Horizon Family Wealth, Inc. Incresed Positions in Q1 2025

Horizon Family Wealth, Inc.

  • $141 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
24.2K
+ 26.17%
$99.16 - $99.52 $2.4M - $2.41M
117K $11.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
27.9K
+ 56.54%
$47.33 - $47.92 $1.32M - $1.34M
77.2K $3.67M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
18.3K
+ 9.45%
$108.02 - $120.45 $1.98M - $2.21M
212K $23.4M
VO
Vanguard Mid Cap ETF

ETFs
3.79K
+ 14.51%
$251.87 - $277.95 $953K - $1.05M
29.9K $7.73M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
25.6K
+ 6.9%
N/A
396K $12.5M
VB
Vanguard Small Cap ETF

ETFs
3.75K
+ 22.79%
$217.89 - $252.64 $818K - $948K
20.2K $4.48M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.66K
+ 11.39%
$56.44 - $64.13 $263K - $299K
45.6K $2.8M
TMUS
T Mobile Us, Inc.

Communication Services
316
+ 11.72%
$211.3 - $272.83 $66.8K - $86.2K
3.01K $803K
VIS
Vanguard Industrial ETF

ETFs
801
+ 55.51%
$243.63 - $273.99 $195K - $219K
2.24K $555K
CBOE
Cboe Global Markets, Inc.

Financial Services
376
+ 14.43%
$190.84 - $226.29 $71.8K - $85.1K
2.98K $674K
PWV
Invesco Exchange Traded Fd Tr

ETFs
349
+ 0.68%
$56.58 - $60.89 $19.7K - $21.3K
51.3K $3.05M
AEP
American Electric Power CO Inc

Utilities
490
+ 12.66%
$90.32 - $109.27 $44.3K - $53.5K
4.36K $476K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
993
+ 20.8%
$81.83 - $82.73 $81.3K - $82.2K
5.77K $477K
AZN
Astrazeneca PLC

Healthcare
740
+ 21.41%
$65.37 - $77.96 $48.4K - $57.7K
4.2K $308K
HCA
Hca Healthcare, Inc.

Healthcare
122
+ 15.08%
$296.7 - $345.55 $36.2K - $42.2K
931 $321K
BSX
Boston Scientific Corp

Healthcare
313
+ 9.14%
$89.38 - $106.18 $28K - $33.2K
3.74K $376K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
443
+ 8.67%
$67.85 - $77.32 $30.1K - $34.3K
5.55K $415K
INGR
Ingredion Inc

Consumer Defensive
412
+ 14.11%
$125.6 - $137.36 $51.7K - $56.6K
3.33K $450K
JCI
Johnson Controls International PLC

Industrials
433
+ 10.99%
$76.12 - $90.6 $33K - $39.2K
4.37K $350K
VRT
Vertiv Holdings CO

Industrials
291
+ 9.51%
N/A
3.35K $290K
GS
Goldman Sachs Group Inc

Financial Services
88
+ 9.47%
$524.81 - $672.19 $46.2K - $59.2K
1.02K $555K
WMT
Walmart Inc.

Consumer Defensive
320
+ 7.63%
$84.5 - $105.05 $27K - $33.6K
4.51K $396K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
309
+ 7.27%
$50.72 - $50.92 $15.7K - $15.7K
4.56K $231K
PANW
Palo Alto Networks Inc

Technology
173
+ 11.08%
$167.82 - $208.28 $29K - $36K
1.74K $296K
ADBE
Adobe Inc.

Technology
126
+ 18.56%
$377.84 - $464.11 $47.6K - $58.5K
805 $308K
VTV
Vanguard Value ETF

ETFs
7
+ 0.53%
$167.73 - $179.21 $1.17K - $1.25K
1.34K $231K
MEAR
Blackrock Short Maturity Munic

ETFs
4
+ 0.1%
$49.97 - $50.36 $200 - $201
4.05K $203K
Wns Hldgs LTD
843
+ 12.77%
N/A
7.44K $0
RZG
Invesco Fd Tr S&P Smallcap 600
335
+ 1.14%
N/A
29.7K $0
Lam Research Corp
467
+ 10.97%
N/A
4.72K $0
Goldman Sachs ETF Tr
14K
+ 14.8%
N/A
109K $0
WTTR
Select Energy Services, Inc.

Energy
2.6K
+ 13.99%
$9.37 - $14.56 $24.4K - $37.8K
21.2K $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
262
+ 8.72%
$165.25 - $224.62 $43.3K - $58.9K
3.27K $542K
FTC
First Tr Lge Cap Growth

ETFs
3
+ 0.03%
$127.87 - $148.89 $384 - $447
11.3K $1.48M
GTLS
Chart Industries Inc

Industrials
185
+ 8.42%
$141.99 - $218.35 $26.3K - $40.4K
2.38K $343K
AMZN
Amazon Com Inc

Consumer Cyclical
309
+ 6.57%
$190.26 - $242.06 $58.8K - $74.8K
5.01K $953K
IJK
Ishares S&P Midcap 400 Growth

ETFs
301
+ 1.94%
$81.62 - $96.63 $24.6K - $29.1K
15.8K $1.32M
GOOGL
Alphabet Inc.

Communication Services
374
+ 6.65%
$154.33 - $206.19 $57.7K - $77.1K
6K $927K
DIS
Walt Disney CO

Communication Services
680
+ 4.07%
$96.87 - $114.0 $65.9K - $77.5K
17.4K $1.72M
MRVL
Marvell Technology, Inc.

Technology
258
+ 7.04%
$61.57 - $126.06 $15.9K - $32.5K
3.92K $241K
AAPL
Apple Inc.

Technology
56
+ 0.71%
$209.68 - $247.1 $11.7K - $13.8K
7.96K $1.77M
AVGO
Broadcom Inc.

Technology
237
+ 5.13%
$167.43 - $244.7 $39.7K - $58K
4.86K $813K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.29K
+ 2.39%
$92.45 - $106.69 $211K - $244K
97.9K $9.09M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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