Horizon Wealth Management, LLC Reduced Holdings in Q2 2025

Horizon Wealth Management, LLC

  • $526 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.75M
- 98.99%
$24.12 - $25.48 $66.3M - $70.1M
28.1K $717K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-665K
- 89.55%
$58.41 - $72.69 $38.8M - $48.3M
77.6K $5.64M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-413K
- 98.39%
$85.42 - $94.39 $35.3M - $39M
6.77K $635K
IVE
Ishares S&P 500 Value ETF

ETFs
-119K
- 62.66%
$168.34 - $195.42 $20M - $23.2M
70.9K $13.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-84.8K
- 98.64%
$152.42 - $182.82 $12.9M - $15.5M
1.17K $213K
GLD
Spdr Gold Trust

ETFs
-36.5K
- 44.15%
$273.71 - $316.29 $9.99M - $11.5M
46.2K $14.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-29.7K
- 45.64%
$179.95 - $278.88 $5.35M - $8.29M
35.4K $9.88M
AAPL
Apple Inc.

Technology
-3.23K
- 5.85%
$172.42 - $223.89 $556K - $722K
51.9K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.74K
- 44.04%
$167.32 - $223.3 $1.29M - $1.73M
9.83K $2.16M
GOOG
Alphabet Inc.

Communication Services
-5.78K
- 57.88%
$146.58 - $180.01 $848K - $1.04M
4.21K $746K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-2.19K
- 18.29%
$95.52 - $109.98 $209K - $240K
9.77K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
-98
- 10.56%
$274.35 - $599.47 $26.9K - $58.7K
830 $258K
BA
Boeing CO

Industrials
-2.07K
- 38.26%
$136.59 - $217.51 $282K - $449K
3.33K $698K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-117
- 2.93%
$483.48 - $539.8 $56.6K - $63.2K
3.88K $1.89M
NEE
Nextera Energy Inc

Utilities
-2.13K
- 25.9%
$64.11 - $75.0 $137K - $160K
6.1K $423K
ABBV
Abb Vie Inc.

Healthcare
-106
- 2.83%
$170.16 - $206.27 $18K - $21.9K
3.64K $674K
CVX
Chevron Corp

Energy
-96
- 3.0%
$133.73 - $168.51 $12.8K - $16.2K
3.1K $443K
XOM
Exxon Mobil Corp

Energy
-243
- 5.39%
$99.93 - $119.04 $24.3K - $28.9K
4.27K $459K
ALT
Altimmune, Inc.

Healthcare
-10K
- 40.0%
$3.5 - $7.71 $35K - $77.1K
15K $58K
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 1.04%
$285.55 - $321.23 $7.71K - $8.67K
2.58K $753K
AMGN
Amgen Inc

Healthcare
-30
- 2.33%
$262.28 - $309.85 $7.87K - $9.3K
1.26K $351K
V
Visa Inc.

Financial Services
-153
- 14.23%
$308.27 - $373.31 $47.2K - $57.1K
922 $327K
T
At&T Inc.

Communication Services
-2.56K
- 6.41%
$26.33 - $28.94 $67.4K - $74.1K
37.4K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
-166
- 9.31%
$157.66 - $172.39 $26.2K - $28.6K
1.62K $257K
JNJ
Johnson & Johnson

Healthcare
-139
- 8.13%
$146.36 - $159.82 $20.3K - $22.2K
1.57K $239K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-148
- 8.18%
$376.48 - $440.65 $55.7K - $65.2K
1.66K $732K
DHR
Danaher Corp

Healthcare
-59
- 2.98%
$174.64 - $205.16 $10.3K - $12.1K
1.92K $380K
GOOGL
Alphabet Inc.

Communication Services
-593
- 15.59%
$144.7 - $178.6 $85.8K - $106K
3.21K $565K
CL
Colgate Palmolive CO

Consumer Defensive
-89
- 1.92%
$87.57 - $96.0 $7.79K - $8.54K
4.54K $413K
SBUX
Starbucks Corp

Consumer Cyclical
-27
- 1.04%
$79.69 - $99.41 $2.15K - $2.68K
2.57K $235K
RPM
Rpm International Inc

Basic Materials
-43
- 1.72%
$96.97 - $117.58 $4.17K - $5.06K
2.46K $270K
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 10.07%
$908.13 - $1056.85 $27.2K - $31.7K
268 $265K
ALL
Allstate Corp

Financial Services
-29
- 1.92%
$180.53 - $212.64 $5.24K - $6.17K
1.48K $298K
MO
Altria Group, Inc.

Consumer Defensive
-48
- 1.14%
$55.56 - $60.91 $2.67K - $2.92K
4.17K $244K
KO
Coca Cola CO

Consumer Defensive
-35
- 0.59%
$68.37 - $73.9 $2.39K - $2.59K
5.86K $414K
INTC
Intel Corp

Technology
-122
- 1.07%
$18.13 - $22.69 $2.21K - $2.77K
11.3K $253K
WMT
Walmart Inc.

Consumer Defensive
-414
- 11.72%
$81.79 - $99.98 $33.9K - $41.4K
3.12K $304K
TJX
Tjx Companies Inc

Consumer Cyclical
-89
- 1.8%
$119.13 - $135.03 $10.6K - $12K
4.86K $599K
XLY
Select Sector Spdr Consumer Di

ETFs
-157
- 10.32%
$176.34 - $218.59 $27.7K - $34.3K
1.37K $296K
SYK
Stryker Corp

Healthcare
-63
- 5.53%
$337.37 - $395.63 $21.3K - $24.9K
1.08K $425K
ABT
Abbott Laboratories

Healthcare
-59
- 1.82%
$123.95 - $138.08 $7.31K - $8.15K
3.19K $433K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-705
- 6.68%
$29.12 - $35.84 $20.5K - $25.3K
9.85K $352K
VTV
Vanguard Value ETF

ETFs
-31
- 1.35%
$153.67 - $176.74 $4.76K - $5.48K
2.26K $399K
CSCO
Cisco Systems, Inc.

Technology
-147
- 4.06%
$53.19 - $69.38 $7.82K - $10.2K
3.47K $240K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-126
- 0.98%
$35.35 - $42.68 $4.45K - $5.38K
12.7K $539K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-20
- 2.96%
$283.31 - $388.96 $5.67K - $7.78K
655 $245K
XLI
Industrial Sector Spdr

ETFs
-53
- 2.6%
$116.42 - $147.52 $6.17K - $7.82K
1.98K $292K
IEFA
Ishares Tr

ETFs
-53
- 0.76%
$67.83 - $84.09 $3.59K - $4.46K
6.96K $581K
MS
Morgan Stanley

Financial Services
-89
- 3.57%
$99.83 - $140.86 $8.88K - $12.5K
2.41K $338K
Activity Summary
Buys All Purchases 32 New Holdings 14 Increased Positions 18 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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