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
89 檔
33.4%
As reported in its official Q4 2024 Form 13F filing, Visionary Horizons, LLC's tracked investment portfolio stood at $239.3M with 89 total positions.
During Q4 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 | 19.65% | -0.13% | +310.96% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 15.73% | -0.94% | +9.70% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.51% | +0.72% | -1.92% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.64% | +0.95% | +4.02% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.96% | +1.05% | +50.50% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.34% | — | +3.56% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.52% | +0.10% | +2.82% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.46% | -0.01% | +10.32% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.01% | — | +3.10% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.19% | — | -61.11% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.06% | -0.14% | +2.75% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.01% | — | +3.05% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.20% | -1.11% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.02% | +12.25% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.44% | +1.90% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | — | +0.06% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.35% | +2.39% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 0.73% | -0.05% | -0.20% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.07% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.01% | +6.01% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.20% | -6.37% | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.60% | — | +14.12% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.09% | -8.85% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.08% | -4.07% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.10% | -5.39% | |
| 26 | TRGP | Targa Resources CORP | Stock-Energy | 0.56% | — | +5.05% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.56% | -0.25% | +64.83% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.04% | -3.17% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | +7.00% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.51% | -0.54% | — | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.50% | -0.02% | -4.22% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | — | +7.26% | |
| 33 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.49% | -0.01% | -3.26% | |
| 34 | EWQ | Ishares Msci France ETF | ETF-Other | 0.47% | -0.05% | -3.49% | |
| 35 | MTB | M & T Bank CORP | Stock-Financials | 0.47% | — | +6.82% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.45% | — | -2.81% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.04% | — | |
| 38 | ADSK | Autodesk Inc | Stock-Tech | 0.44% | — | +8.14% | |
| 39 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.43% | — | +7.81% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.42% | — | +9.38% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.14% | — | |
| 42 | EIX | Edison International | Stock-Utilities | 0.40% | -0.04% | -3.78% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.19% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | — | +8.75% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.39% | +0.18% | +22.72% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.39% | -0.05% | -2.88% | |
| 47 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.39% | -0.02% | -3.66% | |
| 48 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.39% | -0.05% | -3.15% | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.37% | -0.04% | +2.13% | |
| 50 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.37% | -0.05% | -3.95% |
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 Q4 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 33.4% of total reported equity market value during Q4 2024.
During Q4 2024, Visionary Horizons, LLC's top holdings by market value included SCHG (19.6%)、SPYV (15.7%)、FNDF (6.5%). The largest single position, SCHG, represented 19.6% of total portfolio value.
In Q4 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.
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.