Horizon Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
La Grange, IL
CIK
0001815123
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 82 359,606 SPLG, QQQ, DIA, SPYG 13F-HR 1/22/2024 000195175724000083
Q3 2023 78 248,914 SPLG, QQQ, DIA, QQQM 13F-HR 10/24/2023 000195175723000612
Q2 2023 83 253,570 SPLG, QQQ, SPTM, QQQM 13F-HR 7/31/2023 000195175723000442
Q1 2023 77 133,301 QQQM, ZROZ, VTI, AAPL 13F-HR 5/11/2023 000195175723000294
Q4 2022 69 122,737 SPLV, VTI, ZROZ, RSP 13F-HR 2/9/2023 000181512323000001
Q3 2022 71 136,417 AAPL, RSP, VTI, SPLV 13F-HR 11/18/2022 000181512322000005
Q2 2022 111 241,406 RSP, AAPL, ONEY, SPLV 13F-HR 8/2/2022 000181512322000004
Q1 2022 107 321,824 RSP, ONEY, QQQ, QQQM 13F-HR 5/12/2022 000181512322000003
Q4 2021 106 343,039 RSP, QQQ, ONEY, SPLG 13F-HR 2/14/2022 000181512322000002