Horizon Wealth Management, LLC Purchases in Q3 2025

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
602K
New
$135.0 - $146.02 $81.3M - $87.9M
602K $87.7M
XLK
Technology Sector Spdr

ETFs
151K
New
$250.97 - $282.66 $37.8M - $42.6M
151K $42.5M
XLC
Select Sector Spdr Tr Communic

ETFs
205K
+ 131.0%
$105.99 - $119.41 $21.8M - $24.5M
362K $42.9M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
145K
New
$104.48 - $122.3 $15.2M - $17.8M
145K $17.6M
RING
Ishares Inc Msci Global Gold M

ETFs
211K
New
$42.96 - $64.71 $9.07M - $13.7M
211K $13.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
51.4K
New
$205.52 - $234.96 $10.6M - $12.1M
51.4K $12.1M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
254K
New
$38.58 - $40.06 $9.8M - $10.2M
254K $10.1M
IWM
Ishares Russell 2000 ETF

ETFs
41.4K
New
$214.92 - $244.84 $8.9M - $10.1M
41.4K $10M
HYG
Ishares Tr

ETFs
112K
New
$79.85 - $81.32 $8.95M - $9.11M
112K $9.1M
COIN
Coinbase Global, Inc.

Technology
19.9K
+ 98.63%
$297.99 - $419.78 $5.92M - $8.34M
40K $13.5M
IAI
Ishares Tr Us Broker Dealers &

ETFs
27.7K
New
$168.93 - $178.7 $4.68M - $4.95M
27.7K $4.9M
KCE
Spdr S&P Capital Markets ETF

ETFs
30.6K
New
$145.94 - $157.83 $4.47M - $4.83M
30.6K $4.68M
FDN
First Tr Fd Dow Jones

ETFs
13.3K
New
$264.06 - $287.34 $3.52M - $3.84M
13.3K $3.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
559
+ 0.5%
$225.11 - $247.9 $126K - $139K
112K $27.8M
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 1.67%
$303.93 - $329.86 $397K - $431K
79.5K $26.1M
SPYG
Spdr Portfolio

ETFs
341
+ 0.15%
$94.33 - $105.31 $32.2K - $35.9K
223K $23.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
280
+ 0.79%
$275.84 - $326.36 $77.2K - $91.4K
35.7K $11.6M
NVDA
Nvidia Corp

Technology
102
+ 0.27%
$153.3 - $186.58 $15.6K - $19K
37.2K $6.95M
IVE
Ishares S&P 500 Value ETF

ETFs
1.16K
+ 1.63%
$194.44 - $206.51 $225K - $239K
72K $14.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$617.65 - $666.84 $618 - $667
6.6K $4.4M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.07%
$175.16 - $255.24 $525 - $766
4.21K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 11.86%
$211.65 - $238.24 $247K - $278K
11K $2.42M
SSO
Proshares Ultra S&P 500

ETFs
1.94K
New
$97.48 - $112.71 $189K - $219K
1.94K $217K
VV
Vanguard Large Cap ETF

ETFs
695
New
$285.05 - $309.14 $198K - $215K
695 $213K
HD
Home Depot, Inc.

Consumer Cyclical
520
New
$357.4 - $423.42 $186K - $220K
520 $210K
COF
Capital One Financial Corp

Financial Services
987
New
$207.29 - $229.74 $205K - $227K
987 $209K
ORCL
Oracle Corp

Technology
174
+ 7.1%
$218.96 - $328.33 $38.1K - $57.1K
2.63K $738K
CAT
Caterpillar Inc

Industrials
3
+ 0.14%
$390.92 - $477.15 $1.17K - $1.43K
2.21K $1.05M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1.3K
+ 13.35%
$108.77 - $115.6 $142K - $151K
11.1K $1.25M
ABBV
Abb Vie Inc.

Healthcare
89
+ 2.45%
$184.85 - $231.54 $16.5K - $20.6K
3.73K $862K
MEAR
Blackrock Short Maturity Munic

ETFs
3.41K
+ 5.73%
$50.17 - $50.56 $171K - $172K
62.9K $3.18M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.39K
+ 76.77%
$20.84 - $21.03 $175K - $176K
19.3K $404K
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 0.29%
$121.35 - $144.54 $1.7K - $2.02K
4.87K $703K
IWD
Ishares Russell 1000 Val ETF

ETFs
92
+ 1.25%
$192.76 - $203.86 $17.7K - $18.8K
7.46K $1.52M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
472
+ 17.7%
$108.03 - $117.04 $51K - $55.2K
3.14K $367K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
575
+ 15.54%
$58.56 - $63.63 $33.7K - $36.6K
4.28K $271K
MS
Morgan Stanley

Financial Services
54
+ 2.25%
$139.09 - $161.16 $7.51K - $8.7K
2.46K $390K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.19%
$155.17 - $185.42 $466 - $556
1.57K $291K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$108.97 - $121.65 $109 - $122
4.66K $562K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.01%
$42.26 - $47.16 $42.3 - $47.2
12.7K $586K
CVX
Chevron Corp

Energy
25
+ 0.81%
$145.57 - $161.83 $3.64K - $4.05K
3.13K $485K
XYLD
Global X Fds S&P 500 Covered C

ETFs
981
+ 10.34%
$38.52 - $39.39 $37.8K - $38.6K
10.5K $410K
NEE
Nextera Energy Inc

Utilities
45
+ 0.74%
$69.77 - $77.54 $3.14K - $3.49K
6.14K $463K
WMT
Walmart Inc.

Consumer Defensive
148
+ 4.75%
$94.4 - $104.27 $14K - $15.4K
3.27K $336K
ALL
Allstate Corp

Financial Services
56
+ 3.78%
$192.0 - $214.65 $10.8K - $12K
1.54K $329K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.19%
$57.75 - $67.68 $462 - $541
4.18K $275K
AXP
American Express CO

Financial Services
2
+ 0.09%
$294.27 - $342.31 $589 - $685
2.14K $710K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.12%
$237.77 - $353.61 $238 - $354
831 $286K
XOM
Exxon Mobil Corp

Energy
3
+ 0.07%
$105.83 - $117.22 $317 - $352
4.27K $481K
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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