Horizon Wealth Management, LLC Purchases in Q3 2024

Horizon Wealth Management, LLC

  • $501 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
250K
+ 1081.51%
$162.83 - $179.16 $40.8M - $44.9M
274K $49M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
347K
New
$72.41 - $86.76 $25.1M - $30.1M
347K $28.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
254K
+ 95.9%
$75.88 - $83.21 $19.3M - $21.1M
519K $43.2M
IYW
Ishares Dj Us Tech ETF

ETFs
86K
+ 3482.23%
$133.16 - $158.73 $11.5M - $13.7M
88.5K $13.4M
CVX
Chevron Corp

Energy
40.2K
+ 1580.38%
$137.88 - $161.97 $5.54M - $6.51M
42.7K $6.29M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
50.6K
+ 7.14%
$44.24 - $49.47 $2.24M - $2.5M
759K $37.5M
IVE
Ishares S&P 500 Value ETF

ETFs
16.5K
New
$181.06 - $197.17 $2.99M - $3.26M
16.5K $3.26M
PFF
Ishares Trust Ishares Pfd And

ETFs
50.5K
+ 5.67%
$31.18 - $33.5 $1.57M - $1.69M
941K $31.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
16K
+ 28.09%
$211.47 - $281.27 $3.39M - $4.51M
73.1K $17.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.2K
New
$89.91 - $101.33 $2.62M - $2.96M
29.2K $2.86M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
15.8K
+ 3.37%
$36.78 - $39.02 $580K - $615K
484K $18.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.2K
New
$173.36 - $189.8 $1.07M - $1.18M
6.2K $1.18M
SPYG
Spdr Portfolio

ETFs
5.69K
+ 2.6%
$73.38 - $84.1 $418K - $479K
224K $18.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 2.22%
$178.94 - $207.0 $487K - $563K
125K $25.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
182
+ 1.11%
$517.38 - $573.86 $94.2K - $104K
16.6K $9.55M
SBUX
Starbucks Corp

Consumer Cyclical
2.53K
New
$72.51 - $98.6 $184K - $250K
2.53K $247K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 1.84%
$405.19 - $478.57 $28K - $33K
3.82K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
540
New
$333.64 - $405.2 $180K - $219K
540 $218K
NKE
Nike, Inc.

Consumer Cyclical
2.43K
New
$71.09 - $89.44 $173K - $217K
2.43K $214K
MO
Altria Group, Inc.

Consumer Defensive
4.14K
New
$45.95 - $54.71 $190K - $227K
4.14K $211K
GDV
Gabelli Dividend & Income Trust

Financial Services
8.62K
New
$22.05 - $24.45 $190K - $211K
8.62K $210K
JPM
Jpmorgan Chase & CO

Financial Services
628
+ 12.98%
$194.9 - $224.8 $122K - $141K
5.47K $1.15M
IBM
International Business Machines Corp

Technology
112
+ 5.1%
$175.1 - $223.38 $19.6K - $25K
2.31K $510K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.11%
$245.82 - $304.51 $737 - $914
2.61K $795K
CAT
Caterpillar Inc

Industrials
3
+ 0.14%
$316.8 - $391.12 $950 - $1.17K
2.19K $858K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
233
+ 2.08%
$102.5 - $112.27 $23.9K - $26.2K
11.4K $1.28M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.38%
$163.84 - $199.33 $2.13K - $2.59K
3.47K $684K
NEE
Nextera Energy Inc

Utilities
33
+ 0.56%
$69.9 - $84.97 $2.31K - $2.8K
5.97K $504K
AXP
American Express CO

Financial Services
2
+ 0.1%
$225.92 - $271.17 $452 - $542
2.07K $562K
BA
Boeing CO

Industrials
972
+ 41.33%
$152.04 - $190.6 $148K - $185K
3.32K $505K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.12%
$488.01 - $604.18 $488 - $604
857 $501K
VZ
Verizon Communications Inc

Communication Services
190
+ 1.4%
$38.89 - $45.0 $7.39K - $8.55K
13.8K $617K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.16%
$66.91 - $81.4 $335 - $407
3.11K $250K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.01%
$41.02 - $46.01 $41 - $46
9.11K $414K
RPM
Rpm International Inc

Basic Materials
3
+ 0.12%
$103.91 - $125.03 $312 - $375
2.57K $310K
CL
Colgate Palmolive CO

Consumer Defensive
20
+ 0.45%
$95.54 - $108.77 $1.91K - $2.18K
4.47K $464K
KO
Coca Cola CO

Consumer Defensive
20
+ 0.58%
$62.69 - $73.01 $1.25K - $1.46K
3.5K $251K
INTC
Intel Corp

Technology
3.31K
+ 50.18%
$18.9 - $34.87 $62.5K - $115K
9.89K $232K
ABT
Abbott Laboratories

Healthcare
5
+ 0.21%
$100.07 - $118.13 $500 - $591
2.34K $266K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.27%
$145.48 - $167.38 $582 - $670
1.48K $239K
AMGN
Amgen Inc

Healthcare
38
+ 3.67%
$309.38 - $337.38 $11.8K - $12.8K
1.07K $346K
NFLX
Netflix Inc

Communication Services
2
+ 0.35%
$598.55 - $722.26 $1.2K - $1.44K
575 $407K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 4.69%
$801.83 - $917.05 $9.62K - $11K
268 $237K
STEW
Boulder Growth & Income Fund

Financial Services
110
+ 0.89%
$14.33 - $15.97 $1.58K - $1.76K
12.5K $197K
MS
Morgan Stanley

Financial Services
3
+ 0.13%
$92.07 - $106.96 $276 - $321
2.4K $249K
XOM
Exxon Mobil Corp

Energy
36
+ 0.83%
$109.72 - $119.0 $3.95K - $4.28K
4.36K $511K
NVDA
Nvidia Corp

Technology
724
+ 1.96%
$98.91 - $134.91 $71.6K - $97.7K
37.7K $4.58M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
200
+ 1.75%
$12.49 - $13.7 $2.5K - $2.74K
11.7K $159K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
$182.15 - $182.15 $182 - $182
6.12K $1.11M
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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