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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 $682,192,662
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 2,300,623 $51,833,035 7.6%
2.
Harris Oakmark Etf Trust
 1,359,970 $37,487,569 5.5%
3.
Sector Spdr Trust
 XLB 256,990 $34,153,919 5.01%
4.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 117,571 $27,937,243 4.1%
5.
Spdr Gold Trust
 GLD 64,634 $27,811,206 4.08%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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