Horizon Family Wealth, Inc. Portfolio Holdings
Horizon Family Wealth, Inc.
- $124 Million
- Q1 2024
Horizon Family Wealth, Inc. has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $124 Million distributed in 106 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 $21.7M, Vanguard Growth ETF with a value of $13.9M, Goldman Sachs ETF Tr Activebet with a value of $11.5M, Ishares S&P 500 Growth ETF with a value of $11M, and Vanguard Mid Cap ETF with a value of $5.98M.
Examining the 13F form we can see an increase of $5.39M in the current position value, from $118M to 124M.
Below you can find more details about Horizon Family Wealth, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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