Horizons Wealth Management Reduced Holdings in Q4 2024

Horizons Wealth Management

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-884
- 3.52%
$75.1 - $82.99 $66.4K - $73.4K
24.2K $1.83M
ICF
Ishares Tr

ETFs
-771
- 5.16%
$58.8 - $66.61 $45.3K - $51.4K
14.2K $854K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.02K
- 9.71%
$39.22 - $47.52 $40K - $48.5K
9.5K $375K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.16K
- 4.71%
$49.87 - $52.46 $57.9K - $60.9K
23.5K $1.17M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-4.11K
- 3.87%
$23.02 - $23.23 $94.5K - $95.4K
102K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
-233
- 53.2%
$385.02 - $431.37 $89.7K - $101K
205 $79K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-137
- 16.79%
$521.84 - $558.82 $71.5K - $76.6K
679 $365K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-593
- 37.09%
$100.24 - $101.35 $59.4K - $60.1K
1.01K $101K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-957
- 12.63%
$35.95 - $36.76 $34.4K - $35.2K
6.62K $238K
IWM
Ishares Russell 2000 ETF

ETFs
-166
- 23.31%
$216.13 - $242.4 $35.9K - $40.2K
546 $120K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.04K
- 7.76%
$25.0 - $25.11 $25.9K - $26K
12.3K $308K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.01K
- 7.33%
N/A
12.7K $302K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-150
- 4.3%
$49.36 - $53.72 $7.4K - $8.06K
3.34K $165K
CI
Cigna Corp

Healthcare
-26
- 20.47%
$265.59 - $358.58 $6.91K - $9.32K
101 $27K
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 4.18%
$570.51 - $610.59 $30.2K - $32.4K
1.22K $715K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-614
- 4.45%
$24.45 - $24.62 $15K - $15.1K
13.2K $323K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-133
- 5.99%
$81.68 - $82.93 $10.9K - $11K
2.09K $171K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-141
- 6.09%
$124.61 - $133.96 $17.6K - $18.9K
2.17K $280K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.25%
$244.52 - $284.07 $245 - $284
407 $100K
CAT
Caterpillar Inc

Industrials
-1
- 0.4%
$360.37 - $416.88 $360 - $417
249 $90K
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 57.63%
$183.23 - $199.79 $6.23K - $6.79K
25 $4K
JPM
Jpmorgan Chase & CO

Financial Services
-53
- 19.06%
$205.18 - $250.29 $10.9K - $13.3K
225 $53K
IAU
Ishares Gold Trust

ETFs
-94
- 3.81%
$48.37 - $52.65 $4.55K - $4.95K
2.37K $117K
C
Citigroup Inc

Financial Services
-120
- 28.37%
$61.31 - $72.5 $7.36K - $8.7K
303 $21K
SLV
I Shares Silver Trust

ETFs
-87
- 9.68%
$26.33 - $31.74 $2.29K - $2.76K
812 $21K
IWS
Ishares Russell Midcap Value E

ETFs
-1
- 0.36%
$128.08 - $140.32 $128 - $140
279 $36K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.07%
$47.9 - $53.39 $47.9 - $53.4
1.35K $65K
DE
Deere & CO

Industrials
-1
- 0.94%
$389.45 - $466.0 $389 - $466
105 $44K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 1.48%
$481.22 - $538.17 $6.74K - $7.53K
934 $477K
AAPL
Apple Inc.

Technology
-101
- 2.78%
$221.69 - $259.02 $22.4K - $26.2K
3.53K $884K
GOOGL
Alphabet Inc.

Communication Services
-68
- 3.05%
$161.86 - $196.66 $11K - $13.4K
2.17K $409K
AMZN
Amazon Com Inc

Consumer Cyclical
-55
- 3.47%
$180.88 - $232.93 $9.95K - $12.8K
1.53K $335K
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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