Sponsored

The Analysis of Horizon Wealth Management, LLC's Holdings & P&L

Currently, Horizon Wealth Management, LLC holds 137 types of securities in its portfolio with a total value $682.2M. In the most recent quarter, they have increased their positions in BYLD (+2.3M shares, valued at $51.8M), OAKM (+1.3M shares, valued at $37.0M), IWM (+92.2K shares, valued at $22.9M); decreased their positions in PYLD (-2.2M shares, valued at $56.9M), DYNF (-697.8K shares, valued at $40.6M), QGRW (-505.2K shares, valued at $27.0M); initiated new positions in BYLD (+2.3M shares, valued at $51.8M), IWM (+92.2K shares, valued at $22.9M), DDWM (+445.5K shares, valued at $19.6M).

1M P&L

+34.5M+5.35%

3M P&L

+48.7M+7.73%

HY P&L

+87.1M+14.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A573.7M

90.8%

2Consumer Electronics12.6M

2.0%

3Semiconductors7.2M

1.1%

Top Industries by Stock Count

1N/A78 stocks

60.5%

2Drug Manufacturers - General4 stocks

3.1%

3Credit Services3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BYLD ISHARES TR2.3M sharesnew addition2026-03-312026-04-24

OAKM HARRIS OAKMARK ETF TRUST1.4M shares7587.79%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR257.0K shares-33.35%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II117.6K shares4.56%2026-03-312026-04-24

GLD SPDR GOLD TR64.6K shares45.41%2026-03-312026-04-24

VTI VANGUARD INDEX FDS85.7K shares5.55%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR47.2K shares-34.36%2026-03-312026-04-24

SMH VANECK ETF TRUST64.5K shares58.50%2026-03-312026-04-24

Sponsored

SPYG SPDR SERIES TRUST234.2K shares5.29%2026-03-312026-04-24

IWM ISHARES TR92.2K sharesnew addition2026-03-312026-04-24

RING ISHARES INC266.7K shares28.93%2026-03-312026-04-24

DDWM WISDOMTREE TR445.5K sharesnew addition2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR115.5K shares5725.53%2026-03-312026-04-24

EMEQ NOMURA ETF TR409.1K sharesnew addition2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR290.7K sharesnew addition2026-03-312026-04-24

IVE ISHARES TR79.1K shares7.61%2026-03-312026-04-24

Sponsored

XAR SPDR SERIES TRUST65.6K shares207.49%2026-03-312026-04-24

WTAI WISDOMTREE TR550.1K shares4.12%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR138.0K shares2330.60%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR320.7K sharesnew addition2026-03-312026-04-24

EMHY ISHARES INC330.4K shares28.00%2026-03-312026-04-24

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST260.4K sharesnew addition2026-03-312026-04-24

AAPL APPLE INC49.7K shares-1.35%2026-03-312026-04-24

EVTR MORGAN STANLEY ETF TRUST240.7K shares-59.86%2026-03-312026-04-24

Sponsored

OPPJ WISDOMTREE TR210.0K sharesnew addition2026-03-312026-04-24

IGV ISHARES TR139.1K sharesnew addition2026-03-312026-04-24

PULS PGIM ETF TR201.4K shares2.78%2026-03-312026-04-24

BKLN INVESCO EXCH TRADED FD TR II457.8K sharesnew addition2026-03-312026-04-24

NVDA NVIDIA CORPORATION36.3K shares-3.25%2026-03-312026-04-24

SPYM SPDR SERIES TRUST77.5K shares0.07%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.2K shares3.76%2026-03-312026-04-24

COIN COINBASE GLOBAL INC30.5K shares0.00%2026-03-312026-04-24

Sponsored

SLV ISHARES SILVER TR63.4K sharesnew addition2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T6.2K shares0.53%2026-03-312026-04-24

