Horizon Wealth Management, LLC Purchases in Q2 2025

Horizon Wealth Management, LLC

  • $526 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
1.26M
New
$49.39 - $49.76 $62M - $62.5M
1.26M $62.5M
IVV
Ishares Core S&P 500 ETF

ETFs
69.2K
+ 4065.12%
$498.8 - $620.9 $34.5M - $43M
70.9K $44M
IYW
Ishares Dj Us Tech ETF

ETFs
85.6K
+ 2674.33%
$122.57 - $173.27 $10.5M - $14.8M
88.8K $15.4M
IYF
Ishares Tr

ETFs
111K
New
$99.23 - $120.99 $11M - $13.4M
111K $13.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
942
+ 0.73%
$416.06 - $551.64 $392K - $520K
130K $71.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
149K
New
$41.45 - $54.46 $6.19M - $8.13M
149K $7.77M
COIN
Coinbase Global, Inc.

Technology
20.1K
New
$151.47 - $375.07 $3.05M - $7.55M
20.1K $7.06M
IGV
Ishares Expanded Tech Software

ETFs
55.9K
New
$80.15 - $109.5 $4.48M - $6.12M
55.9K $6.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 1.65%
$171.4 - $227.1 $311K - $412K
112K $25.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.13K
+ 0.17%
$71.28 - $83.74 $80.8K - $94.9K
668K $55.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.86K
+ 39.35%
$496.48 - $617.85 $925K - $1.15M
6.6K $4.08M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
14.3K
New
$57.46 - $75.58 $821K - $1.08M
14.3K $1.08M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.92K
New
$60.61 - $87.72 $177K - $256K
2.92K $247K
BX
Blackstone Inc.

Financial Services
1.52K
New
$120.07 - $151.11 $182K - $229K
1.52K $226K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.7K
New
$47.24 - $58.55 $175K - $217K
3.7K $216K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.78K
New
$86.24 - $117.44 $153K - $208K
1.78K $208K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.78K
New
$60.34 - $74.89 $168K - $208K
2.78K $207K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 8.88%
$40.94 - $52.1 $63.6K - $81K
19.1K $992K
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.19K
+ 50.73%
$35.62 - $39.64 $114K - $127K
9.49K $369K
AXP
American Express CO

Financial Services
19
+ 0.9%
$231.39 - $318.98 $4.4K - $6.06K
2.14K $681K
IVW
Ishares S&P 500 Growth ETF

ETFs
24
+ 0.52%
$82.96 - $110.1 $1.99K - $2.64K
4.66K $513K
IWD
Ishares Russell 1000 Val ETF

ETFs
97
+ 1.33%
$166.82 - $194.23 $16.2K - $18.8K
7.36K $1.43M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
34
+ 1.29%
$86.12 - $108.35 $2.93K - $3.68K
2.67K $288K
NVS
Novartis Ag

Healthcare
66
+ 2.88%
$101.96 - $121.01 $6.73K - $7.99K
2.35K $284K
GDV
Gabelli Dividend & Income Trust

Financial Services
89
+ 1.02%
$21.11 - $26.01 $1.88K - $2.31K
8.85K $230K
PEP
Pepsico Inc

Consumer Defensive
321
+ 21.99%
$128.02 - $151.37 $41.1K - $48.6K
1.78K $235K
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 0.82%
N/A
6.14K $1.12M
Blackrock ETF Trust
159K
New
N/A
159K $0
Franklin Templeton Digital H
2.42K
+ 32.54%
N/A
9.84K $0
Harris Oakmark ETF Trust
1.47M
New
N/A
1.47M $0
VZ
Verizon Communications Inc

Communication Services
16
+ 0.11%
$41.67 - $45.62 $667 - $730
14K $606K
Activity Summary
Buys All Purchases 32 New Holdings 14 Increased Positions 18 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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