Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPLG) | 992,354 | +64,668 | $61,060 |
SPLG | 992,354 | +64,668 | $61,060 |
INVESCO QQQ TR | 111,788 | +79 | $49,635 |
QQQ | 111,788 | +79 | $49,635 |
SPDR DOW JONES INDL AVERAGE (DIA) | 119,264 | +13,049 | $47,438 |
DIA | 119,264 | +13,049 | $47,438 |
ISHARES TR (SGOV) | 262,631 | +262,631 | $26,450 |
SGOV | 262,631 | +262,631 | $26,450 |
INVESCO EXCH TRADED FD TR II (QQQM) | 122,296 | +9,058 | $22,342 |
QQQM | 122,296 | +9,058 | $22,342 |
SPDR SER TR (SPYV) | 425,462 | +69,723 | $21,316 |
SPYV | 425,462 | +69,723 | $21,316 |
VANGUARD INDEX FDS (VTI) | 74,063 | +1,937 | $19,249 |
VTI | 74,063 | +1,937 | $19,249 |
SPDR SER TR (SPYG) | 252,579 | -185,393 | $18,476 |
SPYG | 252,579 | -185,393 | $18,476 |
SELECT SECTOR SPDR TR (XLK) | 61,678 | -5,041 | $12,846 |
XLK | 61,678 | -5,041 | $12,846 |
APPLE INC | 66,705 | -82 | $11,439 |
AAPL | 66,705 | -82 | $11,439 |
SELECT SECTOR SPDR TR (XLC) | 133,996 | +15,915 | $10,942 |
XLC | 133,996 | +15,915 | $10,942 |
VANECK ETF TRUST (SMH) | 46,753 | -11,594 | $10,519 |
SMH | 46,753 | -11,594 | $10,519 |
SPDR SER TR (XHB) | 90,748 | -21,073 | $10,127 |
XHB | 90,748 | -21,073 | $10,127 |
SPDR S&P 500 ETF TR (SPY) | 14,912 | +969 | $7,800 |
SPY | 14,912 | +969 | $7,800 |
INVESCO EXCHANGE TRADED FD T (RSP) | 31,753 | -64 | $5,378 |
RSP | 31,753 | -64 | $5,378 |
MICROSOFT CORP | 12,722 | +1,024 | $5,352 |
MSFT | 12,722 | +1,024 | $5,352 |
AMAZON COM INC | 16,129 | +1,047 | $2,909 |
AMZN | 16,129 | +1,047 | $2,909 |
NVIDIA CORPORATION | 3,091 | +1,391 | $2,793 |
NVDA | 3,091 | +1,391 | $2,793 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 65,683 | -532 | $2,311 |
RSPT | 65,683 | -532 | $2,311 |
DISNEY WALT CO | 17,641 | -6,774 | $2,159 |
DIS | 17,641 | -6,774 | $2,159 |
CHEVRON CORP NEW | 12,735 | +10,165 | $2,009 |
CVX | 12,735 | +10,165 | $2,009 |
SELECT SECTOR SPDR TR (XLV) | 12,651 | +12,651 | $1,869 |
XLV | 12,651 | +12,651 | $1,869 |
BERKSHIRE HATHAWAY INC DEL | $1,586 | ||
BRK.B | 3,772 | +95 | $1,586 |
ALPHABET INC | 10,308 | -607 | $1,569 |
GOOG | 10,308 | -607 | $1,569 |
TESLA INC | 7,614 | -544 | $1,338 |
TSLA | 7,614 | -544 | $1,338 |
SPDR SER TR (ONEY) | 10,631 | +884 | $1,155 |
ONEY | 10,631 | +884 | $1,155 |
VANGUARD SPECIALIZED FUNDS (VIG) | 5,952 | -22 | $1,087 |
VIG | 5,952 | -22 | $1,087 |
MCDONALDS CORP | 3,751 | +1,343 | $1,057 |
MCD | 3,751 | +1,343 | $1,057 |
JPMORGAN CHASE & CO | 5,028 | +173 | $1,007 |
JPM | 5,028 | +173 | $1,007 |
CATERPILLAR INC | 2,537 | -136 | $930 |
CAT | 2,537 | -136 | $930 |
META PLATFORMS INC | 1,680 | -769 | $816 |
META | 1,680 | -769 | $816 |
INVESCO EXCHANGE TRADED FD T (XLG) | 17,155 | +198 | $723 |
XLG | 17,155 | +198 | $723 |
AT&T INC | 38,703 | -11,858 | $681 |
T | 38,703 | -11,858 | $681 |
ABBVIE INC | 3,508 | +111 | $639 |
ABBV | 3,508 | +111 | $639 |
VERIZON COMMUNICATIONS INC | 14,382 | -5,133 | $603 |
VZ | 14,382 | -5,133 | $603 |
TJX COS INC NEW | 5,864 | +100 | $595 |
TJX | 5,864 | +100 | $595 |
UNITEDHEALTH GROUP INC | 1,177 | +51 | $582 |
UNH | 1,177 | +51 | $582 |
ALPHABET INC | 3,692 | +475 | $557 |
GOOGL | 3,692 | +475 | $557 |
NEXTERA ENERGY INC | 8,248 | +2,586 | $527 |
NEE | 8,248 | +2,586 | $527 |
INTERNATIONAL BUSINESS MACHS | 2,710 | +967 | $518 |
IBM | 2,710 | +967 | $518 |
EXXON MOBIL CORP | 4,427 | -1,156 | $515 |
XOM | 4,427 | -1,156 | $515 |
AMERICAN EXPRESS CO | 2,246 | +57 | $511 |
AXP | 2,246 | +57 | $511 |
REGENERON PHARMACEUTICALS | 506 | +15 | $487 |
REGN | 506 | +15 | $487 |
CLOROX CO DEL | 2,862 | UNCH | $438 |
CLX | 2,862 | UNCH | $438 |
DIMENSIONAL ETF TRUST (DFAC) | 12,914 | +2,629 | $413 |
DFAC | 12,914 | +2,629 | $413 |
COLGATE PALMOLIVE CO | 4,525 | +139 | $407 |
CL | 4,525 | +139 | $407 |
DIREXION SHS ETF TR (FAS) | 3,613 | UNCH | $405 |
FAS | 3,613 | UNCH | $405 |
STRYKER CORPORATION | 1,129 | +58 | $404 |
SYK | 1,129 | +58 | $404 |
INTEL CORP | 9,108 | -1,111 | $402 |
INTC | 9,108 | -1,111 | $402 |
SPDR SER TR (SPSM) | 9,110 | +251 | $392 |
SPSM | 9,110 | +251 | $392 |
See Full List: All Stocks Held By Horizon Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Horizon Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $383,413 At 12/31/2023: $359,608 Horizon Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Horizon Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |