Horizon Family Wealth, Inc. Incresed Positions in Q3 2025

Horizon Family Wealth, Inc.

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
522
+ 0.52%
$108.97 - $121.65 $56.9K - $63.5K
102K $12.3M
PVAL
Putnam ETF Tr Putnam Focused L
14.7K
+ 19.11%
$39.93 - $42.72 $585K - $626K
91.4K $3.9M
VO
Vanguard Mid Cap ETF

ETFs
238
+ 0.81%
$279.83 - $293.74 $66.6K - $69.9K
29.7K $8.73M
VB
Vanguard Small Cap ETF

ETFs
86
+ 0.43%
$237.58 - $259.17 $20.4K - $22.3K
20.3K $5.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
285
+ 0.29%
$52.12 - $55.33 $14.9K - $15.8K
98.4K $5.45M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.52K
+ 2.07%
$99.12 - $99.52 $250K - $251K
124K $12.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.32K
+ 5.51%
$91.28 - $97.59 $120K - $128K
25.2K $2.42M
INTF
Ishares Tr

ETFs
74
+ 0.06%
$33.72 - $36.17 $2.5K - $2.68K
130K $4.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.08%
$459.11 - $506.91 $3.67K - $4.06K
10.3K $5.18M
PWV
Invesco Exchange Traded Fd Tr

ETFs
232
+ 0.45%
$61.22 - $65.41 $14.2K - $15.2K
51.9K $3.38M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.03%
$98.53 - $107.1 $591 - $643
23.2K $2.44M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
496
+ 1.17%
$65.91 - $70.63 $32.7K - $35K
43.1K $3.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.3%
$567.77 - $614.76 $5.11K - $5.53K
3.03K $1.86M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 1.27%
$696.56 - $806.32 $9.06K - $10.5K
1.04K $824K
FTC
First Tr Lge Cap Growth

ETFs
6
+ 0.06%
$149.47 - $162.84 $897 - $977
10.2K $1.64M
VFH
Vanguard Financial ETF

ETFs
107
+ 0.54%
$125.23 - $132.78 $13.4K - $14.2K
19.9K $2.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22
+ 0.35%
$108.46 - $120.63 $2.39K - $2.65K
6.29K $747K
QDF
Flexshares Quality Dividend In

ETFs
39
+ 0.41%
$73.48 - $79.4 $2.87K - $3.1K
9.54K $757K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
854
+ 1.88%
$47.76 - $48.46 $40.8K - $41.4K
46.3K $2.23M
ASML
Asml Holding Nv

Technology
2
+ 0.62%
$689.63 - $968.09 $1.38K - $1.94K
324 $313K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.51%
$282.78 - $316.06 $2.83K - $3.16K
1.97K $619K
KRE
Spdr S&P Regional Banking ETF

ETFs
57
+ 0.51%
$58.82 - $66.17 $3.35K - $3.77K
11.3K $717K
IYG
Ishares Tr

ETFs
281
+ 5.72%
$85.16 - $90.57 $23.9K - $25.5K
5.19K $465K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
740
+ 1.97%
$48.31 - $48.93 $35.7K - $36.2K
38.2K $1.87M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.21%
$334.32 - $426.2 $669 - $852
935 $398K
UBER
Uber Technologies, Inc

Technology
20
+ 0.24%
$86.91 - $99.57 $1.74K - $1.99K
8.42K $824K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 0.3%
$231.35 - $253.24 $2.08K - $2.28K
3K $735K
AXP
American Express CO

Financial Services
5
+ 0.23%
$294.27 - $342.31 $1.47K - $1.71K
2.13K $708K
AZN
Astrazeneca PLC

Healthcare
26
+ 0.62%
$68.72 - $82.11 $1.79K - $2.13K
4.22K $323K
IDV
Ishares Tr

ETFs
77
+ 0.61%
$34.54 - $37.28 $2.66K - $2.87K
12.7K $465K
AEP
American Electric Power CO Inc

Utilities
25
+ 0.84%
$103.26 - $115.0 $2.58K - $2.88K
2.99K $336K
VIS
Vanguard Industrial ETF

ETFs
6
+ 0.38%
$281.0 - $296.29 $1.69K - $1.78K
1.58K $468K
MRVL
Marvell Technology, Inc.

Technology
3
+ 0.08%
$62.31 - $84.07 $187 - $252
3.93K $330K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.24%
$94.4 - $104.27 $1.04K - $1.15K
4.55K $468K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
34
+ 0.3%
$70.77 - $73.59 $2.41K - $2.5K
11.2K $821K
XLV
Select Sector Spdr Fund Health

ETFs
15
+ 0.41%
$129.01 - $139.72 $1.94K - $2.1K
3.71K $516K
META
Meta Platforms, Inc.

Communication Services
19
+ 3.75%
$695.21 - $791.73 $13.2K - $15K
526 $386K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7
+ 0.18%
$79.89 - $83.25 $559 - $583
3.85K $318K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
106
+ 1.86%
$82.38 - $83.0 $8.73K - $8.8K
5.8K $480K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11
+ 0.24%
$50.81 - $51.07 $559 - $562
4.59K $234K
VRT
Vertiv Holdings CO

Industrials
1
+ 0.03%
N/A
3.35K $290K
RZG
Invesco Fd Tr S&P Smallcap 600
1.27K
+ 5.83%
N/A
23K $0
Lam Research Corp
11
+ 0.23%
N/A
4.75K $0
Invesco Exch Traded Fd Tr Ii
487
+ 0.48%
N/A
103K $0
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.69%
$150.47 - $161.22 $1.5K - $1.61K
1.46K $224K
TT
Trane Technologies PLC

Industrials
4
+ 0.55%
$398.96 - $472.54 $1.6K - $1.89K
731 $308K
DE
Deere & CO

Industrials
2
+ 0.31%
$457.26 - $524.37 $915 - $1.05K
638 $291K
BSX
Boston Scientific Corp

Healthcare
33
+ 0.88%
$97.03 - $108.14 $3.2K - $3.57K
3.78K $368K
CRS
Carpenter Technology Corp

Industrials
1
+ 0.09%
$232.4 - $287.42 $232 - $287
1.17K $287K
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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