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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
BSCPInvesco Bulletshares 2025 Corporate Bond Etf
Recent Activity
Increased 3.11%
2.69%
$3.518M
170,348 shares@ $20.65 avg price
BSCSInvesco Bulletshares 2028 Corporate Bond Etf
Recent Activity
Increased 6.11%
2.66%
$3.477M
172,745 shares@ $20.14 avg price
BSCRInvesco Bulletshares 2027 Corporate Bond Etf
Recent Activity
Increased 5.68%
2.58%
$3.378M
173,383 shares@ $19.49 avg price
BSCUInvesco Bulletshares 2030 Corporate Bond Etf
Recent Activity
Increased 96.45%
2.49%
$3.255M
198,854 shares@ $16.38 avg price
CMDYIshares Bloomberg Roll Select Commodity Strategy Etf
Recent Activity
Increased 22.95%
2.36%
$3.093M
65,005 shares@ $47.58 avg price
BSJQInvesco Bulletshares 2026 High Yield Corp Bond Etf
Recent Activity
Increased 675.08%
1.93%
$2.53M
108,720 shares@ $23.28 avg price
BSJPInvesco Bulletshares 2025 High Yield Corporate Bond Etf
Recent Activity
Decreased -3.87%
1.8%
$2.352M
101,952 shares@ $23.08 avg price
BLVVanguard Long-term Bond Etf
Recent Activity
Increased 3.31%
1.78%
$2.327M
34,000 shares@ $68.43 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -3.51%
1.4%
$1.833M
24,247 shares@ $75.62 avg price
AAPLApple Inc Com
Recent Activity
Decreased -3.03%
1.23%
$1.611M
6,432 shares@ $250.42 avg price