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| Happy Holidays!! thanks for using AUM13F!! |
| Horan Wealth LLC
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| CRD # | 333974 |
| SEC # | 801-132367 |
| CIK # | 0002072569 |
| AUM | $1.4 B (2025-07-16) |
| Employees | 35 (63% Investors, 51% Brokers) |
| Phone | 513-745-0707 |
| Address | 8044 Montgomery Rd, Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002072569 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.3 | ||
| Apple Inc | 16.7 | ||
| Broadcom Inc | 13.2 | ||
| Alphabet Inc | 9.2 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Ingersoll-Rand PLC | 7.1 | ||
| Williams Companies Inc | 5.8 | ||
| Qualcomm Inc/DE | 5.6 | ||
| Wal Mart Stores Inc | 5.3 | ||
| TJX Companies Inc /DE/ | 5.0 | ||
| Abbott Laboratories | 4.4 | ||
| Automatic Data Processing Inc | 4.2 | ||
| Fiserv Inc | 4.0 | ||
| Home Depot Inc | 4.0 | ||
| Nvidia Corp | 3.9 | ||
| Procter & Gamble Co | 3.9 | ||
| Amgen Inc | 3.8 | ||
| Genuine Parts Co | 3.8 | ||
| ASML Holding NV | 3.7 | ||
| VISA Inc | 3.6 | ||
| Verizon Communications Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 878 | 300.2 |
| (b) Individuals (high net worth individuals) | 419 | 1,055.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 17.3 |
| (h) Charitable organizations | 2 | 18.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 58.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,364 | 1,449.5 |
| By Discretionary | ||
| Discretionary | 3,229 | 1,388.4 |
| Non-Discretionary | 135 | 61.1 |
| Total | 3,364 | 1,449.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,449.5 | |
| Total | 3,364 | 1,449.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002072569] |
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|---|---|---|
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WI | 1.5 |
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Clear Creek Financial Management LLC
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Journey Advisory Group LLC
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KY | 1.5 |
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Liberty Wealth Management LLC
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CA | 1.5 |
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Sierra Capital LLC
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FL | 1.5 |
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WNY Asset Management LLC
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NY | 1.5 |
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Delta Asset Management LLC
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TN | 1.4 |
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Executive Wealth Management LLC
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MI | 1.4 |
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Seaview Investment Managers LLC
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FL | 1.4 |
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Cahill Financial Advisors Inc
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MN | 1.4 |