Visionary Wealth Advisors

Position in MSTR — Strategy Inc

CIK 1802984 O'FALLON, IL

Position in MSTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$783,760

-$459,872 QoQ

Shares Held

9,016

-9.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#391

of 867 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Visionary Wealth Advisors holds $11,177,116 across 8 Software - Application names. MSTR ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAR	Par Technology Corp	392,907	$6,844,439
2	ADP	Automatic Data Processing Inc	3,773	$844,963
3	NOW	ServiceNow, Inc.	8,347	$828,690
4	MSTR	Strategy Inc This page	9,016	$783,760
5	UBER	Uber Technologies, Inc	10,549	$761,215
6	CRM	Salesforce, Inc.	3,377	$529,040
7	SHOP	Shopify Inc.	2,590	$295,726
8	ADBE	Adobe Inc.	1,411	$289,283

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$783,760	9,016	-9.5%	Shares	Sole	2026-08-13
2026-03-31	$1,243,632	9,965	+0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,513,725	9,962	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$3,143,480	9,756	+2.5%	Shares	Sole	2025-11-13
2025-06-30	$3,847,461	9,518	-1.1%	Shares	Sole	2025-08-14
2025-03-31	$2,772,869	9,619	+12.2%	Shares	Sole	2025-05-14
2024-12-31	$2,482,622	8,572	+37.8%	Shares	Sole	2025-02-14
2024-09-30	$1,048,860	6,221	+1087.2%	Shares	Sole	2024-11-12
2024-06-30	$721,799	524	+24.8%	Shares	Sole	2024-08-13
2024-03-31	$715,915	420	-41.0%	Shares	Sole	2024-05-15
2023-12-31	$449,713	712	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.