Envision Financial LLC New Holdings in Q4 2024

Envision Financial LLC

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.5K
New
$521.84 - $558.82 $13.8M - $14.8M
26.5K $14.3B
FNDX
Schwab Fundamental U S Large C

ETFs
554K
New
$23.49 - $71.77 $13M - $39.8M
554K $13.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
527K
New
$22.4 - $68.28 $11.8M - $36M
527K $12.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
502K
New
$18.41 - $40.87 $9.25M - $20.5M
502K $9.29B
USFR
Wisdomtree Floating Rate Treas

ETFs
135K
New
$50.23 - $50.46 $6.8M - $6.83M
135K $6.81B
VO
Vanguard Mid Cap ETF

ETFs
23.6K
New
$261.5 - $284.63 $6.16M - $6.71M
23.6K $6.23B
UITB
Usaa ETF Tr Core Intermediate

ETFs
121K
New
$45.83 - $48.07 $5.54M - $5.81M
121K $5.56B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
69.2K
New
$75.44 - $80.53 $5.22M - $5.57M
69.2K $5.25B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
143K
New
$27.54 - $83.04 $3.94M - $11.9M
143K $3.97B
VOE
Vanguard Mid Cap Value Index F

ETFs
23.2K
New
$160.89 - $176.18 $3.73M - $4.08M
23.2K $3.75B
RDVY
First Trust Rising Dividend Ac

ETFs
59.2K
New
$58.65 - $64.37 $3.47M - $3.81M
59.2K $3.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
42.4K
New
$80.13 - $83.77 $3.4M - $3.56M
42.4K $3.41B
VONV
Vanguard Russell 1000 Value Et

ETFs
41.5K
New
$80.87 - $87.69 $3.36M - $3.64M
41.5K $3.37B
VBR
Vanguard Small Cap Value ETF

ETFs
16.3K
New
$197.36 - $217.3 $3.22M - $3.55M
16.3K $3.23B
DWM
Wisdomtree Tr

ETFs
52.7K
New
$52.54 - $57.11 $2.77M - $3.01M
52.7K $2.78B
FTCS
First Trust Capital Strength E

ETFs
26.4K
New
$87.62 - $94.03 $2.31M - $2.48M
26.4K $2.32B
IVV
Ishares Core S&P 500 ETF

ETFs
3.83K
New
$570.51 - $610.59 $2.19M - $2.34M
3.83K $2.26B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
41.5K
New
$50.53 - $55.55 $2.1M - $2.31M
41.5K $2.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.8K
New
$96.64 - $101.23 $2.11M - $2.21M
21.8K $2.11B
VB
Vanguard Small Cap ETF

ETFs
8.39K
New
$233.76 - $261.58 $1.96M - $2.19M
8.39K $2.02B
IEFA
Ishares Tr

ETFs
25K
New
$70.06 - $77.43 $1.75M - $1.94M
25K $1.76B
SCHA
Schwab Strategic Tr Us Small C

ETFs
57.8K
New
$25.33 - $51.16 $1.46M - $2.96M
57.8K $1.49B
USRT
Ishares Core U.S. Reit ETF

ETFs
24.8K
New
$55.97 - $62.75 $1.39M - $1.56M
24.8K $1.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.9K
New
$49.79 - $51.14 $1.09M - $1.12M
21.9K $1.24B
FDM
First Trust Dow Jones Select M

ETFs
17.1K
New
$62.59 - $73.1 $1.07M - $1.25M
17.1K $1.16B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44.5K
New
$22.01 - $66.82 $980K - $2.97M
44.5K $1.01B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
13.6K
New
$61.21 - $68.19 $835K - $930K
13.6K $853M
FTGC
First Trust Global Tactical CO

ETFs
33.6K
New
$23.23 - $24.25 $782K - $816K
33.6K $805M
SCHC
Schwab Strategic Tr Intl Small

ETFs
21.9K
New
$33.93 - $38.37 $742K - $839K
21.9K $751M
VV
Vanguard Large Cap ETF

ETFs
1.98K
New
$260.27 - $280.65 $516K - $556K
1.98K $534M
AAPL
Apple Inc.

Technology
2.04K
New
$221.69 - $259.02 $453K - $529K
2.04K $512M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.09K
New
$61.68 - $67.87 $499K - $549K
8.09K $504M
RWO
Spdr Dow Jones Global Real Est

ETFs
10.6K
New
$42.41 - $47.31 $448K - $500K
10.6K $454M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.07K
New
$46.48 - $51.32 $328K - $363K
7.07K $340M
MUB
Ishares National Muni Bond ETF

ETFs
2.86K
New
$105.78 - $108.7 $302K - $311K
2.86K $304M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
5.62K
New
$51.33 - $58.78 $289K - $331K
5.62K $303M
Activity Summary
Buys All Purchases 37 New Holdings 37 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envision Financial LLC Portfolio

Follow Envision Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email