Horan Securities, Inc. Reduced Holdings in Q1 2025

Horan Securities, Inc.

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.21K
- 5.21%
$209.68 - $247.1 $253K - $298K
21.9K $4.87M
AVGO
Broadcom Inc.

Technology
-886
- 17.8%
$167.43 - $244.7 $148K - $217K
4.09K $685K
MSFT
Microsoft Corp

Technology
-415
- 6.19%
$375.39 - $447.2 $156K - $186K
6.29K $2.36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.01%
$360.07 - $417.26 $360 - $417
8.1K $2.92M
GOOGL
Alphabet Inc.

Communication Services
-881
- 16.84%
$154.33 - $206.19 $136K - $182K
4.35K $672K
WMB
Williams Companies, Inc.

Energy
-5.01K
- 45.1%
$54.02 - $61.09 $271K - $306K
6.1K $364K
WMT
Walmart Inc.

Consumer Defensive
-1.93K
- 20.84%
$84.5 - $105.05 $163K - $203K
7.34K $644K
FNDA
Schwab Fundamental U S Small C

ETFs
-4.33K
- 20.52%
$26.87 - $30.99 $116K - $134K
16.8K $459K
VTI
Vanguard Total Stock Market Et

ETFs
-136
- 1.71%
$271.18 - $303.12 $36.9K - $41.2K
7.83K $2.15M
MRK
Merck & Co., Inc.

Healthcare
-927
- 14.4%
$83.01 - $101.02 $77K - $93.6K
5.51K $494K
LMT
Lockheed Martin Corp

Industrials
-20
- 0.8%
$423.19 - $506.29 $8.46K - $10.1K
2.47K $1.1M
FISV
Fiserv Inc

Technology
-766
- 34.52%
N/A
1.45K $181K
HD
Home Depot, Inc.

Consumer Cyclical
-91
- 3.54%
$347.25 - $424.87 $31.6K - $38.7K
2.48K $909K
ACN
Accenture PLC

Technology
-166
- 16.82%
$300.91 - $398.25 $50K - $66.1K
821 $256K
QCOM
Qualcomm Inc

Technology
-576
- 17.73%
$151.94 - $175.86 $87.5K - $101K
2.67K $410K
USTB
Victory Portfolios Ii Victorys

ETFs
-1.72K
- 12.89%
$50.08 - $50.71 $86.3K - $87.4K
11.6K $589K
TJX
Tjx Companies Inc

Consumer Cyclical
-562
- 13.7%
$112.81 - $126.16 $63.4K - $70.9K
3.54K $431K
CFG
Citizens Financial Group Inc

Financial Services
-1.09K
- 16.26%
$39.73 - $48.36 $43.2K - $52.6K
5.6K $229K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-97
- 16.64%
$497.6 - $606.74 $48.3K - $58.9K
486 $241K
ITW
Illinois Tool Works Inc

Industrials
-216
- 18.96%
$244.9 - $274.48 $52.9K - $59.3K
923 $228K
ADP
Automatic Data Processing Inc

Industrials
-243
- 16.88%
$286.85 - $318.64 $69.7K - $77.4K
1.2K $365K
JPM
Jpmorgan Chase & CO

Financial Services
-346
- 6.68%
$225.19 - $279.95 $77.9K - $96.9K
4.83K $1.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
-165
- 15.29%
$283.24 - $338.07 $46.7K - $55.8K
914 $269K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.69K
- 4.41%
$28.92 - $29.24 $48.8K - $49.3K
36.5K $1.07M
CMCSA
Comcast Corp

Communication Services
-977
- 12.32%
$33.19 - $38.23 $32.4K - $37.4K
6.95K $256K
USB
Us Bancorp \De\

Financial Services
-7
- 0.1%
$40.92 - $50.9 $286 - $356
6.8K $286K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-168
- 5.78%
$169.43 - $182.84 $28.5K - $30.7K
2.74K $474K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.18K
- 5.82%
$45.41 - $47.18 $53.8K - $55.9K
19.2K $900K
EEM
Ishares Msci Emerging Markets

ETFs
-1.14K
- 10.12%
$40.81 - $45.34 $46.6K - $51.8K
10.1K $443K
NOC
Northrop Grumman Corp

Industrials
-104
- 17.3%
$433.45 - $513.82 $45.1K - $53.4K
497 $254K
NEE
Nextera Energy Inc

Utilities
-211
- 5.12%
$66.96 - $76.16 $14.1K - $16.1K
3.91K $277K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-22
- 3.14%
$302.31 - $337.54 $6.65K - $7.43K
679 $208K
PEP
Pepsico Inc

Consumer Defensive
-53
- 1.8%
$142.64 - $156.42 $7.56K - $8.29K
2.9K $434K
SUB
Ishares Short Term National Mu

ETFs
-125
- 5.82%
$105.3 - $106.24 $13.2K - $13.3K
2.02K $213K
CCI
Crown Castle International Corp

Real Estate
-482
- 17.0%
$84.33 - $106.39 $40.6K - $51.3K
2.35K $245K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-316
- 0.78%
N/A
40.1K $951K
SHEL
Shell PLC

Energy
-596
- 16.42%
$62.84 - $73.29 $37.5K - $43.7K
3.03K $222K
VZ
Verizon Communications Inc

Communication Services
-1.24K
- 12.01%
$37.81 - $46.49 $46.7K - $57.4K
9.04K $410K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-193
- 0.49%
$25.05 - $25.16 $4.83K - $4.86K
39.5K $994K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-352
- 0.87%
$23.9 - $24.18 $8.41K - $8.51K
40.1K $970K
EOG
Eog Resources Inc

Energy
-79
- 3.84%
$120.54 - $138.05 $9.52K - $10.9K
1.98K $253K
IBMO
Ishares Tr Ibonds December 202

ETFs
-1
- 0.01%
$25.45 - $25.6 $25.5 - $25.6
8.45K $216K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-354
- 0.93%
$24.79 - $25.26 $8.78K - $8.94K
37.7K $952K
CSCO
Cisco Systems, Inc.

Technology
-11
- 0.24%
$58.74 - $64.87 $646 - $714
4.6K $283K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 0.06%
$182.82 - $196.21 $366 - $392
3.52K $662K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-49
- 0.32%
$42.5 - $46.71 $2.08K - $2.29K
15.3K $693K
ABT
Abbott Laboratories

Healthcare
-533
- 11.79%
$111.1 - $140.22 $59.2K - $74.7K
3.99K $529K
V
Visa Inc.

Financial Services
-51
- 3.87%
$306.92 - $362.71 $15.7K - $18.5K
1.27K $444K
IXUS
Ishares Tr

ETFs
-50
- 0.45%
$65.06 - $72.31 $3.25K - $3.62K
11K $767K
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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