David Hunter

@Horizons Wealth Management

Latest period2024 - Q4

Reported24d 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

Investment	Portfolio %	Reported Value	Recent Activity
VV Vanguard Large-cap Etf Recent Activity Increased 0.66%	10.47%	$13.729M 50,904 shares@ $269.71 avg price	Increased 0.66%
VEA Vanguard Ftse Developed Markets Etf Recent Activity Increased 0.78%	7.61%	$9.976M 208,612 shares@ $47.83 avg price	Increased 0.78%
VNQ Vanguard Real Estate Etf Recent Activity Increased 3.45%	7.32%	$9.589M 107,646 shares@ $89.08 avg price	Increased 3.45%
VO Vanguard Mid-cap Etf Recent Activity Increased 1.02%	7.21%	$9.454M 35,792 shares@ $264.14 avg price	Increased 1.02%
VB Vanguard Small-cap Etf Recent Activity Increased 0.39%	7.07%	$9.268M 38,573 shares@ $240.28 avg price	Increased 0.39%
TIP Ishares Tips Bond Etf Recent Activity Increased 3.48%	4.37%	$5.719M 53,673 shares@ $106.56 avg price	Increased 3.48%
BND Vanguard Total Bond Market Etf Recent Activity Increased 8.51%	4.1%	$5.366M 74,618 shares@ $71.91 avg price	Increased 8.51%
BNDX Vanguard Total International Bond Etf Recent Activity Increased 8.8%	3.9%	$5.106M 104,091 shares@ $49.06 avg price	Increased 8.8%
BSCT Invesco Bulletshares 2029 Corporate Bond Etf Recent Activity Increased 12.18%	2.78%	$3.634M 198,133 shares@ $18.34 avg price	Increased 12.18%
BSCQ Invesco Bulletshares 2026 Corporate Bond Etf Recent Activity Increased 5.74%	2.69%	$3.519M 181,121 shares@ $19.43 avg price	Increased 5.74%

1-10 of 168