Horizon Investments, LLC Portfolio Holdings

Horizon Investments, LLC

  • $3.8 Billion
  • Q4 2024

Horizon Investments, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.8 Billion distributed in 889 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $490M, Spdr Portfolio S&P 500 Value E with a value of $296M, Spdr Ser Tr Fds Spdr Portfolio with a value of $235M, Ishares Msci Usa Quality Facto with a value of $196M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $172M.

Examining the 13F form we can see an decrease of $521M in the current position value, from $4.32B to 3.8B.

Horizon Investments, LLC is based out at Charlotte, NC

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

Portfolio value $3.8 Billion
ETFs: $2.98 Billion
Technology: $251 Million
Financial Services: $99 Million
Consumer Cyclical: $91.4 Million
Healthcare: $87.3 Million
Industrials: $82.7 Million
Communication Services: $52.8 Million
Consumer Defensive: $51.4 Million
Other: $102 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.28B
$0 0.0% of portfolio
4
Q4 2024 Reduced 33.33%
$8.36B
$1,000 0.0% of portfolio
47
Q3 2024 Added 213.33%
$5.27B
$0 0.0% of portfolio
16
Q3 2024 New
$4.11B
$1,000 0.0% of portfolio
110
Q3 2024 Added 23.6%
$6.81B
$1,000 0.0% of portfolio
72
Q4 2024 Added 80.0%
$7.21B
$1,000 0.0% of portfolio
13
Q3 2024 New
$8.22B
$1,000 0.0% of portfolio
20
Q4 2024 New
$2.13B
$8,000 0.0% of portfolio
166
Q4 2024 Added 110.13%
$6.76B
$99,000 0.0% of portfolio
3,115
Q4 2024 Added 0.81%
$4.46B
$1,000 0.0% of portfolio
16
Q3 2024 New
$8.13B
$133,000 0.0% of portfolio
1,998
Q4 2024 Added 2.51%
$2.65B
$155,000 0.0% of portfolio
2,156
Q4 2024 Added 0.84%
$6.63B
$11,000 0.0% of portfolio
376
Q4 2024 New
$8.18B
$1,000 0.0% of portfolio
18
Q4 2024 New
$7.32B
$1,000 0.0% of portfolio
67
Q3 2024 Added 24.07%
$4.16B
$1,000 0.0% of portfolio
5
Q4 2024 New
$3.91B
$0 0.0% of portfolio
14
Q3 2024 New
$8.17B
$3,000 0.0% of portfolio
67
Q4 2024 Reduced 25.56%
$7.26B
$116,000 0.0% of portfolio
515
Q4 2024 Added 0.59%

Summary

  • Portfolio
  • No. of Stocks 889
  • Current Value $3.8 Billion
  • Prior Value $4.32 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 102 stocks
  • Additional Purchases 576 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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