES CORP248356107COM17,500$22,750dollars as filed
PLANET LABS PBC72703X114*W EXP 12/06/20221,440$13,936dollars as filed
SACHEM CAP CORP78590A109COM10,992$12,751dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001802984-25-000005this filing2025-05-14acceptance time not in the bulk data set