Horizons Wealth Management Top Holdings and 13F Report (2024)

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About Horizons Wealth Management

Investment Activity

Horizons 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: $15,719,702
Vanguard FTSE Developed Markets ETF: $13,472,628
Vanguard Real Estate ETF: $11,978,337
Vanguard Mid-Cap ETF: $11,501,790
Vanguard Small-Cap ETF: $11,132,753

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
VV Vanguard Large-Cap ETF	$15,719,702	0.0%	72,059	10.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$13,472,628	0.0%	281,266	8.8%	ETF
VNQ Vanguard Real Estate ETF	$11,978,337	0.0%	135,563	7.8%	ETF
VO Vanguard Mid-Cap ETF	$11,501,790	0.0%	49,440	7.5%	ETF
VB Vanguard Small-Cap ETF	$11,132,753	0.0%	52,186	7.3%	ETF
TIP iShares TIPS Bond ETF	$6,935,516	0.0%	64,522	4.5%	ETF
BND Vanguard Total Bond Market ETF	$6,797,803	0.0%	92,424	4.5%	ETF
BNDX Vanguard Total International Bond ETF	$6,242,166	0.0%	126,449	4.1%	ETF
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$5,310,488	0.0%	254,273	3.5%	ETF
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF	$4,319,674	0.0%	91,803	2.8%	ETF
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$4,201,370	0.0%	205,396	2.8%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$4,155,354	0.0%	215,303	2.7%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$3,979,875	0.0%	204,568	2.6%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$3,970,226	0.0%	195,771	2.6%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$3,874,170	0.0%	208,906	2.5%	ETF
BLV Vanguard Long-Term Bond ETF	$3,057,111	0.0%	40,991	2.0%	ETF
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	$2,984,878	0.0%	131,406	2.0%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$2,975,225	0.0%	130,894	1.9%	ETF
EFA iShares MSCI EAFE ETF	$1,908,917	0.0%	25,334	1.3%	Finance
XLRE Real Estate Select Sector SPDR Fund	$1,497,940	0.0%	37,392	1.0%	ETF
IAGG iShares Core International Aggregate Bond ETF	$1,193,706	0.0%	23,970	0.8%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$1,170,014	0.0%	51,193	0.8%	Manufacturing
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$1,134,709	0.0%	48,742	0.7%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$1,072,992	0.0%	10,811	0.7%	Finance
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$1,053,738	0.0%	63,345	0.7%	Manufacturing
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$911,681	0.0%	38,210	0.6%	Manufacturing
ICF iShares Cohen & Steers REIT ETF	$899,450	0.0%	15,315	0.6%	ETF
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$844,382	0.0%	34,415	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$836,881	0.0%	7,731	0.5%	ETF
AAPL Apple	$801,502	0.0%	4,163	0.5%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$783,157	0.0%	15,003	0.5%	ETF
IVV iShares Core S&P 500 ETF	$731,729	0.0%	1,532	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$685,669	0.0%	2,474	0.4%	ETF
BSMO Invesco BulletShares 2024 Municipal Bond ETF	$592,309	0.0%	23,773	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$570,309	0.0%	13,876	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$563,188	0.0%	3,569	0.4%	ETF
BRK.B Berkshire Hathaway	$508,241	0.0%	1,425	0.3%	Finance
WPS iShares International Developed Property ETF	$460,251	0.0%	16,057	0.3%	ETF
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$449,421	0.0%	18,919	0.3%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$447,556	0.0%	19,049	0.3%	ETF
QQQ Invesco QQQ	$438,596	0.0%	1,071	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$432,452	0.0%	1,823	0.3%	ETF
HD Home Depot	$394,027	0.0%	1,137	0.3%	Retail/Wholesale
ESGU iShares ESG Aware MSCI USA ETF	$392,602	0.0%	3,742	0.3%	Manufacturing
VTEB Vanguard Tax-Exempt Bond ETF	$384,509	0.0%	7,532	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$350,517	0.0%	14,666	0.2%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$349,604	0.0%	14,626	0.2%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$340,475	0.0%	13,751	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$326,765	0.0%	3,983	0.2%	Manufacturing
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$322,784	0.0%	12,958	0.2%	ETF
GOOGL Alphabet	$317,480	0.0%	2,273	0.2%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$304,972	0.0%	12,838	0.2%	ETF
