Visionary Horizons, LLC Top Holdings and 13F Report (2025) About Visionary Horizons, LLCInvestment ActivityVisionary Horizons, LLC has $141.94 million in total holdings as of March 31, 2025.Visionary Horizons, LLC owns shares of 89 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 19.64% of the portfolio was purchased this quarter.About 25.10% of the portfolio was sold this quarter.This quarter, Visionary Horizons, LLC has purchased 89 new stocks and bought additional shares in 21 stocks.Visionary Horizons, LLC sold shares of 40 stocks and completely divested from 20 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $24,601,853SPDR Portfolio S&P 500 Value ETF $22,719,229Schwab Fundamental International Large Company Index ETF $7,245,003Avantis U.S. Small Cap Value ETF $5,390,429Avantis U.S. Equity ETF $4,952,934 Largest New Holdings this Quarter 66538J720 - Toews Agility Shares Managed Risk ETF $3,903,176 Holding81369Y704 - Industrial Select Sector SPDR Fund $2,589,468 Holding14149Y108 - Cardinal Health $639,528 Holding125523100 - The Cigna Group $638,614 Holding872590104 - T-Mobile US $628,635 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 26,356 shares (about $4.57M)Toews Agility Shares Managed Risk ETF 123,362 shares (about $3.90M)Industrial Select Sector SPDR Fund 19,756 shares (about $2.59M)SPDR Portfolio Intermediate Term Corporate Bond ETF 60,455 shares (about $2.01M)SPDR Doubleline Total Return Tactical ETF 42,806 shares (about $1.72M) Largest Sales this Quarter Vanguard Long-Term Corporate Bond ETF 65,611 shares (about $4.98M)Avantis Emerging Markets Equity ETF 69,652 shares (about $4.19M)Schwab Fundamental International Large Company Index ETF 98,276 shares (about $3.55M)Vanguard Long-Term Bond ETF 42,672 shares (about $3.01M)Schwab U.S. Large-Cap Growth ETF 91,892 shares (about $2.30M) 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$24,601,853$2,300,976 ▼-8.6%982,50217.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$22,719,229$1,221,800 ▼-5.1%444,86416.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$7,245,003$3,551,703 ▼-32.9%200,4705.1%ETFAVUVAvantis U.S. Small Cap Value ETF$5,390,429$1,436,826 ▼-21.0%61,8383.8%ETFAVUSAvantis U.S. Equity ETF$4,952,934$65,868 ▼-1.3%53,6143.5%ETFRSPInvesco S&P 500 Equal Weight ETF$4,769,303$4,565,753 ▲2,243.1%27,5313.4%ETFQQQInvesco QQQ$4,759,298$164,599 ▼-3.3%10,1493.4%FinanceAVEMAvantis Emerging Markets Equity ETF$4,599,943$4,190,967 ▼-47.7%76,4493.2%ETFMRSKToews Agility Shares Managed Risk ETF$3,903,176$3,903,176 ▲New Holding123,3622.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,868,713$2,009,525 ▲233.9%86,3032.0%ETFXLFFinancial Select Sector SPDR Fund$2,771,294$1,623,665 ▲141.5%55,6372.0%ETFXLIIndustrial Select Sector SPDR Fund$2,589,468$2,589,468 ▲New Holding19,7561.8%ETFTOTLSPDR Doubleline Total Return Tactical ETF$2,516,878$1,724,655 ▲217.7%62,4691.