Visionary Horizons, LLC Top Holdings and 13F Report (2025) About Visionary Horizons, LLCInvestment ActivityVisionary Horizons, LLC has $152.39 million in total holdings as of December 31, 2024.Visionary Horizons, LLC owns shares of 89 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 21.14% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Visionary Horizons, LLC has purchased 89 new stocks and bought additional shares in 44 stocks.Visionary Horizons, LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $29,943,369SPDR Portfolio S&P 500 Value ETF $23,973,825Schwab Fundamental International Large Company Index ETF $9,921,361Avantis Emerging Markets Equity ETF $8,589,325Avantis U.S. Small Cap Value ETF $7,560,354 Largest New Holdings this Quarter SPDR Doubleline Total Return Tactical ETF $774,558 HoldingLAM RESEARCH CORP $452,376 HoldingInvesco S&P 500 Equal Weight ETF $206,026 HoldingVanguard High Dividend Yield ETF $204,144 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 812,962 shares (about $22.66M)Avantis U.S. Small Cap Value ETF 26,282 shares (about $2.54M)SPDR Portfolio S&P 500 Value ETF 41,442 shares (about $2.12M)SPDR Doubleline Total Return Tactical ETF 19,663 shares (about $774.56K)Avantis U.S. Equity ETF 5,080 shares (about $492.41K) Largest Sales this Quarter Pacer US Small Cap Cash Cows 100 ETF 64,987 shares (about $2.86M)Schwab Fundamental International Large Company Index ETF 5,834 shares (about $193.75K)Verizon Communications 2,154 shares (about $86.14K)SPDR S&P 500 ETF Trust 115 shares (about $67.40K)Duke Energy 456 shares (about $49.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVisionary Horizons, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$29,943,369$22,657,257 ▲311.0%1,074,39419.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$23,973,825$2,119,344 ▲9.7%468,78815.7%ETFFNDFSchwab Fundamental International Large Company Index ETF$9,921,361$193,747 ▼-1.9%298,7466.5%ETFAVEMAvantis Emerging Markets Equity ETF$8,589,325$332,165 ▲4.0%146,1015.6%ETFAVUVAvantis U.S. Small Cap Value ETF$7,560,354$2,537,011 ▲50.5%78,3215.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,609,851$227,034 ▲3.6%88,3904.3%ManufacturingQQQInvesco QQQ$5,368,371$147,247 ▲2.8%10,5003.5%FinanceAVUSAvantis U.S. Equity ETF$5,266,012$492,413 ▲10.3%54,3273.5%ETFBLVVanguard Long-Term Bond ETF$4,579,373$137,545 ▲3.1%66,9203.0%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,820,474$2,860,078 ▼-61.1%41,3651.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,619,367$43,370 ▲2.8%55,8211.1%ETFIAGGiShares Core International Aggregate Bond ETF$1,540,906$45,678 ▲3.1%30,8671.0%ETFMSFTMicrosoft$1,466,192$16,441 ▼-1.1%3,4781.0%Computer and TechnologyAAPLApple$1,440,813$157,280 ▲12.3%5,7530.9%Computer and TechnologyMDTMedtronic$1,340,466$25,002 ▲1.9%16,7810.9%MedicalNVDANVIDIA$1,297,919$806 ▲0.1%9,6650.9%Computer and TechnologyAMGNAmgen$1,139,316$26,587 ▲2.4%4,3710.7%MedicalXLFFinancial Select Sector SPDR Fund$1,113,526$2,223 ▼-0.2%23,0400.7%ETFBRK.BBerkshire Hathaway$1,038,4640.0%2,2910.7%FinanceAMZNAmazon.com$1,013,178$57,482 ▲6.0%4,6180.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$989,889$67,399 ▼-6.4%1,6890.6%FinanceDFGRDimensional Global Real Estate ETF$915,481$113,270 ▲14.1%35,8450.6%ETFVZVerizon Communications$887,673$86,140 ▼-8.8%22,1970.6%Computer and TechnologyGLDSPDR Gold Shares$885,712$37,530 ▼-4.1%3,6580.6%FinanceDUKDuke Energy$862,243$49,129 ▼-5.4%8,0030.6%UtilitiesTRGPTarga Resources$857,797$41,239 ▲5.1%4,8050.6%Oils/EnergySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$846,796$333,044 ▲64.8%25,8480.6%ETFSOSouthern$815,735$26,673 ▼-3.2%9,9090.5%UtilitiesJPMJPMorgan Chase & Co.