Visionary Horizons, LLC Reduced Holdings in Q4 2024

Visionary Horizons, LLC

  • $152 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-65K
- 61.11%
$43.84 - $48.76 $2.85M - $3.17M
41.4K $1.82B
FNDF
Schwab Fundamental Intl Large

ETFs
-5.83K
- 1.92%
$32.92 - $37.15 $192K - $217K
299K $9.92B
NEM
Newmont Corp

Basic Materials
-470
- 3.45%
$37.0 - $58.68 $17.4K - $27.6K
13.1K $489M
VZ
Verizon Communications Inc

Communication Services
-2.15K
- 8.85%
$39.6 - $45.21 $85.3K - $97.4K
22.2K $888M
TGT
Target Corp

Consumer Defensive
-250
- 4.22%
$121.59 - $160.69 $30.4K - $40.2K
5.67K $766M
EXR
Extra Space Storage Inc.

Real Estate
-150
- 3.66%
$142.35 - $178.32 $21.4K - $26.7K
3.95K $590M
NVS
Novartis Ag

Healthcare
-180
- 2.88%
$96.78 - $117.18 $17.4K - $21.1K
6.08K $592M
DVN
Devon Energy Corp

Energy
-515
- 2.98%
$30.52 - $42.96 $15.7K - $22.1K
16.7K $548M
EWQ
Ishares Msci France ETF

ETFs
-730
- 3.49%
$35.5 - $39.81 $25.9K - $29.1K
20.2K $724M
DUK
Duke Energy Corp

Utilities
-456
- 5.39%
$105.76 - $120.76 $48.2K - $55.1K
8K $862M
SO
Southern CO

Utilities
-324
- 3.17%
$81.5 - $94.15 $26.4K - $30.5K
9.91K $816M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-680
- 3.95%
$33.67 - $37.35 $22.9K - $25.4K
16.5K $561M
EIX
Edison International

Utilities
-300
- 3.78%
$77.93 - $88.36 $23.4K - $26.5K
7.63K $609M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
-535
- 3.15%
$35.33 - $39.3 $18.9K - $21K
16.5K $589M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-345
- 3.27%
$40.41 - $45.12 $13.9K - $15.6K
10.2K $413M
MSFT
Microsoft Corp

Technology
-39
- 1.11%
$406.35 - $454.46 $15.8K - $17.7K
3.48K $1.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
-115
- 6.37%
$567.81 - $607.81 $65.3K - $69.9K
1.69K $990M
GLD
Spdr Gold Trust

ETFs
-155
- 4.07%
$236.59 - $257.5 $36.7K - $39.9K
3.66K $886M
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 5.21%
$288.47 - $316.54 $14.4K - $15.8K
909 $264M
CVX
Chevron Corp

Energy
-110
- 2.8%
$141.15 - $162.53 $15.5K - $17.9K
3.82K $553M
KIM
Kimco Realty Corp

Real Estate
-1.08K
- 3.26%
$22.75 - $25.78 $24.5K - $27.7K
32K $749M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-2.62K
- 7.75%
$13.24 - $14.35 $34.7K - $37.6K
31.2K $429M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-540
- 4.92%
$33.92 - $36.6 $18.3K - $19.8K
10.4K $361M
ORCL
Oracle Corp

Technology
-2
- 0.16%
$165.41 - $192.43 $331 - $385
1.26K $210M
MFG
Mizuho Financial Group Inc

Financial Services
-1.67K
- 11.52%
$4.05 - $5.26 $6.74K - $8.76K
12.8K $62.5M
BAC
Bank Of America Corp

Financial Services
-441
- 5.46%
$39.22 - $47.77 $17.3K - $21.1K
7.63K $335M
TROW
Price T Rowe Group Inc

Financial Services
-10
- 0.24%
$106.48 - $124.69 $1.06K - $1.25K
4.22K $477M
Saba Capital Income & Opport
-1.36K
- 2.56%
N/A
51.6K $468M
GILD
Gilead Sciences, Inc.

Healthcare
-185
- 3.15%
$83.95 - $97.9 $15.5K - $18.1K
5.69K $526M
DIS
Walt Disney CO

Communication Services
-105
- 3.21%
$92.39 - $117.6 $9.7K - $12.3K
3.16K $352M
BMY
Bristol Myers Squibb CO

Healthcare
-353
- 2.81%
$51.92 - $59.94 $18.3K - $21.2K
12.2K $691M
XLF
Financial Sector Spdr

ETFs
-46
- 0.2%
$44.89 - $51.34 $2.06K - $2.36K
23K $1.11B
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Visionary Horizons, LLC Portfolio

Follow Visionary Horizons, 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 Visionary Horizons, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Horizons, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email