Horizon Advisory Services, Inc. Portfolio Holdings

Horizon Advisory Services, Inc.

  • $198 Billion
  • Q4 2025

Horizon Advisory Services, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 49 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 $45.3B, First Trust Rising Dividend Ac with a value of $38.3B, Harbor ETF Tr All Weather Infl with a value of $29.4B, J P Morgan Exchange Traded Fd with a value of $27.8B, and Ishares Tr Ibonds Dec 2028 Ter with a value of $19.7B.

Examining the 13F form we can see an increase of $2.19B in the current position value, from $195B to 198B.

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 $198 Billion
ETFs: $109 Billion
Financial Services: $3.25 Billion
Energy: $2.3 Billion
Consumer Cyclical: $1.81 Billion
Communication Services: $1.79 Billion
Technology: $1.52 Billion
Healthcare: $879 Million
Consumer Defensive: $681 Million
Other: $935 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$508 Million 0.26% of portfolio
2,200
Q2 2025 Added 3.77%
$266B
$447 Million 0.23% of portfolio
1,508
Q3 2024 Added 17.45%
$4.3T
$408 Million 0.21% of portfolio
1,500
Q4 2025 Reduced 22.36%
$490B
$361 Million 0.18% of portfolio
3,001
Q1 2024 New
$269B
$310 Million 0.16% of portfolio
1,526
Q4 2025 New
$3.78T
$251 Million 0.13% of portfolio
518
Q3 2025 Reduced 4.25%
$328B
$229 Million 0.12% of portfolio
744
Q3 2025 New
$522B
$202 Million 0.1% of portfolio
974
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $198 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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