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
VOOVanguard S&p 500 Etf Recent Activity Decreased -16.78%	0.28%	$365,852 679 shares@ $538.82 avg price	Decreased -16.78%
AMZNAmazon Com Inc Com Recent Activity Decreased -3.47%	0.26%	$335,447 1,529 shares@ $219.39 avg price	Decreased -3.47%
BSMPInvesco Bulletshares 2025 Municipal Bond Etf Recent Activity Decreased -4.44%	0.25%	$323,262 13,189 shares@ $24.51 avg price	Decreased -4.44%
IBDQIshares Ibonds Dec 2025 Term Corporate Etf Recent Activity Decreased -7.76%	0.24%	$308,040 12,297 shares@ $25.06 avg price	Decreased -7.76%
IBDRIshares Ibonds Dec 2026 Term Corporate Etf Recent Activity Decreased -7.32%	0.24%	$306,146 12,719 shares@ $24.07 avg price	Decreased -7.32%
ESGUIshares Esg Aware Msci Usa Etf Recent Activity Decreased -6.09%	0.22%	$280,055 2,174 shares@ $128.83 avg price	Decreased -6.09%
HYLBXtrackers Usd High Yield Corporate Bond Etf Recent Activity Decreased -12.62%	0.19%	$238,886 6,621 shares@ $36.09 avg price	Decreased -12.62%
SHYIshares 1-3 Year Treasury Bond Etf Recent Activity Decreased -5.99%	0.14%	$171,092 2,087 shares@ $81.98 avg price	Decreased -5.99%
IGLBIshares 10 Year Investment Grade Corporate Bond Etf Recent Activity Decreased -4.29%	0.13%	$165,095 3,342 shares@ $49.41 avg price	Decreased -4.29%
IWMIshares Russell 2000 Etf Recent Activity Decreased -23.31%	0.1%	$120,644 546 shares@ $220.96 avg price	Decreased -23.31%