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
JNJ
Johnson & Johnson

Healthcare
204
+ 13.79%
$143.34 - $165.86 $29.2K - $33.8K
1.68K $243K
Franklin Templeton Digital H
6.42K
New
N/A
6.42K $0
Morgan Stanley ETF Trust
13.2K
New
N/A
13.2K $0
GDV
Gabelli Dividend & Income Trust

Financial Services
66
+ 0.77%
$23.77 - $25.59 $1.57K - $1.69K
8.68K $209K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.37%
$385.02 - $431.37 $770 - $863
542 $210K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 0.47%
$87.44 - $102.5 $1.05K - $1.23K
2.55K $232K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.39%
$442.29 - $483.08 $6.63K - $7.25K
3.84K $1.74M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.07%
$151.29 - $176.1 $151 - $176
1.37K $208K
AMGN
Amgen Inc

Healthcare
143
+ 13.31%
$258.78 - $328.31 $37K - $46.9K
1.22K $317K
INTC
Intel Corp

Technology
193
+ 1.95%
$19.07 - $26.23 $3.68K - $5.06K
10.1K $202K
KO
Coca Cola CO

Consumer Defensive
39
+ 1.12%
$61.74 - $71.71 $2.41K - $2.8K
3.54K $220K
CEG
Constellation Energy Corp

Utilities
1
+ 0.1%
$224.28 - $285.52 $224 - $286
970 $218K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.27%
$288.47 - $316.54 $2.02K - $2.22K
2.62K $759K
NVS
Novartis Ag

Healthcare
33
+ 1.44%
$96.78 - $117.18 $3.19K - $3.87K
2.32K $225K
ABBV
Abb Vie Inc.

Healthcare
158
+ 4.56%
$164.99 - $203.87 $26.1K - $32.2K
3.63K $644K
CL
Colgate Palmolive CO

Consumer Defensive
23
+ 0.51%
$90.22 - $102.31 $2.08K - $2.35K
4.49K $408K
VZ
Verizon Communications Inc

Communication Services
209
+ 1.52%
$39.6 - $45.21 $8.28K - $9.45K
14K $558K
CAT
Caterpillar Inc

Industrials
3
+ 0.14%
$360.37 - $416.88 $1.08K - $1.25K
2.2K $796K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.12%
$485.52 - $625.25 $486 - $625
858 $434K
NEE
Nextera Energy Inc

Utilities
40
+ 0.67%
$69.77 - $85.43 $2.79K - $3.42K
6.01K $430K
MSFT
Microsoft Corp

Technology
47
+ 0.4%
$406.35 - $454.46 $19.1K - $21.4K
11.7K $4.94M
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
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