Horizons Wealth Management Sells in Q4 2025

Horizons Wealth Management

  • $151 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PRIM
Primoris Services Corp

Industrials
-5.36K
- 57.42%
$116.43 - $144.26 $624K - $774K
3.98K $469K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-518
- 3.68%
$99.87 - $101.27 $51.7K - $52.5K
13.6K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
-191
- 27.8%
$236.79 - $250.33 $45.2K - $47.8K
496 $117K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98
- 6.26%
$475.68 - $513.11 $46.6K - $50.3K
1.47K $747K
ICF
Ishares Tr

ETFs
-445
- 3.09%
$59.89 - $62.73 $26.7K - $27.9K
14K $847K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 7.41%
$600.51 - $631.95 $41.4K - $43.6K
862 $532K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.36K
- 10.29%
N/A
11.9K $281K
IWR
Ishares Russell Mid Cap ETF

ETFs
-236
- 9.65%
$94.02 - $97.61 $22.2K - $23K
2.21K $209K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-188
- 14.73%
$102.72 - $103.6 $19.3K - $19.5K
1.09K $111K
AAPL
Apple Inc.

Technology
-213
- 7.02%
$245.27 - $275.25 $52.2K - $58.6K
2.82K $754K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-168
- 10.51%
$71.89 - $74.08 $12.1K - $12.4K
1.43K $103K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-484
- 36.61%
$28.46 - $29.45 $13.8K - $14.3K
838 $24K
MSFT
Microsoft Corp

Technology
-16
- 2.87%
$496.82 - $542.07 $7.95K - $8.67K
541 $274K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-218
- 5.7%
$36.54 - $37.14 $7.97K - $8.1K
3.61K $132K
KO
Coca Cola CO

Consumer Defensive
-143
- 27.24%
$66.1 - $71.61 $9.45K - $10.2K
382 $26K
IVV
Ishares Core S&P 500 ETF

ETFs
-21
- 1.67%
$656.2 - $690.71 $13.8K - $14.5K
1.24K $835K
IAU
Ishares Gold Trust

ETFs
-160
- 7.7%
$72.65 - $82.5 $11.6K - $13.2K
1.92K $147K
SLV
I Shares Silver Trust

ETFs
-104
- 12.81%
$42.4 - $49.17 $4.41K - $5.11K
708 $32K
BAC
Bank Of America Corp

Financial Services
-7
- 0.28%
$48.65 - $54.11 $341 - $379
2.5K $128K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2
- 0.11%
$82.69 - $83.12 $165 - $166
1.77K $146K
GLD
Spdr Gold Trust

ETFs
-3
- 21.43%
$354.79 - $403.15 $1.06K - $1.21K
11 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.26%
$589.5 - $635.77 $1.18K - $1.27K
772 $466K
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 4
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