VISIONARY HORIZONS, LLC Portfolio Holdings
Q3 2025•111 long positions•$178.9M portfolio value
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Holding122 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.2M 17.98% | +$1.6M Bought | — 1.0M shares | 959.3K → 1.0M +$1.6M | +5.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.5M 13.69% | +$206.3K Bought | — 442.8K shares | 439.0K → 442.8K +$206.3K | +0.85% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.7M 4.87% | +$4.0M Bought | — 244.8K shares | 133.5K → 244.8K +$4.0M | +83.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.4M 4.14% | +$327.9K Bought | — 74.5K shares | 71.2K → 74.5K +$327.9K | +4.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.3M 4.08% | +$91.2K Bought | — 169.7K shares | 167.6K → 169.7K +$91.2K | +1.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.1M 3.43% | +$71.0K Bought | — 56.5K shares | 55.8K → 56.5K +$71.0K | +1.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.1M 3.43% | +$457.7K Bought | — 81.7K shares | 75.6K → 81.7K +$457.7K | +8.06% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.3M 2.97% | -$51.0K Sold | — 8.9K shares | 8.9K → 8.9K −$51.0K | -0.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.0M 2.22% | +$93.3K Bought | — 25.7K shares | 25.1K → 25.7K +$93.3K | +2.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.9M 2.16% | -$130.0K Sold | — 114.1K shares | 117.9K → 114.1K −$130.0K | -3.25% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.7M 2.06% | +$30.3K Bought | — 90.8K shares | 90.1K → 90.8K +$30.3K | +0.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.49% | -$3.7M Sold | — 14.1K shares | 33.4K → 14.1K −$3.7M | -57.91% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.0M 1.14% | +$46.1K Bought | 0.0% 3.9K shares | 3.8K → 3.9K +$46.1K | +2.32% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.0M 1.1% | +$61.0K Bought | 0.0% 10.5K shares | 10.2K → 10.5K +$61.0K | +3.2% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 1.09% | +$1.9M New | — 26.4K shares | 0 → 26.4K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.968% | +$87.8K Bought | — 59.1K shares | 56.1K → 59.1K +$87.8K | +5.34% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.7M 0.966% | +$81.2K Bought | 0.0% 9.5K shares | 9.0K → 9.5K +$81.2K | +4.93% | $432.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $1.6M 0.92% | +$13.2K Bought | 0.001% 17.3K shares | 17.1K → 17.3K +$13.2K | +0.81% | $122.16B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.806% | +$359.8K Bought | — 24.4K shares | 18.3K → 24.4K +$359.8K | +33.25% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.766% | +$259.5K Bought | — 29.3K shares | 23.8K → 29.3K +$259.5K | +23.35% | — — | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $1.3M 0.738% | -$22.3K Sold | 0.001% 4.7K shares | 4.8K → 4.7K −$22.3K | -1.66% | $151.93B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.717% | +$236.5K Bought | — 24.1K shares | 19.6K → 24.1K +$236.5K | +22.61% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.2M 0.689% | +$21.3K Bought | — 3.5K shares | 3.4K → 3.5K +$21.3K | +1.76% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $1.2M 0.666% | +$5.0K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$5.0K | +0.42% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.649% | +$870.4K Bought | — 1.7K shares | 434.0 → 1.7K +$870.4K | +299.54% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.1M 0.638% | +$1.1M New | 0.0% 3.5K shares | 0 → 3.5K +$1.1M | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.628% | +$101.3K Bought | — 1.7K shares | 1.5K → 1.7K +$101.3K | +9.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.616% | -$2.2M Sold | — 20.5K shares | 61.7K → 20.5K −$2.2M | -66.85% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.616% | +$26.4K Bought | — 40.4K shares | 39.4K → 40.4K +$26.4K | +2.45% | — — | Q4 2023 Held for 1y 11m | |
Financial - Capital Markets Financial Services | $949.6K 0.531% | +$140.7K Bought | 0.003% 13.8K shares | 11.8K → 13.8K +$140.7K | +17.4% | $30.6B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $945.2K 0.528% | +$36.6K Bought | 0.001% 1.6K shares | 1.5K → 1.6K +$36.6K | +4.02% | $87.2B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $942.0K 0.526% | +$22.0K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$22.0K | +2.4% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
Auto - Dealerships Consumer Cyclical | $931.9K 0.521% | +$931.9K New | 0.012% 2.9K shares | 0 → 2.9K +$931.9K | New | $8.1B Mid Cap | Q3 2025 Held for 2 months | |
Leisure Consumer Cyclical | $915.5K 0.512% | +$12.6K Bought | 0.009% 12.1K shares | 11.9K → 12.1K +$12.6K | +1.39% | $10.6B Large Cap | Q1 2025 Held for 8 months | |
Apparel - Manufacturers Consumer Cyclical | $911.9K 0.51% | +$18.6K Bought | 0.023% 10.9K shares | 10.7K → 10.9K +$18.6K | +2.08% | $4.0B Mid Cap | Q1 2025 Held for 8 months | |
Medical - Distribution Healthcare | $882.2K 0.493% | +$52.1K Bought | 0.002% 5.6K shares | 5.3K → 5.6K +$52.1K | +6.28% | $37.3B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $875.4K 0.489% | +$440.5K Bought | — 33.9K shares | 16.8K → 33.9K +$440.5K | +101.31% | — — | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $873.6K 0.488% | +$49.5K Bought | 0.003% 19.6K shares | 18.5K → 19.6K +$49.5K | +6.01% | $29.5B Large Cap | Q1 2025 Held for 8 months | |
Auto - Dealerships Consumer Cyclical | $856.9K 0.479% | +$856.9K New | 0.01% 3.9K shares | 0 → 3.9K +$856.9K | New | $8.2B Mid Cap | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $852.8K 0.477% | +$159.9K Bought | 0.002% 4.0K shares | 3.2K → 4.0K +$159.9K | +23.08% | $56.6B Large Cap | Q2 2025 Held for 5 months | |
Gold Basic Materials | $839.3K 0.469% | -$104.1K Sold | 0.001% 10.0K shares | 11.2K → 10.0K −$104.1K | -11.04% | $92.6B Large Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $772.4K 0.432% | -$25.2K Sold | 0.001% 6.2K shares | 6.4K → 6.2K −$25.2K | -3.16% | $96.2B Large Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $770.0K 0.43% | +$74.9K Bought | 0.0% 3.2K shares | 2.9K → 3.2K +$74.9K | +10.78% | $269.40B Mega Cap | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $754.2K 0.422% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $748.7K 0.418% | +$748.7K New | 0.005% 7.0K shares | 0 → 7.0K +$748.7K | New | $14.7B Large Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $747.4K 0.418% | -$54.4K Sold | 0.001% 7.9K shares | 8.5K → 7.9K −$54.4K | -6.78% | $104.25B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Healthcare Plans Healthcare | $737.2K 0.412% | +$52.5K Bought | 0.001% 2.6K shares | 2.4K → 2.6K +$52.5K | +7.66% | $76.9B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $724.8K 0.405% | +$281.6K Bought | — 8.3K shares | 5.1K → 8.3K +$281.6K | +63.55% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $724.3K 0.405% | -$83.6K Sold | — 16.5K shares | 18.4K → 16.5K −$83.6K | -10.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $712.1K 0.398% | +$3.6K Bought | — 9.0K shares | 9.0K → 9.0K +$3.6K | +0.5% | — — | Q4 2023 Held for 1y 11m |
