Holdings

Horizon Wealth Management, LLC

As of Jun 30, 2026, Horizon Wealth Management, LLC reported 55 positions worth US$71.5M. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc49,814US$14.4M+125Jun 30, 2026
Nvidia Corporation36,389US$7.28M+73Jun 30, 2026
Microsoft Corp.10,966US$4.09M+35Jun 30, 2026
Advanced Micro Devices Inc5,329US$3.1MnewJun 30, 2026
Amazon.com, Inc.12,844US$3.06M−4,436Jun 30, 2026
Coinbase Global, Inc.20,534US$3M−10,000Jun 30, 2026
Space Exploration Technologies Corp14,950US$2.55MnewJun 30, 2026
Alphabet Inc (google) Class C6,816US$2.44M−2,513Jun 30, 2026
Caterpillar, Inc.2,211US$2.35M+2Jun 30, 2026
Boeing Company (the)10,332US$2.24Mno changeJun 30, 2026