Horizon Wealth Management, LLC Portfolio Holdings
Horizon Wealth Management, LLC
- $526 Million
- Q2 2025
Horizon Wealth Management, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $526 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $71.9M, Pgim ETF Tr with a value of $62.5M, Wisdomtree Tr Us Quality Divid with a value of $55.9M, Ishares Core S&P 500 ETF with a value of $44M, and Blackrock ETF Tr U S Equity Fa with a value of $32.7M.
Examining the 13F form we can see an decrease of $63.7M in the current position value, from $590M to 526M.
Below you can find more details about Horizon Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$526 Million
ETFs: $468 Million
Technology: $30.8 Million
Communication Services: $7.09 Million
Financial Services: $6.33 Million
Consumer Cyclical: $5.25 Million
Healthcare: $3.1 Million
Consumer Defensive: $2.13 Million
Industrials: $1.59 Million
Other: $1.94 Million