Long-term investor

Horizons Wealth Management @horizonswealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001943228).

Record

  • Tracked since 2025-06-30 (463 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.7% · 6 months -1.7% · 1 year -5.2% · all -5.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908637 · 11.0% · long · since 2025-06-30
  • 921943858 · 9.4% · long · since 2025-06-30
  • 922908629 · 7.7% · long · since 2025-06-30
  • 922908751 · 7.1% · long · since 2025-06-30
  • 922908553 · 6.8% · long · since 2025-06-30
  • 921937835 · 4.1% · long · since 2025-06-30
  • 464287176 · 3.8% · long · since 2025-06-30
  • 46431W598 · 3.6% · long · since 2025-06-30
  • 92203J407 · 3.5% · long · since 2025-06-30
  • 46138J577 · 2.6% · long · since 2025-06-30
  • 46138J643 · 2.6% · long · since 2025-06-30
  • 46138J783 · 2.5% · long · since 2025-06-30

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