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Horizon Fds shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Horizon Fds (STOX) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.8k 250 31.02

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq MF Closed and MF Open (QQQ)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FVD)
Principal Us MF Closed and MF Open (USMC)
Ishares Core MF Closed and MF Open (IEMG)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

Top funds holding Horizon Fds

Bank of New York Mellon
Cooper Financial Group
LPL Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Simplicity Wealth
Goldman Sachs Group
Us Bancorp
Advisor Group Holdings
Horizon Investments
Jones Financial Companies, L.L
Golden State Wealth Management

View all funds holding Horizon Fds