Horizon Wealth Management, LLC Reduced Holdings in Q3 2025

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-639K
- 95.71%
$84.28 - $89.46 $53.9M - $57.2M
28.6K $2.55M
PULS
Pgim ETF Tr

ETFs
-1.07M
- 84.97%
$49.58 - $49.83 $52.9M - $53.2M
189K $9.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-69.2K
- 97.57%
$620.67 - $670.08 $43M - $46.4M
1.73K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-70.7K
- 54.24%
$546.99 - $602.2 $38.7M - $42.6M
59.6K $35.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-582K
- 96.83%
$54.35 - $59.32 $31.6M - $34.5M
19.1K $1.13M
IYW
Ishares Dj Us Tech ETF

ETFs
-85.8K
- 96.64%
$171.38 - $197.01 $14.7M - $16.9M
2.99K $585K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-10.4K
- 72.87%
$70.85 - $76.96 $737K - $801K
3.87K $294K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-995
- 25.64%
$459.11 - $506.91 $457K - $504K
2.89K $1.45M
BA
Boeing CO

Industrials
-1.93K
- 57.77%
$209.79 - $237.38 $404K - $457K
1.41K $303K
MCD
Mcdonalds Corp

Consumer Cyclical
-793
- 30.74%
$291.67 - $316.99 $231K - $251K
1.79K $543K
META
Meta Platforms, Inc.

Communication Services
-23
- 1.33%
$695.21 - $791.73 $16K - $18.2K
1.71K $1.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-289
- 4.27%
$92.18 - $95.14 $26.6K - $27.5K
6.48K $616K
SJNK
Spdr Bloomberg Short Term High

ETFs
-574
- 2.04%
$25.28 - $25.63 $14.5K - $14.7K
27.6K $705K
VIG
Vanguard Dividend Appreciation

ETFs
-53
- 0.86%
N/A
6.09K $1.11M
VZ
Verizon Communications Inc

Communication Services
-278
- 1.98%
$40.84 - $45.06 $11.4K - $12.5K
13.7K $604K
Harris Oakmark ETF Trust
-1.38M
- 94.4%
N/A
82.1K $0
Blackrock ETF Trust
-147K
- 92.79%
N/A
11.4K $0
Franklin Templeton Digital H
-970
- 9.86%
N/A
8.87K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-24
- 2.05%
$182.33 - $194.5 $4.38K - $4.67K
1.15K $222K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.09K
- 3.86%
$181.56 - $190.33 $198K - $207K
27.1K $5.15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-168
- 1.71%
$36.04 - $38.78 $6.05K - $6.52K
9.68K $373K
BX
Blackstone Inc.

Financial Services
-20
- 1.32%
$152.77 - $188.68 $3.06K - $3.77K
1.5K $255K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-203
- 1.07%
$51.78 - $57.89 $10.5K - $11.8K
18.9K $1.08M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-243
- 3.28%
$68.94 - $86.3 $16.8K - $21K
7.18K $619K
INTC
Intel Corp

Technology
-186
- 1.64%
$19.31 - $35.5 $3.59K - $6.6K
11.1K $373K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.08%
$282.78 - $316.06 $1.13K - $1.26K
5.24K $1.65M
MSFT
Microsoft Corp

Technology
-70
- 0.64%
$491.09 - $535.64 $34.4K - $37.5K
10.8K $5.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-200
- 0.26%
$72.65 - $78.68 $14.5K - $15.7K
77.4K $6.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-46
- 0.97%
$293.94 - $444.72 $13.5K - $20.5K
4.68K $2.08M
GLD
Spdr Gold Trust

ETFs
-881
- 1.91%
$300.96 - $355.47 $265K - $313K
45.3K $16.1M
AAPL
Apple Inc.

Technology
-1.44K
- 2.77%
$202.38 - $256.87 $291K - $369K
50.5K $12.8M
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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