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CIK: 0002003615
Total reported value
$239.3M
$239.3M
89 檔
32.3%
At the close of Q3 2024, Visionary Horizons, LLC disclosed equity holdings valued at approximately $239.3M, spread across 89 reported holdings.
During Q3 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 32.3% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 18.21% | -0.13% | +2.13% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 15.11% | -0.94% | +10.27% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.61% | +0.72% | +5.38% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.07% | +0.95% | +3.44% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.64% | — | -0.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.34% | +1.05% | +46.70% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.33% | +0.10% | +7.94% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.31% | — | -25.87% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.26% | — | +0.24% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.13% | -0.01% | +8.29% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.07% | -0.14% | +4.97% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.04% | — | +11.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.20% | +7.69% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 0.99% | -0.44% | +7.16% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.35% | +3.19% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.02% | +3.98% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | — | +18.11% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.09% | +14.69% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | -0.05% | +3.36% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.20% | +46.79% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.10% | -0.29% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.08% | — | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.04% | -3.85% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | -0.02% | — | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.61% | — | +5.19% | |
| 27 | EWQ | Ishares Msci France ETF | ETF-Other | 0.56% | -0.05% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.01% | +36.59% | |
| 29 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.51% | -0.01% | -0.30% | |
| 30 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.49% | -0.02% | — | |
| 31 | NEM | Newmont CORP | Stock-Materials | 0.49% | +0.13% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.48% | -0.05% | -0.63% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.04% | — | |
| 34 | EIX | Edison International | Stock-Utilities | 0.46% | -0.04% | — | |
| 35 | TRGP | Targa Resources CORP | Stock-Energy | 0.45% | — | -10.07% | |
| 36 | DVN | Devon Energy CORP | Stock-Energy | 0.45% | -0.11% | — | |
| 37 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.44% | -0.05% | — | |
| 38 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.44% | — | -1.09% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.43% | — | +0.40% | |
| 40 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.43% | -0.05% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | +0.14% | +5.65% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +0.43% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | +16.44% | |
| 44 | MTB | M & T Bank CORP | Stock-Financials | 0.42% | — | +7.16% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | — | +6.77% | |
| 46 | AVDE | Avantis International Equity | ETF-Other | 0.40% | -0.04% | +7.20% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.40% | — | +0.65% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.39% | — | +18.10% | |
| 49 | ADSK | Autodesk Inc | Stock-Tech | 0.39% | — | +12.46% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.09% | — |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 89 disclosed positions in Q3 2024.
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During Q3 2024, Visionary Horizons, LLC's top holdings by market value included SCHG (18.2%)、SPYV (15.1%)、FNDF (7.6%). The largest single position, SCHG, represented 18.2% of total portfolio value.
In Q3 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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