Horizon Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $417 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $90.5M, Invesco Qqq Trust, Series 1 with a value of $57.8M, Blackrock ETF Tr U S Equity Fa with a value of $33.2M, Ishares Trust Ishares Pfd And with a value of $28.1M, and Invesco Exchange Traded Fd Tr with a value of $24.2M.
Examining the 13F form we can see an increase of $36.2M in the current position value, from $381M to 417M.
Below you can find more details about Horizon Wealth Management, LLC portfolio as well as his latest detailed transactions.
