Horizon Family Wealth, Inc. Portfolio Holdings

Horizon Family Wealth, Inc.

  • $132 Million
  • Q3 2024

Horizon Family Wealth, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 108 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 $22M, Vanguard Growth ETF with a value of $14.3M, Goldman Sachs ETF Tr Activebet with a value of $11.3M, Ishares S&P 500 Growth ETF with a value of $8.99M, and Spdr Bloomberg 3 12 Month T Bi with a value of $8.33M.

Examining the 13F form we can see an increase of $6.82M in the current position value, from $126M to 132M.

Below you can find more details about Horizon Family Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
ETFs: $113 Million
Technology: $8.11 Million
Financial Services: $2.56 Million
Communication Services: $2.17 Million
Industrials: $1.59 Million
Real Estate: $1.51 Million
Consumer Defensive: $1.23 Million
Consumer Cyclical: $885,000
Other: $1.46 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.05B
$391,000 0.3% of portfolio
2,846
Q3 2024 Added 2.08%
$9.79B
$341,000 0.26% of portfolio
418
Q3 2024 Added 0.97%
$6.77B
$255,000 0.19% of portfolio
2,056
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $132 Million
  • Prior Value $126 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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