Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $150 Billion
  • Q3 2024

Visionary Horizons, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $150 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 $27.2B, Spdr Portfolio S&P 500 Value E with a value of $22.6B, Schwab Fundamental Intl Large with a value of $11.4B, American Centy ETF Tr Avantis with a value of $9.07B, and Vanguard Lg Trm Corp Bd ETF with a value of $6.93B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $137B to 150B.

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 $150 Billion
ETFs: $115 Billion
Technology: $7.48 Billion
Financial Services: $5.37 Billion
Healthcare: $4.91 Billion
Consumer Cyclical: $2.61 Billion
Utilities: $2.59 Billion
Energy: $2.3 Billion
Communication Services: $2.28 Billion
Other: $4.72 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $150 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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