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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
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$3.508M
28,165 shares@ $124.57 avg price
IVEIshares Tr
Recent Activity
Exited
0%
$3.256M
16,512 shares@ $197.18 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$2.864M
29,194 shares@ $98.1 avg price