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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Horizon Wealth Management LLC
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| CRD # | 170255 |
| SEC # | 801-79492 |
| CIK # | 0001815123 |
| AUM | $945.8 M (2025-06-04) |
| Employees | 10 (60% Investors, 70% Brokers) |
| Phone | 708-352-4300 |
| Address | 22 Calendar Court La Grange, IL 60525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.1 | ||
| Apple Inc | 10.6 | ||
| Coinbase Global Inc | 7.1 | ||
| Nvidia Corp | 5.9 | ||
| Microsoft Corp | 5.4 | ||
| Amazon Com Inc | 2.2 | ||
| Walt Disney Co | 2.0 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,780 | 204.4 |
| (b) Individuals (high net worth individuals) | 593 | 697.4 |
| (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 | 7 | 31.0 |
| (h) Charitable organizations | 8 | 1.7 |
| (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 | 13 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,073 | 945.8 |
| By Discretionary | ||
| Discretionary | 3,073 | 945.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,073 | 945.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 945.8 | |
| Total | 3,073 | 945.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001815123] |
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