Visionary Horizons, LLC Sells in Q1 2025

Visionary Horizons, LLC

  • $142 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-91.9K
- 8.55%
$24.91 - $29.02 $2.29M - $2.67M
983K $24.6B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-65.6K
- 74.23%
$73.11 - $77.43 $4.8M - $5.08M
22.8K $1.73B
AVEM
American Centy ETF Tr Avantis

ETFs
-69.7K
- 47.67%
$57.11 - $62.4 $3.98M - $4.35M
76.4K $4.6B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-42.7K
- 63.77%
$66.9 - $71.57 $2.85M - $3.05M
24.2K $1.71B
FNDF
Schwab Fundamental Intl Large

ETFs
-98.3K
- 32.9%
$32.9 - $37.45 $3.23M - $3.68M
200K $7.25B
AVUV
American Centy ETF Tr Avantis

ETFs
-16.5K
- 21.05%
$84.95 - $100.62 $1.4M - $1.66M
61.8K $5.39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-23.9K
- 5.1%
$49.78 - $53.19 $1.19M - $1.27M
445K $22.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.12K
- 67.63%
$190.26 - $242.06 $594K - $756K
1.5K $284M
AAPL
Apple Inc.

Technology
-2.48K
- 43.09%
$209.68 - $247.1 $520K - $613K
3.27K $727M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.61K
- 23.23%
$36.64 - $45.76 $352K - $440K
31.8K $1.19B
AVUS
American Centy ETF Tr Avantis

ETFs
-713
- 1.31%
$90.7 - $101.57 $64.7K - $72.4K
53.6K $4.95B
NVDA
Nvidia Corp

Technology
-307
- 3.18%
$106.98 - $149.43 $32.8K - $45.9K
9.36K $1.01B
EIX
Edison International

Utilities
-1.52K
- 19.92%
$50.06 - $80.01 $76.1K - $122K
6.11K $360M
TGT
Target Corp

Consumer Defensive
-409
- 7.21%
$103.65 - $142.5 $42.4K - $58.3K
5.26K $549M
KIM
Kimco Realty Corp

Real Estate
-5.12K
- 16.03%
$20.15 - $23.42 $103K - $120K
26.8K $570M
TSLA
Tesla, Inc.

Consumer Cyclical
-4
- 0.41%
$222.15 - $428.22 $889 - $1.71K
968 $251M
TROW
Price T Rowe Group Inc

Financial Services
-550
- 13.05%
$91.57 - $116.93 $50.4K - $64.3K
3.67K $337M
DIS
Walt Disney CO

Communication Services
-775
- 24.5%
$96.87 - $114.0 $75.1K - $88.4K
2.39K $236M
EXR
Extra Space Storage Inc.

Real Estate
-445
- 11.28%
$143.8 - $161.28 $64K - $71.8K
3.5K $520M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
-1.58K
- 9.6%
$35.33 - $37.02 $55.8K - $58.5K
14.9K $531M
TTE
Total Energies Se

Energy
-1.7K
- 33.47%
N/A
3.37K $218M
BMY
Bristol Myers Squibb CO

Healthcare
-1.8K
- 14.7%
$53.9 - $63.11 $96.8K - $113K
10.4K $636M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.44K
- 14.11%
$39.65 - $43.35 $57.1K - $62.4K
8.77K $369M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1.2K
- 3.85%
$12.7 - $13.72 $15.2K - $16.5K
30K $388M
DUK
Duke Energy Corp

Utilities
-1.25K
- 15.58%
$105.87 - $121.97 $132K - $152K
6.76K $824M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-2.55K
- 15.41%
$33.37 - $38.01 $85.1K - $96.9K
14K $524M
SO
Southern CO

Utilities
-1.44K
- 14.48%
$80.96 - $92.96 $116K - $133K
8.47K $779M
Saba Capital Income & Opport
-602
- 1.17%
N/A
51K $444M
CVX
Chevron Corp

Energy
-650
- 17.02%
$146.71 - $167.97 $95.4K - $109K
3.17K $530M
EWQ
Ishares Msci France ETF

ETFs
-2.18K
- 10.82%
$35.35 - $41.99 $77.1K - $91.6K
18K $716M
VZ
Verizon Communications Inc

Communication Services
-2.69K
- 12.11%
$37.81 - $46.49 $102K - $125K
19.5K $885M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-390
- 0.7%
$28.92 - $29.24 $11.3K - $11.4K
55.4K $1.62B
NVS
Novartis Ag

Healthcare
-720
- 11.84%
$97.14 - $115.57 $69.9K - $83.2K
5.36K $598M
DVN
Devon Energy Corp

Energy
-1.51K
- 9.0%
$33.15 - $38.55 $49.9K - $58.1K
15.2K $570M
GILD
Gilead Sciences, Inc.

Healthcare
-801
- 14.07%
$89.14 - $117.41 $71.4K - $94K
4.89K $548M
NEM
Newmont Corp

Basic Materials
-1.96K
- 14.87%
$37.79 - $48.39 $73.9K - $94.6K
11.2K $540M
MDT
Medtronic PLC

Healthcare
-674
- 4.02%
$79.84 - $94.5 $53.8K - $63.7K
16.1K $1.45B
GLD
Spdr Gold Trust

ETFs
-58
- 1.59%
$243.19 - $288.14 $14.1K - $16.7K
3.6K $1.04B
AMGN
Amgen Inc

Healthcare
-10
- 0.23%
$258.59 - $327.36 $2.59K - $3.27K
4.36K $1.36B
Activity Summary
Buys All Purchases 41 New Holdings 20 Increased Positions 21 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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