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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.2 Billion 18.21% of portfolio
261,432
Q3 2024 Added 2.13%
$0
$22.6 Billion 15.11% of portfolio
427,346
Q3 2024 Added 10.27%
$0
$11.4 Billion 7.61% of portfolio
304,580
Q3 2024 Added 5.38%
$0
$9.07 Billion 6.07% of portfolio
140,451
Q3 2024 Added 3.44%
$0
$6.93 Billion 4.64% of portfolio
85,354
Q3 2024 Reduced 0.03%
$0
$4.99 Billion 3.34% of portfolio
52,039
Q3 2024 Added 46.7%
$0
$4.98 Billion 3.33% of portfolio
10,212
Q3 2024 Added 7.94%
$0
$4.95 Billion 3.31% of portfolio
106,352
Q3 2024 Reduced 25.87%
$0
$4.88 Billion 3.26% of portfolio
64,910
Q3 2024 Added 0.24%
$0
$4.69 Billion 3.13% of portfolio
49,247
Q3 2024 Added 8.29%
$0
$1.6 Billion 1.07% of portfolio
54,326
Q3 2024 Added 4.97%
$0
$1.55 Billion 1.04% of portfolio
29,952
Q3 2024 Added 11.48%
$3.03T
$1.51 Billion 1.01% of portfolio
3,517
Q3 2024 Added 7.69%
$119B
$1.48 Billion 0.99% of portfolio
16,468
Q3 2024 Added 7.16%
$171B
$1.38 Billion 0.92% of portfolio
4,269
Q3 2024 Added 3.19%
$3.62T
$1.19 Billion 0.8% of portfolio
5,125
Q3 2024 Added 3.98%
$177B
$1.09 Billion 0.73% of portfolio
24,351
Q3 2024 Added 14.69%
$587B
$1.05 Billion 0.71% of portfolio
2,291
Q4 2023 New
$0
$1.05 Billion 0.7% of portfolio
23,086
Q3 2024 Added 3.36%
$0
$1.04 Billion 0.69% of portfolio
1,804
Q3 2024 Added 46.79%
$88.8B
$975 Million 0.65% of portfolio
8,459
Q3 2024 Reduced 0.29%
$99.1B
$923 Million 0.62% of portfolio
10,233
Q3 2024 Reduced 3.85%
$87.5B
$927 Million 0.62% of portfolio
3,813
Q2 2024 Reduced 1.29%
$69.1B
$923 Million 0.62% of portfolio
5,920
Q2 2024 Added 1.02%
Dimensional ETF Trust
-
$906 Million 0.61% of portfolio
-
Q3 2024 Added 5.19%
$0
$844 Million 0.56% of portfolio
20,895
Q4 2023 New
$1.9T
$812 Million 0.54% of portfolio
4,356
Q3 2024 Added 36.59%
$14.8B
$767 Million 0.51% of portfolio
33,034
Q3 2024 Reduced 0.3%
$21.9B
$738 Million 0.49% of portfolio
4,095
Q1 2024 Reduced 2.15%
$36.1B
$728 Million 0.49% of portfolio
13,615
Q2 2024 Reduced 0.29%
$233B
$720 Million 0.48% of portfolio
6,260
Q3 2024 Reduced 0.63%
$406B
$691 Million 0.46% of portfolio
1
Q4 2023 New
$31.4B
$691 Million 0.46% of portfolio
7,930
Q1 2024 Reduced 4.4%
$25.3B
$675 Million 0.45% of portfolio
17,256
Q2 2024 Reduced 0.23%
$37.8B
$677 Million 0.45% of portfolio
4,574
Q3 2024 Reduced 10.07%
$35.1B
$652 Million 0.44% of portfolio
5,543
Q3 2024 Reduced 1.09%
$0
$658 Million 0.44% of portfolio
16,995
Q4 2023 New
$651B
$641 Million 0.43% of portfolio
3,041
Q3 2024 Added 0.43%
$0
$644 Million 0.43% of portfolio
17,225
Q1 2024 Reduced 0.61%
$403B
$644 Million 0.43% of portfolio
1,590
Q3 2024 Added 5.65%
$119B
$650 Million 0.43% of portfolio
12,572
Q3 2024 Added 0.4%
$225B
$631 Million 0.42% of portfolio
11,854
Q3 2024 Added 16.44%
$33.7B
$629 Million 0.42% of portfolio
3,533
Q3 2024 Added 7.16%
$163B
$607 Million 0.41% of portfolio
2,240
Q3 2024 Added 6.77%
$0
$602 Million 0.4% of portfolio
8,974
Q3 2024 Added 7.2%
$94.4B
$597 Million 0.4% of portfolio
771
Q3 2024 Added 0.65%
$291B
$578 Million 0.39% of portfolio
3,928
Q1 2024 Added 1.29%
$53.1B
$582 Million 0.39% of portfolio
2,112
Q3 2024 Added 12.46%
$122B
$583 Million 0.39% of portfolio
1,396
Q3 2024 Added 18.1%

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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