Horizons Wealth Management Incresed Positions in Q1 2025

Horizons Wealth Management

  • $133 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
2.84K
+ 1.36%
$47.4 - $52.99 $135K - $151K
211K $10.8M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
3.51K
+ 5.4%
$47.45 - $51.96 $166K - $182K
68.5K $3.53M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.64K
+ 3.06%
$106.22 - $111.09 $175K - $183K
55.3K $6.12M
VNQ
Vanguard Specialized Funds Van

ETFs
3.4K
+ 3.16%
$85.55 - $94.34 $291K - $320K
111K $9.96M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
15.3K
+ 8.85%
$20.05 - $20.4 $307K - $312K
188K $3.82M
BSCU
Invesco Exc Self Ind Tr

ETFs
17.2K
+ 8.63%
$16.2 - $16.64 $278K - $285K
216K $3.59M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.6K
+ 6.84%
$18.18 - $18.58 $246K - $252K
212K $3.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.11K
+ 2.82%
$71.17 - $73.66 $150K - $155K
76.7K $5.63M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.7K
+ 6.17%
$19.43 - $19.62 $208K - $210K
184K $3.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.19K
+ 5.07%
$19.42 - $19.54 $178K - $180K
190K $3.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.02K
+ 33.52%
$49.25 - $50.66 $149K - $153K
12K $595K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.35K
+ 3.63%
$39.18 - $43.52 $53K - $58.9K
38.7K $1.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
338
+ 2.7%
$95.85 - $99.25 $32.4K - $33.5K
12.8K $1.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141
+ 20.77%
$507.05 - $563.67 $71.5K - $79.5K
820 $419K
BSCV
Invesco ETF Self Indexed Fd Tr
1.84K
+ 2.49%
$15.87 - $16.38 $29.1K - $30.1K
75.4K $1.23M
VNQI
Vanguard Global Ex U.S. Real

ETFs
933
+ 9.82%
$38.22 - $41.19 $35.7K - $38.4K
10.4K $424K
SCHP
Schwab Strategic Us Tips ETF

ETFs
206
+ 0.52%
$25.69 - $26.89 $5.29K - $5.54K
39.5K $1.06M
IEMG
Ishares Inc

ETFs
750
+ 31.43%
N/A
3.14K $168K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.59K
+ 18.39%
$23.9 - $24.18 $38K - $38.4K
10.2K $247K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.1K
+ 1.93%
$23.19 - $23.5 $48.7K - $49.4K
111K $2.57M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
+ 2.64%
$22.11 - $22.43 $22.9K - $23.2K
40.2K $902K
BSJR
Invesco Indx Tr

ETFs
736
+ 10.38%
$22.4 - $22.69 $16.5K - $16.7K
7.82K $175K
IVV
Ishares Core S&P 500 ETF

ETFs
97
+ 7.98%
$554.06 - $615.85 $53.7K - $59.7K
1.31K $732K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22
+ 0.25%
$42.5 - $46.71 $935 - $1.03K
8.91K $403K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
94
+ 0.4%
$49.42 - $50.43 $4.65K - $4.74K
23.6K $1.18M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
124
+ 0.96%
$23.55 - $23.74 $2.92K - $2.94K
13.1K $307K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
85
+ 0.64%
$24.41 - $24.65 $2.07K - $2.1K
13.3K $324K
VO
Vanguard Mid Cap ETF

ETFs
967
+ 2.7%
$251.87 - $277.95 $244K - $269K
36.8K $9.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
64
+ 0.77%
$23.16 - $27.04 $1.48K - $1.73K
8.41K $197K
VB
Vanguard Small Cap ETF

ETFs
164
+ 0.43%
$217.89 - $252.64 $35.7K - $41.4K
38.7K $8.59M
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 1
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