Horizon-Family-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ADBE",
  "GOOGL",
  "AXP",
  "ASML",
  "AVGO",
  "BSX",
  "CRS",
  "WTTR",
  null,
  "AZN",
  "INTU",
  null,
  null,
  "GSIE",
  "INGR",
  "META",
  null,
  "IVW",
  null,
  null,
  "LRCX",
  null,
  null,
  "MRVL",
  "MSFT",
  "TMUS",
  "IJR",
  "PANW",
  "IJK",
  "AAPL",
  "NVDA",
  "GS",
  null,
  "PG",
  null,
  null,
  "UBER",
  "VO",
  null,
  null,
  null,
  null,
  "TSM",
  null,
  "TT",
  "VRT",
  null,
  "GSLC",
  "AEP",
  null,
  null,
  "RACE",
  "AMZN",
  "HCA",
  "VUG",
  "VFH",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "JCI",
  "SPYV",
  "WNS",
  "BRK-B",
  "CBOE",
  "GTLS",
  "KO",
  "DE",
  "DIS",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 73
Total Value: 148313712
Accession Number: 0001910660-25-000002
Form Type: 13F-HR
CIK: horizon-family-wealth
Manager Name: Horizon-Family-Wealth

Data Enrichment

71% identified

52 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $148.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33735K108

Shares:—

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.3M)

46137V175

Shares:—

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.3M)

464287606

IJK|464287606

Shares:—

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.3M)

81369Y803

XLK|81369Y803

Shares:—

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.3M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$832.6K

% of Portfolio:0.6% ($832.6K/$148.3M)

COCA COLA CO

KO|191216100

Shares:—

Value:$825.0K

% of Portfolio:0.6% ($825.0K/$148.3M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$808.6K

% of Portfolio:0.5% ($808.6K/$148.3M)

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$795.9K

% of Portfolio:0.5% ($795.9K/$148.3M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$722.1K

% of Portfolio:0.5% ($722.1K/$148.3M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:—

Value:$665.3K

% of Portfolio:0.4% ($665.3K/$148.3M)

33939L860

Shares:—

Value:$646.4K

% of Portfolio:0.4% ($646.4K/$148.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$603.6K

% of Portfolio:0.4% ($603.6K/$148.3M)

81369Y209

Shares:—

Value:$570.5K

% of Portfolio:0.4% ($570.5K/$148.3M)

INTUIT INC.

INTU|461202103

Shares:—

Value:$558.5K

% of Portfolio:0.4% ($558.5K/$148.3M)

92204A603

Shares:—

Value:$555.4K

% of Portfolio:0.4% ($555.4K/$148.3M)

464287804

IJR|464287804

Shares:—

Value:$550.6K

% of Portfolio:0.4% ($550.6K/$148.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:—

Value:$549.1K

% of Portfolio:0.4% ($549.1K/$148.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$537.7K

% of Portfolio:0.4% ($537.7K/$148.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:—

Value:$528.6K

% of Portfolio:0.4% ($528.6K/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33735K108)✕	—	QoQ - YoY -	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.3M)	QoQ -4.93% (-$76.8K) YoY +0.48% (+$7.1K)
(cusip46137V175)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.3M)	QoQ -4.52% (-$65.7K) YoY NEW(+$1.4M)
(IJKcusip464287606)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.3M)	QoQ -6.63% (-$93.7K) YoY +9.86% (+$118.4K)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.3M)	QoQ -14.79% (-$192.4K) YoY -42.35% (-$814.3K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.3M)	QoQ -17.30% (-$228.1K) YoY +338.11% (+$841.2K)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$832.6K	0.6% ($832.6K/$148.3M)	QoQ -10.68% (-$99.6K) YoY +686.89% (+$726.8K)
COCA COLA CO(KOcusip191216100)	—	QoQ NEW YoY NEW	All Managers (Combined)	$825.0K	0.6% ($825.0K/$148.3M)	QoQ NEW(+$825.0K) YoY NEW(+$825.0K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$808.6K	0.5% ($808.6K/$148.3M)	QoQ -3.99% (-$33.6K) YoY +21.12% (+$141.0K)
T-Mobile US, Inc.(TMUScusip872590104)	—	QoQ - YoY -	All Managers (Combined)	$795.9K	0.5% ($795.9K/$148.3M)	QoQ +36.42% (+$212.5K) YoY +7829.98% (+$785.9K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$722.1K	0.5% ($722.1K/$148.3M)	QoQ -22.36% (-$208.0K) YoY +779.91% (+$640.0K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	—	QoQ - YoY -	All Managers (Combined)	$665.3K	0.4% ($665.3K/$148.3M)	QoQ +32.86% (+$164.6K) YoY +184.74% (+$431.7K)
(cusip33939L860)✕	—	QoQ - YoY -	All Managers (Combined)	$646.4K	0.4% ($646.4K/$148.3M)	QoQ -9.14% (-$65.1K) YoY -27.44% (-$244.5K)
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY -	All Managers (Combined)	$603.6K	0.4% ($603.6K/$148.3M)	QoQ +35.01% (+$156.5K) YoY +17714.99% (+$600.2K)
(cusip81369Y209)✕	—	QoQ - YoY -	All Managers (Combined)	$570.5K	0.4% ($570.5K/$148.3M)	QoQ -7.95% (-$49.3K) YoY -25.78% (-$198.3K)
INTUIT INC.(INTUcusip461202103)	—	QoQ - YoY -	All Managers (Combined)	$558.5K	0.4% ($558.5K/$148.3M)	QoQ -2.14% (-$12.2K) YoY -4.94% (-$29.1K)
(cusip92204A603)✕	—	QoQ - YoY -	All Managers (Combined)	$555.4K	0.4% ($555.4K/$148.3M)	QoQ +51.27% (+$188.3K) YoY +59.79% (+$207.8K)
(IJRcusip464287804)	—	QoQ - YoY -	All Managers (Combined)	$550.6K	0.4% ($550.6K/$148.3M)	QoQ -17.32% (-$115.4K) YoY -84.75% (-$3.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$549.1K	0.4% ($549.1K/$148.3M)	QoQ NEW(+$549.1K) YoY NEW(+$549.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ - YoY -	All Managers (Combined)	$537.7K	0.4% ($537.7K/$148.3M)	QoQ +6.09% (+$30.9K) YoY +2856.38% (+$519.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	—	QoQ - YoY -	All Managers (Combined)	$528.6K	0.4% ($528.6K/$148.3M)	QoQ -8.38% (-$48.4K) YoY +4673.34% (+$517.5K)