Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $142 Billion
  • Q1 2025

Visionary Horizons, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $24.6B, Spdr Portfolio S&P 500 Value E with a value of $22.7B, Schwab Fundamental Intl Large with a value of $7.25B, American Centy ETF Tr Avantis with a value of $5.39B, and American Centy ETF Tr Avantis with a value of $4.95B.

Examining the 13F form we can see an decrease of $10.4B in the current position value, from $152B to 142B.

Visionary Horizons, LLC is based out at Knoxville, TN

Below you can find more details about Visionary Horizons, LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $105 Billion
Healthcare: $6.37 Billion
Technology: $5.48 Billion
Financial Services: $4.43 Billion
Communication Services: $3.71 Billion
Utilities: $2.56 Billion
Consumer Cyclical: $2.25 Billion
Real Estate: $1.6 Billion
Other: $3.92 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $142 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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