Horizon Wealth Management, LLC Incresed Positions in Q3 2025

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
205K
+ 131.0%
$105.99 - $119.41 $21.8M - $24.5M
362K $42.9M
COIN
Coinbase Global, Inc.

Technology
19.9K
+ 98.63%
$297.99 - $419.78 $5.92M - $8.34M
40K $13.5M
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
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
JNJ
Johnson & Johnson

Healthcare
3
+ 0.19%
$155.17 - $185.42 $466 - $556
1.57K $291K
MS
Morgan Stanley

Financial Services
54
+ 2.25%
$139.09 - $161.16 $7.51K - $8.7K
2.46K $390K
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
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.19%
$57.75 - $67.68 $462 - $541
4.18K $275K
ALL
Allstate Corp

Financial Services
56
+ 3.78%
$192.0 - $214.65 $10.8K - $12K
1.54K $329K
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
RPM
Rpm International Inc

Basic Materials
19
+ 0.77%
$110.07 - $128.23 $2.09K - $2.44K
2.48K $292K
XOM
Exxon Mobil Corp

Energy
3
+ 0.07%
$105.83 - $117.22 $317 - $352
4.27K $481K
ABT
Abbott Laboratories

Healthcare
147
+ 4.61%
$120.51 - $136.62 $17.7K - $20.1K
3.33K $446K
GDV
Gabelli Dividend & Income Trust

Financial Services
81
+ 0.91%
$25.8 - $27.4 $2.09K - $2.22K
8.94K $242K
V
Visa Inc.

Financial Services
57
+ 6.18%
$332.09 - $358.86 $18.9K - $20.5K
979 $334K
AMGN
Amgen Inc

Healthcare
6
+ 0.48%
$271.18 - $309.22 $1.63K - $1.86K
1.27K $357K
CSCO
Cisco Systems, Inc.

Technology
113
+ 3.26%
$66.2 - $71.79 $7.48K - $8.11K
3.58K $245K
SBUX
Starbucks Corp

Consumer Cyclical
151
+ 5.87%
$81.9 - $96.86 $12.4K - $14.6K
2.72K $230K
IBM
International Business Machines Corp

Technology
91
+ 3.5%
$234.77 - $292.47 $21.4K - $26.6K
2.69K $759K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.43%
$150.47 - $161.22 $1.05K - $1.13K
1.62K $249K
T
At&T Inc.

Communication Services
195
+ 0.52%
$26.94 - $29.62 $5.25K - $5.78K
37.6K $1.06M
KO
Coca Cola CO

Consumer Defensive
31
+ 0.53%
$65.67 - $71.67 $2.04K - $2.22K
5.89K $390K
DIS
Walt Disney CO

Communication Services
10
+ 0.06%
$112.25 - $124.0 $1.12K - $1.24K
16.1K $1.84M
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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