| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 21.6% |
| INVESCO QQQ TR | 11 | Q2 2024 | 15.1% |
| INVESCO S&P | 11 | Q2 2024 | 18.7% |
| VANGUARD TOTAL | 11 | Q2 2024 | 11.0% |
| INVESCO NASDAQ | 11 | Q2 2024 | 12.3% |
| APPLE INC | 11 | Q2 2024 | 12.3% |
| SPDR SER TR | 11 | Q2 2024 | 7.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 6.6% |
| SPDR SER TR | 11 | Q2 2024 | 7.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 2.4% |
View Horizon Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-18 |
| 13F-HR | 2022-08-02 |
View Horizon Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.