Managers / Q4 2024 · view latest →
Horizon Wealth Management, LLC
CIK 0001815123 · 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525 · (708) 352-4300
Reported Value
$575M
Q4 2024
Positions
102
Filings on Record
18
2019–present window
Filed
Jan 13, 2025
original filing
Summary
Horizon Wealth Management, Llc reported $575M in U.S.-listed holdings across 102 positions for Q4 2024.
Its largest position, SPYM, represents 12.6% of the portfolio.
Compared with Q3 2024, the fund opened 19 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $682M | 137 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $644M | 127 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $681M | 126 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $569M | 109 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $593M | 104 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $575M | 102 | Jan 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $501M | 86 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $420M | 82 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $383M | 88 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $360M | 82 | Jan 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $249M | 78 | Oct 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $254M | 83 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $133M | 77 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $122.7B | 69 | Feb 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $136M | 71 | Nov 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $241M | 111 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $322M | 107 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $343M | 106 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.