Horizon Family Wealth, Inc. Purchases and Sells in Q1 2025

Horizon Family Wealth, Inc.

$141 Million
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	24.2K + 26.17%	$99.16 - $99.52 $2.4M - $2.41M	117K $11.6M
SHM	27.9K + 56.54%	$47.33 - $47.92 $1.32M - $1.34M	77.2K $3.67M
GSLC	18.3K + 9.45%	$108.02 - $120.45 $1.98M - $2.21M	212K $23.4M
VO	3.79K + 14.51%	$251.87 - $277.95 $953K - $1.05M	29.9K $7.73M
GSIE	25.6K + 6.9%	N/A	396K $12.5M
VB	3.75K + 22.79%	$217.89 - $252.64 $818K - $948K	20.2K $4.48M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VFH	13.6K New	$114.07 - $127.34 $1.55M - $1.73M	13.6K $1.62M
KO	12K New	$60.81 - $72.32 $728K - $865K	12K $857K
AXP	2.12K New	$255.39 - $325.87 $542K - $691K	2.12K $570K
ASML	322 New	$662.63 - $776.99 $213K - $250K	322 $213K
CRS	1.17K New	$172.39 - $212.53 $202K - $249K	1.17K $211K
RACE	468 New	$413.73 - $508.15 $194K - $238K	468 $200K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-1.2K - 3.48%	$369.1 - $427.61 $442K - $512K	33.2K $12.3M
NVDA	-92 - 0.74%	$106.98 - $149.43 $9.84K - $13.7K	12.3K $1.33M
XLK	-226 - 4.04%	$206.38 - $242.18 $46.6K - $54.7K	5.37K $1.11M
XMHQ	-197 - 0.87%	$89.18 - $104.04 $17.6K - $20.5K	22.4K $2.05M
VOO	-158 - 4.97%	$507.05 - $563.67 $80.1K - $89.1K	3.02K $1.55M
MSFT	-131 - 6.19%	$375.39 - $447.2 $49.2K - $58.6K	1.98K $744K

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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