| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P | 8 | Q3 2023 | 18.7% |
| INVESCO QQQ TR | 8 | Q3 2023 | 15.1% |
| SPDR SER TR | 8 | Q3 2023 | 18.2% |
| VANGUARD TOTAL | 8 | Q3 2023 | 11.0% |
| APPLE INC | 8 | Q3 2023 | 12.3% |
| INVESCO NASDAQ | 8 | Q3 2023 | 12.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 6.6% |
| SPDR SER TR | 8 | Q3 2023 | 7.3% |
| SPDR SER TR | 8 | Q3 2023 | 5.8% |
| FORD MTR CO DEL | 8 | Q3 2023 | 4.3% |
View Horizon Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
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.