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CIK: 0001815123
Total reported value
$784.5M
$784.5M
102 檔
38.8%
As reported in its official Q4 2024 Form 13F filing, Horizon Wealth Management, LLC's tracked investment portfolio stood at $784.5M with 102 total positions.
In Q4 2024, Horizon Wealth Management, LLC displayed an active expansion posture, initiating 19 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.64% | — | -13.26% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 11.70% | +0.02% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.97% | +0.33% | +171.55% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 9.31% | -0.01% | +27.47% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.28% | +0.02% | +22.31% | |
| 6 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 4.84% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.06% | +0.01% | +3.00% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.03% | +0.41% | -12.06% | |
| 9 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 3.68% | -0.05% | +14.97% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.48% | +0.18% | +1.41% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.70% | -3.24% | -12.27% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.59% | +1.08% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.01% | +1.68% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.25% | — | +3965.07% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 2.15% | -0.98% | — | |
| 16 | PFF | Ishares Preferred & Income S | ETF-Other | 1.86% | — | -63.91% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.67% | -0.19% | +250.91% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | — | +8.99% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.07% | +0.40% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.02% | -89.73% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.14% | +15.51% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.01% | -67.80% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.01% | +29.83% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.09% | -6.67% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.03% | -0.19% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.02% | +0.39% | |
| 27 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.26% | -0.03% | +19.73% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | +0.01% | +16.80% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.01% | -2.32% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | -0.39% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | +2.78% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.03% | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.17% | -1.37% | EXIT | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.16% | -0.06% | +3.86% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.15% | — | +0.07% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.07% | +0.14% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.13% | — | -81.68% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.13% | -0.01% | +30.08% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.02% | +0.27% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.12% | — | -95.26% | |
| 41 | EVTR | Eaton Vance Total Return | ETF-Other | 0.11% | -1.68% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.01% | +4.56% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.01% | +0.03% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.11% | -0.01% | +0.05% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.10% | -0.01% | +0.29% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.10% | — | +38.99% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.10% | -0.02% | +1.52% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | — | +9.40% | |
| 49 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-Other | 0.09% | +0.01% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.03% | -2.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SJNK | Ss Spdr Bb St Hi Yield ETF | +11.7% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +6.6% | +171.55% | Add |
| 3 | WTV | Wisdomtree U.s. Value Fund | +4.8% | NEW | New buy |
| 4 | XLK | Ss Technology Select Sector | +2.6% | NEW | New buy |
| 5 | XLY | Ss Consumer Disc Select Sect | +2.2% | +3965.07% | Add |
| 6 | GLD | Spdr Gold Shares | +2.2% | NEW | New buy |
| 7 | XLC | Ss Comm Select Sector Spdr | +1.2% | +250.91% | Add |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.8% | +22.31% | Add |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | +0.7% | +27.47% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +29.83% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | New buy |
| 12 | BKLN | Invesco Senior Loan ETF | +0.2% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | +15.51% | Add |
| 14 | EVTR | Eaton Vance Total Return | +0.1% | NEW | New buy |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 17 | JQUA | Jpmorgan US Quality Factor | +0.1% | NEW | New buy |
| 18 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 19 | EZBC | Franklin Bitcoin ETF | +0.1% | NEW | New buy |
| 20 | NVDA | Nvidia CORP | +0.1% | +8.99% | Add |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | NEW | New buy |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | NEW | New buy |
| 23 | IEMG | Ishares Core Msci Emerging | 0% | NEW | New buy |
| 24 | GBTC | Grayscale Bitcoin Trust ETF | 0% | NEW | New buy |
| 25 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 26 | EFIV | Ss Spdr S&p 500 Esg ETF | 0% | NEW | New buy |
| 27 | LPLA | Lpl Financial Holdings Inc | 0% | NEW | New buy |
| 28 | BA | Boeing Co/the | 0% | +30.08% | Add |
| 29 | XLI | Ss Industrial Select Sector | 0% | +71.80% | Add |
| 30 | DIS | Walt Disney Co/the | 0% | -0.19% | Trim |
| 31 | ONEY | Ss Spdr R1000 Yield Foc ETF | — | +19.73% | Add |
| 32 | REGN | Regeneron Pharmaceuticals | 0% | — | Unchanged |
| 33 | EMHY | Ishares J.p. Morgan Em High | -0.1% | +14.97% | Add |
| 34 | AAPL | Apple Inc | -0.1% | +1.68% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | +1.41% | Add |
| 36 | XLF | Ss Financial Select Sector | -0.4% | -89.43% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +3.00% | Add |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | EXIT | Sold out |
| 39 | IVE | Ishares S&p 500 Value ETF | -0.7% | EXIT | Sold out |
| 40 | XHB | Ss Spdr S&p Homebldrs ETF | -0.7% | EXIT | Sold out |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | -0.7% | -81.68% | Trim |
| 42 | SMH | Vaneck Semiconductor ETF | -0.9% | -12.27% | Trim |
| 43 | QQQM | Invesco Nasdaq 100 ETF | -1% | -12.06% | Trim |
| 44 | CVX | Chevron CORP | -1.2% | -92.94% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | -67.80% | Trim |
| 46 | IYW | Ishares Ustechnology ETF | -2.6% | -95.26% | Trim |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.7% | -13.26% | Trim |
| 48 | PFF | Ishares Preferred & Income S | -4.4% | -63.91% | Trim |
| 49 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -5.7% | -98.71% | Trim |
| 50 | RSP | Invesco S&p 500 Equal Weight | -8.9% | -89.73% | Trim |
According to official SEC Form 13F filings, Horizon Wealth Management, LLC reported a total U.S. public equity portfolio value of $784.5M across 102 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SJNK, QQQ) accounted for 38.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SJNK
市值: $67.3M
Top Position Liquidated / Trimmed
XHB
前期市值: $3.5M
During Q4 2024, Horizon Wealth Management, LLC's top holdings by market value included SPYM (12.6%)、SJNK (11.7%)、QQQ (11.0%). The largest single position, SPYM, represented 12.6% of total portfolio value.
In Q4 2024, Horizon Wealth Management, LLC made 49 total portfolio adjustments, initiating 19 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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