HW

Horizon Wealth Management, LLC

13F
Horizon Wealth Management, LLC
Last update 2025-04-11 104 Stocks (12 new)
Value $593.00 Mil Turnover 28 %
Countries:
Top Holdings: SJNK(11.78%)QQQ(10.22%)DGRW(8.97%)SPLG(8.23%)USMV(6.63%)
Summary Stock Picks Current Portfolio
Horizon Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
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
2,777,384
69,879.0
+4.26%
11.780
+0.48%
1.460
-0.94%
-0.32%
4,359.4
 
QQQ 		INVESCO QQQ Trust
129,329
60,644.9
+4.85%
10.220
+0.47%
0.020
+6.70%
+3.43%
336,456.4
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
666,612
53,235.6
+0.84%
8.970
+0.07%
0.360
+0.38%
+0.63%
15,265.9
 
SPLG 		SPDR Portfolio S&P 500 ETF
742,388
48,819.4
-29.55%
8.230
-3.73%
0.080
+3.27%
+1.67%
68,190.6
 
USMV 		iShares MSCI USA Min Vol Factor ETF
420,106
39,347.1
New Holding
6.630
+6.63%
0.160
-0.05%
+5.06%
23,917.3
 
IVE 		iShares S&P 500 Value ETF
189,783
36,168.8
New Holding
6.100
+6.10%
0.100
-1.14%
-0.43%
37,906.1
 
LONZ 		PIMCO Senior Loan Active ExchangeTraded Fund
625,006
31,490.9
New Holding
5.310
+5.31%
3.250
+0.52%
-0.92%
733.1
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
610,051
29,746.1
-34.27%
5.010
-2.84%
0.190
+3.88%
+2.36%
17,485.0
 
GLD 		SPDR Gold Shares ETF
82,640
23,812.0
+61.64%
4.010
+1.53%
0.030
+15.55%
+28.40%
100,856.5
 
VTI 		Vanguard Total Stock Market ETF
79,932
21,968.4
-0.66%
3.700
-0.03%
0.000
+3.25%
+1.22%
448,188.6
 

Horizon Wealth Management, LLC's Historical Top Holdings Breakdowns

Horizon Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31New Buy
+6.63%
●
87.68 ($92.03) 94.57
$93.28
1.36%
New holding
420,106
420,106
IVE 		iShares S&P 500 Value ETF2025-03-31New Buy
+6.10%
●
185.78 ($193.5) 198.58
$190.05
-1.78%
New holding
189,783
189,783
LONZ 		PIMCO Senior Loan Active ExchangeTraded Fund2025-03-31New Buy
+5.31%
●
50.21 ($50.79) 51.23
$50.63
-0.32%
New holding
625,006
625,006
QSY 		WISDOMTREE U.S. VALUE FUND2025-03-31Reduce
-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 ETF2025-03-31Reduce
-3.73%
●
64.88 ($69.16) 72.1
$70.09
1.34%
Reduce -29.55%
742,388
-311,371
EMHY 		iShares J.P. Morgan EM High Yield Bond ETF2025-03-31Sold Out
-3.68%
●
38 ($38.48) 38.93
$38.20
-0.73%
Sold Out
0
-556,357
DYNF 		iShares U.S. Equity Factor Rotation Active ETF2025-03-31Reduce
-2.84%
●
48.08 ($51.4) 53.73
$52.46
2.06%
Reduce -34.27%
610,051
-318,117
XLK 		Technology Select Sector SPDR ETF2025-03-31Sold Out
-2.59%
●
206.38 ($226.74) 242.18
$236.80
4.44%
Sold Out
0
-63,956
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31New Buy
+2.48%
●
168.16 ($179.03) 186.21
$179.63
0.34%
New holding
85,948
85,948
XLY 		Consumer Discretionary Select Sector SPDR2025-03-31Reduce
-2.19%
●
192.6 ($216.89) 233.2
$214.87
-0.93%
Reduce -97.36%
1,522
-56,202

Horizon Wealth Management, LLC Total Holding History ($B)

To

Horizon Wealth Management, LLC's Asset Allocation

To

Horizon Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Horizon Wealth Management, LLC's Holdings Bubble Chart

Horizon Wealth Management, LLC News

  • 1

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