StockDriftsStockDriftsTop 50 Horizon Family Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 9.17% | 174.5K | $17.4M | +19.60%(+28.60K) | $99.37(-0.21%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.51% | 32.5K | $14.2M | -1.26%(-416) | $45.39(+88.38%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 7.23% | 317.2K | $13.7M | -6.74%(-22.92K) | $33.51(+37.11%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 6.16% | 93.2K | $11.7M | -30.98%(-41.85K) | $90.16(+57.30%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.86% | 98.0K | $11.1M | -1.00%(-988) | $72.33(+87.21%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.53% | 184.7K | $8.6M | +102.05%(+93.27K) | $42.70(+21.01%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.35% | 28.7K | $8.2M | -4.03%(-1.20K) | $61.70(+30.48%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.77% | 92.8K | $5.2M | -3.08%(-2.95K) | $41.39(+48.93%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.68% | 10.6K | $5.1M | +2.81%(+289) | $421.57(+20.45%) | 2026-03-31 | |
| RZG | INVESCO EXCHANGE TRADED FD T | 2.55% | 84.8K | $4.8M | +16.84%(+12.23K) | $53.56(+33.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.68% | +46.92% |
| Top 20 Holdings Unweighted | +11.84% | +39.87% |
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