Horizons Wealth Management Portfolio Holdings

Horizons Wealth Management

  • $131 Million
  • Q4 2024

Horizons Wealth Management has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $13.7M, Vanguard Ftse Developed Market with a value of $9.98M, Vanguard Specialized Funds Van with a value of $9.59M, Vanguard Mid Cap ETF with a value of $9.45M, and Vanguard Small Cap ETF with a value of $9.27M.

Examining the 13F form we can see an increase of $415K in the current position value, from $130M to 131M.

Horizons Wealth Management is based out at Asheville, NC

Below you can find more details about Horizons Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $124 Million
Technology: $2.1 Million
Financial Services: $1.32 Million
Communication Services: $872,000
Consumer Cyclical: $593,000
Healthcare: $437,000
Industrials: $178,000
Real Estate: $39,000
Other: $41,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$884,000 0.68% of portfolio
3,532
Q4 2024 Reduced 2.78%
$576B
$749,000 0.57% of portfolio
1,654
Q4 2024 Added 9.17%
$1.15T
$409,000 0.31% of portfolio
2,165
Q4 2024 Reduced 3.05%
$2.23T
$335,000 0.26% of portfolio
1,529
Q4 2024 Reduced 3.47%
$760B
$260,000 0.2% of portfolio
338
Q4 2023 Added 3,655.56%
$3.12T
$253,000 0.19% of portfolio
601
Q3 2024 Reduced 7.25%
$54.5B
$203,000 0.16% of portfolio
843
Q3 2024 Reduced 2.77%
$339B
$177,000 0.14% of portfolio
1,320
Q2 2024 Added 842.86%
$362B
$116,000 0.09% of portfolio
2,655
Q2 2023 Added 48.99%
$154B
$100,000 0.08% of portfolio
407
Q4 2024 Reduced 0.25%
$185B
$90,000 0.07% of portfolio
249
Q4 2024 Reduced 0.4%
$1.18T
$72,000 0.06% of portfolio
380
Q2 2024 Reduced 9.52%
$399B
$79,000 0.06% of portfolio
205
Q4 2024 Reduced 53.2%
$107B
$77,000 0.06% of portfolio
282
Q4 2022 Added 809.68%
$704B
$53,000 0.04% of portfolio
225
Q4 2024 Reduced 19.06%
$487B
$50,000 0.04% of portfolio
100
Q2 2023 New
$34.8B
$41,000 0.03% of portfolio
100
Q2 2023 New
$35.1B
$40,000 0.03% of portfolio
299
Q2 2024 New
$251B
$40,000 0.03% of portfolio
403
Q3 2024 Reduced 16.74%
$56.8B
$37,000 0.03% of portfolio
853
Q2 2022 New
$6.73B
$39,000 0.03% of portfolio
975
Q3 2024 Reduced 13.33%
$1.38T
$27,000 0.02% of portfolio
46
Q2 2023 Added 666.67%
$85.1B
$27,000 0.02% of portfolio
101
Q4 2024 Reduced 20.47%
$138B
$21,000 0.02% of portfolio
303
Q4 2024 Reduced 28.37%
$264B
$32,000 0.02% of portfolio
525
Q2 2022 New
$33.3B
$25,000 0.02% of portfolio
273
Q2 2022 New
$169B
$9,000 0.01% of portfolio
81
Q2 2023 Added 65.31%
$78.6B
$8,000 0.01% of portfolio
429
Q2 2022 New
$197B
$7,000 0.01% of portfolio
35
Q4 2023 New
$104B
$9,000 0.01% of portfolio
44
Q2 2023 Added 57.14%
$177B
$9,000 0.01% of portfolio
49
Q3 2023 Reduced 80.32%
$85.1B
$9,000 0.01% of portfolio
49
Q2 2023 Added 48.48%
$136B
$16,000 0.01% of portfolio
50
Q2 2023 Added 56.25%
$17.7B
$12,000 0.01% of portfolio
263
Q2 2024 New
$75.2B
$13,000 0.01% of portfolio
11
Q2 2023 Added 37.5%
$171B
$8,000 0.01% of portfolio
37
Q2 2023 Added 54.17%
$310B
$9,000 0.01% of portfolio
52
Q2 2023 Added 67.74%
$220B
$10,000 0.01% of portfolio
30
Q4 2023 New
$138B
$7,000 0.01% of portfolio
31
Q2 2023 Added 34.78%
$64B
$15,000 0.01% of portfolio
194
Q2 2022 New
$417B
$11,000 0.01% of portfolio
72
Q2 2023 Added 71.43%
$90.8B
$11,000 0.01% of portfolio
50
Q2 2024 Added 900.0%
$208B
$8,000 0.01% of portfolio
28
Q2 2023 Added 86.67%
$27B
$2,000 0.0% of portfolio
100
Q1 2023 Reduced 73.89%
$0
$3,000 0.0% of portfolio
442
Q2 2022 New
$23.9B
$0 0.0% of portfolio
-
Q4 2024 New
$5.8B
$0 0.0% of portfolio
6
Q4 2022 New
$23.6B
$0 0.0% of portfolio
71
Q2 2022 New
$376B
$4,000 0.0% of portfolio
26
Q3 2023 Reduced 64.38%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $131 Million
  • Prior Value $130 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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