Horizon Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $501 Million distributed in 86 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 $82M, Invesco S&P 500 Equal Weight E with a value of $49M, Wisdomtree Tr Us Quality Divid with a value of $43.2M, Blackrock ETF Tr U S Equity Fa with a value of $37.5M, and Ishares Trust Ishares Pfd And with a value of $31.3M.
Examining the 13F form we can see an increase of $83.4M in the current position value, from $417M to 501M.
Below you can find more details about Horizon Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$501 Million
ETFs: $445 Million
Technology: $23.5 Million
Communication Services: $7.05 Million
Energy: $6.8 Million
Consumer Cyclical: $6.16 Million
Financial Services: $4.82 Million
Healthcare: $3.2 Million
Consumer Defensive: $1.65 Million
Other: $2.47 Million
Stock Holdings Table Market Cap. of $200 Billions or more
