Horizon Advisory Services, Inc. has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $215 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Vi Smid Cap Risin with a value of $28.2B, J P Morgan Exchange Traded Fd with a value of $27.2B, First Trust Rising Dividend Ac with a value of $27B, J P Morgan ETF Tr U S Quality with a value of $25.9B, and Harbor ETF Tr Harbor Disruptiv with a value of $24B.

Examining the 13F form we can see an increase of $215B in the current position value.

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 $215 Billion
ETFs: $204 Billion
Energy: $2.67 Billion
Financial Services: $2.53 Billion
Consumer Cyclical: $1.98 Billion
Basic Materials: $1.41 Billion
Technology: $629 Million
Industrials: $493 Million
Communication Services: $471 Million
Other: $247 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $215 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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