HORAN Wealth, LLC Portfolio Holdings
Q3 2025•192 long positions•$634.6M portfolio value
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Holding197 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $128.0M 20.17% | +$125.6M Bought | — 191.2K shares | 3.5K → 191.2K +$125.6M | +5,370.64% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $46.5M 7.32% | +$22.5M Bought | — 712.3K shares | 367.5K → 712.3K +$22.5M | +93.82% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $25.9M 4.08% | +$5.2M Bought | 0.001% 101.8K shares | 81.5K → 101.8K +$5.2M | +24.95% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $22.0M 3.47% | +$3.0M Bought | 0.001% 42.5K shares | 36.8K → 42.5K +$3.0M | +15.62% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $17.7M 2.79% | +$1.1M Bought | — 371.9K shares | 348.0K → 371.9K +$1.1M | +6.88% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $16.6M 2.61% | +$769.4K Bought | 0.001% 50.2K shares | 47.9K → 50.2K +$769.4K | +4.87% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $16.3M 2.56% | +$15.5M Bought | — 136.8K shares | 6.3K → 136.8K +$15.5M | +2,077.07% | — — | Q2 2025 Held for 5 months | |
Household & Personal Products Consumer Defensive | $13.8M 2.18% | +$10.1M Bought | 0.004% 90.0K shares | 24.2K → 90.0K +$10.1M | +272.4% | $359.62B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $13.4M 2.11% | +$695.0K Bought | 0.0% 55.0K shares | 52.2K → 55.0K +$695.0K | +5.48% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $13.3M 2.1% | +$895.9K Bought | — 517.6K shares | 482.7K → 517.6K +$895.9K | +7.22% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $13.2M 2.08% | +$1.6M Bought | — 167.1K shares | 146.8K → 167.1K +$1.6M | +13.82% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $11.2M 1.77% | +$961.0K Bought | — 220.1K shares | 201.3K → 220.1K +$961.0K | +9.36% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $11.2M 1.76% | +$1.5M Bought | 0.001% 35.4K shares | 30.7K → 35.4K +$1.5M | +15.13% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $9.5M 1.5% | +$4.9M Bought | 0.0% 51.0K shares | 25.0K → 51.0K +$4.9M | +104.1% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $8.8M 1.38% | +$463.6K Bought | — 281.3K shares | 266.4K → 281.3K +$463.6K | +5.59% | — — | Q2 2025 Held for 5 months | |
Construction Industrials | $7.2M 1.13% | +$324.5K Bought | 0.008% 17.0K shares | 16.3K → 17.0K +$324.5K | +4.73% | $93.9B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $6.6M 1.04% | +$878.3K Bought | 0.001% 13.1K shares | 11.4K → 13.1K +$878.3K | +15.33% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $6.2M 0.98% | +$1.4M Bought | — 9.3K shares | 7.2K → 9.3K +$1.4M | +30.03% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $6.1M 0.965% | +$267.2K Bought | 0.003% 36.8K shares | 35.2K → 36.8K +$267.2K | +4.56% | $179.50B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Midstream Energy | $6.1M 0.96% | +$258.8K Bought | 0.008% 96.2K shares | 92.1K → 96.2K +$258.8K | +4.44% | $77.4B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $5.6M 0.888% | +$1.9M Bought | 0.001% 24.4K shares | 16.0K → 24.4K +$1.9M | +51.84% | $409.03B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.6M 0.888% | +$2.3M Bought | — 9.2K shares | 5.4K → 9.2K +$2.3M | +69.57% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.4M 0.846% | -$40.4K Sold | — 67.2K shares | 67.7K → 67.2K −$40.4K | -0.75% | — — | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $5.4M 0.846% | +$990.3K Bought | 0.001% 13.3K shares | 10.8K → 13.3K +$990.3K | +22.6% | $403.32B Mega Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $5.3M 0.84% | -$257.9K Sold | 0.001% 51.7K shares | 54.2K → 51.7K −$257.9K | -4.61% | $821.68B Mega Cap | Q2 2025 Held for 5 months | |
