Horizon Wealth Management, LLC

CIK
1815123
City
LA GRANGE
State / Country
IL

Top Portfolio Positions

60 positions · $124,194,043 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLD
Spdr Gold Trust
64,634 $27,811,363 22.39%
QQQ
Invesco Qqq Trust, Series 1
47,188 $27,235,969 21.93%
AAPL
Apple Inc.
Technology
49,689 $12,610,571 10.15%
NVDA
Nvidia Corp
Technology
36,316 $6,333,510 5.10%
COIN
Coinbase Global, Inc.
Financial Services
30,534 $5,331,541 4.29%
SLV
iShares Silver Trust
63,395 $4,319,735 3.48%
SPY
Spdr S&P 500 Etf Trust
6,238 $4,056,820 3.27%
MSFT
Microsoft Corp
Technology
10,931 $4,046,328 3.26%
AMZN
Amazon Com Inc
Consumer Cyclical
17,280 $3,598,905 2.90%
BA
Boeing Co
Industrials
10,332 $2,056,377 1.66%

Holdings in ACTG

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Report Date Value (USD) Shares
2026-03-31 $48,100 10,000