Horizon Wealth Management, LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$569.4B
Holdings
109
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFIVSPDR SERIES TRUST | 3,701 | $216.7M | 0.04% | |
| 102 | QUALISHARES TR | 1,170 | $213.8M | 0.04% | |
| 103 | PWBINVESCO EXCHANGE TRADED FD T | 1,775 | $208.5M | 0.04% | |
| 104 | SPTMSPDR SERIES TRUST | 2,776 | $207.9M | 0.04% | |
| 105 | SOFISOFI TECHNOLOGIES INC | 10,900 | $198.5M | 0.03% | |
| 106 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 11,660 | $161.8M | 0.03% | |
| 107 | ALTALTIMMUNE INC | 15,000 | $58.0M | 0.01% | |
| 108 | ACTGACACIA RESH CORP | 10,000 | $35.8M | 0.01% | |
| 109 | CNDTCONDUENT INC | 10,042 | $26.5M | 0.00% |
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