Horizon Family Wealth, Inc. Sells in Q4 2024

Horizon Family Wealth, Inc.

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22.7K
- 79.69%
$113.92 - $127.38 $2.58M - $2.89M
5.78K $665K
XLK
Technology Sector Spdr

ETFs
-3.57K
- 38.93%
$220.26 - $241.44 $785K - $861K
5.59K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-724
- 18.54%
$521.84 - $558.82 $378K - $405K
3.18K $1.71M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.77K
- 1.89%
$51.09 - $55.27 $90.3K - $97.7K
91.7K $4.69M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.33K
- 32.82%
$81.68 - $82.93 $191K - $193K
4.78K $391K
QDF
Flexshares Quality Dividend In

ETFs
-2.49K
- 19.83%
$70.4 - $73.87 $176K - $184K
10.1K $711K
VUG
Vanguard Growth ETF

ETFs
-2.86K
- 7.69%
$378.79 - $428.11 $1.08M - $1.23M
34.4K $14.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-903
- 64.04%
$213.65 - $479.86 $193K - $433K
507 $204K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-1.42K
- 21.72%
$68.55 - $74.48 $97.2K - $106K
5.11K $352K
UBER
Uber Technologies, Inc

Technology
-182
- 2.39%
$59.93 - $86.34 $10.9K - $15.7K
7.44K $448K
DE
Deere & CO

Industrials
-148
- 14.06%
$389.45 - $466.0 $57.6K - $69K
905 $383K
MSFT
Microsoft Corp

Technology
-57
- 2.62%
$406.35 - $454.46 $23.2K - $25.9K
2.12K $891K
IDV
Ishares Tr

ETFs
-37
- 0.3%
$27.03 - $29.92 $1K - $1.11K
12.4K $339K
VIS
Vanguard Industrial ETF

ETFs
-94
- 6.12%
$254.39 - $279.7 $23.9K - $26.3K
1.44K $367K
FTC
First Tr Lge Cap Growth

ETFs
-695
- 5.82%
$130.13 - $149.09 $90.4K - $104K
11.2K $1.55M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-299
- 8.49%
$98.04 - $108.11 $29.3K - $32.3K
3.22K $327K
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.94%
$161.05 - $179.7 $2.25K - $2.52K
1.48K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
-2
- 0.13%
$189.5 - $206.17 $379 - $412
1.52K $290K
VRT
Vertiv Holdings CO

Industrials
-3
- 0.1%
N/A
3.06K $265K
BSX
Boston Scientific Corp

Healthcare
-48
- 1.38%
$83.62 - $91.5 $4.01K - $4.39K
3.42K $305K
WMT
Walmart Inc.

Consumer Defensive
-188
- 4.29%
$79.1 - $95.7 $14.9K - $18K
4.19K $378K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-118
- 3.78%
$172.07 - $207.36 $20.3K - $24.5K
3K $593K
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.9%
$205.18 - $250.29 $3.69K - $4.51K
1.98K $473K
MRVL
Marvell Technology, Inc.

Technology
-71
- 1.9%
$70.31 - $124.78 $4.99K - $8.86K
3.66K $404K
NVDA
Nvidia Corp

Technology
-179
- 1.42%
$117.0 - $148.88 $20.9K - $26.6K
12.4K $1.66M
AVGO
Broadcom Inc.

Technology
-670
- 12.66%
$159.67 - $250.0 $107K - $168K
4.62K $1.07M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-773
- 0.4%
$111.85 - $120.71 $86.5K - $93.3K
194K $22.3M
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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