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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
AMZNAmazon Com Inc
Recent Activity
Increased 15.51%
0.7%
$4.02M
18,322 shares@ $219.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -67.79%
0.55%
$3.139M
5,357 shares@ $586.04 avg price
TSLATesla Inc
Recent Activity
Increased 29.83%
0.41%
$2.333M
5,776 shares@ $403.84 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.66%
0.36%
$2.055M
10,793 shares@ $190.44 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.18%
0.35%
$1.997M
17,931 shares@ $111.36 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.4%
0.31%
$1.74M
3,838 shares@ $453.28 avg price
ONEYSpdr Ser Tr
Recent Activity
Increased 19.74%
0.26%
$1.49M
13,683 shares@ $108.87 avg price
IWDIshares Tr
Recent Activity
Increased 16.8%
0.24%
$1.34M
7,239 shares@ $185.13 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.32%
0.23%
$1.28M
5,341 shares@ $239.71 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.39%
0.21%
$1.193M
6,093 shares@ $195.83 avg price