Portfolio (Quarterly)
Guide ↗
Visionary Horizons, LLC
· CIK 0002003615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PPG | PPG INDS INC | Basic Materials | 6,925 | $740K | 0.36% | SOLD |
| 2 | AIQ | GLOBAL X FDS | — | 7,383 | $345K | 0.17% | SOLD |
| 3 | XLC | SELECT SECTOR SPDR TR | — | 2,930 | $325K | 0.16% | SOLD |
| 4 | INTU | INTUIT | Technology | 705 | $305K | 0.15% | SOLD |
| 5 | SLV | ISHARES SILVER TR | Financial Services | 3,478 | $237K | 0.12% | SOLD |
| 6 | GIS | GENERAL MILLS INC | Consumer Defensive | 6,138 | $228K | 0.11% | SOLD |
| 7 | XLE | SELECT SECTOR SPDR TR | — | 3,405 | $209K | 0.10% | SOLD |
Sector Allocation
Financial Services
33.5%
Technology
19.5%
Healthcare
14.5%
Consumer Cyclical
8.1%
Communication Services
6.2%
Utilities
5.0%
Industrials
4.0%
Real Estate
3.1%
Energy
2.4%
Consumer Defensive
2.4%