Visionary Horizons, LLC Purchases in Q4 2024

Visionary Horizons, LLC

  • $152 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
813K
+ 310.96%
$25.93 - $105.3 $21.1M - $85.6M
1.07M $29.9B
AVUV
American Centy ETF Tr Avantis

ETFs
26.3K
+ 50.5%
$94.37 - $106.41 $2.48M - $2.8M
78.3K $7.56B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41.4K
+ 9.7%
$51.09 - $55.27 $2.12M - $2.29M
469K $24B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
19.7K
New
$39.3 - $41.34 $773K - $813K
19.7K $775M
AVUS
American Centy ETF Tr Avantis

ETFs
5.08K
+ 10.32%
$94.36 - $102.06 $479K - $518K
54.3K $5.27B
Lam Research Corp
6.26K
New
N/A
6.26K $452M
QQQ
Invesco Qqq Trust, Series 1

ETFs
288
+ 2.82%
$481.22 - $538.17 $139K - $155K
10.5K $5.37B
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.2K
+ 64.83%
$32.65 - $33.68 $332K - $342K
25.8K $847M
AAPL
Apple Inc.

Technology
628
+ 12.25%
$221.69 - $259.02 $139K - $163K
5.75K $1.44B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.18K
New
$174.22 - $187.62 $205K - $220K
1.18K $206M
AMZN
Amazon Com Inc

Consumer Cyclical
262
+ 6.01%
$180.88 - $232.93 $47.4K - $61K
4.62K $1.01B
TRGP
Targa Resources Corp.

Energy
231
+ 5.05%
$150.58 - $207.69 $34.8K - $48K
4.81K $858M
JPM
Jpmorgan Chase & CO

Financial Services
213
+ 7.0%
$205.18 - $250.29 $43.7K - $53.3K
3.25K $780M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.14K
+ 22.72%
$49.03 - $53.35 $105K - $114K
11.6K $593M
NVDA
Nvidia Corp

Technology
6
+ 0.06%
$117.0 - $148.88 $702 - $893
9.67K $1.3B
CSCO
Cisco Systems, Inc.

Technology
861
+ 7.26%
$52.45 - $60.02 $45.2K - $51.7K
12.7K $753M
ADSK
Autodesk, Inc.

Technology
172
+ 8.14%
N/A
2.28K $675M
MTB
M&T Bank Corp

Financial Services
241
+ 6.82%
$172.48 - $221.95 $41.6K - $53.5K
3.77K $710M
META
Meta Platforms, Inc.

Communication Services
105
+ 18.1%
$554.08 - $632.68 $58.2K - $66.4K
685 $401M
DE
Deere & CO

Industrials
131
+ 9.38%
$389.45 - $466.0 $51K - $61K
1.53K $647M
FTV
Fortive Corp

Technology
912
+ 26.4%
$71.16 - $79.68 $64.9K - $72.7K
4.37K $327M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.9K
+ 21.17%
$14.45 - $15.15 $41.8K - $43.9K
16.6K $251M
Blackrock ETF Trust Ii
749
+ 8.95%
N/A
9.11K $474M
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.04%
$99.72 - $120.09 $99.7 - $120
2.36K $258M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.5K
+ 2.75%
$28.88 - $29.33 $43.2K - $43.8K
55.8K $1.62B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.32K
+ 16.76%
$55.42 - $61.69 $73.1K - $81.4K
9.19K $509M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
732
+ 9.41%
$45.07 - $47.1 $33K - $34.5K
8.51K $385M
AMAT
Applied Materials Inc

Technology
369
+ 30.42%
$161.44 - $213.89 $59.6K - $78.9K
1.58K $257M
Dimensional ETF Trust
4.44K
+ 14.12%
N/A
35.8K $915M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.28%
$570.51 - $610.59 $571 - $611
354 $209M
HIG
Hartford Financial Services Group, Inc.

Financial Services
433
+ 7.81%
$107.06 - $123.74 $46.4K - $53.6K
5.98K $654M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.29%
$216.13 - $242.4 $648 - $727
1.04K $230M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
966
+ 9.31%
$48.5 - $53.31 $46.9K - $51.5K
11.3K $552M
DFIP
Dimensional ETF Tr Inflation P

ETFs
395
+ 3.35%
$40.31 - $42.43 $15.9K - $16.8K
12.2K $493M
LOW
Lowes Companies Inc

Consumer Cyclical
196
+ 8.75%
$244.52 - $284.07 $47.9K - $55.7K
2.44K $601M
CMCSA
Comcast Corp

Communication Services
1.31K
+ 10.11%
$37.39 - $45.14 $48.9K - $59K
14.2K $534M
DFIC
Dimensional ETF Tr Dimensional

ETFs
540
+ 5.16%
$25.61 - $28.0 $13.8K - $15.1K
11K $284M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
915
+ 3.05%
$49.87 - $52.46 $45.6K - $48K
30.9K $1.54B
NXPI
Nxp Semiconductors N.V.

Technology
238
+ 10.75%
$207.27 - $255.58 $49.3K - $60.8K
2.45K $510M
AVDE
American Centy ETF Tr Avantis

ETFs
191
+ 2.13%
$60.9 - $66.69 $11.6K - $12.7K
9.17K $562M
IFGL
Ishares International Develope

ETFs
285
+ 2.24%
$18.78 - $22.81 $5.35K - $6.5K
13K $251M
KLAC
Kla Corp

Technology
77
+ 9.99%
$614.46 - $829.55 $47.3K - $63.9K
848 $534M
MDT
Medtronic PLC

Healthcare
313
+ 1.9%
$79.61 - $92.24 $24.9K - $28.9K
16.8K $1.34B
AMGN
Amgen Inc

Healthcare
102
+ 2.39%
$258.78 - $328.31 $26.4K - $33.5K
4.37K $1.14B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.01K
+ 3.1%
$68.25 - $75.42 $137K - $152K
66.9K $4.58B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.04K
+ 3.56%
$74.68 - $81.45 $227K - $247K
88.4K $6.61B
AVEM
American Centy ETF Tr Avantis

ETFs
5.65K
+ 4.02%
$58.59 - $66.14 $331K - $374K
146K $8.59B
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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