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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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