Horizon Family Wealth, Inc. Reduced Holdings in Q1 2025

Horizon Family Wealth, Inc.

  • $141 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-1.2K
- 3.48%
$369.1 - $427.61 $442K - $512K
33.2K $12.3M
NVDA
Nvidia Corp

Technology
-92
- 0.74%
$106.98 - $149.43 $9.84K - $13.7K
12.3K $1.33M
XLK
Technology Sector Spdr

ETFs
-226
- 4.04%
$206.38 - $242.18 $46.6K - $54.7K
5.37K $1.11M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-197
- 0.87%
$89.18 - $104.04 $17.6K - $20.5K
22.4K $2.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-158
- 4.97%
$507.05 - $563.67 $80.1K - $89.1K
3.02K $1.55M
MSFT
Microsoft Corp

Technology
-131
- 6.19%
$375.39 - $447.2 $49.2K - $58.6K
1.98K $744K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.83K
- 16.87%
$55.11 - $65.5 $101K - $120K
9K $511K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-515
- 8.91%
$102.49 - $119.96 $52.8K - $61.8K
5.27K $550K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.06K
- 21.69%
$69.69 - $79.99 $74.1K - $85K
3.84K $274K
DE
Deere & CO

Industrials
-271
- 29.94%
$408.57 - $509.27 $111K - $138K
634 $297K
TT
Trane Technologies PLC

Industrials
-109
- 13.07%
$332.0 - $400.86 $36.2K - $43.7K
725 $244K
XLV
Select Sector Spdr Fund Health

ETFs
-598
- 13.27%
$137.61 - $149.68 $82.3K - $89.5K
3.91K $570K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-578
- 0.63%
$49.78 - $53.19 $28.8K - $30.7K
91.1K $4.65M
META
Meta Platforms, Inc.

Communication Services
-35
- 6.36%
$576.36 - $736.67 $20.2K - $25.8K
515 $296K
IYG
Ishares Tr

ETFs
-335
- 6.47%
$74.6 - $84.81 $25K - $28.4K
4.84K $380K
INTU
Intuit Inc

Technology
-3
- 0.31%
$555.63 - $630.23 $1.67K - $1.89K
954 $585K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 2.5%
$158.56 - $176.26 $5.87K - $6.52K
1.44K $245K
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 1.67%
$225.19 - $279.95 $7.43K - $9.24K
1.94K $476K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-33
- 0.09%
$47.59 - $48.35 $1.57K - $1.6K
38K $1.84M
IDV
Ishares Tr

ETFs
-43
- 0.35%
$27.0 - $31.7 $1.16K - $1.36K
12.4K $383K
INTF
Ishares Tr

ETFs
-4.41K
- 3.29%
$28.43 - $31.96 $125K - $141K
130K $4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 1.39%
$442.66 - $534.52 $64.2K - $77.5K
10.3K $5.49M
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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