Envision Financial LLC Portfolio Holdings

Envision Financial LLC

  • $125 Billion
  • Q4 2024

Envision Financial LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.3B, Schwab Fundamental U S Large C with a value of $13.1B, Schwab Strategic Tr Us Large C with a value of $12.2B, Schwab Strategic Tr Intl Eqty with a value of $9.29B, and Wisdomtree Floating Rate Treas with a value of $6.81B.

Examining the 13F form we can see an increase of $125B in the current position value.

Envision Financial LLC is based out at Brookfield, WI

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

Portfolio value $125 Billion
ETFs: $124 Billion
Technology: $512 Million

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 38
  • Current Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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