13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002003615
Total reported value
$239.3M
$239.3M
77 檔
28.0%
In Q1 2024, Visionary Horizons, LLC's U.S. equity holdings reached a combined market value of $239.3M, distributed across 77 disclosed stock positions.
During Q1 2024, Visionary Horizons, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPYV, FNDF) accounted for 28.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 16.60% | -0.13% | +6.92% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 15.60% | -0.94% | +3.99% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.19% | +0.72% | +3.91% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.40% | +0.95% | +3.93% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.27% | — | +8.80% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.42% | — | — | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.22% | — | +7.68% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.99% | +0.10% | +4.98% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.86% | +1.05% | -60.86% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.60% | -0.01% | +2.16% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.66% | -0.16% | EXIT | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.11% | -0.14% | +7.22% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.20% | -5.50% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 0.94% | -0.44% | -1.21% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.91% | — | +0.02% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | -0.35% | +53.24% | |
| 17 | TGT | Target CORP | Stock-Consumer Disc | 0.76% | -0.02% | -7.03% | |
| 18 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.73% | — | -75.53% | |
| 19 | DVN | Devon Energy CORP | Stock-Energy | 0.72% | -0.11% | -3.40% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | — | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.09% | -1.32% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.02% | +1.40% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.08% | -8.63% | |
| 24 | EWQ | Ishares Msci France ETF | ETF-Other | 0.64% | -0.05% | — | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.63% | -0.10% | -0.68% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.04% | -5.01% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | -0.50% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | -6.49% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.09% | +1.29% | |
| 30 | TRGP | Targa Resources CORP | Stock-Energy | 0.48% | — | +13.66% | |
| 31 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.47% | -0.05% | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.47% | -0.04% | — | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.47% | — | — | |
| 34 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.47% | -0.01% | -0.36% | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.46% | -0.05% | -4.03% | |
| 36 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.45% | -0.05% | -0.61% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.20% | -9.68% | |
| 38 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.45% | -0.02% | -2.15% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -1.02% | |
| 40 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.44% | — | -0.17% | |
| 41 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.44% | — | -10.00% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.43% | — | -10.22% | |
| 43 | EIX | Edison International | Stock-Utilities | 0.42% | -0.04% | -4.40% | |
| 44 | NEM | Newmont CORP | Stock-Materials | 0.41% | +0.13% | -2.57% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | +1.18% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.14% | -1.22% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.41% | -0.04% | +1.79% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | — | +13.94% | |
| 49 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.38% | +0.01% | -4.05% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | — | +9.68% |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 77 disclosed positions in Q1 2024.
During Q1 2024, Visionary Horizons, LLC's top holdings by market value included SCHG (16.6%)、SPYV (15.6%)、FNDF (8.2%). The largest single position, SCHG, represented 16.6% of total portfolio value.
In Q1 2024, Visionary Horizons, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.