Horizon Family Wealth, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $22.3M, Vanguard Growth ETF with a value of $14.1M, Goldman Sachs ETF Tr Activebet with a value of $11.7M, Ishares S&P 500 Growth ETF with a value of $9.7M, and Spdr Bloomberg 3 12 Month T Bi with a value of $9.17M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $132M to 143M.
Below you can find more details about Horizon Family Wealth, Inc. portfolio as well as his latest detailed transactions.