Horizon Advisory Services, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 46 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 $38.6B, First Trust Rising Dividend Ac with a value of $33B, Harbor ETF Tr All Weather Infl with a value of $27.7B, J P Morgan Exchange Traded Fd with a value of $26.6B, and Ishares Tr Ibonds Dec 2028 Ter with a value of $18.4B.

Examining the 13F form we can see an increase of $2.01B in the current position value, from $175B to 177B.

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 $177 Billion
ETFs: $98.7 Billion
Financial Services: $5.06 Billion
Energy: $1.83 Billion
Technology: $1.7 Billion
Industrials: $792 Million
Consumer Cyclical: $709 Million
Basic Materials: $548 Million
Consumer Defensive: $442 Million
Other: $593 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $177 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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