Horizons Wealth Management Incresed Positions in Q2 2025

Horizons Wealth Management

  • $139 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
434
+ 0.85%
$228.25 - $285.3 $99.1K - $124K
51.3K $14.6M
VO
Vanguard Mid Cap ETF

ETFs
680
+ 1.85%
$228.54 - $279.83 $155K - $190K
37.4K $10.5M
VB
Vanguard Small Cap ETF

ETFs
1.32K
+ 3.4%
$193.73 - $237.37 $255K - $312K
40.1K $9.49M
BNDX
Vanguard Total International B

ETFs
1.62K
+ 1.5%
$48.77 - $49.55 $79.1K - $80.4K
110K $5.43M
BSJR
Invesco Indx Tr

ETFs
5.52K
+ 70.49%
$21.81 - $22.71 $120K - $125K
13.3K $302K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
117
+ 14.27%
$456.74 - $568.03 $53.4K - $66.5K
937 $532K
BSCV
Invesco ETF Self Indexed Fd Tr
4.73K
+ 6.27%
$15.97 - $16.53 $75.5K - $78.1K
80.1K $1.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
866
+ 1.13%
$72.02 - $73.82 $62.4K - $63.9K
77.6K $5.71M
VNQI
Vanguard Global Ex U.S. Real

ETFs
155
+ 1.49%
$37.77 - $46.15 $5.85K - $7.15K
10.6K $488K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.99K
+ 1.8%
$22.66 - $23.41 $45.2K - $46.7K
113K $2.63M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.27K
+ 1.23%
$19.49 - $19.66 $44.2K - $44.5K
186K $3.66M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.04K
+ 0.48%
$16.31 - $16.78 $16.9K - $17.4K
217K $3.64M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.74%
$243.75 - $303.93 $2.93K - $3.65K
1.63K $496K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.01K
+ 5.0%
$22.3 - $22.57 $44.8K - $45.4K
42.3K $950K
IWM
Ishares Russell 2000 ETF

ETFs
166
+ 30.4%
$174.82 - $215.79 $29K - $35.8K
712 $153K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.03K
+ 2.67%
$37.08 - $42.26 $38.3K - $43.7K
39.7K $1.64M
ICF
Ishares Tr

ETFs
601
+ 4.26%
$54.56 - $62.47 $32.8K - $37.5K
14.7K $899K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
746
+ 2.21%
$66.5 - $71.25 $49.6K - $53.2K
34.6K $2.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
287
+ 2.23%
$96.84 - $99.46 $27.8K - $28.5K
13.1K $1.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
270
+ 26.84%
$102.02 - $103.5 $27.5K - $27.9K
1.28K $131K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
631
+ 5.25%
$48.13 - $49.85 $30.4K - $31.5K
12.7K $620K
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 0.93%
$79.79 - $91.42 $82.7K - $94.8K
112K $9.98M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
695
+ 3.38%
$22.22 - $22.92 $15.4K - $15.9K
21.3K $482K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
579
+ 2.98%
$22.66 - $23.35 $13.1K - $13.5K
20K $464K
IGLB
Ishares 10+ Year Investment Gr

ETFs
271
+ 8.28%
$47.55 - $50.44 $12.9K - $13.7K
3.55K $177K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
495
+ 46.96%
$22.09 - $22.44 $10.9K - $11.1K
1.55K $34K
IQLT
Ishares Msci Intl Quality Fact

ETFs
26
+ 0.89%
$35.9 - $43.76 $933 - $1.14K
2.93K $126K
IEMG
Ishares Inc

ETFs
180
+ 5.74%
N/A
3.32K $177K
SCHP
Schwab Strategic Us Tips ETF

ETFs
343
+ 0.87%
$26.18 - $26.93 $8.98K - $9.24K
39.9K $1.06M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3
+ 0.49%
$162.65 - $188.71 $488 - $566
616 $116K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
48
+ 2.76%
$82.21 - $83.12 $3.95K - $3.99K
1.78K $147K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
159
+ 1.22%
$23.2 - $23.63 $3.69K - $3.76K
13.2K $311K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
160
+ 1.02%
$23.03 - $23.64 $3.68K - $3.78K
15.9K $373K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
154
+ 1400.0%
$87.84 - $1441.89 $13.5K - $222K
165 $14K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
127
+ 0.19%
$47.13 - $52.52 $5.99K - $6.67K
68.6K $3.46M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email