Horizon Wealth Management, LLC
Top Portfolio Positions
61 positions ·
$125,425,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
64,634 | $27,811,363 | 22.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
47,188 | $27,235,969 | 21.71% | |
| AAPL |
Apple Inc.
Technology
|
49,689 | $12,610,571 | 10.05% | |
| NVDA |
Nvidia Corp
Technology
|
36,316 | $6,333,510 | 5.05% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
30,534 | $5,331,541 | 4.25% | |
| SLV |
iShares Silver Trust
|
63,395 | $4,319,735 | 3.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,238 | $4,056,820 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
10,931 | $4,046,328 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,280 | $3,598,905 | 2.87% | |
| BA |
Boeing Co
Industrials
|
10,332 | $2,056,377 | 1.64% |
Portfolio Trend
18 quarters · across all stocks
Holdings in STEW
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,801 | 12,503 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $231,805 | 12,503 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $227,054 | 12,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $221,053 | 12,503 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $215,676 | 12,503 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $200,298 | 12,503 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $197,547 | 12,503 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $180,318 | 12,393 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $184,876 | 12,276 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $168,631 | 12,158 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $156,240 | 12,037 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $158,417 | 11,929 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $145,063 | 11,813 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $148,590 | 11,700 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $126,066 | 11,587 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $137,186 | 11,480 | Shares | Sole | 2022-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||