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CIK: 0002003615
Total reported value
$239.3M
$239.3M
83 檔
29.1%
As reported in its official Q2 2024 Form 13F filing, Visionary Horizons, LLC's tracked investment portfolio stood at $239.3M with 83 total positions.
During Q2 2024, Visionary Horizons, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 18.88% | -0.13% | +10.14% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.82% | -0.94% | -7.59% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.41% | +0.72% | -4.68% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.07% | +0.95% | -5.21% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.74% | — | -5.19% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.57% | — | +17.36% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.33% | — | -17.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.32% | +0.10% | +7.83% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.00% | -0.01% | +17.89% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.33% | +1.05% | -14.25% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.20% | -0.16% | EXIT | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.09% | -0.14% | +4.06% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.20% | -1.09% | |
| 14 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.98% | — | +13.47% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.35% | +3.63% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.44% | +1.95% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.02% | +3.12% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | — | +935.19% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.07% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.67% | -0.05% | — | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 0.64% | -0.02% | +1.02% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.09% | -3.46% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.10% | -0.57% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.04% | -3.00% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.08% | -1.29% | |
| 26 | DVN | Devon Energy CORP | Stock-Energy | 0.60% | -0.11% | -0.23% | |
| 27 | EWQ | Ishares Msci France ETF | ETF-Other | 0.58% | -0.05% | — | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.55% | — | +50.69% | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.49% | -0.05% | -0.08% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.20% | +8.86% | |
| 31 | TRGP | Targa Resources CORP | Stock-Energy | 0.48% | — | -5.50% | |
| 32 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.47% | -0.01% | — | |
| 33 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.47% | -0.02% | — | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.46% | — | -5.20% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | -11.42% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.09% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | -2.54% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.04% | — | |
| 39 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.44% | -0.05% | — | |
| 40 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.44% | -0.05% | — | |
| 41 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.43% | — | -4.79% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.42% | +0.13% | -0.29% | |
| 43 | EIX | Edison International | Stock-Utilities | 0.42% | -0.04% | — | |
| 44 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.41% | — | -2.89% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | -5.44% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.40% | — | +6.01% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.38% | -0.25% | — | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.38% | -0.04% | -0.38% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.38% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.14% | -1.83% |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 83 disclosed positions in Q2 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPYV, FNDF) accounted for 29.1% of total reported equity market value during Q2 2024.
During Q2 2024, Visionary Horizons, LLC's top holdings by market value included SCHG (18.9%)、SPYV (13.8%)、FNDF (7.4%). The largest single position, SCHG, represented 18.9% of total portfolio value.
In Q2 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.
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