Horizon Family Wealth, Inc. holdings history

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83 is the total number of securities Horizon Family Wealth, Inc. has owned. The longest Horizon Family Wealth, Inc. has owned a single stock is 8 quarters.

Horizon Family Wealth, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
GSLC GOLDMAN SACHS ETF TR8814.16%15.56%17.05%Q4 2021Q3 20238
VO VANGUARD INDEX FDS889.29%10.07%10.72%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS887.46%9.58%12.13%Q4 2021Q3 20238
GSIE GOLDMAN SACHS ETF TR887.77%8.72%9.53%Q4 2021Q3 20238
IVW ISHARES TR884.17%5.76%8.71%Q4 2021Q3 20238
SPYV SPDR SER TR883.72%4.09%4.50%Q4 2021Q3 20238
IJR ISHARES TR883.04%3.17%3.33%Q4 2021Q3 20238
INTF ISHARES TR881.99%2.74%3.01%Q4 2021Q3 20238
QDF FLEXSHARES TR880.72%2.60%4.75%Q4 2021Q3 20238
XLV SELECT SECTOR SPDR TR881.37%2.37%3.36%Q4 2021Q3 20238
PWV INVESCO EXCHANGE TRADE...882.09%2.29%2.64%Q4 2021Q3 20238
MBB ISHARES TR881.10%2.17%3.46%Q4 2021Q3 20238
PWB INVESCO EXCHANGE TRADE...880.21%1.86%2.36%Q4 2021Q3 20238
VB VANGUARD INDEX FDS881.48%1.57%1.65%Q4 2021Q3 20238
MUB ISHARES TR881.24%1.48%1.64%Q4 2021Q3 20238
AAPL APPLE INC881.00%1.44%1.65%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR881.26%1.43%1.71%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS881.28%1.32%1.38%Q4 2021Q3 20238
FTC FIRST TRUST LRGCP GWT ...881.12%1.23%1.45%Q4 2021Q3 20238
BBRE J P MORGAN EXCHANGE-TR...880.32%0.77%1.30%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.47%0.74%0.84%Q4 2021Q3 20238
UDR UDR INC880.55%0.74%0.92%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.66%0.72%0.84%Q4 2021Q3 20238
EQR EQUITY RESIDENTIAL880.55%0.70%0.85%Q4 2021Q3 20238
GOOGL ALPHABET INC880.26%0.54%0.68%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.46%0.51%0.57%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.27%0.42%0.57%Q4 2021Q3 20238
TLTD FLEXSHARES TR880.36%0.42%0.51%Q4 2021Q3 20238
AMZN AMAZON COM INC880.23%0.42%0.54%Q4 2021Q3 20238
DE DEERE & CO880.35%0.41%0.51%Q4 2021Q3 20238
AVGO BROADCOM INC880.22%0.40%0.51%Q4 2021Q3 20238
FTA FIRST TR LRG CP VL ALP...880.29%0.32%0.35%Q4 2021Q3 20238
PEP PEPSICO INC880.22%0.26%0.30%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.21%0.24%0.28%Q4 2021Q3 20238
IVOO VANGUARD ADMIRAL FDS INC770.78%0.94%1.19%Q4 2021Q2 20237
INTU INTUIT770.47%0.53%0.60%Q1 2022Q3 20237
BA BOEING CO770.34%0.37%0.44%Q1 2022Q3 20237
CSCO CISCO SYS INC770.31%0.34%0.38%Q1 2022Q3 20237
TMUS T-MOBILE US INC770.25%0.32%0.35%Q1 2022Q3 20237
UPS UNITED PARCEL SERVICE INC770.22%0.25%0.27%Q1 2022Q3 20237
ICF ISHARES TR660.93%1.93%2.90%Q4 2021Q1 20236