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,729,175$4,980,592 ▼-74.2%22,7791.2%ManufacturingBLVVanguard Long-Term Bond ETF$1,707,585$3,005,034 ▼-63.8%24,2481.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,620,802$11,404 ▼-0.7%55,4311.1%ETFMDTMedtronic$1,447,375$60,566 ▼-4.0%16,1071.0%MedicalMSFTMicrosoft$1,386,701$81,085 ▲6.2%3,6941.0%Computer and TechnologyAMGNAmgen$1,358,779$3,116 ▼-0.2%4,3611.0%MedicalBRK.BBerkshire Hathaway$1,257,421$37,281 ▲3.1%2,3610.9%FinanceCALFPacer US Small Cap Cash Cows ETF$1,190,888$360,300 ▼-23.2%31,7570.8%ETFGLDSPDR Gold Shares$1,037,304$16,712 ▼-1.6%3,6000.7%FinanceNVDANVIDIA$1,014,223$33,273 ▼-3.2%9,3580.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$970,000$25,173 ▲2.7%1,7340.7%FinanceDFGRDimensional Global Real Estate ETF$967,550$26,260 ▲2.8%36,8450.7%ETFVZVerizon Communications$884,952$121,931 ▼-12.1%19,5090.6%Computer and TechnologyBINCiShares Flexible Income Active ETF$873,683$396,271 ▲83.0%16,6790.6%ETFIUSBiShares Core Total USD Bond Market ETF$870,655$478,598 ▲122.1%18,8940.6%ManufacturingDUKDuke Energy$824,029$152,097 ▼-15.6%6,7560.6%UtilitiesBRK.ABerkshire Hathaway$798,4420.0%10.6%FinanceSOSouthern$779,270$131,963 ▼-14.5%8,4740.5%UtilitiesDYNFiShares U.S. Equity Factor Rotation Active ETF$758,947$194,808 ▲34.5%15,5640.5%ETFAAPLApple$727,406$550,776 ▼-43.1%3,2740.5%Computer and TechnologyEWQiShares MSCI France ETF$715,723$86,844 ▼-10.8%17,9830.5%ETFCMCSAComcast$695,538$170,185 ▲32.4%18,8490.5%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$675,2000.0%8,0000.5%CL AMETAMeta Platforms$641,791$246,798 ▲62.5%1,1130.5%Computer and TechnologyCAHCardinal Health$639,528$639,528 ▲New Holding4,6420.5%MedicalCIThe Cigna Group$638,614$638,614 ▲New Holding1,9410.4%MedicalBMYBristol-Myers Squibb$635,699$109,538 ▼-14.7%10,4230.4%MedicalTMUST-Mobile US$628,635$628,635 ▲New Holding2,3570.4%Computer and TechnologyAVDEAvantis International Equity ETF$624,164$16,767 ▲2.8%9,4180.4%ETFGOOGLAlphabet$618,560$618,560 ▲New Holding4,0000.4%Computer and TechnologyHASHasbro$618,472$618,472 ▲New Holding10,0580.4%Consumer DiscretionaryFTVFortive$611,792$292,284 ▲91.5%8,3600.4%Computer and TechnologyNOCNorthrop Grumman$609,804$609,804 ▲New Holding1,1910.4%AerospaceFEFirstEnergy$598,418$598,418 ▲New Holding14,8050.4%UtilitiesNVSNovartis$597,533$80,266 ▼-11.8%5,3600.4%MedicalGEGeneral Electric$594,446$594,446 ▲New Holding2,9700.4%TransportationHDHome Depot$582,7190.0%1,5900.4%Retail/WholesaleFITBFifth Third Bancorp$574,868$574,868 ▲New Holding14,6650.4%FinanceKIMKimco Realty$569,975$108,812 ▼-16.0%26,8350.4%FinanceDVNDevon Energy$569,789$56,324 ▼-9.0%15,2350.4%EnergyTGTTarget$549,038$42,683 ▼-7.2%5,2610.4%Retail/WholesaleGILDGilead Sciences$548,037$89,752 ▼-14.1%4,8910.4%MedicalAMATApplied Materials$541,016$311,432 ▲135.7%3,7280.4%Computer and TechnologyNEMNewmont$540,253$94,387 ▼-14.9%11,1900.4%Basic MaterialsDFIPDimensional Inflation-Protected Securities