Visionary Horizons, LLC Portfolio Holdings by Sector
Visionary Horizons, LLC
- $137 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHG SPYV FNDF AVEM VCLT CALF BLV QQQ 31 stocks |
$107 Million
78.87% of portfolio
|
  16  
|
  10  
|
  6  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN NVS BMY GILD 4 stocks |
$2.89 Million
2.13% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK SO EIX 3 stocks |
$2.25 Million
1.66% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$2.11 Million
1.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA NXPI INTC 3 stocks |
$1.87 Million
1.39% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.66 Million
1.23% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW FRA NXP PHYS 4 stocks |
$1.31 Million
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$1.3 Million
0.96% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC LRCX 2 stocks |
$1.22 Million
0.91% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$1.21 Million
0.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.17 Million
0.86% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.04 Million
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$980,680
0.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX TTE 2 stocks |
$952,086
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$876,397
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$817,934
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP NGL 2 stocks |
$705,606
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
KIM 1 stocks |
$644,788
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EXR 1 stocks |
$636,404
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$616,305
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
NEM 1 stocks |
$570,060
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MTB MFG 2 stocks |
$560,219
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$483,692
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
ADSK 1 stocks |
$464,711
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$441,730
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
OLN 1 stocks |
$412,678
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$405,671
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$397,439
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$324,480
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$259,450
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|