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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $785M AUM 148 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 48 Added 32 Reduced 14 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MO ALTRIA GROUP INC Consumer Defensive 6,189.0 $445K 0.06% +2K +48.0% $71.95 -8.2%
42 CSCO CISCO SYS INC Technology 3,677.0 $432K 0.06% +91.0 +2.5% $117.45 -5.9%
43 NVS NOVARTIS AG Healthcare 2,428.0 $381K 0.05% +74.0 +3.1% $156.74 +2.3%
44 WMT WALMART INC Consumer Defensive 3,291.0 $373K 0.05% +24.0 +0.7% $113.26 +0.9%
45 EFIV SPDR SERIES TRUST 4,669.0 $341K 0.04% +116.0 +2.5% $72.93 +3.2%
46 V VISA INC Financial Services 986.0 $338K 0.04% +6.0 +0.6% $343.00 +6.6%
47 GDV GABELLI DIVID & INCOME TR Financial Services 9,185.0 $270K 0.03% +169.0 +1.9% $29.40 +3.5%
48 SBUX STARBUCKS CORP Consumer Cyclical 2,526.0 $258K 0.03% +27.0 +1.1% $102.18 +2.7%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.9%
Technology 25.8%
Communication Services 5.2%
Consumer Cyclical 5.0%
Industrials 4.2%
Healthcare 2.6%
Consumer Defensive 1.2%
Utilities 1.1%
Energy 0.8%