News + Filings Holdings
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Horizon Family Wealth, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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J P MORGAN EXCHANGE TRADED F
| BBIN | Common | 0 | -50,785 | 0 | -2,402,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ICF | Common | 0 | -37,487 | 0 | -2,278,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IMTM | Common | 0 | -73,312 | 0 | -2,194,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLYG | Common | 0 | -10,779 | 0 | -760,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 0 | -12,726 | 0 | -624,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MEAR | Common | 0 | -11,619 | 0 | -578,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -4,848 | 0 | -350,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR RL EST SEL SEC
| XLRE | STOCK | 0 | -6,658 | 0 | -272,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 0 | -527 | 0 | -226,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SYNOPSYS INC
| SNPS | Common | 0 | -690 | 0 | -210,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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