Horizons Wealth Management Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Horizons Wealth ManagementInvestment ActivityHorizons Wealth Management has $152.63 million in total holdings as of March 31, 2024.Horizons Wealth Management owns shares of 182 different stocks, but just 18 companies or ETFs make up 80% of its holdings.This quarter, Horizons Wealth Management has purchased 182 new stocks and bought additional shares in 0 stocks.Horizons Wealth Management sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $15,719,702Vanguard FTSE Developed Markets Index Fund ETF Shares $13,472,628Vanguard Real Estate ETF $11,978,337Vanguard Mid-Cap ETF $11,501,790Vanguard Small-Cap ETF $11,132,753 Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizons Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$15,719,7020.0%72,05910.3%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$13,472,6280.0%281,2668.8%ETFVNQVanguard Real Estate ETF$11,978,3370.0%135,5637.8%ETFVOVanguard Mid-Cap ETF$11,501,7900.0%49,4407.5%ETFVBVanguard Small-Cap ETF$11,132,7530.0%52,1867.3%ETFTIPiShares TIPS Bond ETF$6,935,5160.0%64,5224.5%ETFBNDVanguard Total Bond Market ETF$6,797,8030.0%92,4244.5%ETFBNDXVanguard Total International Bond ETF$6,242,1660.0%126,4494.1%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$5,310,4880.0%254,2733.5%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$4,319,6740.0%91,8032.8%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$4,201,3700.0%205,3962.8%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,155,3540.0%215,3032.7%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,979,8750.0%204,5682.6%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,970,2260.0%195,7712.6%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,874,1700.0%208,9062.5%ETFBLVVanguard Long-Term Bond ETF$3,057,1110.0%40,9912.0%ETFBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$2,984,8780.0%131,4062.0%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$2,975,2250.0%130,8941.9%ETFEFAiShares MSCI EAFE ETF$1,908,9170.0%25,3341.3%FinanceXLREReal Estate Select Sector SPDR Fund$1,497,9400.0%37,3921.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,193,7060.0%23,9700.8%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,170,0140.0%51,1930.8%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,134,7090.0%48,7420.7%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$1,072,9920.0%10,8110.7%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,053,7380.0%63,3450.7%ManufacturingIBTEiShares iBonds Dec 2024 Term Treasury ETF$911,6810.0%38,2100.6%ManufacturingICFiShares Cohen & Steers REIT ETF$899,4500.0%15,3150.6%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$844,3820.0%34,4150.6%ETFIJRiShares Core S&P Small-Cap ETF$836,8810.0%7,7310.5%ETFAAPLApple$801,5020.0%4,1630.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$783,1570.0%15,0030.5%ETFIVViShares Core S&P 500 ETF$731,7290.0%1,5320.5%ETFIJHiShares Core S&P Mid-Cap ETF$685,6690.0%2,4740.4%ETFBSMOInvesco BulletShares 2024 Municipal Bond ETF$592,3090.0%23,7730.4%ETFVWOVanguard FTSE Emerging Markets ETF$570,3090.0%13,8760.4%ETFRSPInvesco S&P 500 Equal Weight ETF$563,1880.0%3,5690.4%ETFBRK.BBerkshire Hathaway$508,2410.0%1,4250.3%FinanceWPSiShares International Developed Property ETF$460,2510.0%16,0570.3%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$449,4210.0%18,9190.3%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$447,5560.0%19,0490.3%ETFQQQInvesco QQQ$438,5960.0%1,0710.3%FinanceVTIVanguard Total Stock Market ETF$432,4520.0%1,8230.3%ETFHDHome Depot$394,0270.0%1,1370.3%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$392,6020.0%3,7420.3%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$384,5090.0%7,5320.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$350,5170.0%14,6660.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$349,6040.0%14,6260.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$340,4750.0%13,7510.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$326,7650.0%3,9830.2%ManufacturingIBDPiShares iBonds Dec 2024 Term Corporate ETF$322,7840.0%12,9580.2%ETFGOOGLAlphabet$317,4800.0%2,2730.2%Computer and TechnologyBSMQInvesco BulletShares 2026 Municipal Bond ETF$304,9720.0%12,8380.2%ETFHYLBX-trackers USD High Yield Corporate Bond ETF$285,7510.0%8,0380.2%ETFMSFTMicrosoft$278,6460.0%7410.2%Computer and TechnologyAMZNAmazon.com$248,2700.0%1,6340.2%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$243,0870.0%3,2180.2%ManufacturingIWFiShares Russell 1000 Growth ETF$221,9200.0%7320.1%ETFIWRiShares Russell Mid-Cap ETF$217,1000.0%2,7930.1%ETFSCHASchwab US Small-Cap ETF$207,6670.0%4,3960.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$201,5620.0%4,2220.1%ETFLLYEli Lilly and Company$197,0270.0%3380.1%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$194,8680.0%5,1270.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$183,9930.0%3,4920.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$183,8720.0%1,8650.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$182,9930.0%7,6470.1%ETFTRVTravelers Companies$170,6790.0%8960.1%FinanceIWMiShares Russell 2000 ETF$148,1240.0%7380.1%FinanceCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$147,5830.0%2,4320.1%ManufacturingVNQIVanguard Global ex-U.S. Real Estate ETF$135,3940.0%3,1790.1%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$129,1350.0%5,5830.1%ETFVOOVanguard S&P 500 ETF$127,9820.0%2930.1%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$119,8350.0%5,3450.1%ManufacturingSDYSPDR S&P Dividend ETF$106,2250.0%8500.1%ETFIAUiShares Gold Trust$105,3030.0%2,6980.1%FinanceLOWLowe's Companies$103,6090.0%4660.1%Retail/WholesaleBACBank of America$89,3940.0%2,6550.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$83,2100.0%1640.1%ETFEZMWisdomTree U.S. MidCap Fund$70,7620.0%1,2330.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$69,6490.0%1,3770.0%ETFNVDANVIDIA$69,3310.0%1400.0%Computer and TechnologyCBChubb$63,7320.0%2820.0%FinanceCATCaterpillar$62,2510.0%2110.0%Industrial ProductsGOOGAlphabet$59,1910.0%4200.0%Computer and TechnologyHYXFiShares ESG Advanced High Yield Corporate Bond ETF$59,0690.0%1,2990.0%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$57,2730.0%2,5580.0%ManufacturingRFGInvesco S&P MidCap 400 Pure Growth ETF$55,6950.0%1,3500.0%ETFIDXXIDEXX Laboratories$55,5050.0%1000.0%MedicalUNHUnitedHealth Group$52,8760.0%1000.0%MedicalMRKMerck & Co., Inc.$52,7660.0%4840.0%MedicalIJSiShares S&P Small-Cap 600 Value ETF$50,5040.0%4900.0%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$49,0340.0%6480.0%ETFNNNNNN REIT$48,4880.0%1,1250.0%FinanceBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$47,9120.0%2,2120.0%ManufacturingIWDiShares Russell 1000 Value ETF$47,7580.0%2890.0%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$47,4010.0%2,1190.0%ETFJPMJPMorgan Chase & Co.$47,2880.0%2780.0%FinanceANETArista Networks$47,1020.0%2000.0%Computer and TechnologyWECWEC Energy Group$45,5070.0%5410.0%UtilitiesIWBiShares Russell 1000 ETF$44,5840.0%1700.0%ETFIWPiShares Russell Mid-Cap Growth ETF$44,5000.0%4260.0%ETFShowing largest 100 holdings. 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