Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $158 Billion
  • Q2 2025

Visionary Horizons, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 97 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 $28B, Spdr Portfolio S&P 500 Value E with a value of $23B, Schwab Fundamental Intl Large with a value of $6.71B, American Centy ETF Tr Avantis with a value of $6.48B, and Invesco S&P 500 Equal Weight E with a value of $6.07B.

Examining the 13F form we can see an increase of $16.1B in the current position value, from $142B to 158B.

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 $158 Billion
ETFs: $117 Billion
Technology: $7.9 Billion
Healthcare: $6.83 Billion
Financial Services: $5.63 Billion
Communication Services: $3.48 Billion
Consumer Cyclical: $2.84 Billion
Industrials: $2.06 Billion
Utilities: $1.84 Billion
Other: $3.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$1.91 Billion 1.21% of portfolio
3,832
Q2 2025 Added 3.74%
$456B
$1.61 Billion 1.02% of portfolio
10,214
Q2 2025 Added 9.15%
$367B
$1.23 Billion 0.78% of portfolio
9,030
Q2 2025 Added 12.88%
$621B
$1.15 Billion 0.73% of portfolio
2,361
Q1 2025 Added 3.06%
$1.78T
$925 Million 0.58% of portfolio
1,252
Q2 2025 Added 12.49%
$306B
$877 Million 0.55% of portfolio
3,408
Q2 2025 Added 14.75%
$1.21T
$859 Million 0.54% of portfolio
4,874
Q2 2025 Added 21.85%
$423B
$729 Million 0.46% of portfolio
1
Q4 2023 New
$314B
$692 Million 0.44% of portfolio
2,903
Q2 2025 Added 23.17%
$3.69T
$641 Million 0.41% of portfolio
3,125
Q2 2025 Reduced 4.55%
$257B
$620 Million 0.39% of portfolio
5,120
Q2 2025 Reduced 4.48%
$405B
$566 Million 0.36% of portfolio
1,545
Q2 2025 Reduced 2.83%
$302B
$454 Million 0.29% of portfolio
3,168
Q1 2025 Reduced 17.02%
$1.08T
$367 Million 0.23% of portfolio
1,156
Q2 2025 Added 19.42%
$207B
$296 Million 0.19% of portfolio
2,388
Q1 2025 Reduced 24.5%
$2.26T
$294 Million 0.19% of portfolio
1,338
Q2 2025 Reduced 10.5%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $158 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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