Horizon Wealth Management, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $539 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $87.7M, Select Sector Spdr Tr Communic with a value of $42.9M, Technology Sector Spdr with a value of $42.5M, Invesco Qqq Trust, Series 1 with a value of $35.8M, and Invesco Exchange Traded Fd Tr with a value of $27.8M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $526M to 539M.
Below you can find more details about Horizon Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
ETFs: $469 Million
Technology: $41 Million
Communication Services: $7.3 Million
Financial Services: $6.47 Million
Consumer Cyclical: $6.18 Million
Healthcare: $3.32 Million
Consumer Defensive: $1.84 Million
Industrials: $1.39 Million
Other: $2.07 Million
Stock Holdings Table Market Cap. of $200 Billions or more
