The Analysis of VISIONARY HORIZONS, LLC's Holdings
Currently, VISIONARY HORIZONS, LLC holds 113 types of securities in its portfolio with a total value $193.3M. In the most recent quarter, they have increased their positions in FNDF (+35.8K shares, valued at $1.6M), SCHG (+42.6K shares, valued at $1.4M), AIQ (+23.4K shares, valued at $1.2M); decreased their positions in NEM (-7.5K shares, valued at $750.4K), IVV (-967 shares, valued at $663.1K), IEFA (-3.6K shares, valued at $322.8K); initiated new positions in RAAX (+33.5K shares, valued at $1.2M), BGLD (+24.1K shares, valued at $411.6K), PG (+2.8K shares, valued at $396.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR1.1M shares4.22%2025-12-312026-01-23
SPYV SPDR SERIES TRUST442.0K shares-0.17%2025-12-312026-01-23 MRSK NORTHERN LIGHTS FD TR261.3K shares6.74%2025-12-312026-01-23 FNDF SCHWAB STRATEGIC TR205.5K shares21.10%2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR79.1K shares6.26%2025-12-312026-01-23 AVUS AMERICAN CENTY ETF TR59.9K shares6.05%2025-12-312026-01-23 AVEM AMERICAN CENTY ETF TR79.4K shares-2.84%2025-12-312026-01-23 TOTL SSGA ACTIVE ETF TR104.0K shares14.50%2025-12-312026-01-23 SPIB SPDR SERIES TRUST122.8K shares7.70%2025-12-312026-01-23 XLI SELECT SECTOR SPDR TR26.6K shares3.33%2025-12-312026-01-23 NVDA NVIDIA CORPORATION10.8K shares2.13%2025-12-312026-01-23 MSFT MICROSOFT CORP4.0K shares3.03%2025-12-312026-01-23 SPTS SPDR SERIES TRUST58.7K shares-0.73%2025-12-312026-01-23 ACIO ETF SER SOLUTIONS39.2K shares151.68%2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST28.1K shares15.32%2025-12-312026-01-23 AMGN AMGEN INC4.9K shares4.70%2025-12-312026-01-23 IUSB ISHARES TR34.2K shares16.60%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC8.5K shares-9.89%2025-12-312026-01-23 AIQ GLOBAL X FDS29.6K shares377.89%2025-12-312026-01-23 BINC BLACKROCK ETF TRUST II27.6K shares14.54%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR33.5K shares303.33%2025-12-312026-01-23 GLD SPDR GOLD TR3.4K shares-0.86%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.7K shares3.68%2025-12-312026-01-23 BROADCOM INC BROADCOM INC3.4K shares-1.99%2025-12-312026-01-23 RAAX VANECK ETF TRUST33.5K sharesnew addition2025-12-312026-01-23 CAH CARDINAL HEALTH INC5.6K shares0.41%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR20.4K shares-0.09%2025-12-312026-01-23 HAS HASBRO INC12.7K shares5.47%2025-12-312026-01-23 LAD LITHIA MTRS INC3.1K shares5.97%2025-12-312026-01-23 SPAB SPDR SERIES TRUST39.7K shares17.10%2025-12-312026-01-23 FITB FIFTH THIRD BANCORP21.0K shares7.21%2025-12-312026-01-23 EWBC EAST WEST BANCORP INC8.7K shares24.31%2025-12-312026-01-23 IBKR INTERACTIVE BROKERS GROUP IN14.6K shares6.06%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP1.6K shares6.06%2025-12-312026-01-23 META META PLATFORMS INC1.4K shares9.67%2025-12-312026-01-23 ALL ALLSTATE CORP4.3K shares9.29%2025-12-312026-01-23 AN AUTONATION INC4.3K shares8.91%2025-12-312026-01-23 SCHV SCHWAB STRATEGIC TR26.2K shares68.87%2025-12-312026-01-23 PVH PVH CORPORATION11.3K shares3.88%2025-12-312026-01-23 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR31.1K shares66.18%2025-12-312026-01-23 ADBE ADOBE INC2.1K shares6.07%2025-12-312026-01-23 AVDE AMERICAN CENTY ETF TR9.0K shares-0.39%2025-12-312026-01-23 EWQ ISHARES INC16.4K shares-0.71%2025-12-312026-01-23 AAPL APPLE INC2.6K shares0.04%2025-12-312026-01-23 APTIV PLC APTIV PLC9.3K shares34.17%2025-12-312026-01-23 TMUS T-MOBILE US INC3.5K shares7.68%2025-12-312026-01-23 SO SOUTHERN CO7.8K shares-1.27%2025-12-312026-01-23 