HYLB X-trackers USD High Yield Corporate Bond ETF	$285,751	0.0%	8,038	0.2%	ETF
MSFT Microsoft	$278,646	0.0%	741	0.2%	Computer and Technology
AMZN Amazon.com	$248,270	0.0%	1,634	0.2%	Retail/Wholesale
ESGD iShares ESG Aware MSCI EAFE ETF	$243,087	0.0%	3,218	0.2%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$221,920	0.0%	732	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$217,100	0.0%	2,793	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$207,667	0.0%	4,396	0.1%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$201,562	0.0%	4,222	0.1%	ETF
LLY Eli Lilly and Company	$197,027	0.0%	338	0.1%	Medical
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$194,868	0.0%	5,127	0.1%	ETF
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF	$183,993	0.0%	3,492	0.1%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$183,872	0.0%	1,865	0.1%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$182,993	0.0%	7,647	0.1%	ETF
TRV Travelers Companies	$170,679	0.0%	896	0.1%	Finance
IWM iShares Russell 2000 ETF	$148,124	0.0%	738	0.1%	Finance
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF	$147,583	0.0%	2,432	0.1%	Manufacturing
VNQI Vanguard Global ex-U.S. Real Estate ETF	$135,394	0.0%	3,179	0.1%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$129,135	0.0%	5,583	0.1%	ETF
VOO Vanguard S&P 500 ETF	$127,982	0.0%	293	0.1%	ETF
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$119,835	0.0%	5,345	0.1%	Manufacturing
SDY SPDR S&P Dividend ETF	$106,225	0.0%	850	0.1%	ETF
IAU iShares Gold Trust	$105,303	0.0%	2,698	0.1%	Finance
LOW Lowe's Companies	$103,609	0.0%	466	0.1%	Retail/Wholesale
BAC Bank of America	$89,394	0.0%	2,655	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$83,210	0.0%	164	0.1%	ETF
EZM WisdomTree U.S. MidCap Fund	$70,762	0.0%	1,233	0.0%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$69,649	0.0%	1,377	0.0%	ETF
NVDA NVIDIA	$69,331	0.0%	140	0.0%	Computer and Technology
CB Chubb	$63,732	0.0%	282	0.0%	Finance
CAT Caterpillar	$62,251	0.0%	211	0.0%	Industrial Products
GOOG Alphabet	$59,191	0.0%	420	0.0%	Computer and Technology
HYXF iShares ESG Advanced High Yield Corporate Bond ETF	$59,069	0.0%	1,299	0.0%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$57,273	0.0%	2,558	0.0%	Manufacturing
RFG Invesco S&P MidCap 400 Pure Growth ETF	$55,695	0.0%	1,350	0.0%	ETF
IDXX IDEXX Laboratories	$55,505	0.0%	100	0.0%	Medical
UNH UnitedHealth Group	$52,876	0.0%	100	0.0%	Medical
MRK Merck & Co., Inc.	$52,766	0.0%	484	0.0%	Medical
IJS iShares S&P Small-Cap 600 Value ETF	$50,504	0.0%	490	0.0%	ETF
MDYG SPDR S&P 400 Mid CapGrowth ETF	$49,034	0.0%	648	0.0%	ETF
NNN NNN REIT	$48,488	0.0%	1,125	0.0%	Finance
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$47,912	0.0%	2,212	0.0%	Manufacturing
IWD iShares Russell 1000 Value ETF	$47,758	0.0%	289	0.0%	ETF
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$47,401	0.0%	2,119	0.0%	ETF
JPM JPMorgan Chase & Co.	$47,288	0.0%	278	0.0%	Finance
ANET Arista Networks	$47,102	0.0%	200	0.0%	Computer and Technology
WEC WEC Energy Group	$45,507	0.0%	541	0.0%	Utilities
IWB iShares Russell 1000 ETF	$44,584	0.0%	170	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$44,500	0.0%	426	0.0%	ETF
DE Deere & Company	$42,348	0.0%	106	0.0%	Industrial Products
DVY iShares Select Dividend ETF	$42,199	0.0%	360	0.0%	ETF
EES WisdomTree U.S. SmallCap Fund	$41,450	0.0%	832	0.0%	Finance
CI The Cigna Group	$38,105	0.0%	127	0.0%	Medical
VIG Vanguard Dividend Appreciation ETF	$37,829	0.0%	222	0.0%	ETF
VGT Vanguard Information Technology ETF	$37,268	0.0%	77	0.0%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$33,788	0.0%	270	0.0%	ETF
IWV iShares Russell 3000 ETF	$33,396	0.0%	122	0.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$32,532	0.0%	280	0.0%	ETF
ICLN iShares Global Clean Energy ETF	$31,841	0.0%	2,045	0.0%	ETF
TFC Truist Financial	$31,493	0.0%	853	0.0%	Finance
KO Coca-Cola	$30,938	0.0%	525	0.0%	Consumer Staples
SCHQ Schwab Long-Term U.S. Treasury ETF	$27,257	0.0%	777	0.0%	ETF
SLV iShares Silver Trust	$23,370	0.0%	1,073	0.0%	ETF
PHO Invesco Water Resources ETF	$23,370	0.0%	384	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$22,582	0.0%	321	0.0%	ETF
