Horizon Family Wealth, Inc. Top Holdings and 13F Report (2025) About Horizon Family Wealth, Inc.Investment ActivityHorizon Family Wealth, Inc. has $163.93 million in total holdings as of June 30, 2025.Horizon Family Wealth, Inc. owns shares of 76 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 7.98% of the portfolio was sold this quarter.This quarter, Horizon Family Wealth, Inc. has purchased 73 new stocks and bought additional shares in 42 stocks.Horizon Family Wealth, Inc. sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $17,514,483Goldman Sachs ActiveBeta International Equity ETF $16,243,754Vanguard Growth ETF $14,777,575SPDR Bloomberg 3-12 Month T-Bill ETF $12,093,762iShares S&P 500 Growth ETF $11,126,579 Largest New Holdings this Quarter 46138G458 - INVESCO EXCH TRADED FD TR II $3,185,042 Holding746729300 - Putnam Focused Large Cap Value ETF $3,086,566 Holding46137V241 - Invesco S&P 500 Quality ETF $796,180 Holding21037T109 - Constellation Energy $513,251 Holding46429B689 - iShares MSCI EAFE Min Vol Factor ETF $427,613 Holding Largest Purchases this Quarter INVESCO EXCH TRADED FD TR II 102,380 shares (about $3.19M)Putnam Focused Large Cap Value ETF 76,723 shares (about $3.09M)Invesco S&P 500 Quality ETF 11,173 shares (about $796.18K)Vanguard Financials ETF 6,186 shares (about $787.47K)iShares S&P Mid-Cap 400 Growth ETF 8,046 shares (about $732.02K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 67,835 shares (about $8.23M)SPDR Nuveen ICE Short Term Municipal Bond ETF 31,752 shares (about $1.52M)GOLDMAN SACHS ETF TR 20,776 shares (about $1.05M)Invesco S&P SmallCap 600 Pure Growth ETF 7,896 shares (about $399.25K)JPMorgan BetaBuilders International Equity ETF 3,024 shares (about $204.12K) 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$17,514,483$8,233,792 ▼-32.0%144,29510.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$16,243,754$534,538 ▲3.4%409,5759.9%ETFVUGVanguard Growth ETF$14,777,575$238,489 ▲1.6%33,7089.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$12,093,762$491,681 ▲4.2%121,6317.4%ETFIVWiShares S&P 500 Growth ETF$11,126,579$351,218 ▲3.3%101,0596.8%ETFVOVanguard Mid-Cap ETF$8,247,388$111,931 ▼-1.3%29,4735.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,137,683$367,269 ▲7.7%98,1603.1%ETFBRK.BBerkshire Hathaway$5,000,030$3,886 ▼-0.1%10,2933.1%FinanceVBVanguard Small-Cap ETF$4,788,742$1,659 ▼0.0%20,2072.9%ETFGOLDMAN SACHS ETF TR$4,442,618$1,048,588 ▼-19.1%88,0232.7%SMALL CAP EQUITYINTFiShares International Equity Factor ETF$4,442,024$7,223 ▲0.2%129,7702.7%ETFPWVInvesco Large Cap Value ETF$3,210,370$22,681 ▲0.7%51,6642.0%ETFINVESCO EXCH TRADED FD TR II$3,185,042$3,185,042 ▲New Holding102,3801.9%S&P 500 HIGH DIVPVALPutnam Focused Large Cap Value ETF$3,086,566$3,086,566 ▲New Holding76,7231.9%ETFBBINJPMorgan BetaBuilders International Equity ETF$2,873,801$204,119 ▼-6.6%42,5751.8%ETFVFHVanguard Financials ETF$2,518,335$787,465 ▲45.5%19,7831.5%ETFXMHQInvesco S&P MidCap Quality ETF$2,279,842$79,574 ▲3.6%23,2071.4%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,173,944$1,518,714 ▼-41.1%45,4511.3%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$2,172,673$732,018 ▲50.8%23,8811.3%ETFDISWalt Disney$2,158,269$248 ▲0.0%17,4041.3%Consumer DiscretionaryNVDANVIDIA$1,946,692$3,792 ▲0.2%12,3221.2%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$1,824,307$25,054 ▼-1.4%37,4991.1%ManufacturingVOOVanguard S&P 500 ETF$1,717,8220.0%3,0241.0%ETFAAPLApple$1,629,779$2,872 ▼-0.2%7,9441.0%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$1,544,720$153,989 ▼-9.1%10,2320.9%ETFXLKTechnology