Horizon Wealth Management, LLC Incresed Positions in Q4 2024

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
77.9K
+ 171.55%
$481.22 - $538.17 $37.5M - $41.9M
123K $63.1M
XLY
Select Sector Spdr Consumer Di

ETFs
56.3K
+ 3965.07%
$194.8 - $239.43 $11M - $13.5M
57.7K $13M
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
SPYG
Spdr Portfolio

ETFs
3.16K
+ 1.41%
$81.74 - $91.38 $258K - $289K
227K $20M
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
NVDA
Nvidia Corp

Technology
3.39K
+ 8.99%
$117.0 - $148.88 $397K - $505K
41.1K $5.52M
BA
Boeing CO

Industrials
1K
+ 30.08%
$138.14 - $180.72 $138K - $181K
4.32K $765K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.26K
+ 19.73%
$108.28 - $117.54 $244K - $265K
13.7K $1.49M
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
SUSL
Ishares Tr Esg Msci Usa Leader

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

Financial Services
14
+ 1.55%
$273.87 - $320.91 $3.83K - $4.49K
919 $290K
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
JNJ
Johnson & Johnson

Healthcare
204
+ 13.79%
$143.34 - $165.86 $29.2K - $33.8K
1.68K $243K
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
XOM
Exxon Mobil Corp

Energy
110
+ 2.52%
$105.51 - $125.37 $11.6K - $13.8K
4.47K $480K
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
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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