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Horizons Wealth Management Top Holdings and 13F Report (2025)

About Horizons Wealth Management

Investment Activity

  • Horizons Wealth Management has $140.27 million in total holdings as of June 30, 2025.
  • Horizons Wealth Management owns shares of 176 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 1.29% of the portfolio was purchased this quarter.
  • About 0.82% of the portfolio was sold this quarter.
  • This quarter, Horizons Wealth Management has purchased 177 new stocks and bought additional shares in 36 stocks.
  • Horizons Wealth Management sold shares of 32 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

46438F101 - ISHARES BITCOIN TRUST ETF
$95,059 Holding

Largest Purchases this Quarter

Vanguard Small-Cap ETF
1,316 shares (about $311.87K)
Vanguard Mid-Cap ETF
680 shares (about $190.28K)
Vanguard Large-Cap ETF
434 shares (about $123.82K)
ISHARES BITCOIN TRUST ETF
1,553 shares (about $95.06K)

Largest Sales this Quarter

Invesco BulletShares 2025 Corporate Bond ETF
12,577 shares (about $260.09K)
iShares Core S&P Mid-Cap ETF
1,673 shares (about $103.76K)
iShares Core S&P Small-Cap ETF
901 shares (about $98.47K)
iShares TIPS Bond ETF
861 shares (about $94.74K)
Xtrackers USD High Yield Corporate Bond ETF
2,552 shares (about $94.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHorizons Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$14,627,616$123,820 0.9%51,27110.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,994,505$60,488 -0.5%210,3938.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$10,476,555$190,284 1.8%37,4397.5%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$9,981,843$92,355 0.9%112,0807.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9,491,760$311,866 3.4%40,0536.8%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$5,992,293$94,744 -1.6%54,4564.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,712,952$63,764 1.1%77,5904.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$5,432,550$80,305 1.5%109,7263.9%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$3,956,621$1,851 0.0%211,5842.8%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$3,828,905$23,973 -0.6%186,8672.7%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$3,765,584$50,732 1.4%192,9092.7%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$3,661,876$44,527 1.2%186,3552.6%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$3,641,965$17,384 0.5%217,0422.6%Manufacturing
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$3,462,004$6,406 0.2%68,6402.5%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$3,252,861$260,092 -7.4%157,2952.3%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$2,631,974$46,520 1.8%112,8151.9%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$2,404,554$51,877 2.2%34,5781.7%ETF
Invesco BulletShares 2025 High Yield Corporate Bond ETF stock logo
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
$2,314,336$20,417 -0.9%100,3181.6%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,123,549$42,281 -2.0%23,7561.5%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,644,250$42,787 2.7%39,6971.2%ETF
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$1,324,764$78,104 6.3%80,1430.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,302,496$28,470 2.2%13,1300.9%Finance
Apple Inc. stock logo
AAPL
Apple
$1,193,269$86,992 -6.8%5,8160.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,178,2400.0%1,9070.8%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,164,597$40,821 -3.4%22,7950.8%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$1,067,437$1,078 -0.1%46,5520.8%Manufacturing
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,064,105$9,151 0.9%39,8840.8%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$967,197$5,233 -0.5%41,4040.7%Manufacturing
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$950,405$45,227 5.0%42,2590.7%Manufacturing
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$899,725$36,757 4.3%14,7110.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$814,5400.0%1,3120.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$760,716$40,805 -5.1%1,5660.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$726,341$98,470 -11.9%6,6460.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$716,3750.0%4,0650.5%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$639,5430.0%3,5190.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$632,046$103,759 -14.1%10,1910.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$620,720$30,938 5.2%12,6600.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$532,254$66,461 14.3%9370.4%ETF
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$523,0310.0%24,3270.4%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$496,014$3,647 0.7%1,6320.4%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$488,609$7,154 1.5%10,5870.3%ETF
Invesco BulletShares 2029 Municipal Bond ETF stock logo
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
$482,610$15,783 3.4%21,2510.3%ETF
Invesco BulletShares 2028 Municipal Bond ETF stock logo
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
$464,972$13,450 3.0%20,0160.3%ETF
CRH PLC ORD
$459,0000.0%5,0000.3%Stock
Invesco QQQ stock logo
QQQ
Invesco QQQ
$434,141$23,721 -5.2%7870.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$410,469$29,973 -6.8%8,2990.3%ETF
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$373,713$3,755 1.0%15,9230.3%ETF
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$325,7440.0%13,2740.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$320,748$4,388 -1.3%1,4620.2%Retail/Wholesale
Invesco BulletShares 2026 Municipal Bond ETF stock logo
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
$311,369$3,746 1.2%13,2160.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$310,7930.0%7320.2%ETF
Primoris Services Co. stock logo
PRIM
Primoris Services
$309,889$3,273 -1.0%3,9760.2%Construction
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$302,862$125,218 70.5%13,3390.2%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$295,341$13,095 -4.2%12,1790.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$283,026$15,917 -5.3%5690.2%Computer and Technology
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$278,8530.0%2,0610.2%Manufacturing
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$267,563$34,799 -11.5%10,6260.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$263,4810.0%3380.2%Medical
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$248,2820.0%10,2300.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$226,522$5,242 -2.3%2,4630.2%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$217,2420.0%8120.2%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$212,7730.0%8,4100.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$208,5470.0%1,3200.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$199,076$10,806 5.7%3,3160.1%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$177,994$13,607 8.3%3,5450.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$167,1090.0%1,8730.1%Manufacturing
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$153,642$35,821 30.4%7120.1%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$147,822$3,977 2.8%1,7840.1%Manufacturing
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$141,145$94,220 -40.0%3,8230.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$139,9580.0%2,9440.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$138,190$5,176 -3.6%2,2160.1%Finance
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$131,313$27,786 26.8%1,2760.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$126,779$1,124 0.9%2,9330.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$125,6350.0%2,6550.1%Finance
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$116,205$566 0.5%6160.1%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$115,8480.0%2,8030.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$115,3710.0%8500.1%ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$113,9930.0%1,5990.1%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$96,6640.0%2490.1%Industrials
ISHARES BITCOIN TRUST ETF
$95,059$95,059 New Holding1,5530.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$92,9030.0%1640.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$90,3010.0%4070.1%Retail/Wholesale
ARISTA NETWORKS INC COM SHS
$81,8480.0%8000.1%Stock
Chubb Limited stock logo
CB
Chubb
$81,7010.0%2820.1%Finance
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$76,1620.0%1,2330.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$75,1610.0%2050.1%Retail/Wholesale
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$68,1610.0%1,0140.0%ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$67,6710.0%3,0690.0%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$67,4080.0%3800.0%Computer and Technology
Invesco S&P MidCap 400 Pure Growth ETF stock logo
RFG
Invesco S&P MidCap 400 Pure Growth ETF
$65,7660.0%1,3490.0%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$61,7030.0%1,2990.0%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$59,0780.0%4260.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$57,7270.0%1700.0%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$56,2920.0%6480.0%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$55,4560.0%1950.0%ETF
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$53,6340.0%1000.0%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$53,633$4,349 -7.5%1850.0%Finance
Deere & Company stock logo
DE
Deere & Company
$53,3910.0%1050.0%Industrials
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$51,0730.0%770.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$49,150$16,051 -24.6%1,7760.0%ETF

Showing largest 100 holdings. View all holdings.
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