Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024

Envision Financial Planning, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $21.2B, Ishares Tr with a value of $15.9B, Ishares U.S. Treasury Bond ETF with a value of $15.4B, Dimensional ETF Tr Dimensional with a value of $13.9B, and Ishares Tr Ibonds Dec 2031 Ter with a value of $13.9B.

Examining the 13F form we can see an increase of $3.55B in the current position value, from $190B to 194B.

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 $194 Billion
ETFs: $140 Billion
Consumer Cyclical: $897 Million
Technology: $654 Million
Basic Materials: $399 Million
Financial Services: $300 Million
Communication Services: $251 Million
Consumer Defensive: $213 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.03 Billion 0.53% of portfolio
-
Q4 2024 New
$19.7B
$897 Million 0.46% of portfolio
16,660
Q4 2024 New
-
$422 Million 0.22% of portfolio
-
Q4 2024 Added 2.53%
$35B
$399 Million 0.21% of portfolio
3,420
Q4 2024 Reduced 5.52%
$3.97T
$385 Million 0.2% of portfolio
1,536
Q4 2024 Added 28.43%
$3.01T
$269 Million 0.14% of portfolio
639
Q4 2024 New
$1.05T
$251 Million 0.13% of portfolio
1,326
Q4 2024 New
$11.1B
$244 Million 0.13% of portfolio
12,117
Q4 2024 New
-
$233 Million 0.12% of portfolio
-
Q4 2024 Added 3.48%
$254B
$213 Million 0.11% of portfolio
2,359
Q4 2024 New
$0
$56 Million 0.03% of portfolio
12,999
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $194 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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