Horizon Financial Services, LLC Incresed Positions in Q3 2024

Horizon Financial Services, LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.46K
+ 2.01%
$48.51 - $52.86 $265K - $288K
277K $14.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.7K
+ 4.19%
$33.74 - $37.96 $427K - $480K
315K $11.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.43K
+ 2.43%
$75.47 - $83.18 $183K - $202K
102K $8.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.07K
+ 3.29%
$46.9 - $51.96 $191K - $211K
128K $6.58M
SPYG
Spdr Portfolio

ETFs
284
+ 0.14%
$73.38 - $84.1 $20.8K - $23.9K
201K $16.6M
XLF
Financial Sector Spdr

ETFs
5.74K
+ 10.76%
$40.84 - $45.74 $234K - $262K
59.1K $2.68M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.67K
+ 5.85%
$112.99 - $126.45 $189K - $212K
30.3K $3.81M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.64K
+ 4.96%
$36.02 - $41.68 $131K - $152K
77K $3.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.53K
+ 2.83%
$38.04 - $45.36 $58.2K - $69.4K
55.5K $2.48M
XLC
Select Sector Spdr Tr Communic

ETFs
2.78K
+ 21.19%
$82.16 - $90.4 $228K - $251K
15.9K $1.44M
XLU
Utilities Sector Spdr

ETFs
2.73K
+ 50.99%
$67.67 - $80.78 $185K - $220K
8.08K $652K
XLI
Industrial Sector Spdr

ETFs
718
+ 5.66%
$120.56 - $135.44 $86.6K - $97.2K
13.4K $1.81M
ICVT
Ishares Tr Convertible Bond Et

ETFs
731
+ 1.78%
$77.24 - $83.67 $56.5K - $61.2K
41.7K $3.49M
XLP
Consumer Staples Sector Spdr

ETFs
3.19K
+ 27.69%
$76.04 - $76.04 $242K - $242K
14.7K $1.12M
SPTL
Spdr Portfolio Long Term Treas

ETFs
940
+ 0.92%
$26.69 - $29.87 $25.1K - $28.1K
103K $2.99M
DUK
Duke Energy Corp

Utilities
709
+ 8.81%
$99.35 - $117.71 $70.4K - $83.5K
8.76K $1.01M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.97K
+ 0.81%
$29.58 - $30.31 $58.2K - $59.6K
245K $7.4M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.91K
+ 2.13%
$23.61 - $24.64 $92.4K - $96.4K
188K $4.59M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.3K
+ 2.23%
$20.69 - $21.17 $151K - $154K
334K $7.01M
XLK
Technology Sector Spdr

ETFs
649
+ 3.59%
$197.34 - $237.68 $128K - $154K
18.7K $4.22M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.85K
+ 79.43%
$22.94 - $23.16 $111K - $112K
10.9K $253K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.93K
+ 80.18%
$22.61 - $22.79 $111K - $112K
11.1K $251K
T
At&T Inc.

Communication Services
3.5K
+ 42.84%
$18.21 - $22.28 $63.7K - $78K
11.7K $256K
CMCSA
Comcast Corp

Communication Services
1.47K
+ 42.91%
$37.33 - $41.78 $54.9K - $61.5K
4.9K $204K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.4K
+ 254.62%
$23.08 - $23.52 $55.3K - $56.4K
3.34K $78K
XLB
Select Sector Spdr Fd Material

ETFs
160
+ 4.41%
$86.95 - $97.09 $13.9K - $15.5K
3.79K $365K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
855
+ 7.84%
$19.5 - $20.28 $16.7K - $17.3K
11.8K $237K
XLE
Energy Sector Spdr

ETFs
551
+ 7.54%
$84.35 - $93.39 $46.5K - $51.5K
7.86K $689K
GLD
Spdr Gold Trust

ETFs
78
+ 268.97%
$215.56 - $246.98 $16.8K - $19.3K
107 $26K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
225
+ 326.09%
$41.02 - $46.01 $9.23K - $10.4K
294 $13K
WBD
Warner Bros. Discovery, Inc.

Communication Services
724
+ 1448.0%
$6.71 - $8.78 $4.86K - $6.36K
774 $6K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40
+ 53.33%
$81.31 - $83.29 $3.25K - $3.33K
115 $9K
MRVL
Marvell Technology, Inc.

Technology
25
+ 50.0%
$56.15 - $76.24 $1.4K - $1.91K
75 $5K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 1.69%
$194.66 - $225.97 $195 - $226
60 $13K
AMD
Advanced Micro Devices Inc

Technology
5
+ 4.39%
$128.67 - $183.96 $643 - $920
119 $19K
HTGC
Hercules Capital, Inc.

Financial Services
2
+ 2.56%
$17.71 - $21.67 $35.4 - $43.3
80 $1K
Avgo
450
+ 900.0%
N/A
500 $0
CCL
Carnival Corp

Consumer Cyclical
20
+ 9.09%
$14.01 - $19.18 $280 - $384
240 $4K
Mlpa
1.27K
+ 3.1%
N/A
42.2K $0
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 4.55%
$46.26 - $50.65 $46.3 - $50.7
23 $1K
CURLF
Curaleaf Holdings, Inc.

Healthcare
130
+ 23.64%
$2.75 - $4.33 $358 - $563
680 $2K
DMLP
Dorchester Minerals, L.P.

Energy
2
+ 2.67%
$28.87 - $32.64 $57.7 - $65.3
77 $2K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 1.35%
$27.88 - $30.0 $27.9 - $30
75 $2K
Kgs
4
+ 7.84%
N/A
55 $0
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
6
+ 4.48%
$6.86 - $8.99 $41.2 - $53.9
140 $0
NVDA
Nvidia Corp

Technology
25
+ 1.02%
$98.91 - $134.91 $2.47K - $3.37K
2.47K $299K
Activity Summary
Buys All Purchases 77 New Holdings 30 Increased Positions 47 Sells All Sells 41 Reductions 36 Sold out 5 Options Calls 0 Puts 0
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