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
BSCOInvesco Bulletshares 2024 Corporate Bond Etf Recent Activity Exited	0%	$3.173M 150,232 shares@ $21.13 avg price	Exited
BSJOInvesco Bulletshares 2024 High Yield Corporate Bond Etf Recent Activity Exited	0%	$2.252M 99,114 shares@ $22.72 avg price	Exited
IBTEIshares Ibonds Dec 2024 Term Treasury Etf Recent Activity Exited	0%	$672,192 28,008 shares@ $24.0 avg price	Exited
BSMOInvesco Bulletshares 2024 Municipal Bond Etf Recent Activity Exited	0%	$302,084 12,171 shares@ $24.82 avg price	Exited
IBDPIshares Ibonds Dec 2024 Term Corporate Etf Recent Activity Exited	0%	$265,411 10,528 shares@ $25.22 avg price	Exited
ANETArista Networks Inc Com Recent Activity Exited	0%	$76,764 200 shares@ $383.82 avg price	Exited
PFEPfizer Inc Com Recent Activity Exited	0%	$4,471 155 shares@ $28.85 avg price	Exited
BITOProshares Bitcoin Etf Recent Activity Exited	0%	$96 5 shares@ $19.2 avg price	Exited