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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
IAUIshares Gold Trust
Recent Activity
Decreased -3.81%
0.09%
$117,438
2,372 shares@ $49.52 avg price
STIPIshares 0-5 Year Tips Bond Etf
Recent Activity
Decreased -37.08%
0.08%
$101,204
1,006 shares@ $100.61 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -0.24%
0.08%
$100,448
407 shares@ $246.81 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -0.4%
0.07%
$90,327
249 shares@ $362.76 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -53.19%
0.07%
$79,743
205 shares@ $389.0 avg price
RFGInvesco S&p Midcap 400 Pure Growth Etf
Recent Activity
Decreased -0.07%
0.05%
$65,316
1,349 shares@ $48.42 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -19.06%
0.05%
$53,935
225 shares@ $239.72 avg price
DEDeere & Co Com
Recent Activity
Decreased -0.94%
0.04%
$44,489
105 shares@ $423.71 avg price
IWSIshares Russell Mid-cap Value Etf
Recent Activity
Decreased -0.35%
0.03%
$36,086
279 shares@ $129.35 avg price
CIThe Cigna Group Com
Recent Activity
Decreased -20.47%
0.03%
$27,890
101 shares@ $276.14 avg price