SLYG SPDR SER TR660.52%0.81%0.92%Q4 2021Q1 20236
DIS DISNEY WALT CO330.25%0.29%0.32%Q1 2022Q3 20236
IYG ISHARES TR420.21%0.26%0.39%Q4 2021Q3 20236
PLD PROLOGIS INC.420.23%0.26%0.30%Q1 2022Q3 20236
RJF RAYMOND JAMES FINL INC510.22%0.24%0.27%Q1 2022Q3 20236
BBIN J P MORGAN EXCHANGE-TR...551.27%1.95%2.79%Q4 2021Q4 20225
IEMG ISHARES INC550.55%0.64%0.72%Q4 2021Q4 20225
XLF SELECT SECTOR SPDR TR550.52%0.59%0.65%Q2 2022Q2 20235
ABC CENCORA INC410.22%0.25%0.27%Q1 2022Q3 20235
GS GOLDMAN SACHS GROUP INC410.22%0.25%0.27%Q1 2022Q3 20235
IMTM ISHARES TR442.31%2.45%2.55%Q4 2021Q3 20224
MEAR ISHARES U S ETF TR440.67%1.08%1.48%Q4 2021Q3 20224
KBE SPDR SER TR440.47%0.55%0.71%Q4 2022Q3 20234
XLP SELECT SECTOR SPDR TR440.36%0.39%0.41%Q4 2021Q3 20224
XLE SELECT SECTOR SPDR TR440.35%0.39%0.44%Q4 2022Q3 20234
UBER UBER TECHNOLOGIES INC310.22%0.26%0.32%Q1 2022Q3 20234
TSM TAIWAN SEMICONDUCTOR M...440.25%0.25%0.26%Q4 2022Q3 20234
SNPS SYNOPSYS INC440.23%0.24%0.26%Q1 2022Q4 20224
PANW PALO ALTO NETWORKS INC330.46%0.52%0.56%Q1 2023Q3 20233
IDV ISHARES TR330.32%0.32%0.33%Q1 2023Q3 20233
XLRE SELECT SECTOR SPDR TR330.30%0.31%0.32%Q1 2022Q3 20223
LMT LOCKHEED MARTIN CORP330.22%0.25%0.26%Q1 2022Q3 20223
INGR INGREDION INC330.24%0.24%0.25%Q1 2023Q3 20233
LRCX LAM RESEARCH CORP330.21%0.24%0.26%Q1 2023Q3 20233
XLB SELECT SECTOR SPDR TR330.22%0.23%0.24%Q4 2022Q2 20233
AZN ASTRAZENECA PLC210.20%0.22%0.24%Q4 2022Q3 20233
JSML JANUS DETROIT STR TR221.85%1.85%1.86%Q2 2023Q3 20232
VPL VANGUARD INTL EQUITY I...221.32%1.33%1.34%Q4 2021Q1 20222
IYC ISHARES TR220.34%0.35%0.36%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION220.28%0.29%0.30%Q2 2023Q3 20232
BBJP J P MORGAN EXCHANGE TR...220.25%0.26%0.26%Q2 2023Q3 20232
RACE FERRARI N V220.20%0.21%0.22%Q2 2023Q3 20232
XHB SPDR SER TR110.20%0.21%0.22%Q4 2021Q2 20232
TT TRANE TECHNOLOGIES PLC110.20%0.21%0.21%Q4 2021Q3 20232
WMT WALMART INC220.19%0.20%0.22%Q2 2023Q3 20232
IMCG ISHARES TR111.20%1.20%1.20%Q3 2023Q3 20231
BILS SPDR SER TR111.08%1.08%1.08%Q3 2023Q3 20231
IYE ISHARES TR110.40%0.40%0.40%Q3 2023Q3 20231
MP MP MATERIALS CORP110.27%0.27%0.27%Q1 2022Q1 20221
TSLA TESLA INC110.25%0.25%0.25%Q1 2022Q1 20221
ITB ISHARES TR110.24%0.24%0.24%Q4 2021Q4 20211
ZTS ZOETIS INC110.20%0.20%0.20%Q1 2022Q1 20221
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The securities at the top of the list , including GOLDMAN SACHS ETF TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Horizon Family Wealth, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Horizon Family Wealth, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Horizon Family Wealth, Inc. owns currently or has owned in the past.