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 5 of 5

Sort by:

85207H104

Shares:10.3K

Value:$247.8K

% of Portfolio:0.2% ($247.8K/$141.9M)

464288646

Shares:4.7K

Value:$247.2K

% of Portfolio:0.2% ($247.2K/$141.9M)

46434V621

DGRO|46434V621

Shares:3.9K

Value:$240.4K

% of Portfolio:0.2% ($240.4K/$141.9M)

464287200

IVV|464287200

Shares:424

Value:$238.5K

% of Portfolio:0.2% ($238.5K/$141.9M)

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

NXP|67062F100

Shares:16.6K

Value:$238.1K

% of Portfolio:0.2% ($238.1K/$141.9M)

Walt Disney Co

DIS|254687106

Shares:2.4K

Value:$235.7K

% of Portfolio:0.2% ($235.7K/$141.9M)

TotalEnergies SE

TTE|89151E109

Shares:3.4K

Value:$217.9K

% of Portfolio:0.2% ($217.9K/$141.9M)

38748T103

Shares:11.0K

Value:$106.5K

% of Portfolio:0.1% ($106.5K/$141.9M)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:12.8K

Value:$70.4K

% of Portfolio:0.0% ($70.4K/$141.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip85207H104)✕	10.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$247.8K	0.2% ($247.8K/$141.9M)	QoQ +19.46% (+$40.4K) YoY +33.07% (+$61.6K)
(cusip464288646)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$247.2K	0.2% ($247.2K/$141.9M)	QoQ NEW(+$247.2K) YoY NEW(+$247.2K)
(DGROcusip46434V621)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$240.4K	0.2% ($240.4K/$141.9M)	QoQ NEW(+$240.4K) YoY NEW(+$240.4K)
(IVVcusip464287200)	424	QoQ +19.77% (+70) YoY NEW(+424)	All Managers (Combined)	$238.5K	0.2% ($238.5K/$141.9M)	QoQ +14.33% (+$29.9K) YoY NEW(+$238.5K)
NUVEEN SELECT TAX FREE INCOME PORTFOLIO(NXPcusip67062F100)	16.6K	QoQ 0.00% (-0) YoY +21.17% (+2.9K)	All Managers (Combined)	$238.1K	0.2% ($238.1K/$141.9M)	QoQ -5.14% (-$12.9K) YoY +24.63% (+$47.1K)
Walt Disney Co(DIScusip254687106)	2.4K	QoQ -24.50% (-775) YoY -25.67% (-825)	All Managers (Combined)	$235.7K	0.2% ($235.7K/$141.9M)	QoQ -33.07% (-$116.5K) YoY -35.65% (-$130.6K)
TotalEnergies SE(TTEcusip89151E109)	3.4K	QoQ -33.47% (-1.7K) YoY -33.47% (-1.7K)	All Managers (Combined)	$217.9K	0.2% ($217.9K/$141.9M)	QoQ -21.03% (-$58.0K) YoY -40.62% (-$149.1K)
(cusip38748T103)✕	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$106.5K	0.1% ($106.5K/$141.9M)	QoQ +10.12% (+$9.8K) YoY +1.99% (+$2.1K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	12.8K	QoQ 0.00% (+0) YoY -11.52% (-1.7K)	All Managers (Combined)	$70.4K	0.0% ($70.4K/$141.9M)	QoQ +12.67% (+$7.9K) YoY +24.68% (-$13.9K)