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CIK: 0001910660
Total reported value
$219.1M
$219.1M
73 檔
32.2%
According to the latest 13F quarterly dataset, Horizon Family Wealth, Inc. managed an equity portfolio of $219.1M at the end of Q1 2025, spanning 73 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 15.57% | -1.11% | +9.45% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 9.41% | -0.54% | +6.90% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.20% | -0.79% | -3.48% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 7.74% | +0.37% | +26.17% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.06% | +0.21% | +2.39% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.15% | -0.18% | +14.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.66% | -0.37% | -1.39% | |
| 8 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 3.38% | — | +14.80% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.10% | -0.17% | -0.63% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.99% | -0.03% | +22.79% | |
| 11 | INTF | Ishares International Equity | ETF-Other | 2.66% | -0.19% | -3.29% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.45% | -0.39% | +56.54% | |
| 13 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.04% | -0.11% | +0.69% | |
| 14 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.87% | -0.15% | +11.39% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.37% | -0.09% | -0.87% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.23% | -0.13% | -0.09% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.01% | +0.71% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | -0.16% | +4.07% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.08% | +0.08% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.25% | -4.97% | |
| 21 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.99% | +0.08% | +0.03% | |
| 22 | RZG | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.92% | +0.27% | +1.14% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.15% | -0.74% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.88% | +0.05% | +1.94% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.13% | -4.04% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.02% | +6.57% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.02% | +6.65% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.04% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | +5.13% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.07% | +11.72% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.16% | -6.19% | |
| 32 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.45% | -0.12% | +14.43% | |
| 33 | QDF | Flexshares Quality Dividend | ETF-Other | 0.43% | — | -6.24% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.01% | +12.47% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.11% | -0.31% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.38% | +0.01% | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | -0.03% | -13.27% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.05% | +9.47% | |
| 39 | VIS | Vanguard Industrials ETF | ETF-Other | 0.37% | -0.01% | +55.51% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.02% | -8.91% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.12% | +8.72% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.34% | — | -16.87% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.01% | +20.80% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.29% | -1.67% | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.32% | -0.01% | +12.66% | |
| 46 | ✓ | Wns Holdings LTD | Stock-Other | 0.31% | — | +12.77% | |
| 47 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.30% | -0.06% | +14.11% | |
| 48 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.28% | — | +8.67% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.04% | +7.63% | |
| 50 | IDV | Ishares International Select | ETF-Other | 0.26% | -0.05% | -0.35% |
According to official SEC Form 13F filings, Horizon Family Wealth, Inc. reported a total U.S. public equity portfolio value of $219.1M across 73 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, GSIE, VUG) accounted for 32.2% of total reported equity market value during Q1 2025.
During Q1 2025, Horizon Family Wealth, Inc.'s top holdings by market value included GSLC (15.6%)、GSIE (9.4%)、VUG (8.2%). The largest single position, GSLC, represented 15.6% of total portfolio value.
In Q1 2025, 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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