MSFT MICROSOFT CORP10.9K shares1.52%2026-03-312026-04-24

IEO ISHARES TR31.9K sharesnew addition2026-03-312026-04-24

AMZN AMAZON COM INC17.3K shares1.05%2026-03-312026-04-24

MEAR ISHARES U S ETF TR57.9K shares-7.95%2026-03-312026-04-24

IWD ISHARES TR10.3K shares54.19%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST37.2K shares-94.94%2026-03-312026-04-24

Sponsored

BA BOEING CO10.3K shares0.00%2026-03-312026-04-24

HYG ISHARES TR23.4K shares-79.48%2026-03-312026-04-24

TSLA TESLA INC4.7K shares0.64%2026-03-312026-04-24

ALPHABET INC ALPHABET INC6.0K shares1.31%2026-03-312026-04-24

DIS DISNEY WALT CO17.0K shares-0.81%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO5.4K shares0.30%2026-03-312026-04-24

CAT CATERPILLAR INC2.2K shares0.05%2026-03-312026-04-24

LRGG NOMURA ETF TR57.6K shares16.14%2026-03-312026-04-24

Sponsored

ONEY SPDR SERIES TRUST12.0K shares2.78%2026-03-312026-04-24

YEAR AB ACTIVE ETFS INC28.3K shares48.37%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS6.1K shares-1.08%2026-03-312026-04-24

EFV ISHARES TR16.6K shares3.00%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.94%2026-03-312026-04-24

PYLD PIMCO ETF TR46.0K shares-97.93%2026-03-312026-04-24

IEMG ISHARES INC17.1K shares5.08%2026-03-312026-04-24

OEF ISHARES TR3.7K sharesnew addition2026-03-312026-04-24

Sponsored

BAI BLACKROCK ETF TRUST34.7K shares28.54%2026-03-312026-04-24

IVV ISHARES TR1.7K shares0.93%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T20.2K shares6.29%2026-03-312026-04-24

T AT&T INC38.0K shares0.01%2026-03-312026-04-24

META META PLATFORMS INC1.8K shares-1.56%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.3K shares0.00%2026-03-312026-04-24

DGRW WISDOMTREE TR9.3K shares0.22%2026-03-312026-04-24

ABBV ABBVIE INC3.7K shares0.21%2026-03-312026-04-24

Sponsored

TJX TJX COS INC NEW4.9K shares0.27%2026-03-312026-04-24

SJNK SPDR SERIES TRUST29.5K shares3.91%2026-03-312026-04-24

XOM EXXON MOBIL CORP4.3K shares0.07%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC13.9K shares0.65%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE2.4K shares0.00%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS2.7K shares0.96%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.2K shares1.08%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO2.1K shares0.09%2026-03-312026-04-24

Sponsored

IEFA ISHARES TR7.1K shares2.27%2026-03-312026-04-24

SPSM SPDR SERIES TRUST12.7K shares0.01%2026-03-312026-04-24

MCD MCDONALDS CORP2.0K shares9.10%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON2.5K shares55.61%2026-03-312026-04-24

NFLX NETFLIX INC.6.0K shares-1.87%2026-03-312026-04-24

NEE NEXTERA ENERGY INC6.2K shares0.63%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND1.2K shares22.08%2026-03-312026-04-24

MTUM ISHARES TR2.4K sharesnew addition2026-03-312026-04-24

Sponsored

QLD PROSHARES TR8.8K shares0.00%2026-03-312026-04-24

IVW ISHARES TR4.6K shares-0.51%2026-03-312026-04-24

QGRW WISDOMTREE TR9.7K shares-98.11%2026-03-312026-04-24

ARKK ARK ETF TR7.6K shares5.85%2026-03-312026-04-24

GEV GE VERNOVA INC566 shares0.00%2026-03-312026-04-24

INTC INTEL CORP11.2K shares0.22%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F7.9K shares0.00%2026-03-312026-04-24

USMV ISHARES TR5.0K shares-22.73%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC1.3K shares1.42%2026-03-312026-04-24

