Position in ADP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,280,397
+$1,031,142 QoQ
Shares Held
40,754
+44.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Visionary Wealth Advisors holds $17,605,081 across 9 Software - Application names. ADP ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
40,754 | $8,280,397 | |
| 2 | PAR |
Par Technology Corp
|
360,128 | $4,800,506 | |
| 3 | MSTR |
Strategy Inc
|
9,965 | $1,243,632 | |
| 4 | CRM |
Salesforce, Inc.
|
5,724 | $1,068,499 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,025 | $839,013 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,046 | $434,888 | |
| 7 | ADBE |
Adobe Inc.
|
1,645 | $399,866 | |
| 8 | SHOP |
Shopify Inc.
|
2,552 | $302,718 |
All Filings in ADP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,280,397 | 40,754 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,249,255 | 28,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,914,227 | 26,965 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,197,888 | 26,582 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,971,888 | 26,092 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,067,346 | 27,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,653,798 | 27,658 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,392,356 | 26,781 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,293,448 | 25,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $279,564 | 1,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $249,481 | 1,037 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $239,790 | 1,091 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $227,973 | 1,024 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $256,296 | 1,073 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $242,475 | 1,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,943 | 1,090 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||