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Horan Wealth, LLC Top Holdings and 13F Report (2025)

About Horan Wealth, LLC

Investment Activity

  • Horan Wealth, LLC has $326.72 million in total holdings as of June 30, 2025.
  • Horan Wealth, LLC owns shares of 120 different stocks, but just 40 companies or ETFs make up 80% of its holdings.

Largest Holdings

Microsoft
$18,283,585
Apple
$16,713,500
Broadcom
$13,204,082

Sector Allocation

Map of 500 Largest Holdings ofHoran Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$22,791,928367,4937.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$18,283,58536,7585.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$16,713,50081,4625.1%Computer and Technology
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$16,381,170348,0175.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$13,204,08247,9024.0%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$11,503,663482,7393.5%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$10,865,627146,8133.3%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$10,228,264201,2653.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,192,02952,1592.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,904,30230,7142.7%Finance
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$7,631,619266,3742.3%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$7,111,67416,2592.2%Construction
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$5,786,49192,1271.8%Energy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,609,46035,2221.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,534,86411,3941.7%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,382,78667,7081.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$5,302,54454,2291.6%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,972,59340,2671.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,437,3517,1821.4%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,404,92532,3871.3%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,237,53113,7401.3%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$4,025,60223,3491.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$3,964,12010,8121.2%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,946,90724,9821.2%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,850,29824,1671.2%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$3,831,05713,7211.2%Medical
Genuine Parts Company stock logo
GPC
Genuine Parts
$3,770,43731,0811.2%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$3,653,5384,5591.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$3,570,93510,0581.1%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,419,22579,0211.0%Computer and Technology
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$3,414,55776,3031.0%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$3,298,52213,3411.0%Industrials
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$3,289,6866,5801.0%Aerospace
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,208,91246,2251.0%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,188,26740,2761.0%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,083,2675,4280.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,976,83316,0370.9%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$2,967,26383,1400.9%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,964,81310,5110.9%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,820,11018,4620.9%Medical
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$2,716,42238,5800.8%Energy
DOMINOS PIZZA INC
$2,666,7545,9180.8%COM
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,624,71312,8260.8%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,583,2866,3710.8%Medical
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,264,440102,4630.7%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,262,51122,4140.7%Transportation
Keurig Dr Pepper, Inc stock logo
KDP
Keurig Dr Pepper
$2,258,32168,3100.7%Consumer Staples
EOG Resources, Inc. stock logo
EOG
EOG Resources
$2,256,83218,8680.7%Energy
Schlumberger Limited stock logo
SLB
Schlumberger
$2,201,15865,1230.7%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,169,7363,4950.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,128,97125,6750.7%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,944,4595,0260.6%Computer and Technology
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$1,763,62741,4090.5%ETF
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$1,585,82616,4330.5%Finance
Diageo plc stock logo
DEO
Diageo
$1,546,21815,3330.5%Consumer Staples
Target Corporation stock logo
TGT
Target
$1,525,67815,4660.5%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,351,39229,8650.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,349,2496,1500.4%Retail/Wholesale
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$1,119,68417,9490.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$959,40915,3850.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$870,4356500.3%Consumer Discretionary
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$803,76015,8590.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$796,8587,3920.2%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$721,9784,0700.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$686,6706,2830.2%ETF
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$678,4804,5560.2%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$654,44710,3650.2%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$633,9547,0920.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$631,0644,4070.2%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$623,6248000.2%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$572,1864,3330.2%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$541,4985470.2%Retail/Wholesale
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$525,5724,3300.2%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$525,2512,0520.2%Transportation
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$512,3831,1690.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$473,8702,5920.1%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$473,63911,8380.1%ETF
Aflac Incorporated stock logo
AFL
Aflac
$471,9344,4750.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$461,2682,0790.1%Retail/Wholesale
Cintas Corporation stock logo
CTAS
Cintas
$456,4382,0480.1%Business Services
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$456,21615,1370.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$451,0051,9710.1%Business Services
RTX Corporation stock logo
RTX
RTX
$428,2772,9330.1%Aerospace
Hillenbrand Inc stock logo
HI
Hillenbrand
$419,12220,8830.1%Industrials
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$411,4403,2430.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$410,9015,9220.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$409,6557290.1%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$397,1391,0230.1%Industrials
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$365,8023,5010.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$342,0721,3290.1%Aerospace
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$334,0225,8590.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$332,7661,8310.1%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$312,3678750.1%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$300,1212,4200.1%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$297,1391,0080.1%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$289,8061,3430.1%Finance
Deere & Company stock logo
DE
Deere & Company
$287,8065660.1%Industrials
Cigna Group stock logo
CI
Cigna Group
$282,6468550.1%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$281,9022,3890.1%Utilities
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$276,3801,0000.1%Basic Materials

Showing largest 100 holdings. View all holdings.
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