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Home > Institutional Investor > Horan Wealth, Llc > Profile

Instuitional Investor - Horan Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Horan Wealth, Llc
Portfolio Value $326,724,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 367,493 $22,791,928 6.98%
2.
Microsoft Corp
 MSFT 36,758 $18,283,585 5.6%
3.
Apple Inc.
 AAPL 81,462 $16,713,500 5.12%
4.
Victory Portfolios Ii
 348,017 $16,381,170 5.01%
5.
Broadcom Inc.
 AVGO 47,902 $13,204,082 4.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)