StockDriftsStockDriftsTop 50 Horizon Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | 7.6% | 2.30M | $51.8M | new | $22.65(-0.50%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 5.5% | 1.36M | $37.5M | +7587.79%(+1.34M) | $27.92(-1.55%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 5.01% | 257.0K | $34.2M | -33.35%(-128.60K) | $119.66(+47.79%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.1% | 117.6K | $27.9M | +4.56%(+5.13K) | $136.20(+115.97%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.08% | 64.6K | $27.8M | +45.41%(+20.19K) | $301.82(+42.64%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.03% | 85.7K | $27.5M | +5.55%(+4.51K) | $236.85(+53.98%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.99% | 47.2K | $27.2M | -34.36%(-24.70K) | $478.40(+49.40%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.63% | 64.5K | $24.7M | +58.50%(+23.82K) | $278.47(+105.57%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.36% | 234.2K | $22.9M | +5.29%(+11.76K) | $62.27(+90.82%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.35% | 92.2K | $22.9M | new | $238.90(+18.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.88% | +51.63% |
| Top 20 Holdings Unweighted | +17.65% | +62.85% |
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