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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78464A698

Shares:—

Value:$511.4K

% of Portfolio:0.3% ($511.4K/$148.3M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$500.6K

% of Portfolio:0.3% ($500.6K/$148.3M)

464287457

Shares:—

Value:$477.2K

% of Portfolio:0.3% ($477.2K/$148.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:—

Value:$472.7K

% of Portfolio:0.3% ($472.7K/$148.3M)

WNS (HOLDINGS) LTD

WNS|G98196101

Shares:—

Value:$457.6K

% of Portfolio:0.3% ($457.6K/$148.3M)

Ingredion Inc

INGR|457187102

Shares:—

Value:$450.5K

% of Portfolio:0.3% ($450.5K/$148.3M)

33939L803

Shares:—

Value:$415.5K

% of Portfolio:0.3% ($415.5K/$148.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$400.8K

% of Portfolio:0.3% ($400.8K/$148.3M)

464288448

Shares:—

Value:$383.5K

% of Portfolio:0.3% ($383.5K/$148.3M)

464287770

Shares:—

Value:$380.1K

% of Portfolio:0.3% ($380.1K/$148.3M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:—

Value:$377.0K

% of Portfolio:0.3% ($377.0K/$148.3M)

Johnson Controls International plc

JCI|G51502105

Shares:—

Value:$346.7K

% of Portfolio:0.2% ($346.7K/$148.3M)

Walmart Inc.

WMT|931142103

Shares:—

Value:$346.1K

% of Portfolio:0.2% ($346.1K/$148.3M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:—

Value:$343.9K

% of Portfolio:0.2% ($343.9K/$148.3M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:—

Value:$321.9K

% of Portfolio:0.2% ($321.9K/$148.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:—

Value:$313.3K

% of Portfolio:0.2% ($313.3K/$148.3M)

ASTRAZENECA PLC

AZN|046353108

Shares:—

Value:$301.3K

% of Portfolio:0.2% ($301.3K/$148.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:—

Value:$296.1K

% of Portfolio:0.2% ($296.1K/$148.3M)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$288.4K

% of Portfolio:0.2% ($288.4K/$148.3M)

DEERE & CO

DE|244199105

Shares:—

Value:$283.0K

% of Portfolio:0.2% ($283.0K/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A698)✕	—	QoQ - YoY NEW	All Managers (Combined)	$511.4K	0.3% ($511.4K/$148.3M)	QoQ -21.69% (-$141.7K) YoY NEW(+$511.4K)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$500.6K	0.3% ($500.6K/$148.3M)	QoQ -14.05% (-$81.9K) YoY -19.07% (-$118.0K)
(cusip464287457)✕	—	QoQ - YoY -	All Managers (Combined)	$477.2K	0.3% ($477.2K/$148.3M)	QoQ +21.89% (+$85.7K) YoY +135.45% (+$274.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	—	QoQ - YoY -	All Managers (Combined)	$472.7K	0.3% ($472.7K/$148.3M)	QoQ +34.05% (+$120.1K) YoY +11360.38% (+$468.6K)
WNS (HOLDINGS) LTD(WNScusipG98196101)	—	QoQ - YoY NEW	All Managers (Combined)	$457.6K	0.3% ($457.6K/$148.3M)	QoQ +46.32% (+$144.9K) YoY NEW(+$457.6K)
Ingredion Inc(INGRcusip457187102)	—	QoQ - YoY -	All Managers (Combined)	$450.5K	0.3% ($450.5K/$148.3M)	QoQ +12.16% (+$48.9K) YoY +39.13% (+$126.7K)
(cusip33939L803)✕	—	QoQ - YoY -	All Managers (Combined)	$415.5K	0.3% ($415.5K/$148.3M)	QoQ +18.01% (+$63.4K) YoY -7.30% (-$32.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$400.8K	0.3% ($400.8K/$148.3M)	QoQ +2.80% (+$10.9K) YoY +435.65% (+$326.0K)
(cusip464288448)✕	—	QoQ - YoY -	All Managers (Combined)	$383.5K	0.3% ($383.5K/$148.3M)	QoQ +12.90% (+$43.8K) YoY +11.70% (+$40.2K)
(cusip464287770)✕	—	QoQ - YoY -	All Managers (Combined)	$380.1K	0.3% ($380.1K/$148.3M)	QoQ -5.59% (-$22.5K) YoY +26.38% (+$79.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	—	QoQ - YoY -	All Managers (Combined)	$377.0K	0.3% ($377.0K/$148.3M)	QoQ +23.26% (+$71.2K) YoY +61.55% (+$143.6K)
Johnson Controls International plc(JCIcusipG51502105)	—	QoQ - YoY -	All Managers (Combined)	$346.7K	0.2% ($346.7K/$148.3M)	QoQ +13.24% (+$40.5K) YoY +39.87% (+$98.8K)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$346.1K	0.2% ($346.1K/$148.3M)	QoQ +6.87% (+$22.3K) YoY +62.61% (+$133.3K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	—	QoQ - YoY NEW	All Managers (Combined)	$343.9K	0.2% ($343.9K/$148.3M)	QoQ -17.98% (-$75.4K) YoY NEW(+$343.9K)
HCA Healthcare, Inc.(HCAcusip40412C101)	—	QoQ - YoY -	All Managers (Combined)	$321.9K	0.2% ($321.9K/$148.3M)	QoQ +32.63% (+$79.2K) YoY +25.63% (+$65.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	—	QoQ - YoY NEW	All Managers (Combined)	$313.3K	0.2% ($313.3K/$148.3M)	QoQ +12.85% (+$35.7K) YoY NEW(+$313.3K)
ASTRAZENECA PLC(AZNcusip046353108)	—	QoQ - YoY -	All Managers (Combined)	$301.3K	0.2% ($301.3K/$148.3M)	QoQ +33.02% (+$74.8K) YoY +6907.93% (+$297.0K)
Palo Alto Networks Inc(PANWcusip697435105)	—	QoQ - YoY -	All Managers (Combined)	$296.1K	0.2% ($296.1K/$148.3M)	QoQ +4.16% (+$11.8K) YoY +34.10% (+$75.3K)
ADOBE INC.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$288.4K	0.2% ($288.4K/$148.3M)	QoQ +6.32% (+$17.2K) YoY -1.62% (-$4.8K)
DEERE & CO(DEcusip244199105)	—	QoQ - YoY -	All Managers (Combined)	$283.0K	0.2% ($283.0K/$148.3M)	QoQ -22.68% (-$83.0K) YoY +1627.16% (+$266.6K)