Ryan Williamson

@Horizon Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$574.837M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTVVanguard Index Fds Recent Activity New Position	0.07%	$382,618 2,260 shares@ $169.3 avg price	New Position
EZBCFranklin Templeton Digital H Recent Activity New Position	0.07%	$347,535 6,418 shares@ $54.16 avg price	New Position
IJJIshares Tr Recent Activity New Position	0.05%	$258,417 2,068 shares@ $124.96 avg price	New Position
IJKIshares Tr Recent Activity New Position	0.05%	$250,512 2,755 shares@ $90.93 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.04%	$218,709 4,188 shares@ $52.23 avg price	New Position
GBTCGrayscale Bitcoin Trust Etf Recent Activity New Position	0.04%	$216,212 2,921 shares@ $74.02 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.04%	$207,438 3,504 shares@ $59.21 avg price	New Position
EFIVSpdr Ser Tr Recent Activity New Position	0.04%	$206,973 3,665 shares@ $56.48 avg price	New Position
LPLALpl Finl Hldgs Inc Recent Activity New Position	0.04%	$202,610 621 shares@ $326.27 avg price	New Position