Horizons Wealth Management Reduced Holdings in Q3 2024

Horizons Wealth Management

  • $130 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.44K
- 2.87%
$21.05 - $21.17 $93.4K - $93.9K
150K $3.17M
HD
Home Depot, Inc.

Consumer Cyclical
-233
- 34.72%
$333.64 - $405.2 $77.7K - $94.4K
438 $177K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-107
- 10.14%
$434.77 - $502.96 $46.5K - $53.8K
948 $462K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-1.44K
- 12.02%
$25.04 - $25.21 $36K - $36.3K
10.5K $265K
MSFT
Microsoft Corp

Technology
-47
- 7.25%
$395.15 - $467.56 $18.6K - $22K
601 $258K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-266
- 14.26%
$98.99 - $101.51 $26.3K - $27K
1.6K $162K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-901
- 0.9%
$22.61 - $22.79 $20.4K - $20.5K
99.1K $2.25M
MRK
Merck & Co., Inc.

Healthcare
-81
- 16.74%
$111.15 - $128.97 $9K - $10.4K
403 $45K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-276
- 0.98%
$23.88 - $24.01 $6.59K - $6.63K
28K $672K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-161
- 1.19%
$24.78 - $25.11 $3.99K - $4.04K
13.3K $334K
C
Citigroup Inc

Financial Services
-1
- 0.24%
$56.11 - $67.61 $56.1 - $67.6
423 $26K
NNN
National Retail Properties, Inc.

Real Estate
-150
- 13.33%
$42.12 - $48.79 $6.32K - $7.32K
975 $47K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-657
- 0.62%
$22.94 - $23.16 $15.1K - $15.2K
106K $2.45M
IAU
Ishares Gold Trust

ETFs
-118
- 4.57%
$44.06 - $50.5 $5.2K - $5.96K
2.47K $122K
IWR
Ishares Russell Mid Cap ETF

ETFs
-86
- 3.08%
$79.92 - $88.19 $6.87K - $7.58K
2.71K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 1.81%
$475.2 - $527.7 $7.13K - $7.92K
816 $430K
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 2.5%
$255.18 - $283.2 $11.7K - $13K
1.79K $507K
TRV
Travelers Companies, Inc.

Financial Services
-24
- 2.77%
$201.87 - $242.35 $4.84K - $5.82K
843 $197K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 1.48%
$520.18 - $576.82 $9.88K - $11K
1.27K $731K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-301
- 2.43%
$57.32 - $62.65 $17.3K - $18.9K
12.1K $752K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7
- -0.0%
$20.47 - $20.71 $143 - $145
165K $3.41M
AAPL
Apple Inc.

Technology
-191
- 4.99%
$207.23 - $234.82 $39.6K - $44.9K
3.63K $846K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-176
- 0.1%
$19.2 - $19.63 $3.38K - $3.45K
171K $3.35M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-233
- 0.14%
$19.2 - $19.82 $4.47K - $4.62K
164K $3.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.33%
$405.19 - $478.57 $2.03K - $2.39K
1.52K $697K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-189
- 0.12%
$19.92 - $20.67 $3.76K - $3.91K
163K $3.35M
ICF
Ishares Tr

ETFs
-348
- 2.27%
$56.77 - $67.33 $19.8K - $23.4K
15K $985K
BNDX
Vanguard Total International B

ETFs
-921
- 0.95%
$48.42 - $50.35 $44.6K - $46.4K
95.7K $4.81M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-134
- 0.53%
$75.32 - $84.37 $10.1K - $11.3K
25.1K $2.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-462
- 1.27%
$38.04 - $45.36 $17.6K - $21K
35.8K $1.6M
VV
Vanguard Large Cap ETF

ETFs
-1.5K
- 2.87%
$236.92 - $263.4 $354K - $394K
50.6K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
-3.02K
- 1.44%
$47.6 - $53.31 $144K - $161K
207K $10.9M
VO
Vanguard Mid Cap ETF

ETFs
-779
- 2.15%
$237.84 - $263.83 $185K - $206K
35.4K $9.35M
VB
Vanguard Small Cap ETF

ETFs
-326
- 0.84%
$214.77 - $237.72 $70K - $77.5K
38.4K $9.12M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.4K
- 2.26%
$82.97 - $98.97 $199K - $238K
104K $10.1M
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email