C Citigroup	$21,822	0.0%	424	0.0%	Finance
INTC Intel	$21,557	0.0%	429	0.0%	Computer and Technology
ACGL Arch Capital Group	$20,276	0.0%	273	0.0%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$17,796	0.0%	317	0.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$16,937	0.0%	498	0.0%	ETF
META Meta Platforms	$16,282	0.0%	46	0.0%	Computer and Technology
PFE Pfizer	$16,281	0.0%	566	0.0%	Medical
VHT Vanguard Health Care ETF	$15,543	0.0%	62	0.0%	ETF
IWN iShares Russell 2000 Value ETF	$15,533	0.0%	100	0.0%	ETF
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$13,914	0.0%	555	0.0%	Manufacturing
MET MetLife	$12,829	0.0%	194	0.0%	Finance
ETN Eaton	$12,041	0.0%	50	0.0%	Industrial Products
IYR iShares U.S. Real Estate ETF	$11,792	0.0%	129	0.0%	ETF
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF	$10,805	0.0%	191	0.0%	Manufacturing
ACN Accenture	$10,527	0.0%	30	0.0%	Business Services
ORLY O'Reilly Automotive	$10,451	0.0%	11	0.0%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$10,279	0.0%	158	0.0%	ETF
WM Waste Management	$8,776	0.0%	49	0.0%	Business Services
DHR Danaher	$8,560	0.0%	37	0.0%	Multi-Sector Conglomerates
TXN Texas Instruments	$8,353	0.0%	49	0.0%	Computer and Technology
MMC Marsh & McLennan Companies	$8,337	0.0%	44	0.0%	Finance
MCD McDonald's	$8,302	0.0%	28	0.0%	Retail/Wholesale
ABBV AbbVie	$8,058	0.0%	52	0.0%	Medical
UNP Union Pacific	$7,614	0.0%	31	0.0%	Transportation
ORCL Oracle	$7,591	0.0%	72	0.0%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,918	0.0%	164	0.0%	ETF
RTX RTX	$6,815	0.0%	81	0.0%	Aerospace
ESGE iShares ESG Aware MSCI EM ETF	$6,636	0.0%	207	0.0%	Manufacturing
NKE NIKE	$6,623	0.0%	61	0.0%	Consumer Discretionary
DLTR Dollar Tree	$6,250	0.0%	44	0.0%	Retail/Wholesale
IBM International Business Machines	$5,724	0.0%	35	0.0%	Computer and Technology
BLK BlackRock	$5,683	0.0%	7	0.0%	Finance
AVGO Broadcom	$5,581	0.0%	5	0.0%	Computer and Technology
XEL Xcel Energy	$5,510	0.0%	89	0.0%	Utilities
AOK iShares Core Conservative Allocation ETF	$5,350	0.0%	148	0.0%	ETF
JNJ Johnson & Johnson	$4,859	0.0%	31	0.0%	Medical
SYY Sysco	$4,461	0.0%	61	0.0%	Consumer Staples
GLD SPDR Gold Shares	$4,015	0.0%	21	0.0%	Finance
T AT&T	$3,843	0.0%	229	0.0%	Computer and Technology
COP ConocoPhillips	$3,830	0.0%	33	0.0%	Oils/Energy
PG Procter & Gamble	$3,810	0.0%	26	0.0%	Consumer Staples
LMT Lockheed Martin	$3,626	0.0%	8	0.0%	Aerospace
VIOO Vanguard S&P Small-Cap 600 ETF	$3,571	0.0%	36	0.0%	ETF
CHKP Check Point Software Technologies	$3,361	0.0%	22	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,327	0.0%	7	0.0%	Finance
MVF BlackRock MuniVest Fund	$3,147	0.0%	442	0.0%	Finance
MCHP Microchip Technology	$3,066	0.0%	34	0.0%	Computer and Technology
LINDE PLC SHS	$2,875	0.0%	7	0.0%	Stock
FMC FMC	$2,711	0.0%	43	0.0%	Basic Materials
GS The Goldman Sachs Group	$2,700	0.0%	7	0.0%	Finance
ABT Abbott Laboratories	$2,311	0.0%	21	0.0%	Medical
GPC Genuine Parts	$2,216	0.0%	16	0.0%	Auto/Tires/Trucks
PEP PepsiCo	$2,208	0.0%	13	0.0%	Consumer Staples
CCL Carnival Co. &	$1,854	0.0%	100	0.0%	Consumer Discretionary
PYPL PayPal	$1,781	0.0%	29	0.0%	Computer and Technology
MS Morgan Stanley	$1,585	0.0%	17	0.0%	Finance
SNA Snap-on	$1,444	0.0%	5	0.0%	Consumer Discretionary
BHF Brighthouse Financial	$1,270	0.0%	24	0.0%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,006	0.0%	13	0.0%	ETF
VERALTO CORP COM SHS	$987	0.0%	12	0.0%	Stock
WBD Warner Bros. Discovery	$808	0.0%	71	0.0%	Consumer Discretionary
OGN Organon & Co.	$606	0.0%	42	0.0%	Medical
DRLL Strive U.S. Energy ETF	$533	0.0%	19	0.0%	ETF
SIRI Sirius XM	$520	0.0%	95	0.0%	Consumer Discretionary
STAG STAG Industrial	$236	0.0%	6	0.0%	Finance
BITO ProShares Bitcoin Strategy ETF	$102	0.0%	5	0.0%	ETF

More Institutional Buying and Selling Information

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Horizons Wealth Management Top Holdings and 13F Report (2024)

About Horizons Wealth Management

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

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Horizons Wealth Management Top Holdings and 13F Report (2024)

About Horizons Wealth Management

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofHorizons Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information