Horan Wealth, LLC Purchases in Q3 2025

Horan Wealth, LLC

  • $635 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFG
American Financial Group Inc

Financial Services
2.74K
New
$122.42 - $145.72 $335K - $399K
2.74K $399M
PEP
Pepsico Inc

Consumer Defensive
2.58K
+ 59.5%
$133.81 - $152.16 $345K - $392K
6.91K $971M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.77K
+ 85.35%
$119.73 - $134.7 $331K - $373K
6.01K $802M
ELV
Elevance Health, Inc.

Healthcare
1.19K
New
$274.66 - $395.76 $328K - $472K
1.19K $385M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.9K
New
$185.88 - $207.44 $352K - $393K
1.9K $381M
MUB
Ishares National Muni Bond ETF

ETFs
3.51K
+ 100.17%
$103.24 - $106.68 $362K - $374K
7.01K $746M
ABT
Abbott Laboratories

Healthcare
3.3K
+ 10.2%
$120.51 - $136.62 $398K - $451K
35.7K $4.78B
AMGN
Amgen Inc

Healthcare
1.18K
+ 8.61%
$271.18 - $309.22 $320K - $365K
14.9K $4.21B
T
At&T Inc.

Communication Services
13.1K
New
$26.94 - $29.62 $352K - $387K
13.1K $369M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.97K
New
$108.97 - $121.65 $323K - $361K
2.97K $358M
CL
Colgate Palmolive CO

Consumer Defensive
4.31K
New
$79.36 - $93.33 $342K - $402K
4.31K $344M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.27K
+ 46.07%
$87.29 - $93.61 $285K - $306K
10.4K $967M
CARR
Carrier Global Corp

Industrials
5.57K
New
$58.75 - $80.73 $327K - $449K
5.57K $332M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.6K
New
$41.8 - $43.15 $318K - $328K
7.6K $325M
NRZ
New Residential Investment Corp.

Real Estate
28.3K
New
N/A
28.3K $322M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.36K
New
$72.01 - $74.44 $314K - $325K
4.36K $321M
WMB
Williams Companies, Inc.

Energy
4.09K
+ 4.44%
$56.52 - $64.01 $231K - $262K
96.2K $6.1B
VXF
Vanguard Extended Market ETF

ETFs
1.38K
New
$193.58 - $213.07 $268K - $295K
1.38K $289M
SO
Southern CO

Utilities
3.01K
New
$90.83 - $96.0 $273K - $288K
3.01K $285M
OTIS
Otis Worldwide Corp

Industrials
3.09K
New
$84.93 - $101.07 $263K - $313K
3.09K $283M
MCD
Mcdonalds Corp

Consumer Cyclical
902
+ 128.13%
$291.67 - $316.99 $263K - $286K
1.61K $488M
V
Visa Inc.

Financial Services
1.21K
+ 12.03%
$332.09 - $358.86 $402K - $434K
11.3K $3.85B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.49K
New
$78.11 - $79.07 $273K - $276K
3.49K $275M
FITB
Fifth Third Bancorp

Financial Services
5.55K
+ 91.83%
$40.91 - $46.28 $227K - $257K
11.6K $517M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.59K
New
$45.6 - $46.92 $255K - $262K
5.59K $261M
IWB
Ishares Tr Russell 1000 ETF

ETFs
697
New
$339.37 - $366.46 $237K - $255K
697 $255M
VOT
Vanguard Mid Cap Growth Index

ETFs
855
New
$282.75 - $294.19 $242K - $252K
855 $251M
INTF
Ishares Tr

ETFs
6.64K
+ 100.0%
$33.72 - $36.17 $224K - $240K
13.3K $477M
KR
Kroger CO

Consumer Defensive
3.65K
New
$64.52 - $74.35 $235K - $271K
3.65K $246M
STRV
Ea Ser Tr Strive 500 ETF
5.68K
New
N/A
5.68K $245M
AGNC
Agnc Investment Corp.

Real Estate
24.7K
New
$9.2 - $10.37 $227K - $256K
24.7K $242M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
26K
New
$8.55 - $9.1 $222K - $236K
26K $236M
SCHO
Schwab Short Term Us Treasury

ETFs
9.55K
New
$24.23 - $24.42 $231K - $233K
9.55K $233M
AMP
Ameriprise Financial Inc

Financial Services
469
New
$486.13 - $544.55 $228K - $255K
469 $230M
Innovator Equity Defined Protection ETF 6 Mo Jan/Jul
8K
New
N/A
8K $229M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.85K
New
$55.64 - $59.37 $214K - $229K
3.85K $226M
SUB
Ishares Short Term National Mu

ETFs
2.05K
New
$106.17 - $107.3 $217K - $219K
2.05K $218M
IBMP
Ishares Tr Ibonds December 202

ETFs
8.54K
New
$25.3 - $25.56 $216K - $218K
8.54K $218M
IBMO
Ishares Tr Ibonds December 202

ETFs
8.45K
New
$25.58 - $25.72 $216K - $217K
8.45K $217M
Everus Constr Group
2.5K
New
N/A
2.5K $214M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4K
New
$52.39 - $53.11 $209K - $212K
4K $212M
AXP
American Express CO

Financial Services
625
New
$294.27 - $342.31 $184K - $214K
625 $208M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.08K
New
$90.62 - $107.71 $188K - $223K
2.08K $204M
IAU
Ishares Gold Trust

ETFs
300
+ 1.95%
$61.62 - $72.77 $18.5K - $21.8K
15.7K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
226
+ 41.32%
$915.95 - $994.57 $207K - $225K
773 $715M
SHEL
Shell PLC

Energy
1.82K
+ 4.71%
$69.82 - $73.93 $127K - $134K
40.4K $2.89B
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
+ 98.12%
$157.77 - $183.27 $189K - $220K
2.42K $392M
TT
Trane Technologies PLC

Industrials
769
+ 4.73%
$398.96 - $472.54 $307K - $363K
17K $7.18B
APD
Air Products & Chemicals, Inc.

Basic Materials
611
+ 5.81%
$265.78 - $299.3 $162K - $183K
11.1K $3.03B
Activity Summary
Buys All Purchases 155 New Holdings 77 Increased Positions 78 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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