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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
SLVIshares Silver Trust
Recent Activity
Decreased -9.67%
0.02%
$21,380
812 shares@ $26.34 avg price
CCitigroup Inc Com New
Recent Activity
Decreased -28.36%
0.02%
$21,328
303 shares@ $70.39 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -57.62%
0.01%
$4,628
25 shares@ $185.12 avg price