Horizon Investments, LLC Incresed Positions in Q3 2025

Horizon Investments, LLC

  • $9.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.97M
+ 100967.52%
$25.21 - $25.99 $176M - $181M
6.98M $180M
NVDA
Nvidia Corp

Technology
278K
+ 25.92%
$153.3 - $186.58 $42.6M - $51.9M
1.35M $252M
GOOGL
Alphabet Inc.

Communication Services
252K
+ 82.46%
$174.36 - $254.72 $44M - $64.3M
558K $136M
MSFT
Microsoft Corp

Technology
104K
+ 31.16%
$491.09 - $535.64 $50.9M - $55.6M
437K $226M
AAPL
Apple Inc.

Technology
68.8K
+ 14.89%
$202.38 - $256.87 $13.9M - $17.7M
531K $135M
AVGO
Broadcom Inc.

Technology
71.2K
+ 23.73%
$264.74 - $369.57 $18.8M - $26.3M
371K $122M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.37M
+ 1857418.88%
$23.54 - $23.97 $32.4M - $32.9M
1.37M $32.9M
IWM
Ishares Russell 2000 ETF

ETFs
121K
+ 7832.21%
$214.92 - $244.84 $26.1M - $29.7M
123K $29.7M
KRE
Spdr S&P Regional Banking ETF

ETFs
385K
+ 41137.33%
$58.82 - $66.17 $22.6M - $25.5M
386K $24.4M
META
Meta Platforms, Inc.

Communication Services
31.8K
+ 23.64%
$695.21 - $791.73 $22.1M - $25.1M
166K $122M
CWB
Spdr Bloomberg Convertible Sec

ETFs
216K
+ 254.94%
$82.29 - $90.77 $17.8M - $19.6M
301K $27.2M
CVX
Chevron Corp

Energy
125K
+ 294.7%
$145.57 - $161.83 $18.2M - $20.2M
167K $26M
XOM
Exxon Mobil Corp

Energy
164K
+ 84.85%
$105.83 - $117.22 $17.4M - $19.3M
358K $40.4M
VIG
Vanguard Dividend Appreciation

ETFs
105K
+ 443.99%
N/A
129K $23.5M
TSLA
Tesla, Inc.

Consumer Cyclical
13K
+ 12.43%
$293.94 - $444.72 $3.83M - $5.79M
118K $52.4M
WMT
Walmart Inc.

Consumer Defensive
148K
+ 61.03%
$94.4 - $104.27 $13.9M - $15.4M
390K $40.2M
PLTR
Palantir Technologies Inc.

Technology
44.2K
+ 27.0%
$130.68 - $186.97 $5.77M - $8.26M
208K $37.9M
TMUS
T Mobile Us, Inc.

Communication Services
63.1K
+ 139.14%
$226.02 - $259.01 $14.3M - $16.3M
108K $25.9M
NEM
Newmont Corp

Basic Materials
150K
+ 159.85%
$57.35 - $85.25 $8.6M - $12.8M
244K $20.6M
UNH
Unitedhealth Group Inc

Healthcare
40.6K
+ 170.9%
$237.77 - $353.61 $9.66M - $14.4M
64.4K $22.2M
PG
Procter & Gamble CO

Consumer Defensive
87.3K
+ 99.63%
$150.47 - $161.22 $13.1M - $14.1M
175K $26.9M
MU
Micron Technology Inc

Technology
44.5K
+ 36.22%
$104.88 - $168.89 $4.67M - $7.52M
167K $28M
AMZN
Amazon Com Inc

Consumer Cyclical
51.2K
+ 12.8%
$211.65 - $238.24 $10.8M - $12.2M
451K $99M
JPM
Jpmorgan Chase & CO

Financial Services
27.3K
+ 26.88%
$282.78 - $316.06 $7.73M - $8.64M
129K $40.7M
HD
Home Depot, Inc.

