Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $129 Billion
  • Q1 2024

Visionary Horizons, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 77 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 $21.4B, Spdr Portfolio S&P 500 Value E with a value of $20.1B, Schwab Fundamental Intl Large with a value of $10.5B, American Centy ETF Tr Avantis with a value of $8.24B, and Vanguard Lg Trm Corp Bd ETF with a value of $6.79B.

Examining the 13F form we can see an increase of $5.39B in the current position value, from $123B to 129B.

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 $129 Billion
ETFs: $100 Billion
Technology: $5.81 Billion
Financial Services: $5.37 Billion
Healthcare: $4.24 Billion
Energy: $2.59 Billion
Utilities: $2.11 Billion
Consumer Cyclical: $2.1 Billion
Communication Services: $1.66 Billion
Other: $3.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.4 Billion 16.6% of portfolio
232,419
Q1 2024 Added 6.92%
$0
$20.1 Billion 15.6% of portfolio
419,388
Q1 2024 Added 3.99%
$0
$10.5 Billion 8.19% of portfolio
303,234
Q1 2024 Added 3.91%
$0
$8.24 Billion 6.4% of portfolio
143,251
Q1 2024 Added 3.93%
$0
$6.79 Billion 5.27% of portfolio
90,050
Q1 2024 Added 8.8%
$0
$5.69 Billion 4.42% of portfolio
122,251
Q1 2024 New
$0
$5.43 Billion 4.22% of portfolio
78,189
Q1 2024 Added 7.68%
$0
$3.85 Billion 2.99% of portfolio
8,774
Q1 2024 Added 4.98%
$0
$3.68 Billion 2.86% of portfolio
41,370
Q1 2024 Reduced 60.86%
$0
$3.35 Billion 2.6% of portfolio
38,577
Q1 2024 Added 2.16%
$0
$2.13 Billion 1.66% of portfolio
26,221
Q1 2024 New
$0
$1.43 Billion 1.11% of portfolio
49,736
Q1 2024 Added 7.22%
$3.33T
$1.39 Billion 1.08% of portfolio
3,302
Q1 2024 Reduced 5.5%
$105B
$1.21 Billion 0.94% of portfolio
15,073
Q1 2024 Reduced 1.21%
$0
$1.18 Billion 0.91% of portfolio
23,677
Q1 2024 Added 0.02%
$167B
$1.07 Billion 0.83% of portfolio
3,992
Q1 2024 Added 53.24%
$0
$938 Million 0.73% of portfolio
21,427
Q1 2024 Reduced 75.53%
$31B
$924 Million 0.72% of portfolio
17,295
Q1 2024 Reduced 3.4%
$529B
$924 Million 0.72% of portfolio
2,291
Q4 2023 New
$173B
$874 Million 0.68% of portfolio
21,992
Q1 2024 Reduced 1.32%
$3.38T
$844 Million 0.66% of portfolio
4,780
Q1 2024 Added 1.4%
$74.2B
$838 Million 0.65% of portfolio
3,863
Q1 2024 Reduced 8.63%
$0
$828 Million 0.64% of portfolio
20,895
Q4 2023 New
$77.2B
$810 Million 0.63% of portfolio
8,533
Q1 2024 Reduced 0.68%
$84.4B
$754 Million 0.59% of portfolio
10,972
Q1 2024 Reduced 5.01%
$308B
$697 Million 0.54% of portfolio
790
Q1 2024 Reduced 0.5%
$1.97T
$670 Million 0.52% of portfolio
3,600
Q1 2024 Reduced 6.49%
$306B
$624 Million 0.49% of portfolio
3,928
Q1 2024 Added 1.29%
$29.2B
$617 Million 0.48% of portfolio
5,382
Q1 2024 Added 13.66%
$88.3B
$605 Million 0.47% of portfolio
12,522
Q4 2023 New
$12B
$600 Million 0.47% of portfolio
33,134
Q1 2024 Reduced 0.36%
$367B
$608 Million 0.47% of portfolio
1
Q4 2023 New
$0
$608 Million 0.47% of portfolio
16,995
Q4 2023 New
$229B
$590 Million 0.46% of portfolio
6,305
Q1 2024 Reduced 4.03%
$20.8B
$576 Million 0.45% of portfolio
4,095
Q1 2024 Reduced 2.15%
$0
$577 Million 0.45% of portfolio
1,129
Q1 2024 Reduced 9.68%
$0
$581 Million 0.45% of portfolio
17,225
Q1 2024 Reduced 0.61%
$593B
$568 Million 0.44% of portfolio
3,107
Q1 2024 Reduced 1.02%
$32B
$564 Million 0.44% of portfolio
5,771
Q1 2024 Reduced 0.17%
$145B
$560 Million 0.44% of portfolio
585
Q1 2024 Reduced 10.0%
$117B
$550 Million 0.43% of portfolio
808
Q1 2024 Reduced 10.22%
$27.4B
$544 Million 0.42% of portfolio
7,930
Q1 2024 Reduced 4.4%
$33.2B
$528 Million 0.41% of portfolio
13,655
Q1 2024 Reduced 2.57%
$0
$522 Million 0.41% of portfolio
8,403
Q1 2024 Added 1.79%
$352B
$526 Million 0.41% of portfolio
1,533
Q1 2024 Reduced 1.22%
$319B
$527 Million 0.41% of portfolio
14,732
Q1 2024 Added 1.18%
$195B
$510 Million 0.4% of portfolio
10,513
Q1 2024 Added 13.94%
$26B
$491 Million 0.38% of portfolio
4,260
Q1 2024 Reduced 4.05%
$137B
$487 Million 0.38% of portfolio
2,097
Q1 2024 Added 9.68%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $129 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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