Horizon Family Wealth, Inc. Top Holdings and 13F Report (2025) About Horizon Family Wealth, Inc.Investment ActivityHorizon Family Wealth, Inc. has $150.50 million in total holdings as of December 31, 2024.Horizon Family Wealth, Inc. owns shares of 81 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 15.36% of the portfolio was purchased this quarter.About 9.09% of the portfolio was sold this quarter.This quarter, Horizon Family Wealth, Inc. has purchased 79 new stocks and bought additional shares in 37 stocks.Horizon Family Wealth, Inc. sold shares of 28 stocks and completely divested from 11 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $22,322,998Vanguard Growth ETF $14,102,926Goldman Sachs ActiveBeta International Equity ETF $12,353,807iShares S&P 500 Growth ETF $9,704,392SPDR Bloomberg 3-12 Month T-Bill ETF $9,169,413 Largest New Holdings this Quarter Invesco S&P MidCap Quality ETF $2,224,819 HoldingKroger $1,590,330 HoldingNew Jersey Resources $1,492,800 HoldingJohnson & Johnson $1,485,511 HoldingInvesco S&P SmallCap 600 Pure Growth ETF $1,452,725 Holding Largest Purchases this Quarter Berkshire Hathaway 7,909 shares (about $3.58M)Invesco S&P MidCap Quality ETF 22,594 shares (about $2.22M)Vanguard Small-Cap ETF 7,323 shares (about $1.76M)Kroger 26,007 shares (about $1.59M)New Jersey Resources 32,000 shares (about $1.49M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 22,672 shares (about $2.61M)Vanguard Growth ETF 2,862 shares (about $1.17M)Technology Select Sector SPDR Fund 3,565 shares (about $828.97K)Vanguard S&P 500 ETF 724 shares (about $390.16K)Tesla 903 shares (about $364.67K) 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$22,322,998$89,034 ▼-0.4%193,81014.8%ETFVUGVanguard Growth ETF$14,102,926$1,174,662 ▼-7.7%34,3619.4%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$12,353,807$356,105 ▲3.0%370,5408.2%ETFIVWiShares S&P 500 Growth ETF$9,704,392$174,529 ▲1.8%95,5826.4%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$9,169,413$877,083 ▲10.6%92,4806.1%ETFVOVanguard Mid-Cap ETF$6,890,745$459,066 ▲7.1%26,0884.6%ETFGOLDMAN SACHS ETF TR$4,858,218$204,681 ▲4.4%94,7763.2%SMALL CAP CORE EBRK.BBerkshire Hathaway$4,734,963$3,584,992 ▲311.7%10,4463.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$4,690,605$90,364 ▼-1.9%91,7213.1%ETFVBVanguard Small-Cap ETF$3,955,384$1,759,524 ▲80.1%16,4622.6%ETFINTFiShares International Equity Factor ETF$3,847,593$252,192 ▲7.0%133,9682.6%ETFPWVInvesco Large Cap Value ETF$2,897,810$14,788 ▲0.5%50,9501.9%ETFBBINJPMorgan BetaBuilders International Equity ETF$2,337,379$193,340 ▲9.0%40,9351.6%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,337,172$133,734 ▲6.1%49,3181.6%FinanceXMHQInvesco S&P MidCap Quality ETF$2,224,819$2,224,819 ▲New Holding22,5941.5%ETFAAPLApple$1,978,829$25,793 ▲1.3%7,9021.3%Computer and TechnologyDISWalt Disney$1,862,026$1,429,535 ▲330.5%16,7221.2%Consumer DiscretionaryISTBiShares Core 1-5 Year USD Bond ETF$1,817,495$221,747 ▲13.9%38,0471.2%ManufacturingVOOVanguard S&P 500 ETF$1,714,762$390,160 ▼-18.5%3,1821.1%ETFNVDANVIDIA$1,663,836$24,038 ▼-1.4%12,3901.1%Computer and TechnologyKRKroger$1,590,330$1,590,330 ▲New Holding26,0071.1%Retail/WholesaleFTCFirst Trust Large Cap Growth AlphaDEX Fund$1,555,235$96,088 ▼-5.8%11,2491.0%ETFNJRNew Jersey Resources$1,492,800$1,492,800 ▲New Holding32,0001.0%UtilitiesJNJJohnson & Johnson$1,485,511$1,485,511 ▲New Holding10,2721.0%MedicalRZGInvesco S&P SmallCap 600 Pure Growth ETF$1,452,725$1,452,725 ▲New Holding29,3281.