Horizon Advisory Services, Inc. Portfolio Holdings

Horizon Advisory Services, Inc.

  • $209 Billion
  • Q2 2024

Horizon Advisory Services, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 45 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 $26.8B, First Tr ETF Vi Smid Cap Risin with a value of $26.1B, First Trust Rising Dividend Ac with a value of $25.7B, J P Morgan ETF Tr U S Quality with a value of $25.4B, and Harbor ETF Tr Harbor Disruptiv with a value of $22.5B.

Examining the 13F form we can see an decrease of $5.8B in the current position value, from $215B to 209B.

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 $209 Billion
ETFs: $199 Billion
Financial Services: $2.6 Billion
Energy: $2.5 Billion
Consumer Cyclical: $1.84 Billion
Basic Materials: $1.03 Billion
Technology: $661 Million
Communication Services: $509 Million
Industrials: $474 Million
Other: $228 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.49B
$398 Million 0.19% of portfolio
2,273
Q2 2024 Added 0.04%
$7.79B
$314 Million 0.15% of portfolio
7,238
Q2 2024 Added 0.08%
$9.41B
$290 Million 0.14% of portfolio
9,054
Q1 2024 New
$7.46B
$221 Million 0.11% of portfolio
3,455
Q2 2024 Added 3.54%
$9.24B
$218 Million 0.1% of portfolio
7,550
Q2 2024 Added 4.67%
$7.67B
$211 Million 0.1% of portfolio
7,181
Q2 2024 Added 9.75%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $209 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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