Horizon Family Wealth, Inc. Purchases in Q3 2024

Horizon Family Wealth, Inc.

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
37.5K
New
$56.88 - $63.65 $2.14M - $2.39M
37.5K $2.37M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
21.6K
+ 34.79%
$98.97 - $99.59 $2.14M - $2.15M
83.6K $8.33M
VO
Vanguard Mid Cap ETF

ETFs
600
+ 2.53%
$237.84 - $263.83 $143K - $158K
24.4K $6.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
397
+ 11.31%
$475.2 - $527.7 $189K - $209K
3.91K $2.06M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.2K
+ 90.82%
$168.57 - $213.65 $202K - $256K
2.52K $513K
INTF
Ishares Tr

ETFs
322
+ 0.26%
$28.08 - $31.79 $9.04K - $10.2K
125K $3.93M
VRT
Vertiv Holdings CO

Industrials
3.06K
New
$86.66 - $86.66 $265K - $265K
3.06K $265K
GTLS
Chart Industries Inc

Industrials
2.06K
New
$106.83 - $168.99 $220K - $347K
2.06K $255K
VTV
Vanguard Value ETF

ETFs
1.32K
New
$159.75 - $174.57 $211K - $231K
1.32K $230K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.24K
New
$50.61 - $50.96 $215K - $216K
4.24K $215K
VB
Vanguard Small Cap ETF

ETFs
50
+ 0.55%
$214.77 - $237.72 $10.7K - $11.9K
9.14K $2.17M
PWV
Invesco Exchange Traded Fd Tr

ETFs
265
+ 0.53%
$54.33 - $59.01 $14.4K - $15.6K
50.7K $2.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.71%
$405.19 - $478.57 $7.29K - $8.61K
2.54K $1.17M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
82
+ 0.44%
$62.57 - $70.53 $5.13K - $5.78K
18.8K $1.3M
FTC
First Tr Lge Cap Growth

ETFs
6
+ 0.05%
$115.51 - $131.45 $693 - $789
11.9K $1.57M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 2.92%
$191.76 - $263.26 $7.67K - $10.5K
1.41K $368K
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 1.7%
$175.14 - $206.36 $7.88K - $9.29K
2.69K $554K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
956
+ 2.1%
$47.01 - $48.2 $44.9K - $46.1K
46.5K $2.24M
UDR
Udr, Inc.

Real Estate
162
+ 0.99%
$39.96 - $47.13 $6.47K - $7.64K
16.6K $752K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
680
+ 2.08%
$47.18 - $48.74 $32.1K - $33.1K
33.4K $1.63M
IJK
Ishares S&P Midcap 400 Growth

ETFs
278
+ 2.19%
$84.81 - $93.54 $23.6K - $26K
13K $1.19M
AVGO
Broadcom Inc.

Technology
4.77K
+ 913.6%
$136.27 - $1745.86 $650K - $8.33M
5.29K $912K
INGR
Ingredion Inc

Consumer Defensive
58
+ 2.08%
$111.98 - $137.59 $6.49K - $7.98K
2.85K $391K
HCA
Hca Healthcare, Inc.

Healthcare
11
+ 1.43%
$315.12 - $406.43 $3.47K - $4.47K
781 $317K
VIS
Vanguard Industrial ETF

ETFs
134
+ 9.55%
$232.12 - $260.07 $31.1K - $34.8K
1.54K $399K
AEP
American Electric Power CO Inc

Utilities
82
+ 2.22%
$87.11 - $104.95 $7.14K - $8.61K
3.78K $387K
WMT
Walmart Inc.

Consumer Defensive
74
+ 1.72%
$66.91 - $81.4 $4.95K - $6.02K
4.38K $353K
EQR
Equity Residential

Real Estate
99
+ 0.99%
$67.19 - $78.09 $6.65K - $7.73K
10.1K $754K
TT
Trane Technologies PLC

Industrials
2
+ 0.24%
$314.21 - $388.71 $628 - $777
832 $323K
JCI
Johnson Controls International PLC

Industrials
101
+ 2.65%
$65.52 - $77.61 $6.62K - $7.84K
3.91K $303K
DE
Deere & CO

Industrials
4
+ 0.38%
$344.84 - $418.0 $1.38K - $1.67K
1.05K $439K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 0.4%
$405.92 - $496.79 $1.22K - $1.49K
760 $357K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 1.98%
$459.02 - $510.25 $8.26K - $9.18K
925 $457K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
124
+ 1.94%
$67.66 - $75.54 $8.39K - $9.37K
6.53K $489K
IDV
Ishares Tr

ETFs
232
+ 1.9%
$27.62 - $30.64 $6.41K - $7.11K
12.4K $376K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.36%
$453.41 - $572.44 $907 - $1.14K
550 $314K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
123
+ 1.34%
$52.27 - $60.45 $6.43K - $7.44K
9.27K $549K
IYG
Ishares Tr

ETFs
83
+ 1.81%
$64.2 - $71.76 $5.33K - $5.96K
4.66K $331K
UBER
Uber Technologies, Inc

Technology
138
+ 1.84%
$58.48 - $77.47 $8.07K - $10.7K
7.62K $572K
BSX
Boston Scientific Corp

Healthcare
44
+ 1.28%
$72.96 - $84.0 $3.21K - $3.7K
3.47K $290K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.59%
$181.06 - $197.17 $1.63K - $1.77K
1.53K $300K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
10
+ 0.26%
$65.15 - $72.97 $652 - $730
3.82K $279K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.5%
$194.9 - $224.8 $1.95K - $2.25K
2K $420K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.61%
$160.76 - $177.82 $1.45K - $1.6K
1.49K $258K
MRVL
Marvell Technology, Inc.

Technology
52
+ 1.41%
$56.15 - $76.24 $2.92K - $3.96K
3.74K $269K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.82%
$161.9 - $179.3 $1.78K - $1.97K
1.36K $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 1.3%
$147.95 - $191.05 $5.92K - $7.64K
3.12K $542K
AZN
Astrazeneca PLC

Healthcare
69
+ 2.13%
$76.67 - $87.62 $5.29K - $6.05K
3.31K $257K
PANW
Palo Alto Networks Inc

Technology
9
+ 1.16%
$294.18 - $368.01 $2.65K - $3.31K
786 $268K
Activity Summary
Buys All Purchases 59 New Holdings 8 Increased Positions 51 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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