Horan Wealth LLC Portfolio
Invests via Horan Wealth LLC | Managed by David I. Templeton, Mark A. Bennett, Todd A. Poellein, Todd Hibner
Invests via Horan Wealth LLC
Managed by David I. Templeton, Mark A. Bennett, Todd A. Poellein, Todd Hibner
Automatically Tracked
Company Profile
Regional independent wealth manager focusing on comprehensive financial planning and investment advisory services for affluent individuals, families and small institutions. Horan Wealth LLC offers discretionary portfolio management, retirement and tax-aware planning, estate coordination and cash-flow modeling, and typically implements multi-asset model portfolios with third-party custodians. The firm positions itself as a client-focused RIA emphasizing personalized advice, fee-based relationships and continuity for intergenerational wealth transfer.
Regional independent wealth manager focusing on comprehensive financial planning and investment advisory services for affluent individuals, families and small institutions. Horan Wealth LLC offers discretionary portfolio management, retirement and tax-aware planning, estate coordination and cash-flow modeling, and typically implements multi-asset model portfolios with third-party custodians. The firm positions itself as a client-focused RIA emphasizing personalized advice, fee-based relationships and continuity for intergenerational wealth transfer.
Investment Philosophy & Strategy
Delivers fiduciary, fee‑based wealth management with a bias toward diversified, multi‑asset model portfolios and tax‑aware, retirement‑focused planning. Capital deployment emphasizes discretionary allocation to blended active and passive strategies, risk budgeting for drawdown control, and durable income generation for intergenerational transfer. Underwriting favors liquid, low‑cost ETFs and select third‑party managers, coordinated with estate and cash‑flow planning to align horizon, liquidity needs, and tax efficiency.
Delivers fiduciary, fee‑based wealth management with a bias toward diversified, multi‑asset model portfolios and tax‑aware, retirement‑focused planning. Capital deployment emphasizes discretionary allocation to blended active and passive strategies, risk budgeting for drawdown control, and durable income generation for intergenerational transfer. Underwriting favors liquid, low‑cost ETFs and select third‑party managers, coordinated with estate and cash‑flow planning to align horizon, liquidity needs, and tax efficiency.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.79%
Gain -0.11%
Monthly
1.94%
Yearly
25.91%
Drawdown
11.26%
$1.25B
Equity
Holdings
$1.25B
Investment
$1.09B
$161.58M
Profit -$1.59M
Realized
$4.57M
Unrealized
$157.01M
Dividends
$17.2M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$1.59M
Win %
68%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$5.35M
Win %
68%
This Month
Compared to last month
Gain
1.41%
Profit
$17.32M
Win %
68%
This Year
Compared to last year
Gain
1.59%
Profit
$19.88M
Win %
68%
USB U.S. Bancorp
+2.89%
+$122,481.44 
PNC The PNC Financial Services Group, Inc.
+2.65%
+$22,338.94 
RTX RTX Corporation
+2.45%
+$41,797.08 
PM Philip Morris International Inc.
+2.37%
+$24,278.33 
NOC Northrop Grumman Corporation
+2.29%
+$168,307.96 
JPM JPMorgan Chase & Co.
+2.25%
+$271,296.74 
LMT Lockheed Martin Corporation
+2.2%
+$62,098.62 
CMCSA Comcast Corp
+2.18%
+$41,602.87 
PEP PepsiCo, Inc.
+2.16%
+$34,038.15 
SHEL Shell plc
+1.9%
+$167,543.76 
GE General Electric Company
+1.89%
+$130,106.8 
AFG American Financial Group Inc.
+1.89%
+$7,862.25 
TJX The TJX Companies, Inc.
+1.88%
+$190,008.32 
HD The Home Depot, Inc.
+1.84%
+$165,471.94 
LOW Lowe's Companies Inc.