Select Sector SPDR Fund$1,361,280$2,279 ▲0.2%5,3760.8%ETFAVGOBroadcom$1,210,226$129,017 ▼-9.6%4,3900.7%Computer and TechnologyRZGInvesco S&P SmallCap 600 Pure Growth ETF$1,100,627$399,253 ▼-26.6%21,7670.7%ETFAMZNAmazon.com$1,099,3640.0%5,0110.7%Retail/WholesaleGOOGLAlphabet$1,058,764$1,234 ▲0.1%6,0080.6%Computer and TechnologyMSFTMicrosoft$990,071$2,985 ▲0.3%1,9900.6%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$796,180$796,180 ▲New Holding11,1730.5%ETFUBERUber Technologies$783,347$2,612 ▲0.3%8,3960.5%Computer and TechnologyKOCocaCola$769,088$77,616 ▼-9.2%10,8700.5%Consumer StaplesINTUIntuit$744,399$7,090 ▼-0.9%9450.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$742,340$2,718 ▲0.4%3,2780.5%Computer and TechnologyGSThe Goldman Sachs Group$723,049$3,537 ▲0.5%1,0220.4%FinanceTMUST-Mobile US$709,626$8,102 ▼-1.1%2,9780.4%Computer and TechnologyCBOECboe Global Markets$697,538$2,332 ▲0.3%2,9910.4%Financial ServicesQDFFlexShares Quality Dividend Index Fund$695,365$3,366 ▲0.5%9,5020.4%ETFIJRiShares Core S&P Small-Cap ETF$685,159$109,730 ▲19.1%6,2690.4%ETFAXPAmerican Express$678,571$2,232 ▲0.3%2,1280.4%FinanceKRESPDR S&P Regional Banking ETF$669,418$135,166 ▲25.3%11,2720.4%ETFJPMJPMorgan Chase & Co.$566,889$3,190 ▲0.6%1,9550.3%FinanceCEGConstellation Energy$513,251$513,251 ▲New Holding1,5910.3%EnergyXLVHealth Care Select Sector SPDR Fund$497,990$28,707 ▼-5.5%3,6950.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$471,527$6,380 ▼-1.3%5,6910.3%ManufacturingWNS HLDGS LTD$470,6320.0%7,4420.3%COM SHSTLTDFlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund$463,5340.0%5,5540.3%ETFLAM RESEARCH CORP$461,551$1,752 ▲0.4%4,7420.3%COM NEWINGRIngredion$454,660$2,713 ▲0.6%3,3520.3%Consumer StaplesWMTWalmart$443,439$2,249 ▲0.5%4,5350.3%Retail/WholesaleVISVanguard Industrials ETF$440,962$187,703 ▼-29.9%1,5740.3%ETFIDViShares International Select Dividend ETF$436,617$9,939 ▲2.3%12,6520.3%ETFVRTVertiv$430,493$128 ▲0.0%3,3520.3%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$427,613$427,613 ▲New Holding5,0870.3%ETFIYGiShares U.S. Financial Services ETF$420,547$6,334 ▲1.5%4,9130.3%ETFBSXBoston Scientific$401,928$537 ▲0.1%3,7420.2%MedicalGTLSChart Industries$392,1960.0%2,3820.2%IndustrialsMETAMeta Platforms$374,027$5,902 ▼-1.6%5070.2%Computer and TechnologyHCAHCA Healthcare$357,513$766 ▲0.2%9330.2%MedicalPANWPalo Alto Networks$356,073$1,023 ▲0.3%1,7400.2%Computer and TechnologyCRSCarpenter Technology$323,687$276 ▲0.1%1,1710.2%Basic MaterialsDEDeere & Company$323,643$1,018 ▲0.3%6360.2%IndustrialsTTTrane Technologies$318,340$876 ▲0.3%7270.2%ConstructionADBEAdobe$311,4390.0%8050.2%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$308,456$562 ▲0.2%3,8450.2%ETFAEPAmerican Electric Power$307,518$144,836 ▼-32.0%2,9640.2%UtilitiesMRVLMarvell Technology$303,871$310 ▲0.1%3,9260.2%Computer and TechnologyAZNAstraZeneca$293,2810.0%4,1970.2%MedicalUNPUnion Pacific$271,341$271,341 ▲New Holding1,1790.2%TransportationASMLASML$258,5080.0%3220.2%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$232,938$662 ▲0.3%4,5750.1%ETFPGProcter & Gamble$231,103$1,434 ▲0.6%1,4500.1%Consumer StaplesRACEFerrari$230,928$1,471 ▲0.6%4710.1%Auto/Tires/TrucksWTTRSelect Water Solutions$184,426$1,495 ▲0.8%21,3460.1%Business ServicesJCIJohnson Controls International$0$350,371 ▼-100.0%00.0%ConstructionVTVVanguard Value ETF$0$231,194 ▼-100.0%00.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$0$203,518 ▼-100.0%00.0%ETFShowing 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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