• 13F History

Horizon Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$593M
Signature - Title
Ryan Williamson - Chief Compliance Officer
Location
La Grange, IL
Summary
This page shows a list of all the recent 13F filings made by Horizon Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Horizon Wealth Management, LLC reported 104 stock holdings with total value $593M as of Q1 2025. Top holdings included SJNK, QQQ, DGRW, SPLG, and USMV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 104 $593M +$166M -$124M +$41.9M SJNK, QQQ, DGRW, SPLG, USMV 13F-HR 4/11/2025, 10:17 AM
Q4 2024 102 $575M +$215M -$143M +$72.4M SPLG, SJNK, QQQ, DGRW, DYNF 13F-HR 1/13/2025, 03:10 PM
Q3 2024 86 $501M +$133M -$72.3M +$61.1M SPLG, RSP, DGRW, DYNF, PFF 13F-HR 10/16/2024, 05:02 PM
Q2 2024 82 $420M +$142M -$117M +$25.2M SPLG, QQQ, DYNF, PFF, QQQM 13F-HR 7/19/2024, 07:56 PM
Q1 2024 87 $383M +$52M -$58M -$5.95M SPLG, QQQ, DIA, SGOV, QQQM 13F-HR 4/18/2024, 12:08 PM
Q4 2023 82 $360M +$99.5M -$20.1M +$79.3M SPLG, QQQ, DIA, SPYG, SPTL 13F-HR 1/22/2024, 08:50 AM
Q3 2023 78 $249M +$88.6M -$38.2M +$50.4M SPLG, QQQ, DIA, QQQM, VTI 13F-HR 10/24/2023, 05:44 PM
Q2 2023 83 $254M +$138M -$20.1M +$118M SPLG, QQQ, SPTM, QQQM, TSLA 13F-HR 7/31/2023, 08:43 AM
Q1 2023 77 $133M +$26.6M -$24.5M +$2.1M QQQM, ZROZ, VTI, AAPL, RSP 13F-HR 5/11/2023, 05:30 PM
Q4 2022 69 $123M +$32.6M -$42.1M -$9.44M SPLV, VTI, ZROZ, RSP, SPLG 13F-HR 2/9/2023, 03:09 PM
Q3 2022 71 $136M +$17.8M -$60.4M -$42.6M AAPL, RSP, VTI, SPLV, MSFT 13F-HR 11/18/2022, 11:16 AM
Q2 2022 111 $241M +$43.9M -$51.6M -$7.71M RSP, AAPL, ONEY, SPLV, QQQ 13F-HR 8/2/2022, 05:04 PM
Q1 2022 107 $322M +$50.9M -$39.3M +$11.6M RSP, ONEY, QQQ, QQQM, AAPL 13F-HR 5/12/2022, 04:04 PM
Q4 2021 106 $343M RSP, QQQ, ONEY, SPLG, QQQM 13F-HR 2/14/2022, 02:21 PM