Visionary-Horizons

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "FNDF",
  "ADBE",
  "GOOGL",
  null,
  null,
  "AVDE",
  null,
  "AVEM",
  "DUK",
  "FRA",
  "FITB",
  "GILD",
  "HD",
  "FE",
  null,
  "HWM",
  "AMAT",
  "META",
  null,
  null,
  null,
  "NXP",
  "MDT",
  null,
  "MSFT",
  "MFG",
  "TMUS",
  "FTV",
  "GE",
  "INCY",
  "HAS",
  "NVS",
  null,
  "NOC",
  "PYPL",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "VZ",
  "AMGN",
  null,
  "GLD",
  "AMT",
  "SPLG",
  null,
  null,
  "CI",
  "TGT",
  "NEM",
  null,
  null,
  "TTE",
  null,
  null,
  null,
  "PVH",
  null,
  "CAH",
  "AMZN",
  null,
  "BLV",
  null,
  null,
  "SCHG",
  "EIX",
  "KIM",
  "SO",
  null,
  null,
  "DGRO",
  "SPYV",
  "EXR",
  null,
  "BRK-A",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CMCSA",
  "DVN",
  "DFAC",
  "RSP",
  "QQQ",
  null,
  "DIS",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 89
Total Value: 141944515
Accession Number: 0001085146-25-002117
Form Type: 13F-HR
CIK: visionary-horizons
Manager Name: Visionary-Horizons

Data Enrichment

71% identified

63 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $141.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

69374H857

Shares:31.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$141.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.6K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$141.9M)

NVIDIA CORP

NVDA|67066G104

Shares:9.4K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$141.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.7K

Value:$970.0K

% of Portfolio:0.7% ($970.0K/$141.9M)

25434V658

Shares:36.8K

Value:$967.5K

% of Portfolio:0.7% ($967.5K/$141.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:19.5K

Value:$885.0K

% of Portfolio:0.6% ($885.0K/$141.9M)

092528603

Shares:16.7K

Value:$873.7K

% of Portfolio:0.6% ($873.7K/$141.9M)

46434V613

Shares:18.9K

Value:$870.7K

% of Portfolio:0.6% ($870.7K/$141.9M)

Duke Energy CORP

DUK|26441C204

Shares:6.8K

Value:$824.0K

% of Portfolio:0.6% ($824.0K/$141.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.6% ($798.4K/$141.9M)

SOUTHERN CO

SO|842587107

Shares:8.5K

Value:$779.3K

% of Portfolio:0.5% ($779.3K/$141.9M)

09290C103

Shares:15.6K

Value:$758.9K

% of Portfolio:0.5% ($758.9K/$141.9M)

Apple Inc.

AAPL|037833100

Shares:3.3K

Value:$727.4K

% of Portfolio:0.5% ($727.4K/$141.9M)

464286707

Shares:18.0K

Value:$715.7K

% of Portfolio:0.5% ($715.7K/$141.9M)

COMCAST CORP

CMCSA|20030N101

Shares:18.8K

Value:$695.5K

% of Portfolio:0.5% ($695.5K/$141.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.0K

Value:$675.2K

% of Portfolio:0.5% ($675.2K/$141.9M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$641.8K

% of Portfolio:0.5% ($641.8K/$141.9M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:4.6K

Value:$639.5K

% of Portfolio:0.5% ($639.5K/$141.9M)

Cigna Group

CI|125523100

Shares:1.9K

Value:$638.6K

% of Portfolio:0.4% ($638.6K/$141.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:10.4K

