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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Billion 17.33% of portfolio
982,502
Q1 2025 Reduced 8.55%
$0
$22.7 Billion 16.01% of portfolio
444,864
Q1 2025 Reduced 5.1%
$0
$7.25 Billion 5.1% of portfolio
200,470
Q1 2025 Reduced 32.9%
$0
$5.39 Billion 3.8% of portfolio
61,838
Q1 2025 Reduced 21.05%
$0
$4.95 Billion 3.49% of portfolio
53,614
Q1 2025 Reduced 1.31%
$0
$4.77 Billion 3.36% of portfolio
27,531
Q1 2025 Added 2,243.06%
$0
$4.76 Billion 3.35% of portfolio
10,149
Q1 2025 Reduced 3.34%
$0
$4.6 Billion 3.24% of portfolio
76,449
Q1 2025 Reduced 47.67%
$0
$3.9 Billion 2.75% of portfolio
123,362
Q1 2025 New
$0
$2.87 Billion 2.02% of portfolio
86,303
Q1 2025 Added 233.89%
$0
$2.77 Billion 1.95% of portfolio
55,637
Q1 2025 Added 141.48%
$0
$2.59 Billion 1.82% of portfolio
19,756
Q1 2025 New
$0
$2.52 Billion 1.77% of portfolio
62,469
Q1 2025 Added 217.7%
$0
$1.73 Billion 1.22% of portfolio
22,779
Q1 2025 Reduced 74.23%
$0
$1.71 Billion 1.2% of portfolio
24,248
Q1 2025 Reduced 63.77%
$0
$1.62 Billion 1.14% of portfolio
55,431
Q1 2025 Reduced 0.7%
$2.89T
$1.39 Billion 0.98% of portfolio
3,694
Q1 2025 Added 6.21%
$157B
$1.36 Billion 0.96% of portfolio
4,361
Q1 2025 Reduced 0.23%
$687B
$1.26 Billion 0.89% of portfolio
2,361
Q1 2025 Added 3.06%
$0
$1.19 Billion 0.84% of portfolio
31,757
Q1 2025 Reduced 23.23%
$102B
$1.04 Billion 0.73% of portfolio
3,600
Q1 2025 Reduced 1.59%
$276B
$1.01 Billion 0.71% of portfolio
9,358
Q1 2025 Reduced 3.18%
Dimensional ETF Trust
-
$968 Million 0.68% of portfolio
-
Q1 2025 Added 2.79%
$0
$970 Million 0.68% of portfolio
1,734
Q1 2025 Added 2.66%
$186B
$885 Million 0.62% of portfolio
19,509
Q1 2025 Reduced 12.11%
Blackrock ETF Trust Ii
-
$874 Million 0.62% of portfolio
-
Q1 2025 Added 83.0%
$0
$871 Million 0.61% of portfolio
18,894
Q1 2025 Added 122.07%
$92.9B
$824 Million 0.58% of portfolio
6,756
Q1 2025 Reduced 15.58%
$476B
$798 Million 0.56% of portfolio
1
Q4 2023 New
$99.2B
$779 Million 0.55% of portfolio
8,474
Q1 2025 Reduced 14.48%
$0
$759 Million 0.53% of portfolio
15,564
Q1 2025 Added 34.53%
$3.25T
$727 Million 0.51% of portfolio
3,274
Q1 2025 Reduced 43.09%
$0
$716 Million 0.5% of portfolio
17,983
Q1 2025 Reduced 10.82%
$150B
$696 Million 0.49% of portfolio
18,849
Q1 2025 Added 32.39%
$182B
$675 Million 0.48% of portfolio
8,000
Q2 2024 New
$1.17T
$642 Million 0.45% of portfolio
1,113
Q1 2025 Added 62.48%
$35.3B
$640 Million 0.45% of portfolio
4,642
Q1 2025 New
$109B
$636 Million 0.45% of portfolio
10,423
Q1 2025 Reduced 14.7%
$100B
$639 Million 0.45% of portfolio
1,941
Q1 2025 New
$931B
$619 Million 0.44% of portfolio
4,000
Q1 2025 New
$0
$624 Million 0.44% of portfolio
9,418
Q1 2025 Added 2.76%
$7.37B
$618 Million 0.44% of portfolio
10,058
Q1 2025 New
$327B
$629 Million 0.44% of portfolio
2,357
Q1 2025 New
$82.5B
$610 Million 0.43% of portfolio
1,191
Q1 2025 New
$23.4B
$612 Million 0.43% of portfolio
8,360
Q1 2025 Added 91.48%
$203B
$594 Million 0.42% of portfolio
2,970
Q1 2025 New
$235B
$598 Million 0.42% of portfolio
5,360
Q1 2025 Reduced 11.84%
$23.5B
$598 Million 0.42% of portfolio
14,805
Q1 2025 New
$366B
$583 Million 0.41% of portfolio
1,590
Q3 2024 Added 5.65%

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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