Horan Wealth, LLC
HORAN Wealth, LLC is a comprehensive investment advisory and wealth management firm headquartered in Cincinnati, Ohio, with an additional office in Ft. Mitchell, Kentucky. Founded in 1948, the company provides investment management, financial planning, retirement plan consulting, and risk management services to individual and corporate clients nationwide. HORAN Wealth has built a reputation for integrity, excellence, and deep industry knowledge, and serves a broad client base with a multi-generational team. The company currently employs a robust staff (exact current count not published, but historically noted as substantial) and is led by partners with significant industry experience.
Investment Strategy
HORAN Wealth employs a holistic, client-centric investment strategy focused on helping clients grow, sustain, and preserve wealth. The firm blends qualitative and quantitative analysis to tailor portfolios of equities, fixed income, ETFs, mutual funds, municipal securities, and alternatives to client goals and risk tolerance. Financial planning often includes tax, estate, and risk management advice, seeking both growth and wealth transfer across generations. Their ongoing strategy incorporates continuous monitoring of personal, economic, and market developments, with an emphasis on forward-looking, adaptive portfolio management and multi-generational wealth continuity.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | ISHARES TR | 6.98% | $22.8M | 367,493 | $62.02 | $62.02 | +$22.8M |
M MSFT | MICROSOFT CORP | 5.60% | $18.3M | 36,758 | $497.41 | $497.41 | +$18.3M |
A AAPL | APPLE INC | 5.12% | $16.7M | 81,462 | $205.17 | $205.17 | +$16.7M |
U UITB | VICTORY PORTFOLIOS II | 5.01% | $16.4M | 348,017 | $47.07 | $47.07 | +$16.4M |
A AVGO | BROADCOM INC | 4.04% | $13.2M | 47,902 | $275.65 | $275.65 | +$13.2M |