HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GOLDMAN SACHS ETF TR (GSLC) |
210,734 | +6,177 | $19,769 |
| GSLC | 210,734 | +6,177 | $19,769 |
| VANGUARD INDEX FDS (VUG) |
42,357 | -674 | $13,168 |
| VUG | 42,357 | -674 | $13,168 |
| GOLDMAN SACHS ETF TR (GSIE) |
342,708 | +14,990 | $11,193 |
| GSIE | 342,708 | +14,990 | $11,193 |
| VANGUARD INDEX FDS (VO) |
45,888 | -182 | $10,675 |
| VO | 45,888 | -182 | $10,675 |
| ISHARES TR (IVW) |
135,027 | +3,539 | $10,141 |
| IVW | 135,027 | +3,539 | $10,141 |
| SPDR SER TR (SPYV) |
92,493 | -687 | $4,313 |
| SPYV | 92,493 | -687 | $4,313 |
| ISHARES TR (IJR) |
35,571 | +1,451 | $3,851 |
| IJR | 35,571 | +1,451 | $3,851 |
| ISHARES TR (INTF) |
122,371 | +11,112 | $3,430 |
| INTF | 122,371 | +11,112 | $3,430 |
| ISHARES TR (MBB) |
31,800 | -759 | $2,992 |
| MBB | 31,800 | -759 | $2,992 |
| INVESCO EXCHANGE TRADED FD T (PWV) |
49,895 | +268 | $2,532 |
| PWV | 49,895 | +268 | $2,532 |
| JANUS DETROIT STR TR |
37,390 | UNCH | $2,206 |
| JSML | 37,390 | UNCH | $2,206 |
| APPLE INC |
9,202 | +57 | $1,772 |
| AAPL | 9,202 | +57 | $1,772 |
| VANGUARD INDEX FDS (VB) |
8,114 | +35 | $1,731 |
| VB | 8,114 | +35 | $1,731 |
| SELECT SECTOR SPDR TR (XLK) |
8,630 | +201 | $1,661 |
| XLK | 8,630 | +201 | $1,661 |
| ISHARES TR (IMCG) |
24,706 | +3,084 | $1,592 |
| IMCG | 24,706 | +3,084 | $1,592 |
| ISHARES TR (MUB) |
14,574 | +108 | $1,580 |
| MUB | 14,574 | +108 | $1,580 |
| ISHARES TR (ISTB) |
32,211 | +32,211 | $1,532 |
| ISTB | 32,211 | +32,211 | $1,532 |
| VANGUARD INDEX FDS (VOO) |
3,449 | +9 | $1,507 |
| VOO | 3,449 | +9 | $1,507 |
| FIRST TRUST LRGCP GWT ALPHAD (FTC) |
11,934 | +13 | $1,308 |
| FTC | 11,934 | +13 | $1,308 |
| GOLDMAN SACHS ETF TR (GSSC) |
18,492 | +18,492 | $1,167 |
| GSSC | 18,492 | +18,492 | $1,167 |
| SPDR SER TR (BILS) |
11,344 | +146 | $1,124 |
| BILS | 11,344 | +146 | $1,124 |
| SELECT SECTOR SPDR TR (XLV) |
6,908 | -4,095 | $942 |
| XLV | 6,908 | -4,095 | $942 |
 BERKSHIRE HATHAWAY INC DEL |
$892 | ||
| BRK.B | 2,502 | +20 | $892 |
| MICROSOFT CORP |
2,211 | +5 | $831 |
| MSFT | 2,211 | +5 | $831 |
| FLEXSHARES TR (QDF) |
13,477 | +98 | $829 |
| QDF | 13,477 | +98 | $829 |
| ALPHABET INC |
5,464 | +61 | $763 |
| GOOGL | 5,464 | +61 | $763 |
| PALO ALTO NETWORKS INC |
2,463 | +28 | $726 |
| PANW | 2,463 | +28 | $726 |
| BROADCOM INC |
640 | +8 | $715 |
| AVGO | 640 | +8 | $715 |
| AMAZON COM INC |
4,455 | +110 | $677 |
| AMZN | 4,455 | +110 | $677 |
| UDR INC |
16,038 | +211 | $614 |
| UDR | 16,038 | +211 | $614 |
| EQUITY RESIDENTIAL |
9,822 | +106 | $601 |
| EQR | 9,822 | +106 | $601 |
| INTUIT |
948 | -132 | $593 |
| INTU | 948 | -132 | $593 |
| BOEING CO |
2,035 | +35 | $530 |
| BA | 2,035 | +35 | $530 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
9,180 | UNCH | $515 |
| VEU | 9,180 | UNCH | $515 |
| UBER TECHNOLOGIES INC |
7,420 | +295 | $457 |
| UBER | 7,420 | +295 | $457 |
| DEERE & CO |
1,039 | +4 | $415 |
| DE | 1,039 | +4 | $415 |
| T MOBILE US INC |
2,588 | +54 | $415 |
| TMUS | 2,588 | +54 | $415 |
| FLEXSHARES TR (TLTD) |
6,026 | -6 | $412 |
| TLTD | 6,026 | -6 | $412 |
| ISHARES TR (IYC) |
5,228 | -51 | $396 |
| IYC | 5,228 | -51 | $396 |
| CISCO SYS INC |
7,135 | +198 | $360 |
| CSCO | 7,135 | +198 | $360 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
6,743 | +1,304 | $354 |
| BBJP | 6,743 | +1,304 | $354 |
| TESLA INC |
1,424 | +1,424 | $354 |
| TSLA | 1,424 | +1,424 | $354 |
| NVIDIA CORPORATION |
701 | +1 | $347 |
| NVDA | 701 | +1 | $347 |
| GOLDMAN SACHS GROUP INC |
887 | +23 | $342 |
| GS | 887 | +23 | $342 |
| ISHARES TR (IDV) |
12,167 | -948 | $341 |
| IDV | 12,167 | -948 | $341 |
| DISNEY WALT CO |
3,715 | +81 | $335 |
| DIS | 3,715 | +81 | $335 |
| JPMORGAN CHASE & CO |
1,969 | +14 | $335 |
| JPM | 1,969 | +14 | $335 |
| FIRST TR LRG CP VL ALPHADEX (FTA) |
4,676 | +32 | $331 |
| FTA | 4,676 | +32 | $331 |
| LAM RESEARCH CORP |
408 | -14 | $320 |
| LRCX | 408 | -14 | $320 |
| TAIWAN SEMICONDUCTOR MFG LTD |
3,061 | +61 | $318 |
| TSM | 3,061 | +61 | $318 |
See Full List: All Stocks Held By Horizon Family Wealth Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Horizon Family Wealth Inc.
|
Size ($ in 1000's)
At 12/31/2023: $118,789 At 09/30/2023: $253,051 Horizon Family Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Horizon Family Wealth Inc. 13F filings. Link to 13F filings: SEC filings |
