Horizon Wealth Management, LLC Portfolio Holdings
Horizon Wealth Management, LLC
- $501 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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