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.

Portfolio value $130 Million
ETFs: $124 Million
Technology: $2.1 Million
Financial Services: $1.26 Million
Communication Services: $795,000
Consumer Cyclical: $660,000
Healthcare: $521,000
Industrials: $187,000
Real Estate: $47,000
Other: $46,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.73B
$47,000 0.04% of portfolio
975
Q3 2024 Reduced 13.33%
$3.89B
$0 0.0% of portfolio
42
Q4 2022 Reduced 6.67%
$6.54B
$0 0.0% of portfolio
6
Q4 2022 New
$3.72B
$1,000 0.0% of portfolio
24
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $130 Million
  • Prior Value $124 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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