Portfolio (Quarterly)
Guide ↗
Visionary Horizons, LLC
· CIK 0002003615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPLV | INVESCO EXCH TRADED FD TR II | — | 23,087 | $1.6M | 0.85% | SOLD |
| 2 | PVH | PVH CORPORATION | Consumer Cyclical | 11,307 | $758K | 0.39% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 2,131 | $746K | 0.39% | SOLD |
| 4 | MANH | MANHATTAN ASSOCIATES INC | Technology | 3,661 | $634K | 0.33% | SOLD |
| 5 | BGLD | FIRST TR EXCHANGE-TRADED FD | — | 24,053 | $412K | 0.21% | SOLD |
| 6 | ATO | ATMOS ENERGY CORP | Utilities | 2,114 | $354K | 0.18% | SOLD |
| 7 | INCY | INCYTE CORP | Healthcare | 3,379 | $334K | 0.17% | SOLD |
| 8 | FALN | ISHARES TR | — | 9,914 | $271K | 0.14% | SOLD |
| 9 | IGSB | ISHARES TR | — | 4,858 | $257K | 0.13% | SOLD |
| 10 | ORCL | ORACLE CORP | Technology | 1,262 | $246K | 0.13% | SOLD |
| 11 | IUSG | ISHARES TR | — | 1,399 | $235K | 0.12% | SOLD |
| 12 | TLT | ISHARES TR | — | 2,679 | $234K | 0.12% | SOLD |
Sector Allocation
Financial Services
32.3%
Technology
16.0%
Healthcare
15.1%
Consumer Cyclical
8.9%
Communication Services
8.1%
Utilities
5.7%
Industrials
3.3%
Real Estate
2.9%
Energy
2.8%
Consumer Defensive
2.6%