+1.81%
+$6,510.06 
DIS The Walt Disney Company
+1.78%
+$4,552.67 
FITB Fifth Third Bancorp
+1.73%
+$19,842.96 
SO The Southern Company
+1.69%
+$8,144.94 
DUK Duke Energy Corporation
+1.69%
+$15,099.66 
CINF Cincinnati Financial Corporation
+1.59%
+$34,303.36 
KO The Coca-Cola Company
+1.52%
+$4,806.2 
BNY BlackRock New York Municipal Income Trust
+1.45%
+$4,490.18 
PG Procter & Gamble Co
+1.45%
+$451,148.48 
DPZ Domino's Pizza Inc.
+1.43%
+$33,470.86 
AMCR Amcor plc
+1.37%
+$55,356 
CL Colgate-Palmolive Company
+1.32%
+$9,803.92 
MO Altria Group, Inc.
+1.31%
+$3,720.92 
HIG The Hartford Insurance Group, Inc.
+1.26%
+$20,422.08 
AFL Aflac Inc.
+1.26%
+$6,667.74 
VZ Verizon Communications Inc.
+1.26%
+$51,084.32 
AXP American Express Company
+1.23%
+$4,791.06 
LHX L3Harris Technologies, Inc.
+1.23%
+$2,615.76 
MRK Merck & Co., Inc.
+1.19%
+$79,706.52 
XLP Consumer Staples Select Sector SPDR Fund
+1.17%
+$2,660.34 
NEE NextEra Energy, Inc.
+1.11%
+$46,138.4 
ET Energy Transfer L.P.
+1.08%
+$7,698.29 
KR Kroger Co.
+1.08%
+$12,179.7 
JNJ Johnson & Johnson
+1.06%
+$128,388.08 
LLY Eli Lilly and Company
+1.06%
+$11,686.49 
SPLV Invesco S&P 500 Low Volatility ETF
+1.04%
+$2,688.21 
CVX Chevron Corporation
+1.04%
+$41,213.72 
RITM Rithm Capital Corp.
+1.03%
+$2,631.96 
AAPL Apple Inc.
+1.03%
+$365,330.29 
WPC W. P. Carey Inc.
+1.03%
+$14,131.25 
USRT iShares Core U.S. REIT ETF
+1.03%
+$2,620.16 
COST Costco Wholesale Corporation
+1%
+$8,122.55 
VNQ Vanguard Real Estate ETF
+0.99%
+$14,321.58 
ITW Illinois Tool Works Inc.
+0.99%
+$83,524.88 
V Visa Inc. Class A
+0.97%
+$48,099.85 
KDP Keurig Dr Pepper Inc.
+0.94%
+$22,632.64 
CFG Citizens Financial Group, Inc.
+0.91%
+$94,174.6 
EFV iShares MSCI EAFE Value ETF
+0.9%
+$20,381.08 
WMB The Williams Companies, Inc.
+0.87%
+$117,543.6 
TT Trane Technologies plc
+0.86%
+$66,794.67 
SCHC Schwab International Small-Cap Equity ETF
+0.8%
+$16,283.67 
AVDE Avantis International Equity ETF
+0.79%
+$302,497.63 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$59,076.54 
TXN Texas Instruments Inc
+0.78%
+$4,240.18 
WMT Walmart Inc.
+0.77%
+$73,496.86 
INTF iShares International Equity Factor ETF
+0.76%
+$4,178.16 
ABBV AbbVie Inc.
+0.73%
+$52,998.47 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$2,263.8 
APD Air Products and Chemicals, Inc.
+0.66%
+$23,461.98 
XOM Exxon Mobil Corporation
+0.65%
+$15,578.24 
CARR Carrier Global Corporation
+0.65%
+$2,121.84 
GPC Genuine Parts Company
+0.64%
+$55,413.85 
EFA iShares MSCI EAFE ETF
+0.62%
+$13,658.88 
AMGN Amgen Inc.
+0.6%
+$40,088.04 
VTV Vanguard Value ETF
+0.54%
+$10,678.52 
FDVV Fidelity High Dividend ETF
+0.53%
+$1,204.83 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.51%
+$9,048.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.5%
+$15,839.6 
SCHF Schwab International Equity ETF
+0.5%
+$34,118.55 
LCNB Lcnb Corporation
+0.48%
+$5,486.76 
SBUX Starbucks Corporation
+0.47%
+$3,854.76 
MA Mastercard Incorporated
+0.46%
+$2,156.43 
MCD McDonald's Corporation
+0.46%
+$3,617.6 
GS The Goldman Sachs Group, Inc.
