Horizon Family Wealth, Inc. Top Holdings and 13F Report (2025) About Horizon Family Wealth, Inc.Investment ActivityHorizon Family Wealth, Inc. has $149.98 million in total holdings as of March 31, 2025.Horizon Family Wealth, Inc. owns shares of 73 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Horizon Family Wealth, Inc. has purchased 81 new stocks and bought additional shares in 44 stocks.Horizon Family Wealth, Inc. sold shares of 23 stocks and completely divested from 14 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $23,351,280Goldman Sachs ActiveBeta International Equity ETF $14,120,862Vanguard Growth ETF $12,297,781SPDR Bloomberg 3-12 Month T-Bill ETF $11,609,119iShares S&P 500 Growth ETF $9,085,173 Largest New Holdings this Quarter 92204A405 - Vanguard Financials ETF $1,624,384 Holding191216100 - Coca-Cola $857,037 Holding025816109 - American Express $570,727 HoldingN07059210 - ASML $213,386 Holding144285103 - Carpenter Technology $212,023 Holding Largest Purchases this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 24,206 shares (about $2.41M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 18,320 shares (about $2.02M)Vanguard Financials ETF 13,597 shares (about $1.62M)SPDR Nuveen Barclays Short Term Municipal Bond ETF 27,885 shares (about $1.33M)Vanguard Mid-Cap ETF 3,785 shares (about $978.89K) Largest Sales this Quarter Vanguard Growth ETF 1,197 shares (about $443.87K)iShares International Equity Factor ETF 4,409 shares (about $135.97K)Deere & Company 271 shares (about $127.26K)SPDR S&P Regional Banking ETF 1,826 shares (about $103.81K)Health Care Select Sector SPDR Fund 598 shares (about $87.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizon Family Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$23,351,280$2,016,666 ▲9.5%212,13015.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$14,120,862$911,107 ▲6.9%396,0979.4%ETFVUGVanguard Growth ETF$12,297,781$443,868 ▼-3.5%33,1648.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,609,119$2,408,261 ▲26.2%116,6867.7%ETFIVWiShares S&P 500 Growth ETF$9,085,173$212,302 ▲2.4%97,8696.1%ETFVOVanguard Mid-Cap ETF$7,725,822$978,885 ▲14.5%29,8735.2%ETFBRK.BBerkshire Hathaway$5,486,107$77,224 ▼-1.4%10,3013.7%FinanceGOLDMAN SACHS ETF TR$5,072,209$653,752 ▲14.8%108,7993.4%SMALL CAP CORE ESPYVSPDR Portfolio S&P 500 Value ETF$4,654,679$29,518 ▼-0.6%91,1433.1%ETFVBVanguard Small-Cap ETF$4,482,536$832,021 ▲22.8%20,2143.0%ETFINTFiShares International Equity Factor ETF$3,995,613$135,974 ▼-3.3%129,5592.7%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$3,674,863$1,327,326 ▲56.5%77,2032.5%FinancePWVInvesco Large Cap Value ETF$3,052,833$20,769 ▲0.7%51,2992.0%ETFBBINJPMorgan BetaBuilders International Equity ETF$2,804,548$286,857 ▲11.4%45,5991.9%ETFXMHQInvesco S&P MidCap Quality ETF$2,050,016$18,032 ▼-0.9%22,3971.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,837,973$1,596 ▼-0.1%38,0141.2%ManufacturingAAPLApple$1,767,678$12,439 ▲0.7%7,9581.2%Computer and TechnologyDISWalt Disney$1,717,577$67,116 ▲4.1%17,4021.1%Consumer DiscretionaryVFHVanguard Financials ETF$1,624,384$1,624,384 ▲New Holding13,5971.1%ETFVOOVanguard S&P 500 ETF$1,554,154$81,202 ▼-5.0%3,0241.0%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$1,478,474$394 ▲0.0%11,2521.0%ETFRZGInvesco S&P SmallCap 600 Pure Growth ETF$1,386,984$15,664 ▲1.1%29,6630.9%ETFNVDANVIDIA$1,332,802$9,971 ▼-0.7%12,2980.9%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$1,318,756$25,068 ▲1.9%15,8350.9%ETFXLKTechnology Select Sector SPDR Fund$1,108,187$46,665 ▼-4.0%5,3670.7%ETFAMZNAmazon.com$953,393$58,790 ▲6.6%5,0110.6%Retail/WholesaleGOOGLAlphabet$927,952$57,833 ▲6.6%6,0010.6%Computer and TechnologyKOCoca-Cola$857,037$857,037 ▲New Holding11,9670.6%Consumer StaplesAVGOBroadcom$813,357$39,680 ▲5.1%4,8580.5%Computer and