Horizon Advisory Services, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd with a value of $46.4B, First Trust Rising Dividend Ac with a value of $37.8B, Harbor ETF Tr All Weather Infl with a value of $29.3B, J P Morgan Exchange Traded Fd with a value of $27.6B, and Ishares Tr Ibonds Dec 2028 Ter with a value of $19.2B.

Examining the 13F form we can see an increase of $9.29B in the current position value, from $186B to 195B.

Horizon Advisory Services, Inc. is based out at West Henrietta, NY

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

Portfolio value $195 Billion
ETFs: $106 Billion
Financial Services: $5.25 Billion
Technology: $2.13 Billion
Energy: $1.97 Billion
Industrials: $953 Million
Consumer Cyclical: $871 Million
Basic Materials: $613 Million
Consumer Defensive: $480 Million
Other: $625 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $195 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Horizon Advisory Services, Inc. Portfolio

Follow Horizon Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Advisory Services, Inc. with notifications on news.