Horizon-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "ALL", "GOOGL", null, "AXP", null, "T", "CAT", "STEW", null, "DUK", null, "ALT", "HD", "MCD", "RPM", null, null, null, "META", "IVW", null, "MSFT", "MS", null, "NVS", "IWD", "ORCL", null, null, "PEP", "IEMG", "IJK", "IVV", "UNH", "AAPL", "SPY", "NVDA", null, "INTC", "PG", "VZ", "LPLA", "AMGN", "REGN", "IEFA", "GLD", null, null, "SPYG", "SPLG", "IBM", null, "SYK", "SBUX", "TJX", "GDV", "BXMX", null, "ACTG", "VIG", null, null, "AMZN", "IVE", null, "VTV", "V", "WMT", null, null, "SOFI", "DIA", null, null, "BRK-B", null, "BA", "CVX", "CSCO", "KO", "CL", "CNDT", "CEG", "COST", "DHR", "DFAC", "RSP", null, "IJJ", "USMV", "NEE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "MO", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 104
- Total Value
- 593213918
- Accession Number
- 0001951757-25-000306
- Form Type
- 13F-HR
- Manager Name
- Horizon-Wealth-Management
Data Enrichment
76% identified79 identified25 unidentified
Holdings
104 positions • $593.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $127.7K | 0.0% ($127.7K/$593.2M) | QoQ NEW(+$127.7K) YoY NEW(+$127.7K) | |
Altimmune, Inc.(ALTcusip02155H200) | 25.0K | QoQ NEW(+25.0K) YoY NEW(+25.0K) | All Managers (Combined) | $125.0K | 0.0% ($125.0K/$593.2M) | QoQ NEW(+$125.0K) YoY NEW(+$125.0K) |
10.0K | All Managers (Combined) | $32.0K | 0.0% ($32.0K/$593.2M) | |||
CONDUENT Inc(CNDTcusip206787103) | 10.0K | All Managers (Combined) | $27.1K | 0.0% ($27.1K/$593.2M) |