+0.45%
+$1,702.56 
SHW The Sherwin-Williams Company
+0.45%
+$914.99 
WM Waste Management, Inc.
+0.42%
+$1,583.65 
CMI Cummins Inc.
+0.41%
+$4,083.24 
ZHOG F/m Opportunistic Income ETF
+0.38%
+$2,324.27 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.37%
+$1,157.94 
ELV Elevance Health, Inc.
+0.35%
+$1,774.6 
BMY Bristol-Myers Squibb Company
+0.35%
+$3,986.22 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.33%
+$882.18 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$10,285.96 
CSX CSX Corporation
+0.3%
+$8,497.58 
EFG iShares MSCI EAFE Growth ETF
+0.29%
+$3,505.25 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$925.61 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.28%
+$1,761.08 
IWD iShares Russell 1000 Value ETF
+0.25%
+$4,466.8 
NSC Norfolk Southern Corporation
+0.22%
+$5,413.04 
CTAS Cintas Corporation
+0.22%
+$7,758.39 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$518.53 
GEV GE Vernova Inc.
+0.17%
+$4,565.16 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.16%
+$398.79 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$823.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$4,531.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.12%
+$1,522.56 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$925.89 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$1,594.89 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$611.4 
VEU Vanguard FTSE All-World ex-US ETF
+0.11%
+$1,661.58 
IEI iShares 3-7 Year Treasury Bond ETF
+0.1%
+$638.64 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.1%
+$612.33 
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF
+0.1%
+$232.65 
ZTWO F/M Investments 2-Year Investment Grade Corporate Bond ETF
+0.1%
+$226.95 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$204.48 
UITB VictoryShares Core Intermediate Bond ETF
+0.09%
+$16,696.52 
ASML ASML Holding N.V. New York Registry Shares
+0.09%
+$6,750.24 
IXUS iShares Core International Stock ETF
+0.09%
+$911.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$5,758.81 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$645.52 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$475.42 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$392.85 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$128.16 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$329.8 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$322.66 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$84.95 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.04%
+$85.53 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$84.53 
VTEB Vanguard Tax-Exempt Bond ETF
+0.03%
+$259.32 
GLDM SPDR Gold MiniShares Trust
+0.03%
+$210 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$144.01 
USTB VictoryShares Short-Term Bond ETF
+0.03%
+$3,971.53 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.01%
+$59.19 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IAU iShares Gold Trust
0%
$0 
PANW Palo Alto Networks, Inc.
-6.98%
-$1.28M 
GPUS Hyperscale Data, Inc.
-5.1%
-$17.76 
ASTS AST SpaceMobile, Inc.
-4.36%
-$4,797.62 
DVLT Datavault AI Inc.
-4%
-$252 
PLUG Plug Power Inc.
-3.69%
-$1,314.5 
INTC Intel Corporation
-3.67%
-$61,495 
LRCX Lam Research Corporation
-3.58%
-$12,366.54 
AMD Advanced Micro Devices, Inc.
-3.36%
-$14,190.24 
MU Micron Technology, Inc.
-3.31%
-$30,371.15 
AMAT Applied Materials, Inc.
-3.22%
-$22,592.57 
HRTX Heron Therapeutics Inc.
-3.21%
-$503.24 
KLAC KLA Corporation
-2.83%
-$11,105.14 
GLW Corning Incorporated
-2.67%
-$5,646.18 
AVGO Broadcom Inc.
-2.46%
-$414,230.55 
NFLX Netflix, Inc.
-2.41%
-$11,445 
META Meta Platforms Inc Class A
-2.24%
-$22,346.84 
ECG Everus Construction Group, Inc.
-2.18%
-$4,495.5 
RIVN Rivian Automotive, Inc.
