Horizon Family Wealth

Latest statistics and disclosures from Horizon Family Wealth's latest quarterly 13F-HR filing:

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Positions held by Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Horizon Family Wealth

Horizon Family Wealth holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 15.6 $23M +9% 212k 110.08
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 9.4 $14M +6% 396k 35.65
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Vanguard Index Fds Growth Etf (VUG) 8.2 $12M -3% 33k 370.82
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.7 $12M +26% 117k 99.49
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Ishares Tr S&p 500 Grwt Etf (IVW) 6.1 $9.1M +2% 98k 92.83
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Vanguard Index Fds Mid Cap Etf (VO) 5.2 $7.7M +14% 30k 258.62
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.7 $5.5M 10k 532.58
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Goldman Sachs Etf Tr Small Cap Core E (GSC) 3.4 $5.1M +14% 109k 46.62
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.1 $4.7M 91k 51.07
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Vanguard Index Fds Small Cp Etf (VB) 3.0 $4.5M +22% 20k 221.75
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Ishares Tr Intl Eqty Factor (INTF) 2.7 $4.0M -3% 130k 30.84
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.4 $3.7M +56% 77k 47.60
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 2.0 $3.1M 51k 59.51
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J P Morgan Exchange Traded F Betabuilders I (BBIN) 1.9 $2.8M +11% 46k 61.50
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $2.1M 22k 91.53
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.2 $1.8M 38k 48.35
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Apple (AAPL) 1.2 $1.8M 8.0k 222.04
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Walt Disney Company (DIS) 1.1 $1.7M +4% 17k 98.72
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Vanguard World Financials Etf (VFH) 1.1 $1.6M NEW 14k 119.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.6M -4% 3.0k 513.94
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 1.0 $1.5M 11k 131.40
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Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.9 $1.4M 30k 46.76
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NVIDIA Corporation (NVDA) 0.9 $1.3M 12k 108.37
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.9 $1.3M 16k 83.28
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Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M -4% 5.4k 206.48
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Amazon (AMZN) 0.6 $953k +6% 5.0k 190.26
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $928k +6% 6.0k 154.62
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Coca-Cola Company (KO) 0.6 $857k NEW 12k 71.60
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Broadcom (AVGO) 0.5 $813k +5% 4.9k 167.42
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Metropcs Communications (TMUS) 0.5 $802k +11% 3.0k 266.36
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Microsoft Corporation (MSFT) 0.5 $745k -6% 2.0k 375.56
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CBOE Holdings (CBOE) 0.4 $668k +14% 3.0k 224.02
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Flexshares Tr Qualt Divd Idx (QDF) 0.4 $646k -6% 9.5k 68.36
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Uber Technologies (UBER) 0.4 $610k +12% 8.4k 72.86
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Intuit (INTU) 0.4 $584k 954.00 611.73
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American Express Company (AXP) 0.4 $573k NEW 2.1k 269.95
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $571k -13% 3.9k 145.99
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Vanguard World Industrial Etf (VIS) 0.4 $555k +55% 2.2k 247.50
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Goldman Sachs (GS) 0.4 $554k +9% 1.0k 545.18
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $551k -8% 5.3k 104.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $544k +8% 3.3k 166.46
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $511k -16% 9.0k 56.85
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American Electric Power Company (AEP) 0.3 $481k +12% 4.4k 110.24
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JPMorgan Chase & Co. (JPM) 0.3 $477k 1.9k 245.58
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $477k +20% 5.8k 82.73
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WNS HLDGS Com Shs (WNS) 0.3 $458k +12% 7.4k 61.49
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Ingredion Incorporated (INGR) 0.3 $451k +14% 3.3k 135.21
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Flexshares Tr M Star Dev Mkt (TLTD) 0.3 $416k +8% 5.6k 74.81
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Wal-Mart Stores (WMT) 0.3 $396k +7% 4.5k 87.81
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Ishares Tr Intl Sel Div Etf (IDV) 0.3 $384k 12k 31.02
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $380k -6% 4.8k 78.55
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Boston Scientific Corporation (BSX) 0.3 $377k +9% 3.7k 100.88
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Johnson Ctls Intl SHS (JCI) 0.2 $354k +10% 4.4k 80.84
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Chart Industries (GTLS) 0.2 $344k +8% 2.4k 144.36
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Lam Research Corp Com New (LRCX) 0.2 $344k +10% 4.7k 72.75
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Hca Holdings (HCA) 0.2 $322k +15% 931.00 345.72
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Adobe Systems Incorporated (ADBE) 0.2 $309k +18% 805.00 383.53
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Astrazeneca Sponsored Adr (AZN) 0.2 $309k +21% 4.2k 73.50
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Deere & Company (DE) 0.2 $300k -29% 634.00 473.77
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Meta Platforms Cl A (META) 0.2 $296k -6% 515.00 575.32
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Palo Alto Networks (PANW) 0.2 $296k +11% 1.7k 170.64
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $274k -21% 3.8k 71.43
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Trane Technologies SHS (TT) 0.2 $248k -13% 725.00 341.40
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Procter & Gamble Company (PG) 0.2 $246k -2% 1.4k 170.51
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Vertiv Holdings Com Cl A (VRT) 0.2 $242k +9% 3.4k 72.21
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Marvell Technology (MRVL) 0.2 $242k +7% 3.9k 61.57
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $232k +7% 4.6k 50.85
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Vanguard Index Fds Value Etf (VTV) 0.2 $231k 1.3k 172.79
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Select Water Solutions Cl A Com (WTTR) 0.1 $222k +13% 21k 10.50
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $221k NEW 322.00 685.33
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Carpenter Technology Corporation (CRS) 0.1 $212k NEW 1.2k 181.22
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $204k 4.1k 50.24
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Ferrari Nv Ord (RACE) 0.1 $200k NEW 468.00 428.04
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Past Filings by Horizon Family Wealth

SEC 13F filings are viewable for Horizon Family Wealth going back to 2021