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
$553 Million 0.37% of portfolio
10,378
Q3 2024 Added 34.5%
$192B
$540 Million 0.36% of portfolio
12,930
Q3 2024 Added 18.46%
$61.6B
$531 Million 0.36% of portfolio
2,214
Q3 2024 Added 8.16%
$0
$529 Million 0.35% of portfolio
15,682
Q3 2024 Reduced 2.98%
$111B
$493 Million 0.33% of portfolio
5,877
Q2 2024 Added 3.07%
$0
$491 Million 0.33% of portfolio
7,869
Q3 2024 Added 4.52%
$0
$498 Million 0.33% of portfolio
11,780
Q3 2024 Added 2.79%
$99.4B
$485 Million 0.32% of portfolio
2,087
Q2 2024 Added 13.73%
$24.8B
$460 Million 0.31% of portfolio
4,225
Q3 2024 Reduced 0.82%
$0
$466 Million 0.31% of portfolio
9,427
Q3 2024 New
$0
$464 Million 0.31% of portfolio
10,550
Q2 2024 Reduced 0.47%
Blackrock ETF Trust Ii
-
$448 Million 0.3% of portfolio
-
Q3 2024 Added 44.05%
Saba Capital Income & Opport
-
$451 Million 0.3% of portfolio
-
Q3 2024 Reduced 1.12%
$0
$446 Million 0.3% of portfolio
33,820
Q4 2023 New
$0
$377 Million 0.25% of portfolio
10,985
Q3 2024 Reduced 4.44%
$0
$366 Million 0.25% of portfolio
7,776
Q3 2024 Added 34.39%
$173B
$327 Million 0.22% of portfolio
5,064
Q1 2024 Reduced 1.17%
$336B
$320 Million 0.21% of portfolio
8,073
Q3 2024 Reduced 42.05%
$175B
$314 Million 0.21% of portfolio
3,268
Q2 2024 Added 1.71%
$0
$294 Million 0.2% of portfolio
10,465
Q3 2024 Added 34.6%
$215B
$292 Million 0.2% of portfolio
959
Q3 2024 Reduced 38.49%
$81.6B
$298 Million 0.2% of portfolio
8,000
Q2 2024 New
$0
$291 Million 0.19% of portfolio
12,730
Q2 2024 Added 0.39%
$25.3B
$273 Million 0.18% of portfolio
3,454
Q3 2024 New
$5.62B
$260 Million 0.17% of portfolio
5,428
Q3 2024 Reduced 37.98%
$789B
$254 Million 0.17% of portfolio
972
Q3 2024 New
$156B
$245 Million 0.16% of portfolio
1,213
Q3 2024 New
$41.4B
$236 Million 0.16% of portfolio
2,356
Q3 2024 New
$0
$230 Million 0.15% of portfolio
1,039
Q3 2024 Added 0.29%
$88.4B
$231 Million 0.15% of portfolio
9,840
Q3 2024 Reduced 2.47%
$0
$210 Million 0.14% of portfolio
10,300
Q4 2023 New
$0
$207 Million 0.14% of portfolio
13,675
Q1 2024 Reduced 8.5%
$453B
$215 Million 0.14% of portfolio
1,262
Q3 2024 New
$0
$204 Million 0.14% of portfolio
353
Q3 2024 New
$8.18B
$185 Million 0.12% of portfolio
20,639
Q3 2024 Reduced 3.79%
$50.4M
$105 Million 0.07% of portfolio
11,000
Q4 2023 New
$53.6B
$60.4 Million 0.04% of portfolio
14,450
Q4 2023 New
$523M
$45 Million 0.03% of portfolio
10,000
Q4 2023 New

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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