Horizons Wealth Management Portfolio Holdings

Horizons Wealth Management

  • $133 Million
  • Q1 2025

Horizons Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $13M, Vanguard Ftse Developed Market with a value of $10.8M, Vanguard Specialized Funds Van with a value of $9.96M, Vanguard Mid Cap ETF with a value of $9.45M, and Vanguard Small Cap ETF with a value of $8.59M.

Examining the 13F form we can see an increase of $2.96M in the current position value, from $131M to 133M.

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 $133 Million
ETFs: $127 Million
Technology: $1.81 Million
Financial Services: $1.44 Million
Communication Services: $720,000
Consumer Cyclical: $537,000
Healthcare: $460,000
Industrials: $408,000
Consumer Defensive: $43,000
Other: $44,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $133 Million
  • Prior Value $131 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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