Horizon Financial Services, LLC Purchases in Q3 2024

Horizon Financial Services, LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.46K
+ 2.01%
$48.51 - $52.86 $265K - $288K
277K $14.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.7K
+ 4.19%
$33.74 - $37.96 $427K - $480K
315K $11.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.43K
+ 2.43%
$75.47 - $83.18 $183K - $202K
102K $8.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.07K
+ 3.29%
$46.9 - $51.96 $191K - $211K
128K $6.58M
SPYG
Spdr Portfolio

ETFs
284
+ 0.14%
$73.38 - $84.1 $20.8K - $23.9K
201K $16.6M
XLF
Financial Sector Spdr

ETFs
5.74K
+ 10.76%
$40.84 - $45.74 $234K - $262K
59.1K $2.68M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.67K
+ 5.85%
$112.99 - $126.45 $189K - $212K
30.3K $3.81M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.64K
+ 4.96%
$36.02 - $41.68 $131K - $152K
77K $3.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.53K
+ 2.83%
$38.04 - $45.36 $58.2K - $69.4K
55.5K $2.48M
XLC
Select Sector Spdr Tr Communic

ETFs
2.78K
+ 21.19%
$82.16 - $90.4 $228K - $251K
15.9K $1.44M
XLU
Utilities Sector Spdr

ETFs
2.73K
+ 50.99%
$67.67 - $80.78 $185K - $220K
8.08K $652K
XLI
Industrial Sector Spdr

ETFs
718
+ 5.66%
$120.56 - $135.44 $86.6K - $97.2K
13.4K $1.81M
ICVT
Ishares Tr Convertible Bond Et

ETFs
731
+ 1.78%
$77.24 - $83.67 $56.5K - $61.2K
41.7K $3.49M
XLP
Consumer Staples Sector Spdr

ETFs
3.19K
+ 27.69%
$76.04 - $76.04 $242K - $242K
14.7K $1.12M
SPTL
Spdr Portfolio Long Term Treas

ETFs
940
+ 0.92%
$26.69 - $29.87 $25.1K - $28.1K
103K $2.99M
DUK
Duke Energy Corp

Utilities
709
+ 8.81%
$99.35 - $117.71 $70.4K - $83.5K
8.76K $1.01M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.97K
+ 0.81%
$29.58 - $30.31 $58.2K - $59.6K
245K $7.4M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.91K
+ 2.13%
$23.61 - $24.64 $92.4K - $96.4K
188K $4.59M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.3K
+ 2.23%
$20.69 - $21.17 $151K - $154K
334K $7.01M
XLK
Technology Sector Spdr

ETFs
649
+ 3.59%
$197.34 - $237.68 $128K - $154K
18.7K $4.22M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.85K
+ 79.43%
$22.94 - $23.16 $111K - $112K
10.9K $253K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.93K
+ 80.18%
$22.61 - $22.79 $111K - $112K
11.1K $251K
T
At&T Inc.

Communication Services
3.5K
+ 42.84%
$18.21 - $22.28 $63.7K - $78K
11.7K $256K
CMCSA
Comcast Corp

Communication Services
1.47K
+ 42.91%
$37.33 - $41.78 $54.9K - $61.5K
4.9K $204K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.4K
+ 254.62%
$23.08 - $23.52 $55.3K - $56.4K
3.34K $78K
XLB
Select Sector Spdr Fd Material

ETFs
160
+ 4.41%
$86.95 - $97.09 $13.9K - $15.5K
3.79K $365K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.09K
New
$26.55 - $32.42 $28.9K - $35.3K
1.09K $34K
RSP
Invesco S&P 500 Equal Weight E

ETFs
188
New
$162.83 - $179.16 $30.6K - $33.7K
188 $33K
VZ
Verizon Communications Inc

Communication Services
744
New
$38.89 - $45.0 $28.9K - $33.5K
744 $33K
ARCC
Ares Capital Corp

Financial Services
1.34K
New
$19.8 - $21.28 $26.6K - $28.6K
1.34K $28K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
855
+ 7.84%
$19.5 - $20.28 $16.7K - $17.3K
11.8K $237K
XLE
Energy Sector Spdr

ETFs
551
+ 7.54%
$84.35 - $93.39 $46.5K - $51.5K
7.86K $689K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
178
New
$114.73 - $120.23 $20.4K - $21.4K
178 $21K
GLD
Spdr Gold Trust

ETFs
78
+ 268.97%
$215.56 - $246.98 $16.8K - $19.3K
107 $26K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
225
+ 326.09%
$41.02 - $46.01 $9.23K - $10.4K
294 $13K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
110
New
$100.3 - $100.74 $11K - $11.1K
110 $11K
XAR
Spdr S&P Aerospace & Defense E

ETFs
54
New
$139.03 - $157.34 $7.51K - $8.5K
54 $8K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
68
New
$91.43 - $117.51 $6.22K - $7.99K
68 $7K
PAVE
Global X Fds Us Infrastructure

ETFs
182
New
$36.39 - $41.16 $6.62K - $7.49K
182 $7K
WBD
Warner Bros. Discovery, Inc.

Communication Services
724
+ 1448.0%
$6.71 - $8.78 $4.86K - $6.36K
774 $6K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
171
New
$33.89 - $41.64 $5.8K - $7.12K
171 $6K
FLIN
Franklin Templeton ETF Tr

ETFs
144
New
$39.24 - $42.42 $5.65K - $6.11K
144 $6K
SMCI
Super Micro Computer, Inc.

Technology
9
New
$386.46 - $909.96 $3.48K - $8.19K
9 $3K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40
+ 53.33%
$81.31 - $83.29 $3.25K - $3.33K
115 $9K
VOD
Vodafone Group Public LTD CO

Communication Services
225
New
$8.8 - $10.35 $1.98K - $2.33K
225 $2K
MRVL
Marvell Technology, Inc.

Technology
25
+ 50.0%
$56.15 - $76.24 $1.4K - $1.91K
75 $5K
TDC
Teradata Corp

Technology
84
New
$24.51 - $34.97 $2.06K - $2.94K
84 $2K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 1.69%
$194.66 - $225.97 $195 - $226
60 $13K
MU
Micron Technology Inc

Technology
15
New
$86.27 - $136.82 $1.29K - $2.05K
15 $1K
Activity Summary
Buys All Purchases 77 New Holdings 30 Increased Positions 47 Sells All Sells 41 Reductions 36 Sold out 5 Options Calls 0 Puts 0
Track This Portfolio

Track Horizon Financial Services, LLC Portfolio

Follow Horizon Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email