HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings
Horizon Wealth Management is a large advisory firm with 2344 clients and discretionary assets under management (AUM) of $936,000,000 (Form ADV from 2024-06-12). Their last reported 13F filing for Q3 2024 included $500,998,575 in managed 13F securities and a top 10 holdings …
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HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings
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Horizon Wealth Management is a large advisory firm with 2344 clients and discretionary assets under management (AUM) of $936,000,000 (Form ADV from 2024-06-12). Their last reported 13F filing for Q3 2024 included $500,998,575 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Horizon Wealth Management, LLC - 13F
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Horizon Wealth Management, LLC reported 86 holdings with total value $501 M as of Q3 2024. ... DGRW, DYNF, and PFF. Horizon Wealth Management, LLC 13F Portfolio Filings Most recent …
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$501Million Horizon Wealth Management, LLC Q3 2024 13F …
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Horizon Wealth Management, LLC reported 86 stock holdings with total value $501M as of Q3 2024. Top holdings included SPLG, RSP, DGRW, DYNF, and PFF. Open main menu. …
portfoliosavvy.com
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Horizon Wealth Management, LLC Q3 2024 13F Top Portfolio …
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Jul 22, 2024 · Horizon Wealth Management, LLC reported 86 holdings with total value $501 M as of Q3 2024. Top holdings included SPLG, RSP, DGRW, DYNF, and PFF. Horizon Wealth …
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Horizon Wealth Management, LLC Q2 2024 13F Top Portfolio Holdings
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Horizon Wealth Management, LLC reported 82 holdings with total value $420 M as of Q2 2024. Top holdings included SPLG, QQQ, DYNF, PFF, and QQQM. Horizon Wealth Management, LLC Q2 2024 13F Holdings Location La Grange, IL Holdings as of 6/30/2024 Value ($000) $419,800 Num holdings 82 Date filed 7/22/2024 Form type
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Horizon Wealth Management, LLC Q1 2024 13F Top Portfolio …
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Apr 18, 2024 · Horizon Wealth Management, LLC reported 88 holdings with total value $383 M as of Q1 2024. Top holdings included SPLG, QQQ, DIA, SGOV, and QQQM. Horizon Wealth …
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Horizon Wealth Management 13F Filings And Top Holdings And …
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Latest statistics and disclosures from Horizon Wealth Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SPLG, QQQ, DYNF, PFF, QQQM, and represent 55.71% of …
stockzoa.com
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Horizon Wealth Management LLC Latest Trades, 13F, 13D/G
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Detailed information regarding Horizon Wealth Management LLC's latest trades and stock picks. The SEC filings include 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports. ... Current Holdings: 77Stocks(11 new) Top holdings: QQQM(12.29%) ZROZ(11.25%) VTI(10.88%) AAPL(7.65%) RSP(6.41%) Last update ...
gurufocus.com
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HORIZON KINETICS ASSET MANAGEMENT LLC Top 13F Holdings
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Horizon Kinetics Asset Management is a registered investment advisory firm Their last reported 13F filing for Q3 2024 included $6,681,682,968 in managed 13F securities and a top 10 …
whalewisdom.com
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HORIZON INVESTMENTS, LLC Top 13F Holdings
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Horizon Investments is a large advisory firm with 1540 clients and discretionary assets under management (AUM) of $4,231,076,509 (Form ADV from 2024-04-17). Their last reported 13F …
whalewisdom.com
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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …
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Sep 30, 2024 · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …
whalewisdom.com
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Horizon Wealth Management, LLC Q2 2022 13F Top Portfolio …
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Horizon Wealth Management, LLC reported 111 holdings with total value $241 M as of Q2 2022. Top holdings included RSP, AAPL, ONEY, SPLV, and QQQ. Horizon Wealth Management, …
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Home | Corient
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Speak to a Partner. Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient …
corient.com
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Horizon Wealth Management, LLC Q1 2022 13F Top Portfolio …
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Horizon Wealth Management, LLC top investments as of Q1 2022 based on public SEC filings. ... Q1 2022 13F Holdings Location La Grange, IL Holdings as of 3/31/2022 Value ($000) …
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Evergreen Wealth Management LLC Buys 7,037 Shares Of
1 week from now
1 day ago · Evergreen Wealth Management LLC grew its position in Medtronic plc (NYSE:MDT - Free Report) by 36.7% in the third quarter, according to its most recent filing with the SEC. …
marketbeat.com
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Evergreen Wealth Management LLC Makes New Investment In
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1 day ago · Finally, JFS Wealth Advisors LLC grew its holdings in shares of Trade Desk by 194.5% during the 3rd quarter. JFS Wealth Advisors LLC now owns 374 shares of the …
marketbeat.com
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