Horizons Wealth Management Sells in Q1 2025

Horizons Wealth Management

  • $133 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-67
- 0.13%
$253.32 - $282.66 $17K - $18.9K
50.8K $13M
AAPL
Apple Inc.

Technology
-92
- 2.6%
$209.68 - $247.1 $19.3K - $22.7K
3.44K $764K
VTI
Vanguard Total Stock Market Et

ETFs
-230
- 12.43%
$271.18 - $303.12 $62.4K - $69.7K
1.62K $442K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-104
- 11.13%
$468.34 - $539.52 $48.7K - $56.1K
830 $389K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-205
- 1.7%
$57.21 - $65.8 $11.7K - $13.5K
11.9K $690K
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 3.07%
$190.26 - $242.06 $8.94K - $11.4K
1.48K $281K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-113
- 5.2%
$120.24 - $134.3 $13.6K - $15.2K
2.06K $249K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-351
- 16.82%
$81.83 - $82.67 $28.7K - $29K
1.74K $143K
IWR
Ishares Russell Mid Cap ETF

ETFs
-187
- 6.91%
$82.81 - $92.93 $15.5K - $17.4K
2.52K $213K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-1.03K
- 25.04%
$21.66 - $22.08 $22.2K - $22.6K
3.07K $66K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-284
- 73.96%
$63.77 - $68.75 $18.1K - $19.5K
100 $6K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-581
- 1.38%
$23.29 - $23.38 $13.5K - $13.6K
41.6K $972K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-246
- 3.72%
$35.96 - $36.72 $8.85K - $9.03K
6.38K $230K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-289
- 2.35%
$25.05 - $25.16 $7.24K - $7.27K
12K $302K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-476
- 0.28%
$20.64 - $20.73 $9.82K - $9.87K
170K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 11.11%
$225.19 - $279.95 $5.63K - $7K
200 $49K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-68
- 2.03%
$48.32 - $51.22 $3.29K - $3.48K
3.27K $163K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-235
- 0.5%
$22.77 - $22.92 $5.35K - $5.39K
46.6K $1.07M
ICF
Ishares Tr

ETFs
-71
- 0.5%
$57.98 - $63.8 $4.12K - $4.53K
14.1K $859K
TRV
Travelers Companies, Inc.

Financial Services
-31
- 3.68%
$232.43 - $265.13 $7.21K - $8.22K
812 $214K
IAU
Ishares Gold Trust

ETFs
-73
- 3.08%
$49.74 - $58.96 $3.63K - $4.3K
2.3K $135K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-168
- 0.49%
$66.9 - $71.57 $11.2K - $12K
33.8K $2.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.24%
$442.66 - $534.52 $1.77K - $2.14K
1.65K $866K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18
- 0.07%
$74.85 - $84.89 $1.35K - $1.53K
24.2K $2M
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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