Horizon Family Wealth, Inc. Incresed Positions in Q4 2024

Horizon Family Wealth, Inc.

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.91K
+ 311.75%
$442.29 - $483.08 $3.5M - $3.82M
10.4K $4.73M
VB
Vanguard Small Cap ETF

ETFs
7.32K
+ 80.13%
$233.76 - $261.58 $1.71M - $1.92M
16.5K $3.96M
DIS
Walt Disney CO

Communication Services
12.8K
+ 330.54%
$92.39 - $117.6 $1.19M - $1.51M
16.7K $1.86M
AMZN
Amazon Com Inc

Consumer Cyclical
3.84K
+ 444.84%
$180.88 - $232.93 $694K - $894K
4.7K $1.03M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
8.85K
+ 10.58%
$99.0 - $99.5 $876K - $880K
92.5K $9.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.72K
+ 1.83%
$94.43 - $105.47 $162K - $181K
95.6K $9.7M
VO
Vanguard Mid Cap ETF

ETFs
1.74K
+ 7.14%
$261.5 - $284.63 $454K - $495K
26.1K $6.89M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
10.7K
+ 2.97%
N/A
371K $11.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.58K
+ 19.94%
$90.66 - $99.46 $234K - $257K
15.5K $1.41M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.64K
+ 13.9%
$47.58 - $48.56 $221K - $225K
38K $1.82M
AAPL
Apple Inc.

Technology
103
+ 1.32%
$221.69 - $259.02 $22.8K - $26.7K
7.9K $1.98M
GOOGL
Alphabet Inc.

Communication Services
42
+ 0.75%
$161.86 - $196.66 $6.8K - $8.26K
5.63K $1.07M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.82K
+ 6.07%
$47.26 - $48.18 $133K - $136K
49.3K $2.34M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.08K
+ 28.16%
$72.18 - $81.41 $77.7K - $87.7K
4.9K $370K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.43%
$486.1 - $608.57 $1.94K - $2.43K
929 $531K
IYG
Ishares Tr

ETFs
512
+ 10.98%
$70.24 - $82.34 $36K - $42.2K
5.17K $402K
TMUS
T Mobile Us, Inc.

Communication Services
7
+ 0.26%
$206.1 - $246.94 $1.44K - $1.73K
2.7K $595K
PANW
Palo Alto Networks Inc

Technology
776
+ 98.73%
$181.96 - $405.9 $141K - $315K
1.56K $284K
INGR
Ingredion Inc

Consumer Defensive
74
+ 2.6%
$132.76 - $154.86 $9.82K - $11.5K
2.92K $401K
INTU
Intuit Inc

Technology
1
+ 0.1%
$602.01 - $706.25 $602 - $706
957 $601K
JCI
Johnson Controls International PLC

Industrials
27
+ 0.69%
$74.23 - $86.6 $2K - $2.34K
3.94K $310K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13
+ 0.31%
$50.67 - $50.9 $659 - $662
4.25K $215K
Goldman Sachs ETF Tr
3.99K
+ 4.4%
N/A
94.8K $0
MEAR
Blackrock Short Maturity Munic

ETFs
9
+ 0.22%
$49.94 - $50.28 $449 - $453
4.05K $202K
CBOE
Cboe Global Markets, Inc.

Financial Services
90
+ 3.58%
$191.61 - $217.84 $17.2K - $19.6K
2.61K $509K
VTV
Vanguard Value ETF

ETFs
8
+ 0.6%
$168.32 - $181.87 $1.35K - $1.45K
1.33K $225K
TT
Trane Technologies PLC

Industrials
2
+ 0.24%
$369.35 - $419.14 $739 - $838
834 $308K
EQR
Equity Residential

Real Estate
95
+ 0.94%
$69.12 - $77.48 $6.57K - $7.36K
10.2K $733K
UDR
Udr, Inc.

Real Estate
158
+ 0.95%
$41.3 - $46.33 $6.53K - $7.32K
16.7K $726K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3.39K
+ 9.02%
$57.07 - $62.58 $193K - $212K
40.9K $2.34M
AEP
American Electric Power CO Inc

Utilities
94
+ 2.49%
$90.91 - $102.21 $8.55K - $9.61K
3.87K $356K
AZN
Astrazeneca PLC

Healthcare
147
+ 4.44%
$63.2 - $79.58 $9.29K - $11.7K
3.46K $226K
ADBE
Adobe Inc.

Technology
20
+ 3.03%
$437.39 - $552.96 $8.75K - $11.1K
679 $301K
PWV
Invesco Exchange Traded Fd Tr

ETFs
260
+ 0.51%
$56.33 - $61.73 $14.6K - $16K
51K $2.9M
HCA
Hca Healthcare, Inc.

Healthcare
28
+ 3.59%
$297.52 - $415.61 $8.33K - $11.6K
809 $242K
INTF
Ishares Tr

ETFs
8.78K
+ 7.01%
$28.54 - $31.26 $251K - $274K
134K $3.85M
Activity Summary
Buys All Purchases 50 New Holdings 13 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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