Horizon Wealth Management, LLC - Q12026 Holdings

Horizon Wealth Management, LLC holds 137 stocks with a total portfolio value of $ 682.19M as of Q12026. In Q12026, Horizon Wealth Management, LLC added 21 new positions, increased stakes in 67 stocks, reduced 24 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (BYLD), representing 7.60% of the total portfolio.