VISIONARY HORIZONS, LLC

Q3 2025 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
112
Total value ($000)
$179,231
Net value change ($000)
+21,167 (13.4%)
New positions
25
Sold out positions
11
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MRSK 4,241 94.7%
SCHG 4,153 14.8%
SPLV 1,943 NEW
SPYV 1,519 6.6%
AVGO 1,142 NEW
AVEM 955 18.4%
LAD 932 NEW
AVUV 928 14.3%
IVV 891 330.0%
AN 857 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -3,402 -56.1%
XLF -2,131 -65.9%
GE -877 -100.0%
AMAT -787 -100.0%
PYPL -740 -100.0%
FTV -525 -100.0%
GOOGL -515 -60.0%
BMY -476 -100.0%
VCLT -441 -100.0%
INCY -363 -49.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 300 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type