TechnologyTMUST-Mobile US$803,391$84,287 ▲11.7%3,0120.5%Computer and TechnologyMSFTMicrosoft$744,761$49,175 ▼-6.2%1,9840.5%Computer and TechnologyCBOECboe Global Markets$674,523$85,079 ▲14.4%2,9810.4%Financial ServicesQDFFlexShares Quality Dividend Index Fund$646,433$43,000 ▼-6.2%9,4560.4%ETFUBERUber Technologies$609,692$67,614 ▲12.5%8,3680.4%Computer and TechnologyINTUIntuit$585,400$1,841 ▼-0.3%9540.4%Computer and TechnologyAXPAmerican Express$570,727$570,727 ▲New Holding2,1210.4%FinanceXLVHealth Care Select Sector SPDR Fund$570,544$87,304 ▼-13.3%3,9080.4%ETFGSThe Goldman Sachs Group$555,698$48,084 ▲9.5%1,0170.4%FinanceVISVanguard Industrials ETF$555,384$198,245 ▲55.5%2,2440.4%ETFIJRiShares Core S&P Small-Cap ETF$550,605$53,858 ▼-8.9%5,2650.4%ETFTSMTaiwan Semiconductor Manufacturing$542,250$43,500 ▲8.7%3,2660.4%Computer and TechnologyKRESPDR S&P Regional Banking ETF$511,428$103,809 ▼-16.9%8,9960.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$477,159$82,146 ▲20.8%5,7680.3%ManufacturingJPMJPMorgan Chase & Co.$476,920$8,096 ▼-1.7%1,9440.3%FinanceAEPAmerican Electric Power$476,489$53,550 ▲12.7%4,3600.3%UtilitiesWNS HLDGS LTD$457,609$51,836 ▲12.8%7,4420.3%COM SHSINGRIngredion$450,517$55,706 ▲14.1%3,3320.3%Consumer StaplesTLTDFlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund$415,506$33,142 ▲8.7%5,5540.3%ETFWMTWalmart$396,113$28,093 ▲7.6%4,5120.3%Retail/WholesaleIDViShares International Select Dividend ETF$383,522$1,334 ▼-0.3%12,3640.3%ETFIYGiShares U.S. Financial Services ETF$380,081$26,313 ▼-6.5%4,8390.3%ETFBSXBoston Scientific$376,989$31,575 ▲9.1%3,7370.3%MedicalJCIJohnson Controls International$350,371$34,693 ▲11.0%4,3730.2%ConstructionGTLSChart Industries$343,866$26,707 ▲8.4%2,3820.2%IndustrialsLAM RESEARCH CORP$343,460$33,953 ▲11.0%4,7240.2%COM NEWHCAHCA Healthcare$321,867$42,178 ▲15.1%9310.2%MedicalADBEAdobe$308,742$48,325 ▲18.6%8050.2%Computer and TechnologyAZNAstraZeneca$308,474$54,389 ▲21.4%4,1970.2%MedicalDEDeere & Company$297,717$127,258 ▼-29.9%6340.2%IndustrialsMETAMeta Platforms$296,466$20,148 ▼-6.4%5150.2%Computer and TechnologyPANWPalo Alto Networks$296,060$29,521 ▲11.1%1,7350.2%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$274,146$75,929 ▼-21.7%3,8380.2%ETFPGProcter & Gamble$245,567$6,305 ▼-2.5%1,4410.2%Consumer StaplesTTTrane Technologies$244,534$36,764 ▼-13.1%7250.2%ConstructionVRTVertiv$241,976$21,013 ▲9.5%3,3510.2%Computer and TechnologyMRVLMarvell Technology$241,471$15,885 ▲7.0%3,9220.2%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$231,981$15,713 ▲7.3%4,5620.2%ETFVTVVanguard Value ETF$231,194$1,210 ▲0.5%1,3380.2%ETFWTTRSelect Water Solutions$222,316$27,289 ▲14.0%21,1730.1%Business ServicesASMLASML$213,386$213,386 ▲New Holding3220.1%Computer and TechnologyCRSCarpenter Technology$212,023$212,023 ▲New Holding1,1700.1%Basic MaterialsMEARiShares Short Maturity Municipal Bond Active ETF$203,518$201 ▲0.1%4,0510.1%ETFRACEFerrari$200,324$200,324 ▲New Holding4680.1%Auto/Tires/TrucksKRKroger$0$1,590,330 ▼-100.0%00.0%Retail/WholesaleNJRNew Jersey Resources$0$1,492,800 ▼-100.0%00.0%UtilitiesJNJJohnson & Johnson$0$1,485,511 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$1,141,016 ▼-100.0%00.0%EnergyEQREquity Residential$0$733,960 ▼-100.0%00.0%FinanceUDRUDR$0$726,919 ▼-100.0%00.0%FinanceVEUVanguard FTSE All-World ex-US ETF$0$527,024 ▼-100.0%00.0%ETFGNRCGenerac$0$465,150 ▼-100.0%00.0%IndustrialsCORCencora$0$376,045 ▼-100.0%00.0%MedicalPWBInvesco Large Cap Growth ETF$0$327,919 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$290,971 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$289,816 ▼-100.0%00.0%ETFWBAWalgreens Boots Alliance$0$223,920 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$204,747 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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