Horizon Family Wealth, Inc. Purchases and Sells in Q2 2025

Horizon Family Wealth, Inc.

$151 Million
Q2 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	544 + 1.64%	$329.49 - $438.4 $179K - $238K	33.7K $14.8M
IVW	3.19K + 3.26%	$82.96 - $110.1 $265K - $351K	101K $11.1M
VFH	6.19K + 45.5%	$104.87 - $127.3 $649K - $787K	19.8K $2.52M
IJK	8.05K + 50.81%	$73.7 - $90.98 $593K - $732K	23.9K $2.17M
NVDA	24 + 0.2%	$94.31 - $157.99 $2.26K - $3.79K	12.3K $1.95M
BILS	4.95K + 4.24%	$99.1 - $99.49 $490K - $492K	122K $12.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	76.7K New	$33.6 - $40.23 $2.58M - $3.09M	76.7K $3.09M
SPHQ	11.2K New	$59.24 - $71.39 $662K - $798K	11.2K $796K
CEG	1.59K New	$170.96 - $322.76 $272K - $514K	1.59K $513K
EFAV	5.09K New	$73.0 - $85.5 $371K - $435K	5.09K $427K
UNP	1.18K New	$208.27 - $238.46 $246K - $281K	1.18K $271K
INVESCO EXCH TRADED FD TR II	102K New	N/A	102K $0

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSLC	-67.8K - 31.98%	$97.68 - $121.38 $6.63M - $8.23M	144K $17.5M
SHM	-31.8K - 41.13%	$47.02 - $47.83 $1.49M - $1.52M	45.5K $2.17M
BRK-B	-8 - 0.08%	$483.48 - $539.8 $3.87K - $4.32K	10.3K $5M
AEP	-1.4K - 32.02%	$98.59 - $109.11 $138K - $152K	2.96K $307K
AAPL	-14 - 0.18%	$172.42 - $223.89 $2.41K - $3.13K	7.94K $1.63M
VIS	-670 - 29.86%	$220.04 - $280.07 $147K - $188K	1.57K $440K

Activity Summary All Purchases 48 New Holdings 6 Increased Positions 42 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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