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
$23.9B
$0 0.0% of portfolio
-
Q4 2024 New
$35.7B
$3,000 0.0% of portfolio
76
Q1 2025 New
$6.46B
$0 0.0% of portfolio
6
Q4 2022 New
$2.5B
$0 0.0% of portfolio
42
Q4 2022 Reduced 6.67%
$195B
$6,000 0.0% of portfolio
229
Q2 2023 Reduced 23.41%
-
$0 0.0% of portfolio
-
Q4 2022 New
$40.6B
$2,000 0.0% of portfolio
37
Q2 2024 Reduced 39.34%
$41.6B
$2,000 0.0% of portfolio
34
Q2 2022 New
$108B
$3,000 0.0% of portfolio
8
Q2 2022 New
$28B
$4,000 0.0% of portfolio
22
Q2 2022 New
$3.62B
$1,000 0.0% of portfolio
24
Q2 2022 New
$237B
$2,000 0.0% of portfolio
17
Q2 2023 New
$0
$2,000 0.0% of portfolio
442
Q2 2022 New
$33.3B
$2,000 0.0% of portfolio
100
Q1 2023 Reduced 73.89%

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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