Filer Name: HORIZON FAMILY WEALTH, INC.
CIK: 1910660
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 81
Portfolio Value: $0.15B

Horizon Family Wealth, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GSLC US GOLDMAN ACTIVEBETA US LC ETF 193,810 $22M 14.83% -0.4% -
VUG US VANGUARD GROWTH ETF 34,361 $14M 9.37% -7.7% -
GSIE US GOLDMAN SACHS ACTIVEBETA INT 370,540 $12M 8.21% 3.0% -
IVW US ISHARES S&P 500 GROWTH ETF 95,582 $10M 6.45% 1.8% -
BILS US SPDR BLOOMBERG 3-12 MONTH T- 92,480 $9M 6.09% 10.6% -
VO US VANGUARD MID-CAP ETF 26,088 $7M 4.58% 7.1% -
GSC US SMALL CAP CORE EQUITY ETF 94,776 $5M 3.23% 4.4% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 10,446 $5M 3.15% 311.7% -
SPYV US SPDR PORT S&P 500 VALUE 91,721 $5M 3.12% -1.9% -
VB US VANGUARD SMALL-CAP ETF 16,462 $4M 2.63% 80.1% -
INTF US ISHARES INTERNATIONAL EQUITY 133,968 $4M 2.56% 7.0% -
PWV US INVESCO LARGE CAP VALUE ETF 50,950 $3M 1.93% 0.5% -
BBIN US JPM BETABUILDERS INTL EQTY 40,935 $2M 1.55% 9.0% -
SHM US SPDR NUVEEN BLOOMBERG SHORT 49,318 $2M 1.55% 6.1% -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 22,594 $2M 1.48% 100.0% -
AAPL US APPLE INC 7,902 $2M 1.31% 1.3% -
DIS US WALT DISNEY CO/THE 16,722 $2M 1.24% 330.5% -
ISTB US ISHARES CORE 1-5 YEAR USD BO 38,047 $2M 1.21% 13.9% -
VOO US VANGUARD S&P 500 ETF 3,182 $2M 1.14% -18.5% -
NVDA US NVIDIA CORP 12,390 $2M 1.11% -1.4% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us