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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
IEFAIshares Tr
Recent Activity
New Position
0.09%
$483,807
6,884 shares@ $70.28 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.53%
0.09%
$480,860
4,470 shares@ $107.58 avg price
QLDProshares Tr
Recent Activity
0.09%
$476,942
4,406 shares@ $108.25 avg price
IVWIshares Tr
Recent Activity
New Position
0.09%
$470,589
4,635 shares@ $101.53 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$452,490
7,901 shares@ $57.27 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 71.81%
0.08%
$449,566
3,412 shares@ $131.77 avg price
CVXChevron Corp New
Recent Activity
Decreased -92.94%
0.08%
$436,641
3,015 shares@ $144.83 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.12%
0.08%
$433,942
858 shares@ $505.76 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.67%
0.08%
$430,897
6,011 shares@ $71.69 avg price
CLColgate Palmolive Co
Recent Activity
Increased 0.52%
0.08%
$408,576
4,494 shares@ $90.92 avg price