Horizon Investments, LLC Purchases in Q4 2024

Horizon Investments, LLC

  • $3.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
418
+ 1.66%
$63.31 - $82.85 $26.5K - $34.6K
25.6K $1.9M
HDV
Ishares Core High Dividend ETF

ETFs
2.33K
New
$110.82 - $121.28 $258K - $283K
2.33K $261K
PANW
Palo Alto Networks Inc

Technology
8.63K
+ 104.33%
$181.96 - $405.9 $1.57M - $3.5M
16.9K $3.08M
SRE
Sempra Energy

Utilities
787
+ 1.91%
$80.81 - $94.77 $63.6K - $74.6K
42K $3.68M
TXN
Texas Instruments Inc

Technology
1.18K
+ 5.79%
N/A
21.5K $4.18M
BA
Boeing CO

Industrials
168
+ 2.11%
$138.14 - $180.72 $23.2K - $30.4K
8.11K $1.44M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.08K
+ 63.08%
$50.07 - $52.35 $204K - $214K
10.6K $542K
MA
Mastercard Inc

Financial Services
175
+ 5.15%
$491.3 - $536.15 $86K - $93.8K
3.58K $1.88M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.37K
+ 45.49%
$40.06 - $45.21 $255K - $288K
20.4K $828K
KKR
Kkr & Co. Inc.

Financial Services
148
+ 1.42%
$129.87 - $162.87 $19.2K - $24.1K
10.6K $1.57M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.58K
New
$121.89 - $135.52 $193K - $215K
1.58K $197K
AXON
Axon Enterprise, Inc.

Industrials
9
+ 0.92%
$399.22 - $689.78 $3.59K - $6.21K
983 $584K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.77K
New
$104.59 - $118.05 $185K - $209K
1.77K $192K
UAL
United Airlines Holdings, Inc.

Industrials
74
+ 1.66%
$55.62 - $102.44 $4.12K - $7.58K
4.54K $440K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.2K
+ 11.83%
$55.73 - $66.16 $123K - $146K
20.8K $1.25M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
12
+ 0.77%
$260.53 - $404.79 $3.13K - $4.86K
1.57K $601K
WDAY
Workday, Inc.

Technology
534
+ 20.42%
$233.85 - $279.91 $125K - $149K
3.15K $812K
EQIX
Equinix Inc

Real Estate
59
+ 2.83%
$865.69 - $985.0 $51.1K - $58.1K
2.14K $2.02M
MCK
Mckesson Corp

Healthcare
32
+ 1.62%
$482.27 - $628.5 $15.4K - $20.1K
2.01K $1.14M
ADP
Automatic Data Processing Inc

Industrials
177
+ 2.5%
$280.08 - $307.97 $49.6K - $54.5K
7.25K $2.12M
EMR
Emerson Electric CO

Industrials
160
+ 1.66%
$108.13 - $134.33 $17.3K - $21.5K
9.77K $1.21M
MAR
Marriott International Inc

Consumer Cyclical
84
+ 1.92%
$246.06 - $292.59 $20.7K - $24.6K
4.46K $1.24M
ENB
Enbridge Inc

Energy
1.23K
+ 2.18%
$40.4 - $43.92 $49.8K - $54.2K
57.7K $2.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
231
+ 16.43%
$567.81 - $607.81 $131K - $140K
1.64K $959K
FTNT
Fortinet, Inc.

Technology
74
+ 0.86%
$76.49 - $99.21 $5.66K - $7.34K
8.69K $820K
BSX
Boston Scientific Corp

Healthcare
295
+ 1.35%
$83.62 - $91.5 $24.7K - $27K
22.1K $1.98M
KMI
Kinder Morgan, Inc.

Energy
229
+ 0.87%
$22.59 - $28.54 $5.17K - $6.54K
26.4K $724K
PJAN
Innovator U.S. Equity Power Bu

ETFs
3.15K
+ 32.44%
$41.16 - $42.25 $130K - $133K
12.9K $543K
UBSI
United Bankshares Inc

Financial Services
3.77K
New
$35.53 - $43.29 $134K - $163K
3.77K $141K
TJX
Tjx Companies Inc

Consumer Cyclical
576
+ 2.68%
$112.15 - $127.2 $64.6K - $73.3K
22.1K $2.67M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.14K
+ 31.44%
$40.12 - $41.68 $126K - $131K
13.1K $540K
PGR
Progressive Corp

Financial Services
1.06K
+ 12.23%
$239.6 - $268.88 $254K - $285K
9.74K $2.33M
PNC
Pnc Financial Services Group, Inc.

Financial Services
177
+ 1.45%
$178.39 - $215.0 $31.6K - $38.1K
12.4K $2.38M
TRV
Travelers Companies, Inc.

Financial Services
205
+ 1.71%
$225.97 - $266.66 $46.3K - $54.7K
12.2K $2.93M
DAL
Delta Air Lines, Inc.

Industrials
714
+ 8.13%
$47.46 - $65.77 $33.9K - $47K
9.5K $574K
CCL
Carnival Corp

Consumer Cyclical
1.27K
+ 9.28%
$17.34 - $26.8 $22.1K - $34.1K
15K $373K
NVO
Novo Nordisk A S

Healthcare
1.7K
+ 206.96%
$85.0 - $120.04 $144K - $203K
2.51K $216K
DFS
Discover Financial Services

Financial Services
33
+ 0.97%
$136.3 - $182.67 $4.5K - $6.03K
3.44K $595K
GRMN
Garmin LTD

Technology
73
+ 2.19%
$161.91 - $220.77 $11.8K - $16.1K
3.41K $703K
PCAR
Paccar Inc

Industrials
297
+ 1.9%
$97.92 - $118.41 $29.1K - $35.2K
16K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 5.12%
$442.29 - $483.08 $161K - $175K
7.45K $3.38M
BK
Bank Of New York Mellon Corp

Financial Services
193
+ 0.98%
$70.82 - $81.87 $13.7K - $15.8K
19.8K $1.52M
AMP
Ameriprise Financial Inc

Financial Services
22
+ 1.39%
$473.15 - $574.01 $10.4K - $12.6K
1.6K $852K
ETR
Entergy Corp

Utilities
5.02K
+ 103.12%
$73.19 - $156.4 $367K - $785K
9.88K $749K
ICLR
Icon PLC

Healthcare
550
+ 533.98%
$187.22 - $297.57 $103K - $164K
653 $136K
CME
Cme Group Inc.

Financial Services
121
+ 1.83%
$221.17 - $246.02 $26.8K - $29.8K
6.72K $1.56M
OKE
Oneok Inc

Energy
150
+ 1.61%
$92.28 - $117.05 $13.8K - $17.6K
9.49K $952K
BDX
Becton Dickinson & CO

Healthcare
1.32K
+ 9.49%
$220.02 - $243.75 $291K - $322K
15.3K $3.46M
COP
Conocophillips

Energy
2.65K
+ 9.95%
$95.12 - $114.72 $252K - $304K
29.3K $2.9M
Activity Summary
Buys All Purchases 678 New Holdings 102 Increased Positions 576 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 4 Puts 0
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