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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
SJNKSpdr Ser Tr
Recent Activity
New Position
11.71%
$67.262M
2.664M shares@ $25.26 avg price
WTVWisdomtree Tr
Recent Activity
New Position
4.85%
$27.826M
332,925 shares@ $83.58 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
2.59%
$14.871M
63,956 shares@ $232.52 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
2.16%
$12.379M
51,126 shares@ $242.13 avg price
IVVIshares Tr
Recent Activity
New Position
0.18%
$1.002M
1,702 shares@ $588.6 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.18%
$978,954
46,462 shares@ $21.07 avg price
EVTRMorgan Stanley Etf Trust
Recent Activity
New Position
0.12%
$659,203
13,221 shares@ $49.87 avg price
IEFAIshares Tr
Recent Activity
New Position
0.09%
$483,807
6,884 shares@ $70.28 avg price
IVWIshares Tr
Recent Activity
New Position
0.09%
$470,589
4,635 shares@ $101.53 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$452,490
7,901 shares@ $57.27 avg price