Consumer Cyclical
21.1K
+ 39.69%
$357.4 - $423.42 $7.53M - $8.92M
74.2K $30.1M
BXP
Boston Properties Inc

Real Estate
132K
+ 5759.3%
$62.11 - $78.93 $8.19M - $10.4M
134K $9.97M
GOOG
Alphabet Inc.

Communication Services
19.4K
+ 26.16%
$175.16 - $255.24 $3.41M - $4.96M
93.8K $22.8M
MRK
Merck & Co., Inc.

Healthcare
86.1K
+ 29.54%
$77.6 - $87.37 $6.68M - $7.52M
378K $31.7M
ABBV
Abb Vie Inc.

Healthcare
24.8K
+ 44.79%
$184.85 - $231.54 $4.58M - $5.73M
80K $18.5M
AMAT
Applied Materials Inc

Technology
34.1K
+ 60.92%
$156.25 - $204.95 $5.33M - $7M
90.2K $18.5M
VO
Vanguard Mid Cap ETF

ETFs
22.9K
+ 22.97%
$279.83 - $293.74 $6.42M - $6.74M
123K $36.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
256K
+ 33.91%
$28.95 - $29.73 $7.42M - $7.62M
1.01M $30.1M
FRT
Federal Realty Investment Trust

Real Estate
75K
+ 6212.01%
$90.61 - $102.67 $6.79M - $7.7M
76.2K $7.72M
MO
Altria Group, Inc.

Consumer Defensive
92.3K
+ 47.86%
$57.75 - $67.68 $5.33M - $6.25M
285K $18.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61.3K
+ 5.35%
$92.18 - $95.14 $5.65M - $5.84M
1.21M $115M
ALB
Albemarle Corp

Basic Materials
87K
+ 4675.55%
$62.9 - $88.1 $5.47M - $7.67M
88.9K $7.21M
VUG
Vanguard Growth ETF

ETFs
13.8K
+ 372.1%
$433.97 - $484.08 $5.99M - $6.68M
17.5K $8.4M
TJX
Tjx Companies Inc

Consumer Cyclical
35.9K
+ 48.27%
$121.35 - $144.54 $4.36M - $5.19M
110K $15.9M
CLX
Clorox CO

Consumer Defensive
54.2K
+ 1079.24%
$117.67 - $131.43 $6.37M - $7.12M
59.2K $7.3M
VICI
Vici Properties Inc.

Real Estate
204K
+ 321.52%
$31.43 - $33.93 $6.4M - $6.91M
267K $8.7M
FIX
Comfort Systems Usa Inc

Industrials
4.97K
+ 56.94%
$521.66 - $825.18 $2.59M - $4.1M
13.7K $11.3M
APH
Amphenol Corp

Technology
34.3K
+ 38.41%
$97.39 - $125.4 $3.34M - $4.3M
123K $15.3M
PEP
Pepsico Inc

Consumer Defensive
42.2K
+ 79.77%
$133.81 - $152.16 $5.65M - $6.43M
95.2K $13.4M
QCOM
Qualcomm Inc

Technology
35.2K
+ 47.92%
$145.84 - $173.55 $5.13M - $6.11M
109K $18.1M
EME
Emcor Group, Inc.

Industrials
7.01K
+ 47.35%
$530.88 - $655.83 $3.72M - $4.6M
21.8K $14.2M
MCD
Mcdonalds Corp

Consumer Cyclical
17.9K
+ 47.6%
$291.67 - $316.99 $5.21M - $5.66M
55.4K $16.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.96K
+ 198.78%
$567.77 - $614.76 $5.09M - $5.51M
13.5K $8.25M
VZ
Verizon Communications Inc

Communication Services
123K
+ 33.46%
$40.84 - $45.06 $5.04M - $5.56M
492K $21.6M
COP
Conocophillips

Energy
55.6K
+ 81.19%
$91.0 - $98.99 $5.06M - $5.5M
124K $11.7M
Activity Summary
Buys All Purchases 827 New Holdings 182 Increased Positions 645 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 11 Puts 3
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