Horizon Wealth Management, LLC Incresed Positions in Q1 2025

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
31.5K
+ 61.64%
$243.19 - $288.14 $7.66M - $9.08M
82.6K $23.8M
IEMG
Ishares Inc

ETFs
204K
+ 4880.04%
N/A
209K $11.2M
XLC
Select Sector Spdr Tr Communic

ETFs
60.1K
+ 60.48%
$94.84 - $105.31 $5.7M - $6.33M
160K $15.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
114K
+ 4.26%
$25.08 - $25.64 $2.85M - $2.91M
2.78M $69.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 4.17%
$442.66 - $534.52 $70.8K - $85.5K
4K $2.1M
T
At&T Inc.

Communication Services
210
+ 0.53%
$21.56 - $28.28 $4.53K - $5.94K
40K $1.13M
KO
Coca Cola CO

Consumer Defensive
2.36K
+ 66.73%
$60.81 - $72.32 $143K - $171K
5.89K $422K
BA
Boeing CO

Industrials
1.07K
+ 24.81%
$148.15 - $186.25 $159K - $200K
5.4K $920K
NEE
Nextera Energy Inc

Utilities
2.22K
+ 36.88%
$66.96 - $76.16 $148K - $169K
8.23K $583K
ABBV
Abb Vie Inc.

Healthcare
117
+ 3.23%
$169.2 - $216.66 $19.8K - $25.3K
3.74K $784K
CVX
Chevron Corp

Energy
181
+ 6.0%
$146.71 - $167.97 $26.6K - $30.4K
3.2K $534K
META
Meta Platforms, Inc.

Communication Services
202
+ 11.61%
$576.74 - $736.67 $117K - $149K
1.94K $1.12M
V
Visa Inc.

Financial Services
156
+ 16.97%
$306.92 - $362.71 $47.9K - $56.6K
1.08K $376K
AMGN
Amgen Inc

Healthcare
73
+ 6.0%
$258.59 - $327.36 $18.9K - $23.9K
1.29K $401K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.02K
+ 3.63%
$169.43 - $182.84 $173K - $186K
29.1K $5M
VZ
Verizon Communications Inc

Communication Services
43
+ 0.31%
$37.81 - $46.49 $1.63K - $2K
14K $635K
NFLX
Netflix Inc

Communication Services
58
+ 10.39%
$828.4 - $1058.6 $48K - $61.4K
616 $574K
ABT
Abbott Laboratories

Healthcare
66
+ 2.08%
$111.1 - $140.22 $7.33K - $9.25K
3.25K $430K
INTC
Intel Corp

Technology
1.36K
+ 13.5%
$19.1 - $27.39 $26K - $37.3K
11.4K $259K
XOM
Exxon Mobil Corp

Energy
39
+ 0.87%
$105.44 - $118.93 $4.11K - $4.64K
4.51K $536K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 8.16%
$461.52 - $548.18 $32.3K - $38.4K
928 $486K
IEFA
Ishares Tr

ETFs
129
+ 1.87%
$69.57 - $78.65 $8.97K - $10.1K
7.01K $535K
JPM
Jpmorgan Chase & CO

Financial Services
83
+ 1.55%
$225.19 - $279.95 $18.7K - $23.2K
5.42K $1.33M
JNJ
Johnson & Johnson

Healthcare
27
+ 1.6%
$142.06 - $167.7 $3.84K - $4.53K
1.71K $283K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 11.19%
$890.62 - $1076.86 $26.7K - $32.3K
298 $281K
SYK
Stryker Corp

Healthcare
63
+ 5.86%
$355.18 - $399.9 $22.4K - $25.2K
1.14K $423K
MO
Altria Group, Inc.

Consumer Defensive
64
+ 1.54%
$50.81 - $60.02 $3.25K - $3.84K
4.22K $252K
WMT
Walmart Inc.

Consumer Defensive
387
+ 12.3%
$84.5 - $105.05 $32.7K - $40.7K
3.53K $310K
CL
Colgate Palmolive CO

Consumer Defensive
139
+ 3.09%
$85.68 - $97.5 $11.9K - $13.6K
4.63K $434K
ALL
Allstate Corp

Financial Services
14
+ 0.94%
$180.99 - $210.18 $2.53K - $2.94K
1.51K $312K
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 2.08%
$91.75 - $115.81 $4.86K - $6.14K
2.6K $254K
LPLA
Lpl Financial Holdings Inc.

Financial Services
54
+ 8.7%
$308.87 - $383.33 $16.7K - $20.7K
675 $220K
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 2.04%
$112.81 - $126.16 $11.2K - $12.5K
4.95K $602K
CSCO
Cisco Systems, Inc.

Technology
113
+ 3.22%
$58.74 - $64.87 $6.64K - $7.33K
3.62K $223K
IWD
Ishares Russell 1000 Val ETF

ETFs
28
+ 0.39%
$182.82 - $196.21 $5.12K - $5.49K
7.27K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 11.99%
$347.25 - $424.87 $22.6K - $27.6K
607 $222K
PEP
Pepsico Inc

Consumer Defensive
89
+ 6.49%
$142.64 - $156.42 $12.7K - $13.9K
1.46K $218K
VTV
Vanguard Value ETF

ETFs
31
+ 1.37%
$167.73 - $179.21 $5.2K - $5.56K
2.29K $391K
GDV
Gabelli Dividend & Income Trust

Financial Services
84
+ 0.97%
$23.47 - $25.3 $1.97K - $2.13K
8.77K $211K
CEG
Constellation Energy Corp

Utilities
104
+ 10.72%
$202.21 - $347.44 $21K - $36.1K
1.07K $220K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
N/A
6.09K $1.11M
Franklin Templeton Digital H
1.01K
+ 15.69%
N/A
7.43K $0
MS
Morgan Stanley

Financial Services
94
+ 3.92%
$111.68 - $141.08 $10.5K - $13.3K
2.49K $290K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3
+ 0.11%
$95.35 - $107.82 $286 - $323
2.63K $251K
ORCL
Oracle Corp

Technology
194
+ 8.08%
$139.81 - $186.47 $27.1K - $36.2K
2.6K $362K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$92.45 - $106.69 $92.5 - $107
4.64K $429K
GOOGL
Alphabet Inc.

Communication Services
476
+ 14.3%
$154.33 - $206.19 $73.5K - $98.1K
3.8K $587K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
243
+ 3.38%
$47.25 - $67.02 $11.5K - $16.3K
7.43K $362K
AXP
American Express CO

Financial Services
44
+ 2.12%
$255.39 - $325.87 $11.2K - $14.3K
2.12K $569K
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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