Horizon Wealth Management, LLC Purchases in Q4 2024

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
2.66M
New
$25.09 - $25.69 $66.8M - $68.4M
2.66M $67.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
77.9K
+ 171.55%
$481.22 - $538.17 $37.5M - $41.9M
123K $63.1M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
333K
New
$79.95 - $89.42 $26.6M - $29.8M
333K $27.8M
XLK
Technology Sector Spdr

ETFs
64K
New
$220.26 - $241.44 $14.1M - $15.4M
64K $14.9M
XLY
Select Sector Spdr Consumer Di

ETFs
56.3K
+ 3965.07%
$194.8 - $239.43 $11M - $13.5M
57.7K $13M
GLD
Spdr Gold Trust

ETFs
51.1K
New
$236.59 - $257.5 $12.1M - $13.2M
51.1K $12.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
142K
+ 27.47%
$80.93 - $85.66 $11.5M - $12.2M
661K $53.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
169K
+ 22.31%
$49.03 - $53.35 $8.3M - $9.03M
928K $47.6M
XLC
Select Sector Spdr Tr Communic

ETFs
71.1K
+ 250.91%
$89.66 - $102.16 $6.37M - $7.26M
99.4K $9.62M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
72.5K
+ 14.97%
$37.86 - $39.07 $2.74M - $2.83M
556K $21.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
+ 3.0%
$280.04 - $302.45 $656K - $709K
80.5K $23.3M
AAPL
Apple Inc.

Technology
914
+ 1.68%
$221.69 - $259.02 $203K - $237K
55.4K $13.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 29.83%
$213.65 - $479.86 $284K - $637K
5.78K $2.33M
AMZN
Amazon Com Inc

Consumer Cyclical
2.46K
+ 15.51%
$180.88 - $232.93 $445K - $573K
18.3K $4.02M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
New
$570.51 - $610.59 $971K - $1.04M
1.7K $1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
46.5K
New
$20.98 - $21.19 $975K - $985K
46.5K $978K
NVDA
Nvidia Corp

Technology
3.39K
+ 8.99%
$117.0 - $148.88 $397K - $505K
41.1K $5.52M
IEFA
Ishares Tr

ETFs
6.88K
New
$70.06 - $77.43 $482K - $533K
6.88K $483K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.64K
New
$94.43 - $105.47 $438K - $489K
4.64K $470K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.9K
New
$55.86 - $60.21 $441K - $476K
7.9K $452K
VTV
Vanguard Value ETF

ETFs
2.26K
New
$168.32 - $181.87 $380K - $411K
2.26K $382K
BA
Boeing CO

Industrials
1K
+ 30.08%
$138.14 - $180.72 $138K - $181K
4.32K $765K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.07K
New
$121.89 - $135.52 $252K - $280K
2.07K $258K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.76K
New
$90.66 - $99.46 $250K - $274K
2.76K $250K
IEMG
Ishares Inc

ETFs
4.19K
New
N/A
4.19K $224K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.92K
New
$47.29 - $84.74 $138K - $248K
2.92K $217K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.26K
+ 19.73%
$108.28 - $117.54 $244K - $265K
13.7K $1.49M
CSCO
Cisco Systems, Inc.

Technology
3.5K
New
$52.45 - $60.02 $184K - $210K
3.5K $207K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.67K
New
$55.05 - $58.86 $202K - $216K
3.67K $206K
LPLA
Lpl Financial Holdings Inc.

Financial Services
621
New
$229.85 - $335.91 $143K - $209K
621 $202K
XLI
Industrial Sector Spdr

ETFs
1.43K
+ 71.8%
$131.76 - $143.99 $188K - $205K
3.41K $449K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.04K
+ 16.8%
$183.23 - $199.79 $191K - $208K
7.24K $1.34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.55K
+ 38.99%
$44.33 - $49.55 $158K - $176K
12.7K $568K
ABT
Abbott Laboratories

Healthcare
840
+ 35.9%
$111.93 - $119.39 $94K - $100K
3.18K $359K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$161.86 - $196.66 $162 - $197
3.33K $629K
T
At&T Inc.

Communication Services
1.48K
+ 3.86%
$21.22 - $23.88 $31.3K - $35.2K
39.7K $904K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.59K
+ 17.2%
$33.92 - $36.6 $54K - $58.2K
10.8K $375K
META
Meta Platforms, Inc.

Communication Services
47
+ 2.78%
$554.08 - $632.68 $26K - $29.7K
1.74K $1.03M
AXP
American Express CO

Financial Services
1
+ 0.05%
$267.35 - $305.57 $267 - $306
2.07K $615K
MS
Morgan Stanley

Financial Services
2
+ 0.08%
$104.42 - $134.99 $209 - $270
2.4K $301K
IBM
International Business Machines Corp

Technology
217
+ 9.4%
$204.9 - $238.04 $44.5K - $51.7K
2.53K $555K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.07%
$46.94 - $51.62 $563 - $619
17.5K $874K
V
Visa Inc.

Financial Services
14
+ 1.55%
$273.87 - $320.91 $3.83K - $4.49K
919 $290K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
381
+ 16.95%
$100.38 - $107.86 $38.2K - $41.1K
2.63K $270K
WMT
Walmart Inc.

Consumer Defensive
41
+ 1.32%
$79.1 - $95.7 $3.24K - $3.92K
3.15K $284K
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 0.29%
$112.15 - $127.2 $1.57K - $1.78K
4.85K $585K
NKE
Nike, Inc.

Consumer Cyclical
543
+ 22.34%
$73.36 - $89.13 $39.8K - $48.4K
2.97K $225K
MO
Altria Group, Inc.

Consumer Defensive
9
+ 0.22%
$49.06 - $57.74 $442 - $520
4.15K $217K
RPM
Rpm International Inc

Basic Materials
2
+ 0.08%
$120.09 - $140.26 $240 - $281
2.57K $315K
Activity Summary
Buys All Purchases 72 New Holdings 19 Increased Positions 53 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email