Horizon Family Wealth, Inc. Incresed Positions in Q2 2025

Horizon Family Wealth, Inc.

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
544
+ 1.64%
$329.49 - $438.4 $179K - $238K
33.7K $14.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.19K
+ 3.26%
$82.96 - $110.1 $265K - $351K
101K $11.1M
VFH
Vanguard Financial ETF

ETFs
6.19K
+ 45.5%
$104.87 - $127.3 $649K - $787K
19.8K $2.52M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8.05K
+ 50.81%
$73.7 - $90.98 $593K - $732K
23.9K $2.17M
NVDA
Nvidia Corp

Technology
24
+ 0.2%
$94.31 - $157.99 $2.26K - $3.79K
12.3K $1.95M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.95K
+ 4.24%
$99.1 - $99.49 $490K - $492K
122K $12.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.02K
+ 7.7%
$45.11 - $52.34 $317K - $367K
98.2K $5.14M
INTF
Ishares Tr

ETFs
211
+ 0.16%
$27.6 - $34.51 $5.82K - $7.28K
130K $4.44M
DIS
Walt Disney CO

Communication Services
2
+ 0.01%
$81.72 - $124.01 $163 - $248
17.4K $2.16M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
13.5K
+ 3.4%
N/A
410K $12.9M
MSFT
Microsoft Corp

Technology
6
+ 0.3%
$354.56 - $497.45 $2.13K - $2.98K
1.99K $989K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
810
+ 3.62%
$82.17 - $99.96 $66.6K - $81K
23.2K $2.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12
+ 0.37%
$141.37 - $228.57 $1.7K - $2.74K
3.28K $742K
UBER
Uber Technologies, Inc

Technology
28
+ 0.33%
$64.62 - $93.3 $1.81K - $2.61K
8.4K $783K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.49%
$462.22 - $707.75 $2.31K - $3.54K
1.02K $723K
PWV
Invesco Exchange Traded Fd Tr

ETFs
365
+ 0.71%
$52.26 - $62.14 $19.1K - $22.7K
51.7K $3.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.28K
+ 25.3%
$48.81 - $59.48 $111K - $135K
11.3K $669K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1K
+ 19.07%
$90.56 - $109.49 $90.9K - $110K
6.27K $685K
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.12%
$144.7 - $178.6 $1.01K - $1.25K
6.01K $1.06M
CRS
Carpenter Technology Corp

Industrials
1
+ 0.09%
$151.3 - $276.38 $151 - $276
1.17K $323K
AXP
American Express CO

Financial Services
7
+ 0.33%
$231.39 - $318.98 $1.62K - $2.23K
2.13K $678K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.57%
$210.28 - $289.91 $2.31K - $3.19K
1.96K $566K
TT
Trane Technologies PLC

Industrials
2
+ 0.28%
$315.21 - $437.41 $630 - $875
727 $317K
MRVL
Marvell Technology, Inc.

Technology
4
+ 0.1%
$49.38 - $79.97 $198 - $320
3.93K $303K
PANW
Palo Alto Networks Inc

Technology
5
+ 0.29%
$152.44 - $204.64 $762 - $1.02K
1.74K $356K
IDV
Ishares Tr

ETFs
288
+ 2.33%
$27.79 - $34.84 $8K - $10K
12.7K $436K
QDF
Flexshares Quality Dividend In

ETFs
46
+ 0.49%
$59.99 - $73.18 $2.76K - $3.37K
9.5K $695K
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.51%
$81.79 - $99.98 $1.88K - $2.3K
4.54K $443K
IYG
Ishares Tr

ETFs
74
+ 1.53%
$68.9 - $85.6 $5.1K - $6.33K
4.91K $420K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.21%
$317.61 - $387.52 $635 - $775
933 $357K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7
+ 0.18%
$63.36 - $80.23 $444 - $562
3.85K $308K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 0.64%
$397.86 - $499.02 $1.19K - $1.5K
471 $231K
DE
Deere & CO

Industrials
2
+ 0.32%
$412.99 - $531.48 $826 - $1.06K
636 $323K
BSX
Boston Scientific Corp

Healthcare
5
+ 0.13%
$89.7 - $107.41 $449 - $537
3.74K $401K
CBOE
Cboe Global Markets, Inc.

Financial Services
10
+ 0.34%
$205.81 - $234.23 $2.06K - $2.34K
2.99K $697K
INGR
Ingredion Inc

Consumer Defensive
20
+ 0.6%
$123.22 - $140.95 $2.46K - $2.82K
3.35K $454K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13
+ 0.28%
$50.52 - $50.92 $657 - $662
4.58K $232K
VRT
Vertiv Holdings CO

Industrials
1
+ 0.03%
N/A
3.35K $290K
Lam Research Corp
18
+ 0.38%
N/A
4.74K $0
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.62%
$157.66 - $172.39 $1.42K - $1.55K
1.45K $231K
WTTR
Select Energy Services, Inc.

Energy
173
+ 0.82%
$7.3 - $10.83 $1.26K - $1.87K
21.3K $184K
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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