-1.88%
-$5,853.05 
MTUM iShares MSCI USA Momentum Factor ETF
-1.82%
-$4,084.57 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$20,041.39 
VGT Vanguard Information Technology ETF
-1.72%
-$4,361.56 
CSCO Cisco Systems, Inc.
-1.7%
-$23,749 
MSFT Microsoft Corp.
-1.67%
-$802,842.96 
ETN Eaton Corporation plc
-1.6%
-$31,874.47 
GOOGL Alphabet Inc
-1.52%
-$286,568.85 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$147,415.06 
GOOG Alphabet Inc
-1.45%
-$34,710.25 
UNH UnitedHealth Group Incorporated
-1.43%
-$3,992.53 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$32,424.48 
IWF iShares Russell 1000 Growth ETF
-1.22%
-$100,474.8 
QCOM QUALCOMM Incorporated
-1.19%
-$5,054.47 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$9,322.89 
IBM International Business Machines Corporation
-1.13%
-$15,557.89 
VUG Vanguard Growth ETF
-1.12%
-$45,556.65 
TSLA Tesla, Inc.
-1.11%
-$7,582.91 
EEM iShares MSCI Emerging Markets ETF
-1.09%
-$21,217 
DE Deere & Company
-1.06%
-$3,050.05 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$12,978.9 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$268,485.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$12,251.71 
VXF Vanguard Extended Market ETF
-0.95%
-$8,390.8 
NDSN Nordson Corporation
-0.93%
-$11,788.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.87%
-$19,691.1 
SCHE Schwab Emerging Markets Equity ETF
-0.83%
-$5,400 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.82%
-$1,632.28 
IWM iShares Russell 2000 ETF
-0.69%
-$25,162.17 
ZTOP F/M High Yield 100 Etf
-0.61%
-$1,672.32 
VB Vanguard Small-Cap ETF
-0.59%
-$6,198.92 
SFM Sprouts Farmers Market, Inc.
-0.57%
-$21,977.68 
OCSL Oaktree Specialty Lending Corporation
-0.55%
-$764.21 
AMZN Amazon.com Inc
-0.49%
-$27,230.42 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$147,839.44 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$944.71 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.41%
-$2,422.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$32,226.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$11,484.43 
IVV iShares Core S&P 500 ETF
-0.4%
-$1.28M 
IWB iShares Russell 1000 ETF
-0.39%
-$1,663.33 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$28,291.17 
VOO Vanguard S&P 500 ETF
-0.39%
-$86,994.68 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.37%
-$2,381.5 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$16,816 
STXF Strive 500 ETF
-0.35%
-$931.01 
JHMM John Hancock Multifactor Mid Cap ETF
-0.32%
-$2,370.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$7,742.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.27%
-$2,563.26 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$232,991.95 
VFLO VictoryShares Free Cash Flow ETF
-0.17%
-$1,180.05 
USMV iShares MSCI USA Min Vol Factor ETF
-0.16%
-$1,089.92 
ABT Abbott Laboratories
-0.15%
-$5,963.36 
EUSA iShares MSCI USA Equal Weighted ETF
-0.14%
-$1,138.32 
ZMUN F/m Callable Tax-Free Municipal ETF
-0.12%
-$309.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.1%
-$20,232.59 
VO Vanguard Mid-Cap ETF
-0.07%
-$312.84 
PAYX Paychex Inc.
-0.06%
-$6,768.02 
JAJL Innovator EDP ETF - 6M January/July
-0.05%
-$128 
CAT Caterpillar Inc.
-0.05%
-$1,151.28 
NVDA NVIDIA Corporation
-0.05%
-$6,311.47 
UNP Union Pacific Corporation
-0.04%
-$152.15 
EMR Emerson Electric Co.
-0.04%
-$101.86 
MUB iShares National Muni Bond ETF
-0.03%
-$597.66 
GWW W.W. Grainger, Inc.
