Horizons Wealth Management Portfolio Holdings
Horizons Wealth Management
- $130 Million
- Q3 2024
Horizons Wealth Management has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $130 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $13.3M, Vanguard Ftse Developed Market with a value of $10.9M, Vanguard Specialized Funds Van with a value of $10.1M, Vanguard Mid Cap ETF with a value of $9.35M, and Vanguard Small Cap ETF with a value of $9.12M.
Examining the 13F form we can see an increase of $6.17M in the current position value, from $124M to 130M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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