Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024

Envision Financial Planning, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $16.5B, Ishares Tr with a value of $15.1B, Ishares Tr Ibonds Dec 2031 Ter with a value of $12.9B, Dimensional ETF Tr with a value of $11.1B, and Ishares Tr Ibonds Dec 2029 Ter with a value of $10.4B.

Examining the 13F form we can see an increase of $7.06B in the current position value, from $124B to 131B.

Envision Financial Planning, LLC is based out at Memphis, TN

Below you can find more details about Envision Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $92.1 Billion
Basic Materials: $583 Million
Technology: $454 Million
Healthcare: $208 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$252 Million 0.19% of portfolio
1,196
Q2 2024 Reduced 6.64%
$259B
$208 Million 0.16% of portfolio
1,683
Q2 2024 Added 0.06%
$3.03T
$203 Million 0.15% of portfolio
453
Q2 2024 Reduced 10.65%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $131 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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