VTV VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-24

FAS DIREXION SHARES ETF TRUST3.6K shares0.00%2026-03-312026-04-24

XYLD GLOBAL X FDS10.5K shares0.00%2026-03-312026-04-24

WMT WALMART INC3.3K shares0.12%2026-03-312026-04-24

MS MORGAN STANLEY2.5K shares0.08%2026-03-312026-04-24

SUSL ISHARES TR3.4K shares0.98%2026-03-312026-04-24

ORCL ORACLE CORP2.6K shares0.04%2026-03-312026-04-24

Sponsored

DFAC DIMENSIONAL ETF TRUST9.4K shares-0.56%2026-03-312026-04-24

NVS NOVARTIS AG2.4K shares1.91%2026-03-312026-04-24

DHR DANAHER CORP DEL1.9K shares0.00%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC1.0K shares0.00%2026-03-312026-04-24

ABT ABBOTT LABORATORIES3.3K shares0.18%2026-03-312026-04-24

SHYM BLACKROCK ETF TRUST II15.0K sharesnew addition2026-03-312026-04-24

BUFP PGIM ROCK ETF TR11.0K sharesnew addition2026-03-312026-04-24

ALL ALLSTATE CORP1.5K shares0.00%2026-03-312026-04-24

Sponsored

COMP COMPASS INC43.5K sharesnew addition2026-03-312026-04-24

SYK STRYKER CORPORATION956 shares-11.15%2026-03-312026-04-24

ITOT ISHARES TR2.1K shares-15.47%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR2.7K shares0.00%2026-03-312026-04-24

V VISA INC981 shares0.10%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO3.5K shares0.52%2026-03-312026-04-24

IBB ISHARES TR1.7K shares-96.83%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.0K shares-3.28%2026-03-312026-04-24

Sponsored

EFIV SPDR SERIES TRUST4.6K shares0.02%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS480 sharesnew addition2026-03-312026-04-24

CSCO CISCO SYS INC3.6K shares1.65%2026-03-312026-04-24

IJK ISHARES TR2.8K shares0.00%2026-03-312026-04-24

MO ALTRIA GROUP INC4.2K shares0.22%2026-03-312026-04-24

IJJ ISHARES TR2.1K shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION269 shares0.37%2026-03-312026-04-24

