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
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