Visionary Horizons 13F annual report
Visionary Horizons is an investment fund managing more than $132 billion ran by Tyler Mcmurray. There are currently 67 companies in Mr. Mcmurray’s portfolio. The largest investments include Schwab Strategic Tr and Spdr Ser Tr, together worth $56.3 billion.
$132 billion Assets Under Management (AUM)
As of 26th July 2024, Visionary Horizons’s top holding is 545,021 shares of Schwab Strategic Tr currently worth over $35.9 billion and making up 27.2% of the portfolio value.
In addition, the fund holds 439,298 shares of Spdr Ser Tr worth $20.4 billion.
The third-largest holding is American Centy Etf Tr worth $16.1 billion and the next is Vanguard Scottsdale Fds worth $6.48 billion, with 85,379 shares owned.
Currently, Visionary Horizons's portfolio is worth at least $132 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Visionary Horizons
The Visionary Horizons office and employees reside in Knoxville, Tennessee. According to the last 13-F report filed with the SEC, Tyler Mcmurray serves as the Chief Operations & Compliance Officer at Visionary Horizons.
Recent trades
In the most recent 13F filing, Visionary Horizons revealed that it had opened a new position in
Pacer Fds Tr and bought 143,474 shares worth $6.25 billion.
The investment fund also strengthened its position in Schwab Strategic Tr by buying
35,829 additional shares.
This makes their stake in Schwab Strategic Tr total 545,021 shares worth $35.9 billion.
On the other hand, there are companies that Visionary Horizons is getting rid of from its portfolio.
Visionary Horizons closed its position in Spdr Ser Tr on 2nd August 2024.
It sold the previously owned 87,557 shares for $4.03 billion.
Tyler Mcmurray also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $20.4 billion and 439,298 shares.
One of the smallest hedge funds
The two most similar investment funds to Visionary Horizons are Anchor Iv Pte and Granite Advisors. They manage $132 billion and $132 billion respectively.
Tyler Mcmurray investment strategy
Visionary Horizons’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 3.5% of
the total portfolio value.
The fund focuses on investments in the United States as
38.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $247 billion.
The complete list of Visionary Horizons trades based on 13F SEC filings
These positions were updated on August 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Schwab Strategic Tr |
7.04%
545,021
|
$35,938,704,000 | 27.23% |
| Spdr Ser Tr |
2.31%
439,298
|
$20,382,996,000 | 15.44% |
| American Centy Etf Tr |
22.26%
225,106
|
$16,100,661,000 | 12.20% |
| Vanguard Scottsdale Fds |
3.16%
85,379
|
$6,476,894,000 | 4.91% |
| Pacer Fds Tr |
Opened
143,474
|
$6,249,735,000 | 4.74% |
| Vanguard Bd Index Fds |
10.82%
64,756
|
$4,551,723,000 | 3.45% |
| Spdr Ser Tr |
Closed
87,557
|
$4,029,377,000 | |
| Select Sector Spdr Tr |
Opened
57,384
|
$3,920,489,000 | 2.97% |
| Microsoft Corporation |
6.53%
3,266
|
$1,459,955,000 | 1.11% |
| Ishares Tr |
5.80%
56,822
|
$2,194,088,000 | 1.66% |
| AMGEN Inc. |
58.81%
4,137
|
$1,292,629,000 | 0.98% |
| Medtronic Plc |
0.71%
15,367
|
$1,209,537,000 | 0.92% |
| Apple Inc |
4.56%
4,929
|
$1,038,356,000 | 0.79% |
| NVIDIA Corp |
929.97%
8,178
|
$1,010,312,000 | 0.77% |
| Berkshire Hathaway Inc. |
No change
2,292
|
$1,544,220,000 | 1.17% |
| Target Corp |
6.08%
5,920
|
$876,397,000 | 0.66% |
| Verizon Communications Inc |
4.73%
21,232
|
$875,608,000 | 0.66% |
| Duke Energy Corp. |
1.25%
8,484
|
$850,351,000 | 0.64% |
| The Southern Co. |
7.86%
10,643
|
$825,585,000 | 0.63% |
| Spdr Gold Tr |
9.82%
3,813
|
$819,833,000 | 0.62% |
