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CIK: 0001910660
Total reported value
$219.1M
$219.1M
76 檔
29.7%
During the Q1 2024 filing period, Horizon Family Wealth, Inc. (CIK: 0001910660) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $219.1M across 76 reported positions.
During Q1 2024, Horizon Family Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 16.73% | -1.11% | -0.78% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.68% | -0.79% | -5.00% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 9.61% | -0.54% | +6.09% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.48% | +0.21% | -3.50% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.61% | -0.18% | -47.83% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.62% | -0.17% | +1.20% | |
| 7 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 3.43% | — | — | |
| 8 | INTF | Ishares International Equity | ETF-Other | 2.81% | -0.19% | -0.15% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.78% | +0.02% | -8.15% | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.71% | +0.37% | +211.87% | |
| 11 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.19% | -0.11% | +0.47% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.86% | — | +53.85% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.72% | — | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.48% | +0.13% | +6.96% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.48% | -0.03% | +3.62% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.25% | +3.97% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.19% | -0.13% | +0.64% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.01% | -5.26% | |
| 19 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.13% | +0.08% | +0.01% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | — | -55.59% | |
| 21 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.94% | — | +0.68% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.93% | +0.05% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.15% | +81.03% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.37% | +0.68% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.16% | +0.14% | |
| 26 | QDF | Flexshares Quality Dividend | ETF-Other | 0.69% | — | +0.30% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.65% | -0.39% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.02% | +0.90% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.02% | +2.00% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.59% | -0.03% | -24.67% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.03% | -18.91% | |
| 32 | EQR | Equity Residential | Stock-Real Estate | 0.48% | — | +1.08% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.48% | -0.11% | +0.53% | |
| 34 | UDR | Udr Inc | Stock-Real Estate | 0.47% | — | +1.13% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.01% | -1.50% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | — | — | |
| 37 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.41% | — | +25.40% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | -0.16% | +1.97% | |
| 39 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.35% | — | +3.80% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.33% | -0.07% | +1.78% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.33% | — | +0.39% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.12% | +0.36% | |
| 43 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.32% | +0.10% | NEW | |
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.31% | — | +1.23% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.29% | +0.20% | |
| 46 | COR | Cencora Inc | Stock-Healthcare | 0.30% | — | +1.38% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.05% | +1.80% | |
| 48 | FTA | First Trust L C Val Alp | ETF-Other | 0.28% | — | +0.38% | |
| 49 | VIS | Vanguard Industrials ETF | ETF-Other | 0.27% | -0.01% | — | |
| 50 | IDV | Ishares International Select | ETF-Other | 0.26% | -0.05% | +0.63% |
According to official SEC Form 13F filings, Horizon Family Wealth, Inc. reported a total U.S. public equity portfolio value of $219.1M across 76 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, GSIE) accounted for 29.7% of total reported equity market value during Q1 2024.
During Q1 2024, Horizon Family Wealth, Inc.'s top holdings by market value included GSLC (16.7%)、VUG (10.7%)、GSIE (9.6%). The largest single position, GSLC, represented 16.7% of total portfolio value.
In Q1 2024, Horizon Family Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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