-0.03%
-$572.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$10,698.3 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.02%
-$197.18 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$50.82 
XLV Health Care Select Sector SPDR Fund
0%
-$19.8 Events
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Dividends
Dividend Analysis
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| Trades 803 | Longs Won 531/803 66% | Profit Factor 10.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $336,968.01 | Best Trade (Oct 15) $21.07M | Sharpe Ratio -9.49 |
| Average Loss -$63,772.15 | Worst Trade (Oct 15) -$1.38M | Z-Score 9.91 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy $201,225.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 103,493 | $22.38M | $35.76M | - | $13.38M | 59.77% | +1.032% |
| ABBV AbbVie Inc. | 25,603 | $5.2M | $7.31M | - | $2.11M | 40.66% | +0.73% |
| ABT Abbott Laboratories | 38,698 | $5.16M | $4.04M | - | -$1.11M | -21.55% | -0.147% |
| AFG American Financial Group Inc. | 2,859 | $415,713.15 | $424,504.32 | - | $8,791.17 | 2.11% | +1.887% |
| AFL Aflac Inc. | 4,475 | $471,934 | $534,941.5 | - | $63,007.5 | 13.35% | +1.262% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,499 | $1.45M | $1.38M | - | -$60,541.29 | -4.19% | +0.115% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 33,021 | $845,409.84 | $830,147.94 | - | -$15,261.9 | -1.81% | 0.0 |
| AMAT Applied Materials, Inc. | 1,633 | $795,253.64 | $679,613.77 | - | -$115,639.87 | -14.54% | -3.217% |
| AMCR Amcor plc | 92,260 | $3.67M | $4.09M | - | $423,473.4 | 11.55% | +1.372% |
| AMD Advanced Micro Devices, Inc. | 752 | $436,952 | $408,606.72 | - | -$28,345.28 | -6.49% | -3.356% |
| AMGN Amgen Inc. | 15,478 | $4.37M | $6.76M | - | $2.39M | 54.81% | +0.597% |
| AMZN Amazon.com Inc | 21,872 | $4.81M | $5.54M | - | $732,145.27 | 15.21% | -0.489% |
| APD Air Products and Chemicals, Inc. | 11,940 | $3.37M | $3.56M | - | $197,678.27 | 5.87% | +0.663% |
| ASML ASML Holding N.V. New York Registry Shares | 4,704 | $3.82M | $7.8M | - | $3.98M | 104.01% | +0.087% |
| ASTS AST SpaceMobile, Inc. | 2,473 | $219,743 | $105,151.96 | - | -$114,591.04 | -52.15% | -4.363% |
| AVDE Avantis International Equity ETF | 426,053 | $34.74M | $38.6M | - | $3.86M | 11.11% | +0.79% |
| AVEM Avantis Emerging Markets Equity ETF | 291,832 | $25.38M | $26.11M | - | $732,570.33 | 2.89% | -1.018% |
| AVGO Broadcom Inc. | 48,848 | $13.59M | $16.41M | - | $2.81M | 20.71% | -2.463% |
| AXP American Express Company | 1,238 | $435,011.94 | $393,362.12 | - | -$41,649.82 | -9.57% | +1.233% |
| BMY Bristol-Myers Squibb Company | 18,982 | $1.01M | $1.15M | - | $147,538.93 | 14.66% | +0.347% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Horan Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: QUALCOMM Incorporated - $2.99M, iShares Core S&P 500 ETF - $2.52M, iShares Core S&P Small-Cap ETF - $1.64M, iShares Core S&P Mid-Cap ETF - $1.06M, and VictoryShares Core Intermediate Bond ETF - $961,819.72. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $1.02M, United Parcel Service, Inc - $353,510.62, Automatic Data Processing Inc - $213,917.58, Diageo plc Sponsored ADR - $182,009.27, and Adobe Inc - $171,537.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Horan Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.2M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.52M, iShares Core S&P Mid-Cap ETF - $1.06M, VictoryShares Core Intermediate Bond ETF - $961,960.61, VictoryShares Short-Term Bond ETF - $668,775.64, and Avantis International Equity ETF - $661,093.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Horan Wealth LLC's monthly returns?
Horan Wealth LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Horan Wealth LLC's strategy be considered aggressive or moderate?
Horan Wealth LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Horan Wealth LLC's strategy?
Horan Wealth LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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