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Horizons Wealth Management

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

Top 5 stock holdings are VV, VEA, VNQ, VO, VB, and represent 39.66% of Horizons Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSJQ, BSCU, SPY, BSCV, IBTH, SCHP, CMDY, CRH, BND, BNDX.
Started 4 new stock positions in BSJT, CRH, IBTI, Arista Networks.
Reduced shares in these 10 stocks: Bsco etf, Inv Bulletshs 2024 Etf etf/closed end-, Ishares Ibonds Dec 2024 Term T, Invesco Bulletshares 2024 Mu buls, Ishares Tr ibnd dec24 etf, BSJP, HD, ANET, VOO, EFA.
Sold out of its positions in ANET, Invesco Bulletshares 2024 Mu buls, Inv Bulletshs 2024 Etf etf/closed end-, Bsco etf, Ishares Tr ibnd dec24 etf, Ishares Ibonds Dec 2024 Term T, PFE, BITO.
Horizons Wealth Management was a net buyer of stock by $4.6M.
Horizons Wealth Management has $131M in assets under management (AUM), dropping by 0.73%.
Central Index Key (CIK): 0001943228

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Portfolio Holdings for Horizons Wealth Management

Horizons Wealth Management holds 168 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.5	$14M		51k	269.70	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.6	$10M		209k	47.82	View chart
Vanguard Real Estate Etf Etf (VNQ)	7.3	$9.6M	+3%	108k	89.07	View chart
Vanguard Mid-cap Etf Etf (VO)	7.2	$9.5M		36k	264.13	View chart
Vanguard Small-cap Etf Etf (VB)	7.1	$9.3M		39k	240.28	View chart
Ishares Tips Bond Etf Etf (TIP)	4.4	$5.7M	+3%	54k	106.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.1	$5.4M	+8%	75k	71.91	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.9	$5.1M	+8%	104k	49.05	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	2.8	$3.6M	+12%	198k	18.34	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	2.7	$3.5M	+5%	181k	19.43	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	2.7	$3.5M	+3%	170k	20.65	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.7	$3.5M	+6%	173k	20.13	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	2.6	$3.4M	+5%	173k	19.48	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	2.5	$3.3M	+96%	199k	16.37	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	2.4	$3.1M	+22%	65k	47.58	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	1.9	$2.5M	+675%	109k	23.27	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	1.8	$2.4M	-3%	102k	23.07	View chart
Vanguard Long-term Bond Etf Etf (BLV)	1.8	$2.3M	+3%	34k	68.43	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.4	$1.8M	-3%	24k	75.61	View chart
Apple Stock (AAPL)	1.2	$1.6M	-3%	6.4k	250.42	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	1.2	$1.5M	+4%	37k	40.67	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.9	$1.2M	+3%	13k	96.90	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	0.9	$1.2M	+918%	74k	16.05	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.9	$1.2M	-4%	24k	49.92	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$1.1M	+27142%	1.9k	586.14	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.8	$1.1M	+5%	47k	22.81	View chart
Schwab Us Tips Etf Etf (SCHP)	0.8	$1.0M	+158%	39k	25.83	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.8	$984k	+4%	42k	23.32	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.7	$870k	+293%	39k	22.20	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$870k		7.5k	115.22	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.7	$855k	-5%	14k	60.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$770k	-3%	4.1k	189.30	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$752k		12k	62.31	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$750k	+9%	1.7k	453.28	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$715k	-4%	1.2k	588.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$617k		3.5k	175.23	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$536k	+3%	1.9k	289.81	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.4	$528k	+249%	24k	21.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$478k		934.00	511.23	View chart
Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT)	0.4	$472k	+7%	21k	22.94	View chart
Crh Plc Ord Stock (CRH)	0.4	$463k	NEW	5.0k	92.52	View chart
Invesco Bulletshares 2028 Municipal Bond Etf Etf (BSMS)	0.3	$454k	+2%	19k	23.33	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$452k	+5%	9.0k	50.13	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$391k		8.9k	44.04	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.3	$376k	-9%	9.5k	39.56	View chart
Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR)	0.3	$372k		16k	23.60	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$366k	-16%	679.00	538.81	View chart
Amazon Stock (AMZN)	0.3	$335k	-3%	1.5k	219.39	View chart
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP)	0.2	$323k	-4%	13k	24.51	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.2	$308k	-7%	12k	25.05	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$306k	-7%	13k	24.07	View chart
Invesco Bulletshares 2026 Municipal Bond Etf Etf (BSMQ)	0.2	$305k		13k	23.57	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$294k		732.00	401.58	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$280k	-6%	2.2k	128.82	View chart
Eli Lilly & Co Stock (LLY)	0.2	$261k		338.00	772.00	View chart
Microsoft Corp Stock (MSFT)	0.2	$253k		601.00	421.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$239k		2.7k	88.40	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.2	$239k	-12%	6.6k	36.08	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$216k	+100%	8.3k	25.86	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$207k	+12%	8.6k	23.96	View chart
Travelers Companies Stock (TRV)	0.2	$203k		843.00	240.89	View chart
Nvidia Corporation Stock (NVDA)	0.1	$177k		1.3k	134.29	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$171k	-5%	2.1k	81.98	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.1	$165k	-4%	3.3k	49.40	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.1	$159k	+91%	7.1k	22.40	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$143k		1.9k	76.14	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$137k		2.9k	46.44	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$125k	+73%	2.4k	52.23	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$121k	-23%	546.00	220.96	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$118k		2.8k	42.05	View chart
Ishares Gold Trust Etf (IAU)	0.1	$117k	-3%	2.4k	49.51	View chart
Bank America Corp Stock (BAC)	0.1	$117k		2.7k	43.95	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$112k		850.00	132.10	View chart
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO)	0.1	$110k		1.6k	68.94	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$101k	-37%	1.0k	100.60	View chart
Lowes Cos Stock (LOW)	0.1	$100k		407.00	246.80	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$93k		164.00	569.58	View chart
Caterpillar Stock (CAT)	0.1	$90k		249.00	362.76	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.1	$89k	+85%	4.1k	21.68	View chart
Arista Networks Stock	0.1	$88k	NEW	800.00	110.53	View chart
Home Depot Stock (HD)	0.1	$80k	-53%	205.00	388.99	View chart
Chubb Stock (CB)	0.1	$78k		282.00	276.30	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$77k		1.2k	62.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$72k		380.00	190.44	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$65k		1.3k	48.42	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$60k		1.3k	46.19	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$58k		1.0k	57.41	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$56k		648.00	86.89	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$55k		170.00	322.16	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$54k		426.00	126.75	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$54k	-19%	225.00	239.71	View chart
Unitedhealth Group Stock (UNH)	0.0	$51k		100.00	505.86	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$48k		77.00	621.81	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$47k		360.00	131.29	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$45k		832.00	53.94	View chart
Deere & Co Stock (DE)	0.0	$45k		105.00	423.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$44k		222.00	195.83	View chart
Idexx Labs Stock (IDXX)	0.0	$41k		100.00	413.44	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$41k		122.00	334.25	View chart
Yum Brands Stock (YUM)	0.0	$40k		299.00	134.16	View chart
Merck & Co Stock (MRK)	0.0	$40k		403.00	99.48	View chart
Nnn Reit Reit (NNN)	0.0	$40k		975.00	40.85	View chart
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)	0.0	$40k	NEW	1.9k	21.39	View chart
Truist Finl Corp Stock (TFC)	0.0	$37k		853.00	43.38	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$37k		270.00	135.37	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$36k		279.00	129.34	View chart
Coca Cola Stock (KO)	0.0	$33k		525.00	62.26	View chart
