Horizon Advisory Services, Inc. Portfolio Holdings

Horizon Advisory Services, Inc.

  • $219 Billion
  • Q3 2024

Horizon Advisory Services, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $28.4B, First Tr ETF Vi Smid Cap Risin with a value of $28B, First Trust Rising Dividend Ac with a value of $27.4B, J P Morgan ETF Tr U S Quality with a value of $26.7B, and Harbor ETF Tr Harbor Disruptiv with a value of $23.1B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $209B to 219B.

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 $219 Billion
ETFs: $209 Billion
Financial Services: $2.93 Billion
Consumer Cyclical: $2.15 Billion
Energy: $2.06 Billion
Technology: $1.14 Billion
Basic Materials: $814 Million
Communication Services: $610 Million
Industrials: $474 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.18B
$1.54 Billion 0.7% of portfolio
34,781
Q1 2024 New
$4.07T
$518 Million 0.24% of portfolio
2,224
Q3 2024 Added 6.62%
$26.4B
$477 Million 0.22% of portfolio
3,325
Q3 2024 Reduced 1.98%
$9.78B
$432 Million 0.2% of portfolio
2,228
Q3 2024 Reduced 1.98%
$51B
$445 Million 0.2% of portfolio
2,332
Q3 2024 Reduced 1.98%
$38.6B
$420 Million 0.19% of portfolio
2,240
Q3 2024 Reduced 1.93%
$196B
$388 Million 0.18% of portfolio
784
Q3 2024 Reduced 2.0%
$2.35T
$373 Million 0.17% of portfolio
2,000
Q1 2024 New
$450B
$352 Million 0.16% of portfolio
3,001
Q1 2024 New
$11.2B
$345 Million 0.16% of portfolio
8,882
Q3 2024 Reduced 1.9%
$205B
$333 Million 0.15% of portfolio
1,508
Q3 2024 Added 17.45%
$593B
$329 Million 0.15% of portfolio
714
Q3 2024 Reduced 1.79%
$8.41B
$335 Million 0.15% of portfolio
7,094
Q3 2024 Reduced 1.99%
$36.2B
$335 Million 0.15% of portfolio
3,789
Q3 2024 Reduced 1.94%
$55.7B
$298 Million 0.14% of portfolio
2,269
Q3 2024 Reduced 1.86%
$17.2B
$297 Million 0.14% of portfolio
2,358
Q3 2024 Reduced 1.79%
$3.39T
$290 Million 0.13% of portfolio
674
Q3 2024 New
$48.1B
$266 Million 0.12% of portfolio
1,967
Q3 2024 Reduced 1.6%
$31.1B
$255 Million 0.12% of portfolio
1,697
Q3 2024 Reduced 1.79%
$17.3B
$261 Million 0.12% of portfolio
3,047
Q3 2024 Reduced 1.77%
$157B
$245 Million 0.11% of portfolio
1,184
Q2 2024 Added 6.57%
$43.4B
$212 Million 0.1% of portfolio
4,110
Q3 2024 Reduced 1.27%
$16.2B
$227 Million 0.1% of portfolio
6,196
Q3 2024 Reduced 1.46%
$19.5B
$217 Million 0.1% of portfolio
9,054
Q3 2024 Reduced 1.38%
$8.12B
$229 Million 0.1% of portfolio
3,396
Q3 2024 Reduced 1.71%
$21.1B
$208 Million 0.09% of portfolio
5,320
Q3 2024 Reduced 1.39%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $219 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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