VH
| |
Visionary Horizons, LLC13F | |
| Visionary Horizons, LLC | |
| Last update 2025-07-22 | 97 Stocks (12 new) |
| Value $158.00 Mil | Turnover 9 % |
Visionary Horizons, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 959,324 | 28,021.9 | -2.36% | 17.730 | -0.41% | 0.060 | +23.11% | +7.10% | 45,496.1 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 439,033 | 22,979.0 | -1.31% | 14.540 | -0.21% | 0.090 | +11.62% | +5.45% | 27,224.4 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 167,606 | 6,707.6 | -16.39% | 4.240 | -0.84% | 0.040 | +14.63% | +25.88% | 17,056.1 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 71,171 | 6,483.8 | +15.09% | 4.100 | +0.54% | 0.040 | +18.47% | +0.47% | 17,206.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 33,388 | 6,068.0 | +21.27% | 3.840 | +0.67% | 0.010 | +13.62% | +7.44% | 74,897.5 | ||
AVUS | Avantis U.S. Equity ETF | 55,822 | 5,628.0 | +4.12% | 3.560 | +0.14% | 0.060 | +18.01% | +7.50% | 8,968.5 | ||
AVEM | Avantis Emerging Markets Equity ETF | 75,609 | 5,182.3 | -1.10% | 3.280 | -0.04% | 0.050 | +20.29% | +21.85% | 11,125.0 | ||
QQQ | INVESCO QQQ Trust | 8,938 | 4,930.7 | -11.93% | 3.120 | -0.40% | 0.000 | +23.85% | +10.29% | 358,560.7 | ||
MRSK |
Toews Agility Shares Managed Risk ETF
Toews Agility Shares Managed Risk ETF
| 133,461 | 4,479.8 | +8.19% | 2.830 | +0.21% | 1.510 | +7.84% | +3.42% | 302.1 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 117,903 | 3,959.2 | +36.62% | 2.500 | +0.67% | 0.040 | +2.88% | +4.49% | 10,442.6 |
Visionary Horizons, LLC's Historical Top Holdings Breakdowns
Visionary Horizons, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.91% | 71.86 ($73.93) 76.23 | $74.82 | 1.20% | Reduce -74.51% | 5,806 | -16,973 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-06-30 | Reduce Reduce | -0.84% | 32.25 ($37.69) 40.02 | $41.58 | 10.32% | Reduce -16.39% | 167,606 | -32,864 | |
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 2025-06-30 | Add Add | +0.70% | 39.36 ($39.77) 40.41 | $39.86 | 0.23% | Add 44.23% | 90,098 | 27,629 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.67% | 152.93 ($172.62) 181.74 | $186.83 | 8.23% | Add 21.27% | 33,388 | 5,857 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.67% | 32.62 ($33.11) 33.58 | $33.48 | 1.13% | Add 36.62% | 117,903 | 31,600 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-06-30 | Reduce Reduce | -0.65% | 32 ($37.46) 39.87 | $41.91 | 11.88% | Reduce -77.16% | 7,253 | -24,504 | |
BLV | Vanguard Long-Term Bond ETF | 2025-06-30 | Reduce Reduce | -0.60% | 66.09 ($68.23) 71.25 | $68.20 | -0.04% | Reduce -50.05% | 12,111 | -12,137 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.54% | 75.17 ($86.2) 91.21 | $96.10 | 11.48% | Add 15.09% | 71,171 | 9,333 | |
XLI | Industrial Select Sector SPDR | 2025-06-30 | Add Add | +0.50% | 116.42 ($136.33) 147.52 | $153.24 | 12.40% | Add 27.21% | 25,131 | 5,375 | |
CMCSA | Comcast Corp | 2025-06-30 | Sold Out Sold Out | -0.49% | 32.84 ($34.63) 36.9 | $35.78 | 3.32% | Sold Out | 0 | -18,849 |
Visionary Horizons, LLC Total Holding History ($B)
Visionary Horizons, LLC's Asset Allocation
Visionary Horizons, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Visionary Horizons, LLC's Hypothetical Growth since 2025-06-30
Visionary Horizons, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Visionary Horizons, LLC's Holdings Heat Map
Size field:
Visionary Horizons, LLC's Holdings Bubble Chart
Visionary Horizons, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers