Ryan Williamson

@Horizon Wealth Management, Llc

Latest period2024 - Q4

Reported6d 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
ZROZPimco Etf Tr Recent Activity Decreased -98.7%	0.06%	$307,852 4,486 shares@ $68.63 avg price	Decreased -98.7%
MSMorgan Stanley Recent Activity Increased 0.09%	0.06%	$301,768 2,400 shares@ $125.74 avg price	Increased 0.09%
VVisa Inc Recent Activity Increased 1.55%	0.06%	$290,292 919 shares@ $315.88 avg price	Increased 1.55%
ALLAllstate Corp Recent Activity	0.06%	$288,414 1,496 shares@ $192.8 avg price
WMTWalmart Inc Recent Activity Increased 1.33%	0.05%	$284,246 3,146 shares@ $90.36 avg price	Increased 1.33%
SUSLIshares Tr Recent Activity Increased 16.95%	0.05%	$270,896 2,629 shares@ $103.05 avg price	Increased 16.95%
IJJIshares Tr Recent Activity New Position	0.05%	$258,417 2,068 shares@ $124.96 avg price	New Position
CAVACava Group Inc Recent Activity	0.05%	$254,364 2,255 shares@ $112.8 avg price
IJKIshares Tr Recent Activity New Position	0.05%	$250,512 2,755 shares@ $90.93 avg price	New Position
COSTCostco Whsl Corp New Recent Activity	0.05%	$245,539 268 shares@ $916.2 avg price