Horizon Wealth Management, LLC Reduced Holdings in Q1 2025

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-330K
- 99.01%
$79.96 - $87.71 $26.4M - $28.9M
3.31K $268K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-311K
- 29.55%
$64.88 - $72.1 $20.2M - $22.4M
742K $48.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-318K
- 34.27%
$48.06 - $53.73 $15.3M - $17.1M
610K $29.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-56.2K
- 97.36%
$192.6 - $233.2 $10.8M - $13.1M
1.52K $299K
PFF
Ishares Trust Ishares Pfd And

ETFs
-316K
- 92.93%
$30.85 - $32.26 $9.74M - $10.2M
24K $741K
SPYG
Spdr Portfolio

ETFs
-2.65K
- 1.16%
$80.05 - $92.39 $212K - $244K
225K $18M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-85
- 0.08%
$192.82 - $222.1 $16.4K - $18.9K
110K $21.3M
AAPL
Apple Inc.

Technology
-324
- 0.58%
$209.68 - $247.1 $67.9K - $80.1K
55.1K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
-530
- 0.66%
$271.18 - $303.12 $144K - $161K
79.9K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-946
- 16.38%
$222.15 - $428.22 $210K - $405K
4.83K $1.25M
GOOG
Alphabet Inc.

Communication Services
-800
- 7.41%
$156.06 - $207.71 $125K - $166K
9.99K $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-620
- 11.57%
$551.42 - $612.93 $342K - $380K
4.74K $2.65M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-21.8K
- 46.91%
$20.71 - $21.15 $451K - $461K
24.7K $510K
DIS
Walt Disney CO

Communication Services
-1.7K
- 9.46%
$96.87 - $114.0 $164K - $193K
16.2K $1.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-997
- 23.74%
$140.66 - $166.79 $140K - $166K
3.2K $450K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.73K
- 12.64%
$106.44 - $113.12 $184K - $196K
12K $1.29M
XLI
Industrial Sector Spdr

ETFs
-1.38K
- 40.36%
$128.78 - $141.67 $177K - $195K
2.04K $264K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-9
- 0.05%
$45.72 - $51.73 $411 - $466
17.5K $802K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-51
- 10.39%
$634.14 - $744.83 $32.3K - $38K
440 $279K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-288
- 2.66%
$32.42 - $36.13 $9.34K - $10.4K
10.6K $346K
RPM
Rpm International Inc

Basic Materials
-64
- 2.49%
$114.03 - $128.31 $7.3K - $8.21K
2.5K $289K
NVS
Novartis Ag

Healthcare
-33
- 1.42%
$97.14 - $115.57 $3.21K - $3.81K
2.29K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.46%
$279.74 - $321.29 $3.36K - $3.86K
2.61K $814K
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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