Visionary Wealth Advisors

Position in MS — Morgan Stanley

CIK 1802984 O'FALLON, IL

Position in MS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,113,480

-$193,850 QoQ

Shares Held

6,766

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Visionary Wealth Advisors holds $2,636,313 across 5 Capital Markets names. MS ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	6,766	$1,113,480
2	GS	Goldman Sachs Group Inc	1,158	$979,656
3	HOOD	Robinhood Markets, Inc.	6,681	$462,993
4	DEFT	Defi Technologies, Inc.	121,600	$67,244
5	ABTC	American Bitcoin Corp.	14,005	$12,940

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,113,480	6,766	-8.1%	Shares	Sole	2026-05-13
2025-12-31	$1,307,330	7,364	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$1,145,465	7,206	-4.1%	Shares	Sole	2025-11-13
2025-06-30	$1,058,281	7,513	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$866,041	7,423	+12.5%	Shares	Sole	2025-05-14
2024-12-31	$829,374	6,597	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$680,582	6,529	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$636,205	6,546	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$617,689	6,560	-5.7%	Shares	Sole	2024-05-15
2023-12-31	$648,740	6,957	+8.4%	Shares	Sole	2024-02-14
2023-09-30	$523,994	6,416	+5.6%	Shares	Sole	2023-11-13
2023-06-30	$518,805	6,075	-3.6%	Shares	Sole	2023-08-11
2023-03-31	$553,315	6,302	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$543,277	6,390	-6.2%	Shares	Sole	2023-02-14
2022-09-30	$538,453	6,815	-9.2%	Shares	Sole	2022-11-14
2022-06-30	$571,134	7,509	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$646,847	7,401	+13.5%	Shares	Sole	2022-05-12
2021-12-31	$640,101	6,521	+48.7%	Shares	Sole	2022-02-14
2021-09-30	$426,607	4,384	-35.3%	Shares	Sole	2021-11-12
2021-06-30	$621,566	6,779	+3.7%	Shares	Sole	2021-08-13
2021-03-31	$507,741	6,538	+5.9%	Shares	Sole	2021-05-18
2020-12-31	$422,898	6,171	+4.6%	Shares	Sole	2021-02-16
2020-09-30	$285,119	5,897	+22.8%	Shares	Sole	2020-11-16
2020-06-30	$232,033	4,804	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.