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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
SMHVaneck Etf Trust
Recent Activity
Decreased -12.26%
2.71%
$15.536M
64,155 shares@ $242.18 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
2.59%
$14.871M
63,956 shares@ $232.52 avg price
AAPLApple Inc
Recent Activity
Increased 1.68%
2.42%
$13.883M
55,439 shares@ $250.42 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3965.08%
2.26%
$12.95M
57,724 shares@ $224.35 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
2.16%
$12.379M
51,126 shares@ $242.13 avg price
PFFIshares Tr
Recent Activity
Decreased -63.91%
1.86%
$10.681M
339,738 shares@ $31.44 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 250.92%
1.68%
$9.625M
99,417 shares@ $96.82 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.99%
0.96%
$5.518M
41,087 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.41%
0.86%
$4.94M
11,721 shares@ $421.51 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -89.73%
0.86%
$4.923M
28,092 shares@ $175.23 avg price