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David Hunter

@Horizons Wealth Management

Latest period2024 - Q4ReportedManaged Assets$131.155MTotal holdings168
Assets growth rate0.73%Assets growth rate (2-Q avg)1.86%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizons Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Horizons Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.155M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 1.86%. The portfolio is managed by David Hunter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVVanguard Large-cap Etf
Recent Activity
Increased 0.66%
10.47%
$13.729M
50,904 shares@ $269.71 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 0.78%
7.61%
$9.976M
208,612 shares@ $47.83 avg price
VNQVanguard Real Estate Etf
Recent Activity
Increased 3.45%
7.32%
$9.589M
107,646 shares@ $89.08 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 1.02%
7.21%
$9.454M
35,792 shares@ $264.14 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 0.39%
7.07%
$9.268M
38,573 shares@ $240.28 avg price
TIPIshares Tips Bond Etf
Recent Activity
Increased 3.48%
4.37%
$5.719M
53,673 shares@ $106.56 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 8.51%
4.1%
$5.366M
74,618 shares@ $71.91 avg price
BNDXVanguard Total International Bond Etf
Recent Activity
Increased 8.8%
3.9%
$5.106M
104,091 shares@ $49.06 avg price
BSCTInvesco Bulletshares 2029 Corporate Bond Etf
Recent Activity
Increased 12.18%
2.78%
$3.634M
198,133 shares@ $18.34 avg price
BSCQInvesco Bulletshares 2026 Corporate Bond Etf
Recent Activity
Increased 5.74%
2.69%
$3.519M
181,121 shares@ $19.43 avg price