ETF$532,915$20,213 ▲3.9%12,6550.4%ETFDVYAiShares Asia/Pacific Dividend ETF$531,268$56,412 ▼-9.6%14,8800.4%ETFCVXChevron$529,975$108,739 ▼-17.0%3,1680.4%EnergyADBEAdobe$527,737$527,737 ▲New Holding1,3760.4%Computer and TechnologyEWUiShares MSCI United Kingdom ETF$524,393$95,549 ▼-15.4%13,9950.4%ETFEXRExtra Space Storage$519,715$66,078 ▼-11.3%3,5000.4%FinancePYPLPayPal$513,648$513,648 ▲New Holding7,8720.4%Computer and TechnologyPVHPVH$513,114$513,114 ▲New Holding7,9380.4%Consumer DiscretionaryAMTAmerican Tower$508,531$65,280 ▲14.7%2,3370.4%FinanceINCYIncyte$502,262$502,262 ▲New Holding8,2950.4%MedicalSABA CAPITAL INCOME & OPPORT$443,717$5,237 ▼-1.2%51,0020.3%COM NEWSPLGSPDR Portfolio S&P 500 ETF$388,823$388,823 ▲New Holding5,9120.3%ETFFRABlackRock Floating Rate Income Strategies Fund$387,600$15,504 ▼-3.8%30,0000.3%Financial ServicesDEMWisdomTree Emerging Markets High Dividend Fund$368,831$60,595 ▼-14.1%8,7650.3%FinanceEIXEdison International$360,001$89,558 ▼-19.9%6,1100.3%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$344,5810.0%10,4450.2%ETFDFICDimensional International Core Equity 2 ETF$337,267$31,658 ▲10.4%12,1450.2%ETFTROWT. Rowe Price Group$336,704$50,529 ▼-13.0%3,6650.2%FinanceSPABSPDR Portfolio Aggregate Bond ETF$320,156$320,156 ▲New Holding12,5350.2%ETFHWMHowmet Aerospace$306,138$260 ▲0.1%2,3590.2%AerospaceAMZNAmazon.com$284,469$594,245 ▼-67.6%1,4950.2%Retail/WholesaleFALNiShares Fallen Angels USD Bond ETF$256,924$256,924 ▲New Holding9,5900.2%ManufacturingTSLATesla$250,890$1,037 ▼-0.4%9680.2%Auto/Tires/TrucksSPROTT PHYSICAL GOLD TR$247,8180.0%10,3000.2%UNITIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$247,173$247,173 ▲New Holding4,7190.2%ManufacturingDGROiShares Core Dividend Growth ETF$240,388$240,388 ▲New Holding3,8910.2%ETFIVViShares Core S&P 500 ETF$238,484$39,372 ▲19.8%4240.2%ETFNXPNuveen Select Tax-Free Income Portfolio$238,1110.0%16,5700.2%FinanceDISWalt Disney$235,696$76,493 ▼-24.5%2,3880.2%Consumer DiscretionaryTTETotalEnergies$217,941$109,650 ▼-33.5%3,3690.2%EnergyPLTMGraniteShares Platinum Trust$106,4800.0%11,0000.1%FinanceMFGMizuho Financial Group$70,4450.0%12,7850.0%FinanceIAGGiShares Core International Aggregate Bond ETF$0$1,540,906 ▼-100.0%00.0%ETFTRGPTarga Resources$0$857,797 ▼-100.0%00.0%EnergyJPMJPMorgan Chase & Co.$0$780,201 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$752,747 ▼-100.0%00.0%Computer and TechnologyMTBM&T Bank$0$709,678 ▼-100.0%00.0%FinanceADSKAutodesk$0$675,082 ▼-100.0%00.0%Computer and TechnologyHIGThe Hartford Financial Services Group$0$653,775 ▼-100.0%00.0%FinanceDEDeere & Company$0$647,151 ▼-100.0%00.0%IndustrialsLOWLowe's Companies$0$601,320 ▼-100.0%00.0%Retail/WholesaleILTBiShares Core 10+ Year USD Bond ETF$0$551,886 ▼-100.0%00.0%ETFKLACKLA$0$534,474 ▼-100.0%00.0%Computer and TechnologyShowing 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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