The Cigna Group Stock (CI)	0.0	$28k	-20%	101.00	276.14	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$27k		46.00	585.50	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$25k		384.00	65.79	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$25k		273.00	92.35	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$24k		777.00	31.43	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$23k		2.0k	11.38	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$23k	NEW	1.1k	21.90	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$23k		321.00	70.28	View chart
Ishares Silver Trust Etf (SLV)	0.0	$21k	-9%	812.00	26.33	View chart
Citigroup Stock (C)	0.0	$21k	-28%	303.00	70.39	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$17k		498.00	34.13	View chart
Eaton Corp Stock (ETN)	0.0	$17k		50.00	331.88	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$16k		100.00	164.17	View chart
Metlife Stock (MET)	0.0	$16k		194.00	81.88	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$14k		555.00	25.31	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$14k		158.00	87.90	View chart
Oreilly Automotive Stock (ORLY)	0.0	$13k		11.00	1185.82	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$13k		50.00	253.70	View chart
Yum China Hldgs Stock (YUMC)	0.0	$13k		263.00	48.17	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$12k		129.00	93.06	View chart
Oracle Corp Stock (ORCL)	0.0	$12k		72.00	166.64	View chart
Broadcom Stock (AVGO)	0.0	$12k		50.00	231.84	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$11k		30.00	351.80	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$9.9k		49.00	201.80	View chart
Rtx Corporation Stock (RTX)	0.0	$9.4k		81.00	115.72	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$9.3k		44.00	212.41	View chart
Abbvie Stock (ABBV)	0.0	$9.2k		52.00	177.69	View chart
Texas Instrs Stock (TXN)	0.0	$9.2k		49.00	187.51	View chart
Intel Corp Stock (INTC)	0.0	$8.6k		429.00	20.05	View chart
Danaher Corporation Stock (DHR)	0.0	$8.5k		37.00	229.54	View chart
Mcdonalds Corp Stock (MCD)	0.0	$8.1k		28.00	289.89	View chart
International Business Machs Stock (IBM)	0.0	$7.7k		35.00	219.83	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$7.4k		164.00	44.92	View chart
Blackrock Stock (BLK)	0.0	$7.2k		7.00	1025.14	View chart
Union Pac Corp Stock (UNP)	0.0	$7.1k		31.00	228.03	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.0	$5.7k	+2%	152.00	37.30	View chart
At&t Stock (T)	0.0	$5.2k		229.00	22.77	View chart
Spdr Gold Shares Etf (GLD)	0.0	$5.1k		21.00	242.14	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$4.6k	-57%	25.00	185.12	View chart
Nike Inc Cl B Stock (NKE)	0.0	$4.6k		61.00	75.67	View chart
Procter And Gamble Stock (PG)	0.0	$4.4k		26.00	167.65	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$4.1k		22.00	186.68	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.0k		7.00	572.57	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.9k		8.00	486.00	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$3.8k		36.00	106.03	View chart
Conocophillips Stock (COP)	0.0	$3.3k		33.00	99.18	View chart
Blackrock Munivest Cef (MVF)	0.0	$3.1k		442.00	7.04	View chart
Linde Stock (LIN)	0.0	$2.9k		7.00	418.71	View chart
Sysco Corp Stock (SYY)	0.0	$2.8k		37.00	76.46	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$2.5k		100.00	24.92	View chart
Abbott Labs Stock (ABT)	0.0	$2.4k		21.00	113.10	View chart
Morgan Stanley Stock (MS)	0.0	$2.1k		17.00	125.71	View chart
Microchip Technology Stock (MCHP)	0.0	$1.9k		34.00	57.35	View chart
Veralto Corp Stock (VLTO)	0.0	$1.2k		12.00	101.83	View chart
Brighthouse Finl Stock (BHF)	0.0	$1.2k		24.00	48.04	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$1.0k		13.00	78.62	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$750.001400		71.00	10.56	View chart
Organon & Co Stock (OGN)	0.0	$627.001200		42.00	14.93	View chart
Strive U.s. Energy Etf Etf (DRLL)	0.0	$518.000800		19.00	27.26	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$205.000200		9.00	22.78	View chart
Stag Indl Reit (STAG)	0.0	$202.999800		6.00	33.83	View chart

Past Filings by Horizons Wealth Management

SEC 13F filings are viewable for Horizons Wealth Management going back to 2022

Horizons Wealth Management 2024 Q4 filed Jan. 7, 2025
Horizons Wealth Management 2024 Q3 filed Oct. 8, 2024
Horizons Wealth Management 2024 Q2 filed July 22, 2024
Horizons Wealth Management 2024 Q1 filed April 3, 2024
Horizons Wealth Management 2023 Q3 filed Oct. 12, 2023
Horizons Wealth Management 2023 Q2 filed July 3, 2023
Horizons Wealth Management 2023 Q1 filed April 6, 2023
Horizons Wealth Management 2022 Q4 filed Jan. 3, 2023
Horizons Wealth Management 2022 Q3 filed Oct. 4, 2022
Horizons Wealth Management 2022 Q2 filed Aug. 19, 2022

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