Horizon Investments, LLC Reduced Holdings in Q4 2024

Horizon Investments, LLC

  • $3.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.36M
- 55.25%
$176.42 - $186.91 $240M - $254M
1.1M $196M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.73M
- 100.0%
$60.73 - $64.94 $166M - $177M
107 $6K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.2M
- 63.57%
$88.59 - $94.57 $106M - $113M
685K $60.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.64M
- 99.99%
$55.86 - $60.21 $91.6M - $98.7M
203 $11K
SPYG
Spdr Portfolio

ETFs
-913K
- 14.08%
$81.74 - $91.38 $74.6M - $83.4M
5.57M $490M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-733K
- 99.9%
$55.42 - $61.69 $40.6M - $45.2M
754 $41K
KRE
Spdr S&P Regional Banking ETF

ETFs
-615K
- 99.85%
$54.6 - $68.9 $33.6M - $42.4M
935 $56K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-110K
- 1.58%
$34.13 - $37.35 $3.77M - $4.13M
6.88M $235M
IDEV
Ishares Core Msci Intl Develop

ETFs
-214K
- 13.65%
$64.18 - $70.42 $13.7M - $15.1M
1.35M $87.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-554K
- 35.72%
$29.77 - $30.19 $16.5M - $16.7M
997K $29.8M
BNDX
Vanguard Total International B

ETFs
-198K
- 35.41%
$48.91 - $50.61 $9.7M - $10M
362K $17.7M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-75.9K
- 26.65%
$76.72 - $82.83 $5.82M - $6.29M
209K $16.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-27.6K
- 9.32%
$96.64 - $101.23 $2.66M - $2.79M
268K $26M
XLE
Energy Sector Spdr

ETFs
-32.3K
- 65.25%
$83.32 - $97.27 $2.69M - $3.14M
17.2K $1.47M
VTV
Vanguard Value ETF

ETFs
-15.1K
- 46.65%
$168.32 - $181.87 $2.54M - $2.74M
17.2K $2.92M
IEFA
Ishares Tr

ETFs
-15.5K
- 10.15%
$70.06 - $77.43 $1.08M - $1.2M
137K $9.63M
DFAE
Dimensional ETF Tr

ETFs
-23.2K
- 3.25%
$25.36 - $28.15 $589K - $653K
690K $17.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-24.9K
- 8.26%
$46.07 - $48.17 $1.15M - $1.2M
277K $12.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-18.3K
- 4.36%
$44.87 - $46.86 $820K - $856K
401K $18M
QCOM
Qualcomm Inc

Technology
-6.67K
- 24.77%
$150.4 - $178.04 $1M - $1.19M
20.3K $3.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
-4.74K
- 1.95%
$90.42 - $94.5 $428K - $448K
238K $21.5M
XLV
Select Sector Spdr Fund Health

ETFs
-4.96K
- 12.05%
$136.28 - $154.74 $676K - $768K
36.2K $4.98M
XLP
Consumer Staples Sector Spdr

ETFs
-17.8K
- 43.29%
N/A
23.4K $1.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-14.8K
- 71.98%
$80.13 - $83.77 $1.19M - $1.24M
5.76K $462K
MCHP
Microchip Technology Inc

Technology
-9.65K
- 39.03%
$55.51 - $79.05 $535K - $762K
15.1K $863K
MPWR
Monolithic Power Systems Inc

Technology
-892
- 57.25%
$560.06 - $942.58 $500K - $841K
666 $394K
CARR
Carrier Global Corp

Industrials
-9.87K
- 39.78%
$66.69 - $82.65 $658K - $816K
14.9K $1.02M
NXPI
Nxp Semiconductors N.V.

Technology
-3.46K
- 49.85%
$207.27 - $255.58 $718K - $885K
3.49K $724K
TDG
Trans Digm Group Inc

Industrials
-561
- 42.18%
$1239.0 - $1442.53 $695K - $809K
769 $974K
NEE
Nextera Energy Inc

Utilities
-4.07K
- 9.77%
$69.77 - $85.43 $284K - $347K
37.6K $2.69M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.19K
- 0.12%
$28.6 - $29.27 $33.9K - $34.7K
1.02M $29.3M
EMB
Ishares Tr

ETFs
-5.03K
- 8.06%
$88.94 - $93.46 $447K - $470K
57.4K $5.11M
ADBE
Adobe Inc.

Technology
-169
- 1.96%
$437.39 - $552.96 $73.9K - $93.5K
8.45K $3.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.16K
- 89.62%
$71.75 - $75.11 $657K - $688K
1.06K $76K
ASML
Asml Holding Nv

Technology
-599
- 35.61%
$658.43 - $872.27 $394K - $522K
1.08K $750K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-5.26K
- 1.04%
$35.95 - $36.76 $189K - $193K
499K $18M
XLI
Industrial Sector Spdr

ETFs
-3.26K
- 10.5%
$131.76 - $143.99 $429K - $469K
27.8K $3.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-10.7K
- 6.45%
$36.54 - $37.53 $392K - $403K
156K $5.73M
UPS
United Parcel Service Inc

Industrials
-2.8K
- 16.23%
$122.65 - $138.35 $343K - $387K
14.4K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.11K
- 4.19%
$59.25 - $72.99 $65.9K - $81.2K
25.4K $1.52M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.2K
- 6.38%
$80.93 - $85.66 $259K - $274K
47K $3.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.47K
- 2.1%
$24.94 - $26.14 $112K - $117K
209K $5.21M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.02K
- 2.4%
$164.89 - $177.66 $168K - $181K
41.4K $6.84M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.11K
- 1.96%
$57.85 - $63.11 $64.2K - $70.1K
55.4K $3.21M
PSA
Public Storage

Real Estate
-34
- 0.7%
$289.33 - $360.21 $9.84K - $12.2K
4.83K $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
-874
- 4.99%
$570.51 - $610.59 $499K - $534K
16.6K $9.79M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-358
- 1.18%
$106.56 - $113.11 $38.1K - $40.5K
29.9K $3.2M
XLB
Select Sector Spdr Fd Material

ETFs
-1.83K
- 49.01%
$83.8 - $97.58 $153K - $178K
1.9K $160K
EIX
Edison International

Utilities
-723
- 4.08%
$77.93 - $88.36 $56.3K - $63.9K
17K $1.36M
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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