Horizon Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $590 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Short Term High with a value of $69.8M, Invesco Qqq Trust, Series 1 with a value of $60.6M, Wisdomtree Tr Us Quality Divid with a value of $52.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $48.5M, and Ishares Msci Usa Min Vol Facto with a value of $39M.
Examining the 13F form we can see an increase of $16.7M in the current position value, from $573M to 590M.
Below you can find more details about Horizon Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$590 Million
ETFs: $537 Million
Technology: $23.1 Million
Communication Services: $7.21 Million
Consumer Cyclical: $6.49 Million
Financial Services: $5.9 Million
Healthcare: $3.88 Million
Consumer Defensive: $2.22 Million
Industrials: $1.69 Million
Other: $2.37 Million
Stock Holdings Table Market Cap. of $200 Billions or more
