Position in BNZI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,778
New position
Shares Held
12,385
first reported quarter
Ownership
0.850%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Visionary Wealth Advisors holds $17,381,297 across 9 Software - Application names. BNZI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
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 BNZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,778 | 12,385 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||