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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $644M AUM 127 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 19 Reduced 13 Exited
Page 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EFIV SPDR SERIES TRUST 4,553.0 $301K 0.05% +277.0 +6.5% $66.15 +8.6%
102 MU MICRON TECHNOLOGY INC Technology 1,045.0 $298K 0.05% NEW $285.33 +167.1%
103 SOFI SOFI TECHNOLOGIES INC Financial Services 10,900.0 $285K 0.04% $26.18 -40.1%
104 CIBR FIRST TR EXCHANGE TRADED FD 3,874.0 $277K 0.04% $71.45 +15.0%
105 CSCO CISCO SYS INC Technology 3,586.0 $276K 0.04% $77.03 +53.5%
106 UNH UNITEDHEALTH GROUP INC Healthcare 833.0 $275K 0.04% $329.92 +16.2%
107 CL COLGATE PALMOLIVE CO Consumer Defensive 3,444.0 $272K 0.04% -876.0 -20.3% $79.02 +14.5%
108 IJJ ISHARES TR 2,068.0 $272K 0.04% $131.59 +6.3%
109 IJK ISHARES TR 2,755.0 $267K 0.04% $96.88 +14.4%
110 ITA ISHARES TR 1,189.0 $255K 0.04% NEW $214.77 +3.9%
111 GDV GABELLI DIVID & INCOME TR Financial Services 9,016.0 $250K 0.04% +81.0 +0.9% $27.77 +4.5%
112 MO ALTRIA GROUP INC Consumer Defensive 4,182.0 $241K 0.04% $57.67 +27.8%
113 COF CAPITAL ONE FINL CORP Financial Services 988.0 $240K 0.04% $242.47 -23.0%
114 LPLA LPL FINL HLDGS INC Financial Services 663.0 $237K 0.04% +8.0 +1.2% $357.13 -19.4%
115 PG PROCTER AND GAMBLE CO Consumer Defensive 1,631.0 $234K 0.04% $143.35 -0.6%
116 STEW SRH TOTAL RETURN FUND INC Financial Services 12,503.0 $232K 0.04% $18.54 -5.2%
117 COST COSTCO WHSL CORP NEW Consumer Defensive 268.0 $231K 0.04% $863.69 +21.6%
118 SPTM SPDR SERIES TRUST 2,776.0 $229K 0.04% $82.50 +9.1%
119 PWB INVESCO EXCHANGE TRADED FD T 1,775.0 $226K 0.04% $127.11 +21.2%
120 SSO PROSHARES TR 3,882.0 $225K 0.04% +2K +100.0% $57.91 +15.8%
Page 6 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.5%
Technology 21.0%
Communication Services 6.1%
Consumer Cyclical 5.6%
Industrials 3.2%
Healthcare 2.5%
Consumer Defensive 1.5%
Utilities 0.9%
Energy 0.7%