David Hunter

@Horizons Wealth Management

Latest period2024 - Q4

Reported11d ago

Managed Assets$131.155M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSJPInvesco Bulletshares 2025 High Yield Corporate Bond Etf Recent Activity Decreased -3.87%	1.8%	$2.352M 101,952 shares@ $23.08 avg price	Decreased -3.87%
EFAIshares Msci Eafe Etf Recent Activity Decreased -3.51%	1.4%	$1.833M 24,247 shares@ $75.62 avg price	Decreased -3.51%
AAPLApple Inc Com Recent Activity Decreased -3.03%	1.23%	$1.611M 6,432 shares@ $250.42 avg price	Decreased -3.03%
IAGGIshares Core International Aggregate Bond Etf Recent Activity Decreased -4.7%	0.9%	$1.173M 23,500 shares@ $49.92 avg price	Decreased -4.7%
ICFIshares Cohen & Steers Reit Etf Recent Activity Decreased -5.15%	0.66%	$854,547 14,181 shares@ $60.26 avg price	Decreased -5.15%
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Decreased -3.96%	0.59%	$769,505 4,065 shares@ $189.31 avg price	Decreased -3.96%
IVVIshares Core S&p 500 Etf Recent Activity Decreased -4.17%	0.55%	$715,246 1,215 shares@ $588.68 avg price	Decreased -4.17%
QQQInvesco Qqq Trust Series I Recent Activity Decreased -1.47%	0.37%	$477,489 934 shares@ $511.24 avg price	Decreased -1.47%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Decreased -0.41%	0.3%	$391,207 8,883 shares@ $44.04 avg price	Decreased -0.41%
VNQIVanguard Global Ex-u.s. Real Estate Etf Recent Activity Decreased -9.7%	0.29%	$375,773 9,499 shares@ $39.56 avg price	Decreased -9.7%