Visionary Horizons, LLC Portfolio Holdings

Visionary Horizons, LLC

  • $152 Billion
  • Q4 2024

Visionary Horizons, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 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 $29.9B, Spdr Portfolio S&P 500 Value E with a value of $24B, Schwab Fundamental Intl Large with a value of $9.92B, American Centy ETF Tr Avantis with a value of $8.59B, and American Centy ETF Tr Avantis with a value of $7.56B.

Examining the 13F form we can see an increase of $2.84B in the current position value, from $150B to 152B.

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 $152 Billion
ETFs: $119 Billion
Technology: $8.08 Billion
Financial Services: $5.63 Billion
Healthcare: $4.29 Billion
Consumer Cyclical: $2.89 Billion
Utilities: $2.29 Billion
Energy: $2.23 Billion
Communication Services: $2.18 Billion
Other: $3.87 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$429 Million 0.28% of portfolio
31,200
Q4 2024 Reduced 7.75%
$0
$251 Million 0.16% of portfolio
16,570
Q4 2024 Added 21.17%
$0
$207 Million 0.14% of portfolio
10,300
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $152 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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