Horizons Wealth Management Portfolio Holdings
Q3 2025•168 long positions•$145.7M portfolio value
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Holding179 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.6M 10.67% | -$233.1K Sold | — 50.5K shares | 51.3K → 50.5K −$233.1K | -1.48% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.9M 8.88% | +$337.0K Bought | — 216.0K shares | 210.4K → 216.0K +$337.0K | +2.67% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $11.0M 7.57% | +$33.2K Bought | — 37.6K shares | 37.4K → 37.6K +$33.2K | +0.3% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $10.5M 7.18% | +$215.0K Bought | — 114.4K shares | 112.1K → 114.4K +$215.0K | +2.1% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $10.2M 7.0% | +$9.7K Bought | — 40.1K shares | 40.1K → 40.1K +$9.7K | +0.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.2M 4.27% | +$166.6K Bought | — 56.0K shares | 54.5K → 56.0K +$166.6K | +2.75% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.0M 4.1% | +$201.0K Bought | — 80.3K shares | 77.6K → 80.3K +$201.0K | +3.48% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.5M 3.75% | +$31.9K Bought | — 110.4K shares | 109.7K → 110.4K +$31.9K | +0.59% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.1M 2.79% | +$83.6K Bought | — 216.0K shares | 211.6K → 216.0K +$83.6K | +2.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 2.69% | +$76.5K Bought | — 190.6K shares | 186.9K → 190.6K +$76.5K | +1.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.8M 2.62% | +$41.8K Bought | — 195.0K shares | 192.9K → 195.0K +$41.8K | +1.11% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.8M 2.59% | +$106.2K Bought | — 223.3K shares | 217.0K → 223.3K +$106.2K | +2.9% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.8M 2.58% | +$154.7K Bought | — 71.6K shares | 68.6K → 71.6K +$154.7K | +4.29% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.7M 2.56% | +$56.1K Bought | — 189.2K shares | 186.4K → 189.2K +$56.1K | +1.53% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.1M 2.13% | -$143.7K Sold | — 150.4K shares | 157.3K → 150.4K −$143.7K | -4.41% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.7M 1.85% | +$57.9K Bought | — 115.3K shares | 112.8K → 115.3K +$57.9K | +2.19% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.5M 1.71% | +$39.2K Bought | — 35.1K shares | 34.6K → 35.1K +$39.2K | +1.6% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.2M 1.48% | -$67.4K Sold | — 23.0K shares | 23.8K → 23.0K −$67.4K | -3.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.9M 1.31% | +$1.6M Bought | — 84.2K shares | 13.3K → 84.2K +$1.6M | +531.44% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 1.18% | +$52.7K Bought | — 40.9K shares | 39.7K → 40.9K +$52.7K | +3.15% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.6M 1.09% | +$244.5K Bought | — 94.8K shares | 80.1K → 94.8K +$244.5K | +18.29% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 0.969% | +$96.0K Bought | — 14.1K shares | 13.1K → 14.1K +$96.0K | +7.3% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.3M 0.919% | +$171.4K Bought | — 26.1K shares | 22.8K → 26.1K +$171.4K | +14.67% | — — | Q2 2022 Held for 3y 5m | |
Engineering & Construction Industrials | $1.3M 0.88% | +$736.4K Bought | 0.017% 9.3K shares | 4.0K → 9.3K +$736.4K | +134.86% | $7.4B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.768% | +$44.4K Bought | — 41.5K shares | 39.9K → 41.5K +$44.4K | +4.13% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.1M 0.748% | +$21.1K Bought | — 47.5K shares | 46.6K → 47.5K +$21.1K | +1.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.693% | +$57.6K Bought | — 44.8K shares | 42.3K → 44.8K +$57.6K | +6.05% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $965.8K 0.663% | -$1.6K Sold | — 41.3K shares | 41.4K → 41.3K −$1.6K | -0.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $887.7K 0.609% | -$18.8K Sold | — 14.4K shares | 14.7K → 14.4K −$18.8K | -2.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $841.9K 0.578% | -$36.1K Sold | — 1.3K shares | 1.3K → 1.3K −$36.1K | -4.12% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $789.7K 0.542% | — | — 6.6K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $787.3K 0.54% | — | 0.0% 1.6K shares | — | — | $1.08T Mega Cap | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $772.3K 0.53% | -$46.6K Sold | 0.0% 3.0K shares | 3.2K → 3.0K −$46.6K | -5.69% | $3.78T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $722.7K 0.496% | -$1.6M Sold | — 31.3K shares | 100.3K → 31.3K −$1.6M | -68.76% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $677.3K 0.465% | +$43.5K Bought | — 13.5K shares | 12.7K → 13.5K +$43.5K | +6.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $667.6K 0.458% | — | — 3.5K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $632.0K 0.434% | -$33.1K Sold | — 9.7K shares | 10.2K → 9.7K −$33.1K | -4.97% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $570.1K 0.391% | -$3.7K Sold | — 931.0 shares | 937.0 → 931.0 −$3.7K | -0.64% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $536.9K 0.368% | +$1.3K Bought | — 1.6K shares | 1.6K → 1.6K +$1.3K | +0.25% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $533.2K 0.366% | — | — 24.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $527.3K 0.362% | +$21.9K Bought | — 11.0K shares | 10.6K → 11.0K +$21.9K | +4.33% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $526.3K 0.361% | — | 0.0% 2.2K shares | — | — | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $494.9K 0.34% | +$4.0K Bought | — 21.4K shares | 21.3K → 21.4K +$4.0K | +0.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $469.5K 0.322% | +$819.5 Bought | — 20.1K shares | 20.0K → 20.1K +$819.5 | +0.17% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $464.7K 0.319% | -$7.8K Sold | — 774.0 shares | 787.0 → 774.0 −$7.8K | -1.65% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $458.0K 0.314% | +$8.4K Bought | — 8.5K shares | 8.3K → 8.5K +$8.4K | +1.87% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $386.7K 0.265% | +$10.0K Bought | — 16.3K shares | 15.9K → 16.3K +$10.0K | +2.66% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $342.9K 0.235% | — | — 732.0 shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $325.5K 0.223% | — | — 13.3K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $321.3K 0.22% | +$25.3K Bought | — 13.2K shares | 12.2K → 13.2K +$25.3K | +8.56% | — — | Q1 2023 Held for 2y 8m |
