Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORIZONS WEALTH MANAGEMENT | 07-22-2024 | 06-30-2024 | 175 | 126,430,496 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | 101 | $59,442 | 1,299 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JPMORGAN CHASE & CO. COM | Stock | 102 | $58,319 | 278 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNITEDHEALTH GROUP INC COM | Stock | 103 | $56,779 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR S&P 400 MID CAP GROWTH ETF | ETF | 104 | $55,611 | 648 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
