Horizon Financial Services, LLC Portfolio Holdings

Horizon Financial Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $208 Million distributed in 395 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $21.7M, Spdr Portfolio S&P 500 Value E with a value of $19.1M, Spdr Portfolio Short Term Corp with a value of $15.6M, Schwab Strategic U.S. Mid Cap with a value of $14.9M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $11.9M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $179M to 208M. Also it can be appreciated an additional of 139 stocks purchases and 6 closed positions.

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