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Horizons Wealth Management

All holdings · as of Dec 31, 2025

165 positions

CompanyClassValueShares% of portfolio
COCA COLA CO$26.7K3820.0%
ISHARES CORE MSCI EAFE ETF$28.7K3210.0%
Meta Platforms Inc$30.4K460.0%
UNITEDHEALTH GROUP INC$33.0K1000.0%
CITIGROUP INC$33.0K2830.0%
ISHARES GLOBAL CLEAN ENERGY ETF$33.6K2,0450.0%
Merck & Co., Inc.$36.2K3440.0%
INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF$37.3K1,4290.0%
ISHARES S&P SMALL-CAP 600 GROWTH ETF$38.1K2700.0%
NNN REIT, INC.$38.6K9750.0%
ISHARES RUSSELL MID-CAP VALUE ETF$39.4K2790.0%
JPMORGAN CHASE & CO$40.3K1250.0%
TRUIST FINANCIAL CORP$42.0K8530.0%
Yum! Brands Inc$45.2K2990.0%
ISHARES SILVER TRUST$45.6K7080.0%
ISHARES RUSSELL 3000 ETF$47.2K1220.0%
WISDOMTREE U.S. SMALLCAP FUND$47.4K8320.0%
VANGUARD DIVIDEND APPRECIATION ETF$48.8K2220.0%
DEERE & CO$48.9K1050.0%
ISHARES SELECT DIVIDEND ETF$50.8K3600.0%
ISHARES U.S. AEROSPACE & DEFENSE ETF$53.0K2470.0%
VANGUARD MID-CAP GROWTH ETF$54.4K1950.0%
VANGUARD INFORMATION TECHNOLOGY ETF$58.0K770.0%
ISHARES RUSSELL MID-CAP GROWTH ETF$58.3K4260.0%
STATE STREET SPDR S&P 400 MID CAP GROWTH ETF$59.9K6480.0%
ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF$61.4K1,2990.0%
ISHARES RUSSELL 1000 ETF$63.5K1700.0%
IDEXX LABORATORIES INC /DE$67.7K1000.0%
HOME DEPOT, INC.$70.5K2050.0%
INVESCO S&P MIDCAP 400 PURE GROWTH ETF$70.7K1,3490.0%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND$74.6K1,0140.0%
ISHARES BITCOIN TRUST ETF$77.1K1,5530.1%
INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF$77.3K3,5920.1%
WISDOMTREE U.S. MIDCAP FUND$82.4K1,2330.1%
INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF$83.8K3,8100.1%
Chubb Ltd$88.0K2820.1%
LOWES COMPANIES INC$98.2K4070.1%
SPDR S&P MIDCAP 400 ETF TRUST$98.9K1640.1%
Arista Networks, Inc.ANETCommon Stock$104.8K8000.1%
VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF$105.7K1,4310.1%
iShares MSCI UAE ETF$111.4K1,0880.1%
STATE STREET SPDR S&P DIVIDEND ETF$118.3K8500.1%
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF$118.6K2,5790.1%
Alphabet Inc.$119.2K3800.1%
ISHARES RUSSELL 2000 ETF$122.1K4960.1%
VANGUARD S&P 500 VALUE ETF$127.3K6220.1%
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF$132.8K3,6050.1%
ISHARES MSCI INTL QUALITY FACTOR ETF$134.1K2,9510.1%
BANK OF AMERICA CORP /DE$137.3K2,4960.1%
ISHARES ESG AWARE US AGGREGATE BOND ETF$140.9K2,9440.1%
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