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 Market Cap. of $10 Billions to $200 Billions
