Horizon Advisory Services, Inc. Portfolio Holdings

Horizon Advisory Services, Inc.

  • $209 Billion
  • Q2 2024

Horizon Advisory Services, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 45 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 $26.8B, First Tr ETF Vi Smid Cap Risin with a value of $26.1B, First Trust Rising Dividend Ac with a value of $25.7B, J P Morgan ETF Tr U S Quality with a value of $25.4B, and Harbor ETF Tr Harbor Disruptiv with a value of $22.5B.

Examining the 13F form we can see an decrease of $5.8B in the current position value, from $215B to 209B.

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 $209 Billion
ETFs: $199 Billion
Financial Services: $2.6 Billion
Energy: $2.5 Billion
Consumer Cyclical: $1.84 Billion
Basic Materials: $1.03 Billion
Technology: $661 Million
Communication Services: $509 Million
Industrials: $474 Million
Other: $228 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$439 Million 0.21% of portfolio
2,086
Q2 2024 Reduced 6.92%
$1.9T
$387 Million 0.18% of portfolio
2,000
Q1 2024 New
$489B
$345 Million 0.17% of portfolio
3,001
Q1 2024 New
$595B
$296 Million 0.14% of portfolio
727
Q1 2024 New
$424B
$228 Million 0.11% of portfolio
1,559
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $209 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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