$780,201$51,070 ▲7.0%3,2540.5%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$774,558$774,558 ▲New Holding19,6630.5%ETFTGTTarget$766,471$33,795 ▼-4.2%5,6700.5%Retail/WholesaleCSCOCisco Systems$752,747$50,972 ▲7.3%12,7150.5%Computer and TechnologyKIMKimco Realty$748,776$25,211 ▼-3.3%31,9580.5%FinanceEWQiShares MSCI France ETF$723,520$26,192 ▼-3.5%20,1650.5%ETFMTBM&T Bank$709,678$45,319 ▲6.8%3,7740.5%FinanceBMYBristol-Myers Squibb$691,107$19,966 ▼-2.8%12,2190.5%MedicalBRK.ABerkshire Hathaway$680,9200.0%10.4%FinanceADSKAutodesk$675,082$50,838 ▲8.1%2,2840.4%Computer and TechnologyHIGThe Hartford Financial Services Group$653,775$47,370 ▲7.8%5,9760.4%FinanceDEDeere & Company$647,151$55,519 ▲9.4%1,5270.4%Industrial ProductsHDHome Depot$618,4940.0%1,5900.4%Retail/WholesaleEIXEdison International$609,179$23,952 ▼-3.8%7,6300.4%UtilitiesPALANTIR TECHNOLOGIES INC$605,0400.0%8,0000.4%CL ALOWLowe's Companies$601,320$48,382 ▲8.8%2,4360.4%Retail/WholesaleDYNFiShares U.S. Equity Factor Rotation Active ETF$592,911$109,777 ▲22.7%11,5690.4%ETFNVSNovartis$591,645$17,516 ▼-2.9%6,0800.4%MedicalEXRExtra Space Storage$590,172$22,440 ▼-3.7%3,9450.4%FinanceDVYAiShares Asia/Pacific Dividend ETF$589,360$19,156 ▼-3.1%16,4600.4%ETFAVDEAvantis International Equity ETF$562,487$11,722 ▲2.1%9,1650.4%ETFEWUiShares MSCI United Kingdom ETF$560,876$23,052 ▼-3.9%16,5450.4%ETFCVXChevron$552,999$15,932 ▼-2.8%3,8180.4%Oils/EnergyILTBiShares Core 10+ Year USD Bond ETF$551,886$46,996 ▲9.3%11,3440.4%ETFDVNDevon Energy$547,933$16,856 ▼-3.0%16,7410.4%Oils/EnergyKLACKLA$534,474$48,531 ▲10.0%8480.4%Computer and TechnologyCMCSAComcast$534,340$49,054 ▲10.1%14,2370.4%Consumer DiscretionaryGILDGilead Sciences$525,770$17,088 ▼-3.1%5,6920.3%MedicalNXPINXP Semiconductors$509,648$49,468 ▲10.7%2,4520.3%Computer and TechnologyBBEUJPMorgan BetaBuilders Europe ETF$509,238$73,105 ▲16.8%9,1880.3%ETFDFIPDimensional Inflation-Protected Securities ETF$492,975$15,994 ▲3.4%12,1750.3%ETFNEMNewmont$489,257$17,493 ▼-3.5%13,1450.3%Basic MaterialsTROWT. Rowe Price Group$476,674$1,131 ▼-0.2%4,2150.3%FinanceBINCiShares Flexible Income Active ETF$474,110$38,963 ▲9.0%9,1140.3%ETFSABA CAPITAL INCOME & OPPORT$467,532$12,294 ▼-2.6%51,6040.3%COM NEWLAM RESEARCH CORP$452,376$452,376 ▲New Holding6,2630.3%COM NEWFRABlackRock Floating Rate Income Strategies Fund$429,000$36,025 ▼-7.7%31,2000.3%Financial ServicesDEMWisdomTree Emerging Markets High Dividend Fund$413,200$13,969 ▼-3.3%10,2050.3%FinanceMETAMeta Platforms$401,320$61,516 ▲18.1%6850.3%Computer and TechnologyTSLATesla$392,5680.0%9720.3%Auto/Tires/TrucksIUSBiShares Core Total USD Bond Market ETF$384,562$33,086 ▲9.4%8,5080.3%ManufacturingAMTAmerican Tower$373,606$9,170 ▼-2.4%2,0370.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$361,293$18,679 ▼-4.9%10,4450.2%ETFDISWalt Disney$352,200$11,692 ▼-3.2%3,1630.2%Consumer DiscretionaryBACBank of America$335,453$19,383 ▼-5.5%7,6320.2%FinanceFTVFortive$327,453$68,401 ▲26.4%4,3660.2%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$284,424$13,956 ▲5.2%11,0050.2%ETFTTETotalEnergies$275,9880.0%5,0640.2%Oils/EnergyMCDMcDonald's$263,510$14,494 ▼-5.2%9090.2%Retail/WholesaleHWMHowmet Aerospace$257,893$109 ▲0.0%2,3570.2%AerospaceAMATApplied Materials$257,281$60,011 ▲30.4%1,5820.2%Computer and TechnologyIFGLiShares International Developed Real Estate ETF$251,190$5,501 ▲2.2%13,0150.2%ManufacturingNXPNuveen Select Tax-Free Income Portfolio$251,036$43,859 ▲21.2%16,5700.2%FinanceIWMiShares Russell 2000 ETF$230,332$663 ▲0.3%1,0420.2%FinanceORCLOracle$209,966$333 ▼-0.2%1,2600.1%Computer and TechnologyIVViShares Core S&P 500 ETF$208,589$589 ▲0.3%3540.1%ETFSPROTT PHYSICAL GOLD TR$207,4420.0%10,3000.1%UNITRSPInvesco S&P 500 Equal Weight ETF$206,026$206,026 ▲New Holding1,1750.1%ETFVYMVanguard High Dividend Yield ETF$204,144$204,144 ▲New Holding1,6000.1%ETFPLTMGraniteShares Platinum Trust$96,6900.0%11,0000.1%Finance, Insurance, And Real EstateMFGMizuho Financial Group$62,519$8,142 ▼-11.5%12,7850.0%FinanceOLNOlin$0$260,470 ▼-100.0%00.0%Basic MaterialsINTCIntel$0$230,846 ▼-100.0%00.0%Computer and TechnologyWBAWalgreens Boots Alliance$0$184,925 ▼-100.0%00.0%Retail/WholesaleNGLNGL Energy Partners$0$45,000 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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