Value:$635.7K

% of Portfolio:0.4% ($635.7K/$141.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H857)✕	31.8K	QoQ -23.22% (-9.6K) YoY -74.02% (-90.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$141.9M)	QoQ -34.58% (-$629.6K) YoY -79.06% (-$4.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	3.6K	QoQ -1.58% (-58) YoY -6.80% (-263)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$141.9M)	QoQ +17.11% (-$151.6K) YoY +23.80% (-$199.5K)
NVIDIA CORP(NVDAcusip67066G104)	9.4K	QoQ -3.17% (-307) YoY +1084.55% (+8.6K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$141.9M)	QoQ -21.85% (-$283.7K) YoY +45.58% (+$317.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.7K	QoQ +2.66% (-45) YoY +53.58% (+605)	All Managers (Combined)	$970.0K	0.7% ($970.0K/$141.9M)	QoQ -2.00% (-$19.9K) YoY +68.18% (+$393.3K)
(cusip25434V658)✕	36.8K	QoQ +2.78% (+1.0K) YoY +85.94% (+17.0K)	All Managers (Combined)	$967.5K	0.7% ($967.5K/$141.9M)	QoQ +5.68% (+$52.1K) YoY +101.77% (+$488.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	19.5K	QoQ -12.10% (-2.7K) YoY -11.29% (-2.5K)	All Managers (Combined)	$885.0K	0.6% ($885.0K/$141.9M)	QoQ -0.30% (-$2.7K) YoY +1.30% (-$11.4K)
(cusip092528603)✕	16.7K	QoQ +83.00% (+7.6K) YoY NEW(+16.7K)	All Managers (Combined)	$873.7K	0.6% ($873.7K/$141.9M)	QoQ +84.27% (+$399.6K) YoY NEW(+$873.7K)
(cusip46434V613)✕	18.9K	QoQ +122.07% (+10.4K) YoY NEW(+18.9K)	All Managers (Combined)	$870.7K	0.6% ($870.7K/$141.9M)	QoQ +126.40% (+$486.1K) YoY NEW(+$870.7K)
Duke Energy CORP(DUKcusip26441C204)	6.8K	QoQ -15.58% (-1.2K) YoY -20.82% (-1.8K)	All Managers (Combined)	$824.0K	0.6% ($824.0K/$141.9M)	QoQ -4.43% (-$38.2K) YoY +1.75% (-$14.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.6% ($798.4K/$141.9M)	QoQ +17.25% (+$117.5K) YoY +31.30% (+$190.4K)
SOUTHERN CO(SOcusip842587107)	8.5K	QoQ -14.48% (-1.4K) YoY -22.76% (-2.5K)	All Managers (Combined)	$779.3K	0.5% ($779.3K/$141.9M)	QoQ -4.47% (-$36.5K) YoY +3.33% (-$25.1K)
(cusip09290C103)✕	15.6K	QoQ +34.53% (+4.0K) YoY NEW(+15.6K)	All Managers (Combined)	$758.9K	0.5% ($758.9K/$141.9M)	QoQ +28.00% (+$166.0K) YoY NEW(+$758.9K)
Apple Inc.(AAPLcusip037833100)	3.3K	QoQ -43.09% (-2.5K) YoY -31.50% (-1.5K)	All Managers (Combined)	$727.4K	0.5% ($727.4K/$141.9M)	QoQ -49.51% (-$713.4K) YoY -13.81% (-$116.6K)
(cusip464286707)✕	18.0K	QoQ -10.82% (-2.2K) YoY -13.93% (-2.9K)	All Managers (Combined)	$715.7K	0.5% ($715.7K/$141.9M)	QoQ -1.07% (-$7.8K) YoY -13.52% (-$111.9K)
COMCAST CORP(CMCSAcusip20030N101)	18.8K	QoQ +32.39% (+4.6K) YoY +77.63% (+8.2K)	All Managers (Combined)	$695.5K	0.5% ($695.5K/$141.9M)	QoQ +30.16% (+$161.2K) YoY +66.44% (+$277.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$675.2K	0.5% ($675.2K/$141.9M)	QoQ +11.59% (+$70.2K) YoY NEW(+$675.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +62.48% (+428) YoY NEW(+1.1K)	All Managers (Combined)	$641.8K	0.5% ($641.8K/$141.9M)	QoQ +59.92% (+$240.5K) YoY NEW(+$641.8K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$639.5K	0.5% ($639.5K/$141.9M)	QoQ NEW(+$639.5K) YoY NEW(+$639.5K)
Cigna Group(CIcusip125523100)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$638.6K	0.4% ($638.6K/$141.9M)	QoQ NEW(+$638.6K) YoY NEW(+$638.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	10.4K	QoQ -14.69% (-1.8K) YoY -16.76% (-2.1K)	All Managers (Combined)	$635.7K	0.4% ($635.7K/$141.9M)	QoQ -8.01% (-$55.4K) YoY +5.15% (-$31.1K)