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Size ($ in 1000's)
At 03/31/2024: $129,123 At 12/31/2023: $123,345
Visionary Horizons LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Visionary Horizons LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Visionary Horizons LLC top holdings by largest position size, as per the latest 13f filing made by Visionary Horizons LLC.
In the Visionary Horizons LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Visionary Horizons LLC in that top holding, then the share count change between reporting periods, and finally the Visionary Horizons LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
232,419 |
+15,048 |
$21,376 | SCHG | 232,419 | +15,048 | $21,376 | SPDR SER TR (SPYV) |
419,388 |
+16,098 |
$20,089 | SPYV | 419,388 | +16,098 | $20,089 | SCHWAB STRATEGIC TR |
303,234 |
+11,413 |
$10,540 | FNDF | 303,234 | +11,413 | $10,540 | AMERICAN CENTY ETF TR (AVEM) |
143,251 |
+5,417 |
$8,244 | AVEM | 143,251 | +5,417 | $8,244 | VANGUARD SCOTTSDALE FDS (VCLT) |
90,050 |
+7,283 |
$6,787 | VCLT | 90,050 | +7,283 | $6,787 | PACER FDS TR |
122,251 |
+122,251 |
$5,688 | CALF | 122,251 | +122,251 | $5,688 | VANGUARD BD INDEX FDS (BLV) |
78,189 |
+5,574 |
$5,429 | BLV | 78,189 | +5,574 | $5,429 | INVESCO QQQ TR |
8,774 |
+416 |
$3,845 | QQQ | 8,774 | +416 | $3,845 | AMERICAN CENTY ETF TR (AVUV) |
41,370 |
-64,326 |
$3,676 | AVUV | 41,370 | -64,326 | $3,676 | AMERICAN CENTY ETF TR (AVUS) |
38,577 |
+815 |
$3,347 | AVUS | 38,577 | +815 | $3,347 | SELECT SECTOR SPDR TR (XLC) |
26,221 |
+26,221 |
$2,133 | XLC | 26,221 | +26,221 | $2,133 | BERKSHIRE HATHAWAY INC DEL |
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$1,532 | BRK.B | 2,291 | UNCH | $924 | BRK.A | 1 | UNCH | $608 | SPDR SER TR (SPTS) |
49,736 |
+3,350 |
$1,429 | SPTS | 49,736 | +3,350 | $1,429 | MICROSOFT CORP |
3,302 |
-192 |
$1,393 | MSFT | 3,302 | -192 | $1,393 | MEDTRONIC PLC |
15,073 |
-185 |
$1,208 | MDT | 15,073 | -185 | $1,208 | ISHARES TR (IAGG) |
23,677 |
+5 |
$1,177 | IAGG | 23,677 | +5 | $1,177 | AMGEN INC |
3,992 |
+1,387 |
$1,067 | AMGN | 3,992 | +1,387 | $1,067 | TARGET CORP |
5,860 |
-443 |
$973 | TGT | 5,860 | -443 | $973 | SPDR SER TR (KBE) |
21,427 |
-66,130 |
$938 | KBE | 21,427 | -66,130 | $938 | DEVON ENERGY CORP NEW |
17,295 |
-608 |
$924 | DVN | 17,295 | -608 | $924 | VERIZON COMMUNICATIONS INC |
21,992 |
-295 |
$874 | VZ | 21,992 | -295 | $874 | APPLE INC |
4,780 |
+66 |
$844 | AAPL | 4,780 | +66 | $844 | SPDR GOLD TR (GLD) |
3,863 |
-365 |
$838 | GLD | 3,863 | -365 | $838 | ISHARES INC (EWQ) |
20,895 |
UNCH |
$828 | EWQ | 20,895 | UNCH | $828 | DUKE ENERGY CORP NEW |
8,533 |
-58 |
$810 | DUK | 8,533 | -58 | $810 | SOUTHERN CO |
10,972 |
-579 |
$754 | SO | 10,972 | -579 | $754 | NVIDIA CORPORATION |
790 |
-4 |
$697 | NVDA | 790 | -4 | $697 | BRISTOL MYERS SQUIBB CO |
12,522 |
UNCH |
$679 | BMY | 12,522 | UNCH | $679 | AMAZON COM INC |
3,600 |
-250 |
$670 | AMZN | 3,600 | -250 | $670 | CHEVRON CORP NEW |
3,928 |
+50 |
$624 | CVX | 3,928 | +50 | $624 | TARGA RES CORP |
5,382 |
+647 |
$617 | TRGP | 5,382 | +647 | $617 | ISHARES INC (DVYA) |
16,995 |
UNCH |
$608 | DVYA | 16,995 | UNCH | $608 | KIMCO RLTY CORP |
33,134 |
-119 |
$600 | KIM | 33,134 | -119 | $600 | NOVARTIS AG |
6,305 |
-265 |
$590 | NVS | 6,305 | -265 | $590 | HOME DEPOT INC |
1,533 |
-19 |
$588 | HD | 1,533 | -19 | $588 | ISHARES TR (EWU) |
17,225 |
-105 |
$581 | EWU | 17,225 | -105 | $581 | SPDR S&P 500 ETF TR (SPY) |
1,129 |
-121 |
$577 | SPY | 1,129 | -121 | $577 | EXTRA SPACE STORAGE INC |
4,095 |
-90 |
$576 | EXR | 4,095 | -90 | $576 | JPMORGAN CHASE & CO |
3,107 |
-32 |
$568 | JPM | 3,107 | -32 | $568 | HARTFORD FINL SVCS GROUP INC |
5,771 |
-10 |
$564 | HIG | 5,771 | -10 | $564 | LAM RESEARCH CORP |
585 |
-65 |
$560 | LRCX | 585 | -65 | $560 | KLA CORP |
808 |
-92 |
$550 | KLAC | 808 | -92 | $550 | EDISON INTL |
7,930 |
-365 |
$544 | EIX | 7,930 | -365 | $544 | NEWMONT CORP |
13,655 |
-360 |
$528 | NEM | 13,655 | -360 | $528 | BANK AMERICA CORP |
14,732 |
+172 |
$527 | BAC | 14,732 | +172 | $527 | AMERICAN CENTY ETF TR (AVDE) |
8,403 |
+148 |
$522 | AVDE | 8,403 | +148 | $522 | CISCO SYS INC |
10,513 |
+1,286 |
$510 | CSCO | 10,513 | +1,286 | $510 | PRICE T ROWE GROUP INC |
4,260 |
-180 |
$491 | TROW | 4,260 | -180 | $491 | LOWES COS INC |
2,097 |
+185 |
$487 | LOW | 2,097 | +185 | $487 | DIMENSIONAL ETF TRUST (DFGR) |
19,815 |
+3,595 |
$480 | DFGR | 19,815 | +3,595 | $480 |
See Full List: All Stocks Held By Visionary Horizons LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Visionary Horizons LLC
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