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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Visionary Horizons LLC
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| CRD # | 150483 |
| SEC # | 801-79890 |
| CIK # | 0002003615 |
| AUM | $291.4 M (2025-07-31) |
| Employees | 17 (76% Investors, 24% Brokers) |
| Phone | 865-675-8496 |
| Address | 620 Mabry Hood Rd Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Trebia Acquisition Corp | 1.6 | ||
| Nvidia Corp | 1.6 | ||
| Medtronic Holdings Ltd | 1.5 | ||
| Amgen Inc | 1.3 | ||
| Palantir Technologies Inc | 1.2 | ||
| SPDR Gold Trust | 1.0 | ||
| Facebook Inc | 0.9 | ||
| Cardinal Health Inc | 0.9 | ||
| Hasbro Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 127.7 |
| (b) Individuals (high net worth individuals) | 71 | 158.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 4.6 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,229 | 291.4 |
| By Discretionary | ||
| Discretionary | 3,229 | 291.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,229 | 291.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.4 | |
| Total | 3,229 | 291.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002003615] |
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|---|---|---|
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Pachira Investments Inc
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CA | 0.3 |
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Strategic Wealth Advisors LLC
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0.3 | |
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CO | 0.3 |
|
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TX | 0.3 |
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CA | 0.3 |