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CIK: 0001943228
Total reported value
$152.5M
$152.5M
168 檔
34.1%
According to the latest 13F quarterly dataset, Horizons Wealth Management managed an equity portfolio of $152.5M at the end of Q4 2024, spanning 168 distinct U.S. exchange-listed positions.
During Q4 2024, Horizons Wealth Management'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 | VV | Vanguard Large-cap ETF | ETF-Other | 10.47% | -0.48% | +0.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.61% | -0.01% | +0.77% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.31% | +0.13% | +3.45% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.21% | -0.02% | +1.02% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.07% | — | +0.38% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.36% | +0.05% | +3.47% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.09% | +0.05% | +8.50% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.89% | -0.11% | +8.79% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.77% | +0.10% | +12.17% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.68% | +0.07% | +5.74% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.68% | — | +3.10% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.65% | +0.11% | +6.11% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.58% | +0.09% | +5.68% | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.48% | -0.04% | +96.45% | |
| 15 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 2.36% | +0.59% | +22.94% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.93% | -0.03% | +675.08% | |
| 17 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.79% | — | -3.87% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.77% | — | +3.31% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | +0.16% | -3.52% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.06% | -3.03% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.16% | — | +4.09% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.01% | +3.15% | |
| 23 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.90% | -0.03% | +918.59% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.89% | +0.10% | -4.71% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | +27142.86% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | — | +5.69% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.77% | — | +158.43% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.75% | — | +4.21% | |
| 29 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.66% | +0.02% | +293.06% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.02% | +0.29% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.65% | -0.06% | -5.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.09% | -3.97% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.17% | +9.17% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.03% | -4.18% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.02% | +3.18% | |
| 38 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.40% | -0.01% | +249.12% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | -0.04% | -1.48% | |
| 40 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.36% | — | +7.91% | |
| 41 | CRH | CRH plc | Stock-Materials | 0.35% | — | — | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.35% | — | +2.88% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | — | +5.85% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | -0.01% | -0.41% | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.29% | +0.02% | -9.71% | |
| 46 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.28% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | -16.79% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | -3.47% | |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.25% | — | -4.45% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.23% | — | -7.76% |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $152.5M across 168 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VV, VEA, VNQ) accounted for 34.1% of total reported equity market value during Q4 2024.
During Q4 2024, Horizons Wealth Management's top holdings by market value included VV (10.5%)、VEA (7.6%)、VNQ (7.3%). The largest single position, VV, represented 10.5% of total portfolio value.
In Q4 2024, Horizons Wealth Management 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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