Horizon Advisory Services, Inc. Portfolio Holdings

Horizon Advisory Services, Inc.

  • $219 Billion
  • Q3 2024

Horizon Advisory Services, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $28.4B, First Tr ETF Vi Smid Cap Risin with a value of $28B, First Trust Rising Dividend Ac with a value of $27.4B, J P Morgan ETF Tr U S Quality with a value of $26.7B, and Harbor ETF Tr Harbor Disruptiv with a value of $23.1B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $209B to 219B.

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 $219 Billion
ETFs: $209 Billion
Financial Services: $2.93 Billion
Consumer Cyclical: $2.15 Billion
Energy: $2.06 Billion
Technology: $1.14 Billion
Basic Materials: $814 Million
Communication Services: $610 Million
Industrials: $474 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.07B
$1.54 Billion 0.7% of portfolio
34,781
Q1 2024 New
$9.85B
$432 Million 0.2% of portfolio
2,228
Q3 2024 Reduced 1.98%
$8.18B
$335 Million 0.15% of portfolio
7,094
Q3 2024 Reduced 1.99%
$7.79B
$229 Million 0.1% of portfolio
3,396
Q3 2024 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $219 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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