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Home > Institutional Investor > Horizon Wealth Management, Llc > Profile

Instuitional Investor - Horizon Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Horizon Wealth Management, Llc
Portfolio Value $681,118,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 601,887 $87,664,828 12.87%
2.
Pimco Etf Trust
 2,116,818 $56,815,359 8.34%
3.
Invesco Exchange Traded Fd T - S&P500 EQL TEC
 1,090,352 $48,607,916 7.14%
4.
Sector Spdr Trust
 XLB 724,562 $42,883,139 6.3%
5.
Sector Spdr Trust
 XLB 301,572 $42,500,484 6.24%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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