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  Name: Horizon Wealth Management LLC
  City: LA GRANGE
  State: IL
  Zip: 60525
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $383,285,000
  Total Value Change : $23,676,000
  Securities Held Change : 6
   
All Securities Held : 88
  New Positions : 13
  Closed Positions : 8
  Increased Positions : 43
  Unchanged Positions : 7
  Decreased Positions : 25

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 4 New $0.00 $26,450,000 262,631 6.9% 26,450,000 262,631 0.292    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 22 New $143.30 $1,869,000 12,651 0.49% 1,869,000 12,651 0.001    Closed - End Fund - E...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 54 New $44.25 $384,000 8,638 0.1% 384,000 8,638 0.096    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 68 New $0.00 $238,000 3,772 0.06% 238,000 3,772 0.001    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 72 New $771.55 $224,000 287 0.06% 224,000 287 0    Drug Manufacturers - ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 76 New $38.54 $209,000 4,818 0.05% 209,000 4,818 0    CATV Systems
   (SUSL)1 Year Chart         SUSL Ishares Esg Msci Usa Leader... 77 New $0.00 $208,000 2,214 0.05% 208,000 2,214 0.005    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 78 New $152.39 $206,000 1,143 0.05% 206,000 1,143 0    Semiconductor- Broad...
   (COST)1 Year Chart         COST Costco Wholesale Corp 79 New $779.04 $202,000 276 0.05% 202,000 276 0    Discount, Variety Stores
   (DNP)1 Year Chart         DNP DNP Select Income Fund Inc 82 New $8.93 $104,000 11,491 0.03% 104,000 11,491 0.004    Closed - End Fund - E...
   (HTZ)1 Year Chart         HTZ Hertz Global Holdings Inc 83 New $4.91 $78,000 10,000 0.02% 78,000 10,000 0.002    N/A
   (BYN)1 Year Chart         BYN Banyan Acquisition Corp 84 New $0.00 $55,000 16,799 0.01% 55,000 16,799 0.07    N/A
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 88 New $0.92 $12,000 10,000 0% 12,000 10,000 0.001    N/A
      13 Records Found
  1    
Page 1 of 1
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