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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
EVTRMorgan Stanley Etf Trust
Recent Activity
New Position
0.12%
$659,203
13,221 shares@ $49.87 avg price
ABBVAbbvie Inc
Recent Activity
Increased 4.56%
0.12%
$644,124
3,625 shares@ $177.69 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.04%
0.11%
$629,919
3,328 shares@ $189.28 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.05%
0.11%
$615,613
2,074 shares@ $296.83 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.29%
0.11%
$585,455
4,846 shares@ $120.82 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 39%
0.1%
$568,902
12,665 shares@ $44.92 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.52%
0.1%
$558,402
13,964 shares@ $39.99 avg price
IBMInternational Business Machs
Recent Activity
Increased 9.4%
0.1%
$555,289
2,526 shares@ $219.83 avg price
FASDirexion Shs Etf Tr
Recent Activity
0.1%
$545,490
3,613 shares@ $150.98 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.95%
0.09%
$497,356
558 shares@ $891.32 avg price