Apparel - Retail Consumer Cyclical | $5.1M 0.808% | -$695.2K Sold | 0.003% 35.5K shares | 40.3K → 35.5K −$695.2K | -11.95% | $160.86B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $5.1M 0.798% | +$2.5M Bought | 0.004% 24.9K shares | 12.8K → 24.9K +$2.5M | +94.0% | $137.82B Large Cap | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $4.9M 0.775% | +$1.9M Bought | 0.007% 38.1K shares | 23.3K → 38.1K +$1.9M | +63.34% | $70.1B Large Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $4.8M 0.753% | +$442.4K Bought | 0.002% 35.7K shares | 32.4K → 35.7K +$442.4K | +10.2% | $233.12B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $4.6M 0.733% | +$236.2K Bought | — 4.8K shares | 4.6K → 4.8K +$236.2K | +5.35% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.6M 0.732% | +$1.2M Bought | 0.001% 25.1K shares | 18.5K → 25.1K +$1.2M | +35.77% | $446.55B Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.5M 0.711% | +$201.2K Bought | 0.023% 32.5K shares | 31.1K → 32.5K +$201.2K | +4.67% | $19.3B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.3M 0.674% | +$2.9M Bought | 0.0% 19.5K shares | 6.2K → 19.5K +$2.9M | +216.78% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.2M 0.663% | +$333.3K Bought | 0.003% 14.9K shares | 13.7K → 14.9K +$333.3K | +8.61% | $151.93B Large Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $4.2M 0.663% | +$148.6K Bought | 0.018% 79.1K shares | 76.3K → 79.1K +$148.6K | +3.66% | $22.9B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $4.2M 0.658% | +$168.8K Bought | 0.005% 6.9K shares | 6.6K → 6.9K +$168.8K | +4.21% | $87.2B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.9M 0.609% | +$3.9M New | — 8.2K shares | 0 → 8.2K +$3.9M | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $3.8M 0.606% | +$413.1K Bought | 0.001% 11.3K shares | 10.1K → 11.3K +$413.1K | +12.03% | $662.60B Mega Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $3.8M 0.603% | +$355.4K Bought | 0.002% 87.1K shares | 79.0K → 87.1K +$355.4K | +10.23% | $185.31B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $3.8M 0.596% | +$404.3K Bought | 0.002% 45.1K shares | 40.3K → 45.1K +$404.3K | +11.96% | $209.64B Mega Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $3.8M 0.596% | +$304.8K Bought | 0.005% 14.5K shares | 13.3K → 14.5K +$304.8K | +8.76% | $76.0B Large Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $3.7M 0.589% | +$246.5K Bought | 0.002% 49.5K shares | 46.2K → 49.5K +$246.5K | +7.07% | $155.46B Large Cap | Q2 2025 Held for 5 months | |
Packaging & Containers Consumer Cyclical | $3.7M 0.579% | +$3.7M New | 0.019% 449.5K shares | 0 → 449.5K +$3.7M | New | $18.9B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 0.533% | +$3.4M New | — 10.3K shares | 0 → 10.3K +$3.4M | New | — — | Q3 2025 Held for 2 months | |
Medical - Diagnostics & Research Healthcare | $3.3M 0.514% | +$169.3K Bought | 0.002% 6.7K shares | 6.4K → 6.7K +$169.3K | +5.48% | $183.15B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $3.1M 0.483% | +$2.7M Bought | 0.001% 10.2K shares | 1.3K → 10.2K +$2.7M | +667.04% | $319.00B Mega Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | $3.0M 0.478% | +$166.6K Bought | 0.005% 11.1K shares | 10.5K → 11.1K +$166.6K | +5.81% | $60.7B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.462% | +$545.2K Bought | — 125.9K shares | 102.5K → 125.9K +$545.2K | +22.86% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.9M 0.455% | +$130.0K Bought | — 40.4K shares | 38.6K → 40.4K +$130.0K | +4.71% | — — | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $2.8M 0.435% | +$148.3K Bought | 0.002% 87.9K shares | 83.1K → 87.9K +$148.3K | +5.68% | $116.01B Large Cap | Q2 2025 Held for 5 months |