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,412,463$234,774 ▲19.9%15,5340.9%ETFXLKTechnology Select Sector SPDR Fund$1,300,539$828,969 ▼-38.9%5,5930.9%ETFXOMExxon Mobil$1,141,016$1,141,016 ▲New Holding10,6080.8%Oils/EnergyAVGOBroadcom$1,071,340$155,334 ▼-12.7%4,6210.7%Computer and TechnologyGOOGLAlphabet$1,065,333$7,952 ▲0.8%5,6270.7%Computer and TechnologyAMZNAmazon.com$1,031,572$842,238 ▲444.8%4,7020.7%Retail/WholesaleMSFTMicrosoft$891,540$24,027 ▼-2.6%2,1150.6%Computer and TechnologyEQREquity Residential$733,960$6,817 ▲0.9%10,2280.5%FinanceUDRUDR$726,919$6,859 ▲1.0%16,7460.5%FinanceQDFFlexShares Quality Dividend Index Fund$711,523$175,958 ▼-19.8%10,0850.5%ETFIJRiShares Core S&P Small-Cap ETF$665,999$2,612,375 ▼-79.7%5,7800.4%ETFKRESPDR S&P Regional Banking ETF$653,083$653,083 ▲New Holding10,8220.4%ETFXLVHealth Care Select Sector SPDR Fund$619,832$40,029 ▼-6.1%4,5060.4%ETFINTUIntuit$601,353$628 ▲0.1%9570.4%Computer and TechnologyTMUST-Mobile US$595,149$1,545 ▲0.3%2,6960.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$593,207$23,302 ▼-3.8%3,0040.4%Computer and TechnologyGSThe Goldman Sachs Group$532,196$2,291 ▲0.4%9290.4%FinanceVEUVanguard FTSE All-World ex-US ETF$527,0240.0%9,1800.4%ETFCBOECboe Global Markets$509,047$17,587 ▲3.6%2,6050.3%Financial ServicesJPMJPMorgan Chase & Co.$473,961$4,315 ▼-0.9%1,9770.3%FinanceGNRCGenerac$465,150$465,150 ▲New Holding3,0000.3%Industrial ProductsUBERUber Technologies$448,781$10,978 ▼-2.4%7,4400.3%Computer and TechnologyGTLSChart Industries$419,275$26,908 ▲6.9%2,1970.3%Industrial ProductsMRVLMarvell Technology$404,667$7,842 ▼-1.9%3,6640.3%Computer and TechnologyIYGiShares U.S. Financial Services ETF$402,604$39,840 ▲11.0%5,1740.3%ETFINGRIngredion$401,664$10,179 ▲2.6%2,9200.3%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$391,456$191,260 ▼-32.8%4,7750.3%ManufacturingDEDeere & Company$383,611$62,734 ▼-14.1%9050.3%Industrial ProductsWMTWalmart$378,742$16,986 ▼-4.3%4,1920.3%Retail/WholesaleCORCencora$376,045$376,045 ▲New Holding1,6740.2%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$370,210$81,354 ▲28.2%4,9010.2%ETFVISVanguard Industrials ETF$367,132$23,916 ▼-6.1%1,4430.2%ETFAEPAmerican Electric Power$356,913$8,669 ▲2.5%3,8700.2%UtilitiesTLTDFlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund$352,088$97,684 ▼-21.7%5,1110.2%ETFVRTVertiv$347,641$341 ▼-0.1%3,0600.2%Computer and TechnologyIDViShares International Select Dividend ETF$339,694$1,013 ▼-0.3%12,4070.2%ETFPWBInvesco Large Cap Growth ETF$327,919$30,421 ▼-8.5%3,2230.2%ETFMETAMeta Platforms$322,0360.0%5500.2%Computer and TechnologyWNS HLDGS LTD$312,727$312,727 ▲New Holding6,5990.2%COM SHSJCIJohnson Controls International$311,024$2,131 ▲0.7%3,9400.2%ConstructionTTTrane Technologies$308,020$739 ▲0.2%8340.2%ConstructionLAM RESEARCH CORP$307,483$307,483 ▲New Holding4,2570.2%COM NEWBSXBoston Scientific$305,832$4,287 ▼-1.4%3,4240.2%MedicalADBEAdobe$301,938$8,894 ▲3.0%6790.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$290,971$382 ▼-0.1%1,5240.2%ETFMUBiShares National Muni Bond ETF$289,8160.0%2,7200.2%ETFPANWPalo Alto Networks$284,222$141,201 ▲98.7%1,5620.2%Computer and TechnologyPGProcter & Gamble$247,858$2,348 ▼-0.9%1,4780.2%Consumer StaplesWTTRSelect Water Solutions$245,926$245,926 ▲New Holding18,5740.2%Business ServicesHCAHCA Healthcare$242,680$8,399 ▲3.6%8090.2%MedicalAZNAstraZeneca$226,479$9,630 ▲4.4%3,4570.2%MedicalVTVVanguard Value ETF$225,254$1,354 ▲0.6%1,3310.1%ETFWBAWalgreens Boots Alliance$223,920$223,920 ▲New Holding24,0000.1%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$215,652$659 ▲0.3%4,2530.1%ETFTSLATesla$204,747$364,668 ▼-64.0%5070.1%Auto/Tires/TrucksMEARiShares Short Maturity Municipal Bond Active ETF$202,132$450 ▲0.2%4,0470.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$2,278,796 ▼-100.0%00.0%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$0$1,301,522 ▼-100.0%00.0%ETFAMAZON COM INC$0$700,228 ▼-100.0%00.0%COMIYCiShares U.S. Consumer Discretionary ETF$0$573,961 ▼-100.0%00.0%ETFBBJPJPMorgan BetaBuilders Japan ETF$0$549,548 ▼-100.0%00.0%ETFCENCORA INC$0$370,052 ▼-100.0%00.0%COMRACEFerrari$0$357,368 ▼-100.0%00.0%Auto/Tires/TrucksLRCXLam Research$0$341,227 ▼-100.0%00.0%Computer and TechnologyPEPPepsiCo$0$230,875 ▼-100.0%00.0%Consumer StaplesMBBiShares MBS ETF$0$221,316 ▼-100.0%00.0%ETFEMNEastman Chemical$0$204,951 ▼-100.0%00.0%Basic MaterialsShowing 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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