Horizons Wealth Management Incresed Positions in Q4 2024

Horizons Wealth Management

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
94.7K
+ 675.08%
$23.25 - $23.56 $2.2M - $2.23M
109K $2.53M
BSCU
Invesco Exc Self Ind Tr

ETFs
97.6K
+ 96.45%
$16.32 - $16.99 $1.59M - $1.66M
199K $3.26M
BSCV
Invesco ETF Self Indexed Fd Tr
66.4K
+ 918.59%
$16.02 - $16.72 $1.06M - $1.11M
73.6K $1.18M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.2K
+ 293.06%
$22.1 - $22.59 $646K - $660K
39.2K $870K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
12.1K
+ 22.94%
$46.31 - $51.02 $562K - $619K
65K $3.09M
VV
Vanguard Large Cap ETF

ETFs
331
+ 0.65%
$260.27 - $280.65 $86.1K - $92.9K
50.9K $13.7M
BSMU
Invesco Exchange Self Ind Tr

ETFs
17.4K
+ 249.12%
$21.63 - $22.25 $375K - $386K
24.3K $528K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21.5K
+ 12.17%
$18.28 - $18.87 $393K - $406K
198K $3.63M
BNDX
Vanguard Total International B

ETFs
8.41K
+ 8.79%
$48.91 - $50.61 $412K - $426K
104K $5.11M
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.1K
+ 158.43%
$25.74 - $53.78 $621K - $1.3M
39.3K $1.02M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.83K
+ 5.74%
$19.38 - $19.58 $191K - $192K
181K $3.52M
VB
Vanguard Small Cap ETF

ETFs
147
+ 0.38%
$233.76 - $261.58 $34.4K - $38.5K
38.6K $9.27M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.31K
+ 5.68%
$19.42 - $19.76 $181K - $184K
173K $3.38M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.94K
+ 6.11%
$20.08 - $20.61 $200K - $205K
173K $3.48M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.12K
+ 3.1%
$20.6 - $20.71 $106K - $106K
170K $3.52M
VO
Vanguard Mid Cap ETF

ETFs
361
+ 1.02%
$261.5 - $284.63 $94.4K - $103K
35.8K $9.45M
BSJR
Invesco Indx Tr

ETFs
3.38K
+ 91.31%
$22.37 - $22.7 $75.7K - $76.8K
7.09K $158K
IEMG
Ishares Inc

ETFs
1.01K
+ 73.28%
N/A
2.39K $127K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
139
+ 9.17%
$442.29 - $483.08 $61.5K - $67.1K
1.65K $749K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.52K
+ 5.69%
$22.72 - $23.0 $57.3K - $58K
46.8K $1.07M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.88K
+ 85.08%
$21.68 - $22.16 $40.8K - $41.7K
4.09K $88K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.71K
+ 4.21%
$23.25 - $23.37 $39.7K - $39.9K
42.2K $984K
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 3.18%
$280.04 - $302.45 $16K - $17.2K
1.85K $536K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
1.51K
+ 7.91%
$22.83 - $23.36 $34.4K - $35.2K
20.6K $471K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
941
+ 12.22%
$23.88 - $24.32 $22.5K - $22.9K
8.64K $207K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
498
+ 5.85%
$49.79 - $51.14 $24.8K - $25.5K
9.01K $451K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
545
+ 2.88%
$23.26 - $23.6 $12.7K - $12.9K
19.4K $453K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.17K
+ 100.0%
$25.33 - $51.16 $106K - $213K
8.35K $215K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
95
+ 0.74%
$23.48 - $23.73 $2.23K - $2.25K
12.9K $304K
AOK
Ishares Tr Core Conservative A

ETFs
4
+ 2.7%
$37.3 - $38.64 $149 - $155
152 $5K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22
+ 0.29%
$113.92 - $127.38 $2.51K - $2.8K
7.55K $869K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.8K
+ 3.47%
$106.33 - $110.69 $192K - $199K
53.7K $5.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
382
+ 3.15%
$96.64 - $101.23 $36.9K - $38.7K
12.5K $1.21M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.47K
+ 4.09%
$40.06 - $45.21 $58.8K - $66.3K
37.3K $1.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.09K
+ 3.31%
$68.25 - $75.42 $74.3K - $82.1K
34K $2.33M
VNQ
Vanguard Specialized Funds Van

ETFs
3.59K
+ 3.45%
$87.85 - $98.6 $315K - $354K
108K $9.59M
VEA
Vanguard Ftse Developed Market

ETFs
1.6K
+ 0.77%
$47.57 - $52.44 $76.1K - $83.9K
209K $9.98M
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 3
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