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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
ARKKArk Etf Tr
Recent Activity
0.08%
$407,751
7,183 shares@ $56.77 avg price
ORCLOracle Corp
Recent Activity
0.07%
$400,137
2,401 shares@ $166.66 avg price
SYKStryker Corporation
Recent Activity
0.07%
$387,346
1,076 shares@ $359.99 avg price
VTVVanguard Index Fds
Recent Activity
New Position
0.07%
$382,618
2,260 shares@ $169.3 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 17.2%
0.07%
$375,016
10,842 shares@ $34.59 avg price
ABTAbbott Labs
Recent Activity
Increased 35.9%
0.07%
$359,729
3,180 shares@ $113.13 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
0.07%
$349,754
491 shares@ $712.33 avg price
EZBCFranklin Templeton Digital H
Recent Activity
New Position
0.07%
$347,535
6,418 shares@ $54.16 avg price
AMGNAmgen Inc
Recent Activity
Increased 13.32%
0.06%
$317,265
1,217 shares@ $260.7 avg price
RPMRpm Intl Inc
Recent Activity
Increased 0.08%
0.06%
$315,944
2,567 shares@ $123.08 avg price