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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $635M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 192 New
Page 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 800.0 $610K 0.10% NEW $763.00 +36.5%
122 ET ENERGY TRANSFER L P Energy 35,097.0 $602K 0.10% NEW $17.16 +16.6%
123 J P MORGAN EXCHANGE TRADED F 11,766.0 $597K 0.09% NEW $50.73
124 VEU VANGUARD INTL EQUITY INDEX F 8,325.0 $594K 0.09% NEW $71.37 +15.7%
125 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 12,873.0 $577K 0.09% NEW $44.80 +3.0%
126 GSLC GOLDMAN SACHS ETF TR 4,330.0 $564K 0.09% NEW $130.28 +8.2%
127 TSLA TESLA INC Consumer Cyclical 1,213.0 $539K 0.09% NEW $444.75 -6.2%
128 FITB FIFTH THIRD BANCORP Financial Services 11,594.0 $517K 0.08% NEW $44.55 +10.3%
129 SCHE SCHWAB STRATEGIC TR 15,306.0 $511K 0.08% NEW $33.37 +6.6%
130 AFL AFLAC INC Financial Services 4,475.0 $500K 0.08% NEW $111.70 +5.5%
131 LOW LOWES COS INC Consumer Cyclical 1,989.0 $500K 0.08% NEW $251.31 -13.5%
132 PDEC INNOVATOR ETFS TRUST 11,838.0 $497K 0.08% NEW $42.02 +8.3%
133 CAT CATERPILLAR INC Industrials 1,023.0 $488K 0.08% NEW $477.15 +81.5%
134 MCD MCDONALDS CORP Consumer Cyclical 1,606.0 $488K 0.08% NEW $303.84 -6.5%
135 INTF ISHARES TR 13,284.0 $477K 0.07% NEW $35.91 +15.5%
136 UCON First Trust TCW Unconstrained Plus Bond ETF 18,469.0 $465K 0.07% NEW $25.19 -1.7%
137 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,071.0 $454K 0.07% NEW $45.10 +32.0%
138 VB VANGUARD INDEX FDS 1,779.0 $452K 0.07% NEW $254.27 +12.7%
139 VFLO VICTORYSHARES FREE CASH FLOW ETF 11,550.0 $433K 0.07% NEW $37.50 +15.5%
140 WM WASTE MGMT INC DEL Industrials 1,921.0 $424K 0.07% NEW $220.83 -0.6%
Page 7 of 10  ·  192 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
Technology 32.6%
Financial Services 12.6%
Industrials 10.7%
Healthcare 9.5%
Consumer Defensive 9.1%
Communication Services 8.1%
Consumer Cyclical 7.9%
Energy 5.7%
Utilities 2.2%
Basic Materials 1.0%