HW
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Horizon Wealth Management, LLC13F | |
| Horizon Wealth Management, LLC | |
| Last update 2025-04-11 | 104 Stocks (12 new) |
| Value $593.00 Mil | Turnover 28 % |
Horizon Wealth Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2,777,384 | 69,879.0 | +4.26% | 11.780 | +0.48% | 1.460 | +4.46% | +4.62% | 4,732.3 | ||
QQQ | INVESCO QQQ Trust | 129,329 | 60,644.9 | +4.85% | 10.220 | +0.47% | 0.020 | +24.17% | +10.57% | 359,485.3 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 666,612 | 53,235.6 | +0.84% | 8.970 | +0.07% | 0.360 | +12.97% | +6.04% | 16,159.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 742,388 | 48,819.4 | -29.55% | 8.230 | -3.73% | 0.080 | +18.80% | +8.87% | 78,088.3 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 420,106 | 39,347.1 | New Holding | 6.630 | +6.63% | 0.160 | +4.35% | +6.58% | 23,840.5 | ||
IVE | iShares S&P 500 Value ETF | 189,783 | 36,168.8 | New Holding | 6.100 | +6.10% | 0.100 | +12.01% | +5.73% | 40,043.9 | ||
LONZ |
PIMCO Senior Loan Active ExchangeTraded Fund
PIMCO Senior Loan Active ExchangeTraded Fund
| 625,006 | 31,490.9 | New Holding | 5.310 | +5.31% | 3.250 | +2.30% | -0.13% | 700.2 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 610,051 | 29,746.1 | -34.27% | 5.010 | -2.84% | 0.190 | +19.18% | +8.98% | 19,874.5 | ||
GLD | SPDR Gold Shares ETF | 82,640 | 23,812.0 | +61.64% | 4.010 | +1.53% | 0.030 | +2.81% | +28.93% | 102,799.3 | ||
VTI | Vanguard Total Stock Market ETF | 79,932 | 21,968.4 | -0.66% | 3.700 | -0.03% | 0.000 | +18.95% | +8.50% | 478,431.4 |
Horizon Wealth Management, LLC's Historical Top Holdings Breakdowns
Horizon Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | New Buy New Buy | +6.63% | 87.68 ($92.03) 94.57 | $93.97 | 2.11% | New holding | 420,106 | 420,106 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | New Buy New Buy | +6.10% | 185.78 ($193.5) 198.58 | $200.17 | 3.45% | New holding | 189,783 | 189,783 | |
LONZ |
PIMCO Senior Loan Active ExchangeTraded Fund
PIMCO Senior Loan Active ExchangeTraded Fund
| 2025-03-31 | New Buy New Buy | +5.31% | 50.21 ($50.79) 51.23 | $51.03 | 0.48% | New holding | 625,006 | 625,006 | |
QSY | WISDOMTREE U.S. VALUE FUND | 2025-03-31 | Reduce Reduce | -4.79% | 79.96 ($84.71) 87.71 | $63.37 | -25.19% | Reduce -99.01% | 3,305 | -329,620 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -3.73% | 64.88 ($69.16) 72.1 | $74.59 | 7.85% | Reduce -29.55% | 742,388 | -311,371 | |
EMHY |
iShares J.P. Morgan EM High Yield Bond ETF
iShares J.P. Morgan EM High Yield Bond ETF
| 2025-03-31 | Sold Out Sold Out | -3.68% | 38 ($38.48) 38.93 | $38.98 | 1.30% | Sold Out | 0 | -556,357 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Reduce Reduce | -2.84% | 48.08 ($51.4) 53.73 | $55.85 | 8.66% | Reduce -34.27% | 610,051 | -318,117 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Sold Out Sold Out | -2.59% | 206.38 ($226.74) 242.18 | $260.29 | 14.80% | Sold Out | 0 | -63,956 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | New Buy New Buy | +2.48% | 168.16 ($179.03) 186.21 | $186.25 | 4.03% | New holding | 85,948 | 85,948 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Reduce Reduce | -2.19% | 192.6 ($216.89) 233.2 | $226.55 | 4.45% | Reduce -97.36% | 1,522 | -56,202 |
Horizon Wealth Management, LLC Total Holding History ($B)
Horizon Wealth Management, LLC's Asset Allocation
Horizon Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Horizon Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Horizon Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Horizon Wealth Management, LLC's Holdings Heat Map
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Horizon Wealth Management, LLC's Holdings Bubble Chart
Horizon Wealth Management, LLC News
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