Horizons Wealth Management recently submitted its 13F-HR filing with the Securities and Exchange Commission, providing insight into its latest investment activities. The significance of this filing lies in the transparency it offers to investors and the public regarding the firm’s holdings, purchases, and sales of securities. By analyzing this filing, stakeholders can gain valuable information about Horizons Wealth Management’s investment strategy and potential market outlook.
Horizons Wealth Management is a financial advisory firm that specializes in wealth management services for high-net-worth individuals and institutional clients. With a focus on personalized investment solutions, the company aims to help clients achieve their financial goals through tailored strategies and prudent risk management. For more information about Horizons Wealth Management, visit their website at https://www.horizonswm.com.
The 13F-HR form is a quarterly filing required by the SEC for institutional investment managers with assets under management above a certain threshold. This form discloses the manager’s equity holdings, including stocks, options, and convertible bonds. By providing transparency into these holdings, the form aims to promote market integrity and protect investors’ interests.
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Horizons Wealth Management (0001943228) Files 13F-HR Form with SEC
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