| Devon Energy Corp. |
3.61%
17,256
|
$817,934,000 | 0.62% |
| Ishares Inc |
No change
37,890
|
$1,385,917,000 | 1.05% |
| Dimensional Etf Trust |
46.10%
52,815
|
$1,584,769,000 | 1.20% |
| Novartis AG |
4.11%
6,300
|
$670,698,000 | 0.51% |
| Spdr Sp 500 Etf Tr |
1.68%
1,229
|
$668,846,000 | 0.51% |
| Targa Res Corp |
7.41%
5,086
|
$655,006,000 | 0.50% |
| Kimco Rlty Corp |
0.36%
33,134
|
$644,788,000 | 0.49% |
| Extra Space Storage Inc. |
2.15%
4,095
|
$636,404,000 | 0.48% |
| KLA Corp. |
14.89%
766
|
$631,729,000 | 0.48% |
| Amazon.com Inc. |
17.17%
3,189
|
$616,305,000 | 0.47% |
| Chevron Corp. |
1.29%
3,928
|
$614,418,000 | 0.47% |
| Jpmorgan Chase Co. |
3.54%
3,028
|
$612,547,000 | 0.46% |
| Lam Research Corp. |
14.31%
557
|
$593,269,000 | 0.45% |
| Newmont Corp |
2.85%
13,615
|
$570,060,000 | 0.43% |
| Edison Intl |
4.40%
7,930
|
$569,453,000 | 0.43% |
| Hartford Finl Svcs Group Inc |
3.06%
5,604
|
$563,495,000 | 0.43% |
| Bank America Corp |
4.33%
13,930
|
$554,028,000 | 0.42% |
| Nxp Semiconductors N V |
Opened
2,047
|
$550,827,000 | 0.42% |
| Spdr Ser Tr |
Opened
16,163
|
$526,267,000 | 0.40% |
| Bristol-Myers Squibb Co. |
No change
12,522
|
$520,039,000 | 0.39% |
| Home Depot, Inc. |
3.03%
1,505
|
$518,081,000 | 0.39% |
| M T Bk Corp |
Opened
3,297
|
$499,095,000 | 0.38% |
| Price T Rowe Group Inc |
4.05%
4,260
|
$491,221,000 | 0.37% |
| Cisco Sys Inc |
10.33%
10,180
|
$483,692,000 | 0.37% |
| Autodesk Inc. |
7.40%
1,878
|
$464,711,000 | 0.35% |
| Goldman Sachs Group, Inc. |
Closed
1,203
|
$464,136,000 | |
| Lowes Cos Inc |
9.73%
2,098
|
$462,599,000 | 0.35% |
| Wisdomtree Tr |
1.12%
10,550
|
$456,921,000 | 0.35% |
| J P Morgan Exchange Traded F |
Opened
7,529
|
$443,308,000 | 0.34% |
| Deere Co |
15.43%
1,182
|
$441,730,000 | 0.33% |
| Blackrock Floating Rate Inco |
No change
33,820
|
$437,631,000 | 0.33% |
| Comcast Corp New |
7.73%
10,915
|
$427,460,000 | 0.32% |
| CVS Health Corp |
Closed
5,329
|
$420,780,000 | |
| Morgan Stanley |
Closed
4,494
|
$419,111,000 | |
| Saba Capital Income Opport |
Opened
53,561
|
$417,776,000 | 0.32% |
| Olin Corp. |
20.95%
8,752
|
$412,678,000 | 0.31% |
| Templeton Global Income Fd |
Closed
107,820
|
$408,638,000 | |
| American Tower Corp. |
13.73%
2,087
|
$405,671,000 | 0.31% |
| Gilead Sciences, Inc. |
3.07%
5,877
|
$403,221,000 | 0.31% |
| Mcdonalds Corp |
4.77%
1,559
|
$397,439,000 | 0.30% |
| Ishares Tr |
Opened
14,538
|
$855,456,000 | 0.65% |
| TotalEnergies SE |
1.17%
5,064
|
$337,668,000 | 0.26% |
| Disney Walt Co |
1.08%
3,268
|
$324,480,000 | 0.25% |
| Intel Corp. |
2.47%
10,089
|
$312,456,000 | 0.24% |
| Blackrock Etf Trust Ii |
Opened
5,807
|
$303,125,000 | 0.23% |
| Select Sector Spdr Tr |
Closed
3,505
|
$293,859,000 | |
| Walgreens Boots Alliance Inc |
0.23%
21,451
|
$259,450,000 | 0.20% |
| State Str Corp |
Closed
3,165
|
$245,161,000 | |
| Ishares Tr |
Closed
7,107
|
$221,674,000 | |
| Tesla Inc |
Closed
886
|
$220,153,000 | |
| Dimensional Etf Trust |
Opened
7,775
|
$204,405,000 | 0.15% |
| Palantir Technologies Inc. |
Opened
8,000
|
$202,640,000 | 0.15% |
| Nuveen Select Tax-free Incom |
8.50%
13,675
|
$198,151,000 | 0.15% |
| Graniteshares Platinum Tr |
No change
11,000
|
$106,356,000 | 0.08% |
| Mizuho Financial Group, Inc. |
No change
14,450
|
$61,124,000 | 0.05% |
| NGL Energy Partners LP |
No change
10,000
|
$50,600,000 | 0.04% |
| Chimera Invt Corp |
Closed
10,000
|
$49,900,000 | |
| Dare Bioscience Inc |
Closed
37,250
|
$11,510,000 | |
| Genprex Inc |
Closed
30,000
|
$6,900,000 | |
| No transactions found | |||
| Showing first 500 out of 79 holdings | |||
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