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Ryan Williamson

@Horizon Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$574.837MTotal holdings102
Assets growth rate14.74%Assets growth rate (2-Q avg)17.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Horizon Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 574.837M in assets, with a quarterly growth rate of 14.74% and a 2-quarter average growth rate of 17.05%. The portfolio is managed by Ryan Williamson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -13.25%
12.64%
$72.646M
1.054M shares@ $68.94 avg price
SJNKSpdr Ser Tr
Recent Activity
New Position
11.71%
$67.262M
2.664M shares@ $25.26 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 171.56%
10.97%
$63.055M
123,341 shares@ $511.23 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 27.48%
9.31%
$53.499M
661,047 shares@ $80.94 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 22.31%
8.28%
$47.569M
928,168 shares@ $51.26 avg price
WTVWisdomtree Tr
Recent Activity
New Position
4.85%
$27.826M
332,925 shares@ $83.58 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.01%
4.06%
$23.319M
80,462 shares@ $289.82 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -12.06%
4.04%
$23.186M
110,173 shares@ $210.46 avg price
EMHYIshares Inc
Recent Activity
Increased 14.98%
3.68%
$21.13M
556,357 shares@ $37.98 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.41%
3.48%
$19.995M
227,473 shares@ $87.91 avg price