KO COCA COLA CO3.5K shares-40.99%2026-03-312026-04-24

Sponsored

ITA ISHARES TR1.2K shares0.08%2026-03-312026-04-24

EZBC FRANKLIN TEMPLETON DIGITAL H6.6K shares0.00%2026-03-312026-04-24

GDV GABELLI DIVID & INCOME TR9.1K shares0.95%2026-03-312026-04-24

SBUX STARBUCKS CORP2.5K shares0.56%2026-03-312026-04-24

PWB INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-04-24

QUAL ISHARES TR1.2K shares-84.07%2026-03-312026-04-24

SPTM SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-24

PEP PEPSICO INC1.4K shares-6.13%2026-03-312026-04-24

Sponsored

BILS SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-04-24

STEW SRH TOTAL RETURN FUND INC12.5K shares0.00%2026-03-312026-04-24

VV VANGUARD INDEX FDS695 shares0.00%2026-03-312026-04-24

SSO PROSHARES TR3.9K shares0.00%2026-03-312026-04-24

SOFI SOFI TECHNOLOGIES INC10.9K shares0.00%2026-03-312026-04-24

HTZ HERTZ GLOBAL HLDGS INC25.0K sharesnew addition2026-03-312026-04-24

PTLO PORTILLOS INC10.1K sharesnew addition2026-03-312026-04-24

ACTG ACACIA RESH CORP10.0K shares0.00%2026-03-312026-04-24

Sponsored

CNDT CONDUENT INC10.0K shares0.00%2026-03-312026-04-24

BYLD

ISHARES TR

New

Shares2.3M

Event2026-03-31

Filed2026-04-24

OAKM

HARRIS OAKMARK ETF TRUST

7587.79%

Shares1.4M

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-33.35%

Shares257.0K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

4.56%

Shares117.6K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

45.41%

Shares64.6K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

5.55%

Shares85.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-34.36%

Shares47.2K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

58.50%

Shares64.5K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

5.29%

Shares234.2K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

New

Shares92.2K

Event2026-03-31

Filed2026-04-24

RING

ISHARES INC

28.93%

Shares266.7K

Event2026-03-31

Filed2026-04-24

DDWM

WISDOMTREE TR

New

Shares445.5K

Event2026-03-31

Filed2026-04-24

XLI

SELECT SECTOR SPDR TR

5725.53%

Shares115.5K

Event2026-03-31

Filed2026-04-24

EMEQ

NOMURA ETF TR

New

Shares409.1K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

New

Shares290.7K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

7.61%

Shares79.1K

Event2026-03-31

Filed2026-04-24

XAR

SPDR SERIES TRUST

207.49%

Shares65.6K

Event2026-03-31

Filed2026-04-24

WTAI

WISDOMTREE TR

4.12%

Shares550.1K

Event2026-03-31

Filed2026-04-24

XLC

SELECT SECTOR SPDR TR

2330.60%

Shares138.0K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

New

Shares320.7K

Event2026-03-31

Filed2026-04-24

EMHY

ISHARES INC

28.00%

Shares330.4K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY ETF TRUST

New

Shares260.4K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-1.35%

Shares49.7K

Event2026-03-31

Filed2026-04-24

EVTR

MORGAN STANLEY ETF TRUST

-59.86%

Shares240.7K

Event2026-03-31

Filed2026-04-24

OPPJ

WISDOMTREE TR

New

Shares210.0K

Event2026-03-31

Filed2026-04-24

IGV

ISHARES TR

New

Shares139.1K

Event2026-03-31

Filed2026-04-24

PULS

PGIM ETF TR

2.78%

Shares201.4K

Event2026-03-31

Filed2026-04-24

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares457.8K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-3.25%

Shares36.3K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

0.07%

Shares77.5K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

3.76%

Shares28.2K

Event2026-03-31

Filed2026-04-24

COIN

COINBASE GLOBAL INC

0.00%

Shares30.5K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

New

Shares63.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.53%

Shares6.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.52%

Shares10.9K

Event2026-03-31

Filed2026-04-24

IEO

ISHARES TR

New

Shares31.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.05%

Shares17.3K

Event2026-03-31

Filed2026-04-24

MEAR

ISHARES U S ETF TR

-7.95%

Shares57.9K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

54.19%

Shares10.3K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

-94.94%

Shares37.2K

Event2026-03-31

Filed2026-04-24

BOEING CO

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-24

HYG

ISHARES TR

-79.48%

Shares23.4K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

0.64%

Shares4.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

1.31%

Shares6.0K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-0.81%

Shares17.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.30%

Shares5.4K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-24

LRGG

NOMURA ETF TR

16.14%

Shares57.6K

Event2026-03-31

Filed2026-04-24

ONEY

SPDR SERIES TRUST

2.78%

Shares12.0K

Event2026-03-31

Filed2026-04-24

YEAR

AB ACTIVE ETFS INC

48.37%

Shares28.3K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-1.08%

Shares6.1K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

3.00%

Shares16.6K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.94%

Shares2.6K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

-97.93%

Shares46.0K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

5.08%

Shares17.1K

Event2026-03-31

Filed2026-04-24

OEF

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

BAI

BLACKROCK ETF TRUST

28.54%

Shares34.7K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

0.93%

Shares1.7K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

6.29%

Shares20.2K

Event2026-03-31

Filed2026-04-24

AT&T INC

0.01%

Shares38.0K

Event2026-03-31

Filed2026-04-24