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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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SYK STRYKER CORPORATION Healthcare 958.0 $302K 0.04% -118.0 -11.0% $314.78 +8.0%
122 PWB INVESCO EXCHANGE TRADED FD T 1,775.0 $299K 0.04% $168.46 -7.4%
123 XJR ISHARES TR 5,643.0 $298K 0.04% NEW $52.74 -1.2%
124 KO COCA COLA CO Consumer Defensive 3,593.0 $292K 0.04% -2K -39.7% $81.27 +11.2%
125 ITA ISHARES TR 1,190.0 $288K 0.04% $242.33 +1.6%
126 XJH ISHARES TR 5,473.0 $285K 0.04% NEW $52.15 -0.2%
127 CL COLGATE PALMOLIVE CO Consumer Defensive 3,043.0 $279K 0.04% -401.0 -11.6% $91.67 -0.9%
128 GDV GABELLI DIVID & INCOME TR Financial Services 9,185.0 $270K 0.03% +169.0 +1.9% $29.40 +3.5%
129 ITOT ISHARES TR 1,617.0 $266K 0.03% -891.0 -35.5% $164.30 +2.7%
130 SSO PROSHARES TR 3,882.0 $262K 0.03% $67.37 +5.1%
131 SBUX STARBUCKS CORP Consumer Cyclical 2,526.0 $258K 0.03% +27.0 +1.1% $102.18 +2.7%
132 CGHM CAPITAL GRP FIXED INCM ETF T 9,913.0 $256K 0.03% NEW $25.85 -1.5%
133 QUAL ISHARES TR 1,153.0 $253K 0.03% -6K -84.0% $219.38 +2.3%
134 SPTM SPDR SERIES TRUST 2,776.0 $252K 0.03% $90.79 +2.8%
135 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 269.0 $251K 0.03% $934.39 +2.4%
136 CEG CONSTELLATION ENERGY CORP Utilities 997.0 $248K 0.03% -69.0 -6.5% $248.48 +10.3%
137 KLAC KLA CORP Technology 800.0 $241K 0.03% NEW $301.71 -37.9%
138 VV VANGUARD INDEX FDS 695.0 $239K 0.03% $343.91 +3.0%
139 BILS SPDR SERIES TRUST 2,320.0 $231K 0.03% NEW $99.36 -0.0%
140 STEW SRH TOTAL RETURN FUND INC Financial Services 12,503.0 $224K 0.03% $17.90 +3.3%
Page 7 of 8  ·  148 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%