Horizon Advisory Services, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd with a value of $38.7B, First Trust Rising Dividend Ac with a value of $33.5B, J P Morgan Exchange Traded Fd with a value of $26.8B, Harbor ETF Tr All Weather Infl with a value of $25.7B, and Ishares Tr Ibonds Dec 2025 Ter with a value of $17.7B.

Examining the 13F form we can see an decrease of $44.6B in the current position value, from $219B to 175B.

Horizon Advisory Services, Inc. is based out at West Henrietta, NY

Below you can find more details about Horizon Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
ETFs: $98.4 Billion
Financial Services: $5.18 Billion
Technology: $1.82 Billion
Energy: $1.69 Billion
Industrials: $1.01 Billion
Consumer Cyclical: $781 Million
Basic Materials: $493 Million
Consumer Defensive: $381 Million
Other: $536 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $175 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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