Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $137 Billion
  • Q2 2024

Visionary Horizons, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 83 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 $25.8B, Spdr Portfolio S&P 500 Value E with a value of $18.9B, Schwab Fundamental Intl Large with a value of $10.1B, American Centy ETF Tr Avantis with a value of $8.3B, and Vanguard Lg Trm Corp Bd ETF with a value of $6.48B.

Examining the 13F form we can see an increase of $7.96B in the current position value, from $129B to 137B.

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 $137 Billion
ETFs: $107 Billion
Technology: $6.75 Billion
Financial Services: $5.15 Billion
Healthcare: $4.36 Billion
Energy: $2.48 Billion
Utilities: $2.25 Billion
Consumer Cyclical: $1.99 Billion
Real Estate: $1.69 Billion
Other: $3.93 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 83
  • Current Value $137 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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