Horizons Wealth Management Reduced Holdings in Q3 2025

Horizons Wealth Management

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-69K
- 68.76%
$23.03 - $23.12 $1.59M - $1.59M
31.3K $722K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-6.94K
- 4.41%
$20.66 - $20.74 $143K - $144K
150K $3.11M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.23K
- 20.97%
$25.09 - $25.19 $55.9K - $56.1K
8.4K $211K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 32.43%
$282.78 - $316.06 $17K - $19K
125 $39K
ICF
Ishares Tr

ETFs
-305
- 2.07%
$59.57 - $62.89 $18.2K - $19.2K
14.4K $887K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-454
- 25.56%
$27.61 - $29.15 $12.5K - $13.2K
1.32K $38K
TXN
Texas Instruments Inc

Technology
-31
- 63.27%
N/A
18 $3K
CI
Cigna Corp

Healthcare
-7
- 6.93%
$262.23 - $334.39 $1.84K - $2.34K
94 $27K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 53.57%
$291.67 - $316.99 $4.38K - $4.75K
13 $3K
DHR
Danaher Corp

Healthcare
-24
- 64.86%
$181.46 - $212.2 $4.36K - $5.09K
13 $2K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-507
- 4.97%
$62.09 - $66.51 $31.5K - $33.7K
9.68K $631K
MRK
Merck & Co., Inc.

Healthcare
-27
- 7.28%
$77.6 - $87.37 $2.1K - $2.36K
344 $28K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9
- 0.5%
$82.38 - $83.0 $741 - $747
1.78K $147K
GLD
Spdr Gold Trust

ETFs
-2
- 12.5%
$300.96 - $355.47 $602 - $711
14 $4K
Blackrock Inc Com
-4
- 57.14%
N/A
3 $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-224
- 7.99%
$41.34 - $45.65 $9.26K - $10.2K
2.58K $116K
BAC
Bank Of America Corp

Financial Services
-152
- 5.73%
$44.92 - $52.42 $6.83K - $7.97K
2.5K $129K
MSFT
Microsoft Corp

Technology
-12
- 2.11%
$491.09 - $535.64 $5.89K - $6.43K
557 $288K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-70
- 3.4%
$134.94 - $145.86 $9.45K - $10.2K
1.99K $285K
IWR
Ishares Russell Mid Cap ETF

ETFs
-17
- 0.69%
$92.26 - $97.51 $1.57K - $1.66K
2.45K $236K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 3.51%
$214.92 - $244.84 $5.37K - $6.12K
687 $166K
IAU
Ishares Gold Trust

ETFs
-137
- 6.18%
$61.62 - $72.77 $8.44K - $9.97K
2.08K $151K
IVV
Ishares Core S&P 500 ETF

ETFs
-54
- 4.12%
$620.67 - $670.08 $33.5K - $36.2K
1.26K $841K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-722
- 3.04%
$87.29 - $93.61 $63K - $67.6K
23K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 1.65%
$546.99 - $602.2 $7.11K - $7.83K
774 $464K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 0.64%
$567.77 - $614.76 $3.41K - $3.69K
931 $570K
AAPL
Apple Inc.

Technology
-183
- 5.69%
$202.38 - $256.87 $37K - $47K
3.03K $772K
VV
Vanguard Large Cap ETF

ETFs
-757
- 1.48%
$285.05 - $309.14 $216K - $234K
50.5K $15.3M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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