The Analysis of Horizon Family Wealth, Inc.'s Holdings
Currently, Horizon Family Wealth, Inc. holds 78 types of securities in its portfolio with a total value $174.0M. In the most recent quarter, they have increased their positions in BINV (+78.9K shares, valued at $3.0M), PVAL (+14.7K shares, valued at $626.2K), DINT (+17.6K shares, valued at $491.6K); decreased their positions in GSIE (-68.8K shares, valued at $2.8M), GSLC (-6.2K shares, valued at $804.7K), AVGO (-1.3K shares, valued at $425.3K); initiated new positions in BINV (+78.9K shares, valued at $3.0M), DINT (+17.6K shares, valued at $491.6K), PWB (+2.6K shares, valued at $321.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR138.1K shares-4.28%2025-09-302025-11-07
VUG VANGUARD INDEX FDS33.7K shares-0.15%2025-09-302025-11-07 GSIE GOLDMAN SACHS ETF TR340.7K shares-16.80%2025-09-302025-11-07 BILS SPDR SERIES TRUST124.2K shares2.07%2025-09-302025-11-07 IVW ISHARES TR101.6K shares0.52%2025-09-302025-11-07 VO VANGUARD INDEX FDS29.7K shares0.81%2025-09-302025-11-07 SPYV SPDR SERIES TRUST98.4K shares0.29%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL10.3K shares0.08%2025-09-302025-11-07 VB VANGUARD INDEX FDS20.3K shares0.43%2025-09-302025-11-07 INTF ISHARES TR129.8K shares0.06%2025-09-302025-11-07 GSC GOLDMAN SACHS ETF TR85.3K shares-3.08%2025-09-302025-11-07 PVAL PUTNAM ETF TRUST91.4K shares19.11%2025-09-302025-11-07 PWV INVESCO EXCHANGE TRADED FD T51.9K shares0.45%2025-09-302025-11-07 DIVG INVESCO EXCH TRADED FD TR II102.9K shares0.48%2025-09-302025-11-07 BINV 2023 ETF SERIES TRUST78.9K sharesnew addition2025-09-302025-11-07 BBIN J P MORGAN EXCHANGE TRADED F43.1K shares1.17%2025-09-302025-11-07 VFH VANGUARD WORLD FD19.9K shares0.54%2025-09-302025-11-07 XMHQ INVESCO EXCHANGE TRADED FD T23.2K shares0.03%2025-09-302025-11-07 IJK ISHARES TR25.2K shares5.51%2025-09-302025-11-07 SHM SPDR SERIES TRUST46.3K shares1.88%2025-09-302025-11-07 NVDA NVIDIA CORPORATION11.9K shares-3.42%2025-09-302025-11-07 DIS DISNEY WALT CO17.5K shares0.43%2025-09-302025-11-07 AAPL APPLE INC7.7K shares-3.68%2025-09-302025-11-07 ISTB ISHARES TR38.2K shares1.97%2025-09-302025-11-07 VOO VANGUARD INDEX FDS3.0K shares0.30%2025-09-302025-11-07 FTC FIRST TR EXCHANGE-TRADED ALP10.2K shares0.06%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR5.4K shares0.37%2025-09-302025-11-07 GOOGL ALPHABET INC5.9K shares-1.28%2025-09-302025-11-07 RZG INVESCO EXCHANGE TRADED FD T23.0K shares5.83%2025-09-302025-11-07 AMZN AMAZON COM INC5.0K shares0.00%2025-09-302025-11-07 AVGO BROADCOM INC3.1K shares-29.36%2025-09-302025-11-07 MSFT MICROSOFT CORP1.9K shares-4.77%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares-0.18%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC1.0K shares1.27%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC8.4K shares0.24%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T11.2K shares0.30%2025-09-302025-11-07 QDF FLEXSHARES TR9.5K shares0.41%2025-09-302025-11-07 IJR ISHARES TR6.3K shares0.35%2025-09-302025-11-07 CBOE CBOE GLOBAL MKTS INC3.0K shares0.30%2025-09-302025-11-07 KO COCA COLA CO10.9K shares0.70%2025-09-302025-11-07 KRE SPDR SERIES TRUST11.3K shares0.51%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO2.1K shares0.23%2025-09-302025-11-07 INTU INTUIT946 shares0.11%2025-09-302025-11-07 LRCX LAM RESEARCH CORP4.8K shares0.23%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.2.0K shares0.51%2025-09-302025-11-07 WNS WNS HLDGS LTD7.4K shares0.00%2025-09-302025-11-07 TMUS T-MOBILE US INC2.2K shares-24.51%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR3.7K shares0.41%2025-09-302025-11-07 VRT VERTIV HOLDINGS CO3.4K shares0.03%2025-09-302025-11-07 DINT DAVIS FUNDAMENTAL ETF TR17.6K sharesnew addition2025-09-302025-11-07 SHY ISHARES TR5.8K shares1.86%2025-09-302025-11-07 GTLS CHART INDS INC2.4K shares0.00%2025-09-302025-11-07 WMT WALMART INC4.5K shares0.24%2025-09-302025-11-07 VIS VANGUARD WORLD FD1.6K shares0.38%2025-09-302025-11-07 IYG ISHARES TR5.2K shares5.72%2025-09-302025-11-07 IDV ISHARES TR12.7K shares0.61%2025-09-302025-11-07 EFAV ISHARES TR5.1K shares0.00%2025-09-302025-11-07 INGR INGREDION INC3.4K shares0.60%2025-09-302025-11-07 HCA HCA HEALTHCARE INC935 shares0.21%2025-09-302025-11-07 META META PLATFORMS INC526 shares3.75%2025-09-302025-11-07 BSX BOSTON SCIENTIFIC CORP3.8K shares0.88%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC1.7K shares0.00%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC3.0K shares0.84%2025-09-302025-11-07 MRVL MARVELL TECHNOLOGY INC3.9K shares0.08%2025-09-302025-11-07 AZN ASTRAZENECA PLC4.2K shares0.62%2025-09-302025-11-07 PWB INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2025-09-302025-11-07 IMCG ISHARES TR3.9K shares0.18%2025-09-302025-11-07 ASML ASML HOLDING N V324 shares0.62%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC731 shares0.55%2025-09-302025-11-07 DE DEERE & CO638 shares0.31%2025-09-302025-11-07 CRS CARPENTER TECHNOLOGY CORP1.2K shares0.09%2025-09-302025-11-07 UNP UNION PAC CORP1.2K shares-0.59%2025-09-302025-11-07 IMFL INVESCO EXCH TRD SLF IDX FD9.1K sharesnew addition2025-09-302025-11-07 JMST J P MORGAN EXCHANGE TRADED F4.6K shares0.24%2025-09-302025-11-07 RACE FERRARI N V471 shares0.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO1.5K shares0.69%2025-09-302025-11-07 TSLA TESLA INC487 sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available