STIP ISHARES TR6.6K shares7.68%2025-12-312026-01-23 TSLA TESLA INC1.4K shares21.25%2025-12-312026-01-23 NVS NOVARTIS AG4.7K shares-3.31%2025-12-312026-01-23 NEAR ISHARES U S ETF TR12.5K shares38.72%2025-12-312026-01-23 MANH MANHATTAN ASSOCIATES INC3.7K shares8.12%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC15.4K shares-4.19%2025-12-312026-01-23 DVYA ISHARES INC13.7K shares-4.27%2025-12-312026-01-23 DFAI DIMENSIONAL ETF TRUST15.8K shares91.53%2025-12-312026-01-23 DFIP DIMENSIONAL ETF TRUST14.3K shares-5.84%2025-12-312026-01-23 DFAC DIMENSIONAL ETF TRUST14.6K shares-0.27%2025-12-312026-01-23 DRSK ETF SER SOLUTIONS20.0K shares170.82%2025-12-312026-01-23 EWU ISHARES TR12.6K shares-2.63%2025-12-312026-01-23 GILD GILEAD SCIENCES INC4.5K shares-1.75%2025-12-312026-01-23 OSCV ETF SER SOLUTIONS14.8K shares159.31%2025-12-312026-01-23 HD HOME DEPOT INC1.5K shares-0.13%2025-12-312026-01-23 IVV ISHARES TR767 shares-55.77%2025-12-312026-01-23 DVN DEVON ENERGY CORP NEW14.0K shares-4.56%2025-12-312026-01-23 SPYM SPDR SERIES TRUST6.3K shares6.92%2025-12-312026-01-23 KIM KIMCO RLTY CORP24.6K shares-4.46%2025-12-312026-01-23 BLV VANGUARD BD INDEX FDS7.1K shares-11.03%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR16.4K shares74.11%2025-12-312026-01-23 TGT TARGET CORP4.7K shares-4.45%2025-12-312026-01-23 DFIC DIMENSIONAL ETF TRUST13.0K shares7.02%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.4K shares0.42%2025-12-312026-01-23 CVX CHEVRON CORP NEW2.9K shares-4.05%2025-12-312026-01-23 BDX BECTON DICKINSON & CO2.2K shares-5.27%2025-12-312026-01-23 HWM HOWMET AEROSPACE INC2.1K shares-13.12%2025-12-312026-01-23 BGLD FIRST TR EXCHANGE-TRADED FD24.1K sharesnew addition2025-12-312026-01-23 EXR EXTRA SPACE STORAGE INC3.1K shares-1.87%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO2.8K sharesnew addition2025-12-312026-01-23 SABA SABA CAPITAL INCOME & OPPORT45.8K shares0.00%2025-12-312026-01-23 DEM WISDOMTREE TR7.8K shares-7.60%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS8.0K shares47.35%2025-12-312026-01-23 ATO ATMOS ENERGY CORP2.1K sharesnew addition2025-12-312026-01-23 AMT AMERICAN TOWER CORP NEW2.0K shares-11.21%2025-12-312026-01-23 TROW PRICE T ROWE GROUP INC3.4K shares-0.73%2025-12-312026-01-23 EIX EDISON INTL5.8K shares-3.44%2025-12-312026-01-23 INCY INCYTE CORP3.4K shares-21.62%2025-12-312026-01-23 GDX VANECK ETF TRUST3.7K shares-3.91%2025-12-312026-01-23 AMZN AMAZON COM INC1.3K shares-0.61%2025-12-312026-01-23 IEFA ISHARES TR3.3K shares-51.97%2025-12-312026-01-23 DGRO ISHARES TR4.0K shares2.28%2025-12-312026-01-23 FALN ISHARES TR9.9K shares0.11%2025-12-312026-01-23 UPRO PROSHARES TR2.3K shares0.00%2025-12-312026-01-23 IGSB ISHARES TR4.9K shares0.08%2025-12-312026-01-23 IWM ISHARES TR1.0K shares5.37%2025-12-312026-01-23 ORCL ORACLE CORP1.3K shares0.00%2025-12-312026-01-23 FRA BLACKROCK FLOATING RATE INCO20.8K shares0.00%2025-12-312026-01-23 NEM NEWMONT CORP2.4K shares-75.49%2025-12-312026-01-23 DIS DISNEY WALT CO2.1K shares-4.06%2025-12-312026-01-23 INTC INTEL CORP6.5K shares-5.70%2025-12-312026-01-23 SCHC SCHWAB STRATEGIC TR5.2K sharesnew addition2025-12-312026-01-23 IUSG ISHARES TR1.4K shares5.74%2025-12-312026-01-23 TLT ISHARES TR2.7K shares0.00%2025-12-312026-01-23 SLV ISHARES SILVER TR3.2K sharesnew addition2025-12-312026-01-23 NXP NUVEEN SELECT TAX-FREE INCOM14.0K shares0.00%2025-12-312026-01-23 SLS SELLAS LIFE SCIENCES GROUP I36.0K sharesnew addition2025-12-312026-01-23 MFG MIZUHO FINANCIAL GROUP INC12.8K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available