Horizons Wealth Management Portfolio Holdings

Horizons Wealth Management

  • $139 Million
  • Q2 2025

Horizons Wealth Management has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $14.6M, Vanguard Ftse Developed Market with a value of $12M, Vanguard Mid Cap ETF with a value of $10.5M, Vanguard Specialized Funds Van with a value of $9.98M, and Vanguard Small Cap ETF with a value of $9.49M.

Examining the 13F form we can see an increase of $6.02M in the current position value, from $133M to 139M.

Horizons Wealth Management is based out at Asheville, NC

Below you can find more details about Horizons Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $133 Million
Technology: $1.75 Million
Financial Services: $1.35 Million
Communication Services: $824,000
Consumer Cyclical: $566,000
Industrials: $510,000
Healthcare: $427,000
Real Estate: $42,000
Other: $41,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$760,000 0.54% of portfolio
1,566
Q2 2025 Reduced 5.09%
$3.45T
$659,000 0.47% of portfolio
3,216
Q2 2025 Reduced 6.51%
$1.14T
$381,000 0.27% of portfolio
2,165
Q4 2024 Reduced 3.05%
$2.32T
$320,000 0.23% of portfolio
1,462
Q2 2025 Reduced 1.35%
$4.63B
$309,000 0.22% of portfolio
3,976
Q2 2025 Reduced 1.05%
$3.77T
$283,000 0.2% of portfolio
569
Q2 2025 Reduced 5.32%
$738B
$263,000 0.19% of portfolio
338
Q4 2023 Added 3,655.56%
$62.5B
$217,000 0.16% of portfolio
812
Q1 2025 Reduced 3.68%
$416B
$208,000 0.15% of portfolio
1,320
Q2 2024 Added 842.86%
$383B
$125,000 0.09% of portfolio
2,655
Q2 2023 Added 48.99%
$220B
$96,000 0.07% of portfolio
249
Q4 2024 Reduced 0.4%
$141B
$90,000 0.06% of portfolio
407
Q4 2024 Reduced 0.25%
$116B
$81,000 0.06% of portfolio
282
Q4 2022 Added 809.68%
$1.17T
$67,000 0.05% of portfolio
380
Q2 2024 Reduced 9.52%
$380B
$75,000 0.05% of portfolio
205
Q4 2024 Reduced 53.2%
$44.3B
$53,000 0.04% of portfolio
100
Q2 2023 New
$855B
$53,000 0.04% of portfolio
185
Q2 2025 Reduced 7.5%
$301B
$37,000 0.03% of portfolio
525
Q2 2022 New
$60B
$36,000 0.03% of portfolio
853
Q2 2022 New
$7.68B
$42,000 0.03% of portfolio
975
Q3 2024 Reduced 13.33%
$42.3B
$44,000 0.03% of portfolio
299
Q2 2024 New
$1.58T
$33,000 0.02% of portfolio
46
Q2 2023 Added 666.67%
$91.6B
$33,000 0.02% of portfolio
101
Q4 2024 Reduced 20.47%
$267B
$31,000 0.02% of portfolio
100
Q2 2023 New
$207B
$29,000 0.02% of portfolio
371
Q2 2025 Reduced 7.94%
$32.9B
$24,000 0.02% of portfolio
273
Q2 2022 New
$182B
$24,000 0.02% of portfolio
283
Q2 2025 Reduced 6.6%
$253B
$10,000 0.01% of portfolio
35
Q4 2023 New
$642B
$15,000 0.01% of portfolio
72
Q2 2023 Added 71.43%
$219B
$11,000 0.01% of portfolio
81
Q2 2023 Added 65.31%
$138B
$7,000 0.01% of portfolio
37
Q2 2023 Added 54.17%
$148B
$17,000 0.01% of portfolio
50
Q2 2023 Added 56.25%
$5.99B
$14,000 0.01% of portfolio
165
Q2 2025 Added 1,400.0%
$95.4B
$9,000 0.01% of portfolio
429
Q2 2022 New
$177B
$9,000 0.01% of portfolio
49
Q3 2023 Reduced 80.32%
$61.8B
$15,000 0.01% of portfolio
194
Q2 2022 New
$220B
$8,000 0.01% of portfolio
28
Q2 2023 Added 86.67%
$113B
$13,000 0.01% of portfolio
50
Q2 2024 Added 900.0%
$93.2B
$11,000 0.01% of portfolio
49
Q2 2023 Added 48.48%
$20.4B
$11,000 0.01% of portfolio
263
Q2 2024 New
$141B
$7,000 0.01% of portfolio
31
Q2 2023 Added 34.78%
$331B
$9,000 0.01% of portfolio
52
Q2 2023 Added 67.74%
$104B
$9,000 0.01% of portfolio
44
Q2 2023 Added 57.14%
$181B
$8,000 0.01% of portfolio
30
Q4 2023 New
$221B
$3,000 0.0% of portfolio
25
Q1 2025 New
$375B
$2,000 0.0% of portfolio
16
Q2 2025 Reduced 38.46%
$31.2B
$0 0.0% of portfolio
71
Q2 2022 New
$220B
$2,000 0.0% of portfolio
21
Q2 2023 New
$95B
$2,000 0.0% of portfolio
39
Q2 2025 Reduced 36.07%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $139 Million
  • Prior Value $133 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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