Horizon Financial Services, LLC Reduced Holdings in Q4 2024

Horizon Financial Services, LLC

  • $172 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-7.19K
- 2.59%
$51.09 - $55.27 $368K - $398K
270K $13.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-576
- 1.9%
$114.08 - $125.68 $65.7K - $72.4K
29.7K $3.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.5K
- 4.55%
$38.37 - $42.82 $134K - $150K
73.5K $2.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.6K
- 9.74%
$80.13 - $83.77 $208K - $217K
24.1K $1.93M
XLF
Financial Sector Spdr

ETFs
-9.68K
- 16.38%
$44.89 - $51.34 $434K - $497K
49.4K $2.39M
XLE
Energy Sector Spdr

ETFs
-2.31K
- 29.41%
$83.32 - $97.27 $193K - $225K
5.55K $475K
DUK
Duke Energy Corp

Utilities
-700
- 7.99%
$105.76 - $120.76 $74K - $84.5K
8.06K $868K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-174
- 93.05%
$521.84 - $558.82 $90.8K - $97.2K
13 $7K
CMBS
Ishares Cmbs ETF

ETFs
-1.39K
- 20.27%
$47.09 - $48.64 $65.5K - $67.7K
5.47K $258K
ENB
Enbridge Inc

Energy
-1.69K
- 47.3%
$40.4 - $43.92 $68.2K - $74.2K
1.88K $79K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-840
- 22.26%
$37.86 - $39.07 $31.8K - $32.8K
2.93K $111K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.01K
- 2.41%
$83.09 - $89.28 $83.5K - $89.7K
40.7K $3.46M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-943
- 18.73%
$26.08 - $27.65 $24.6K - $26.1K
4.09K $107K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-982
- 90.09%
$27.67 - $31.93 $27.2K - $31.4K
108 $3K
GLD
Spdr Gold Trust

ETFs
-78
- 72.9%
$236.59 - $257.5 $18.5K - $20.1K
29 $7K
RY
Royal Bank Of Canada

Financial Services
-85
- 12.14%
$119.72 - $128.02 $10.2K - $10.9K
615 $74K
PEP
Pepsico Inc

Consumer Defensive
-62
- 43.06%
$151.29 - $176.1 $9.38K - $10.9K
82 $12K
MSFT
Microsoft Corp

Technology
-26
- 13.68%
$406.35 - $454.46 $10.6K - $11.8K
164 $69K
IIPR
Innovative Industrial Properties Inc

Real Estate
-8
- 4.73%
$66.64 - $135.61 $533 - $1.08K
161 $10K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-58
- 36.71%
$172.07 - $207.36 $9.98K - $12K
100 $19K
ABT
Abbott Laboratories

Healthcare
-48
- 11.74%
$111.93 - $119.39 $5.37K - $5.73K
361 $40K
AOA
Ishares Tr Core Aggressive All

ETFs
-47
- 46.53%
$76.61 - $79.88 $3.6K - $3.75K
54 $4K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-40
- 34.78%
$81.68 - $82.93 $3.27K - $3.32K
75 $6K
EPD
Enterprise Products Partners L.P.

Energy
-26
- 34.67%
$28.66 - $34.43 $745 - $895
49 $1K
Mvis
-186
- 4.17%
N/A
4.28K $0
Mlpa
-1.34K
- 3.16%
N/A
40.9K $0
Gldm
-3.68K
- 7.02%
N/A
48.7K $0
VUG
Vanguard Growth ETF

ETFs
-53
- 5.05%
$378.79 - $428.11 $20.1K - $22.7K
997 $409K
AMZN
Amazon Com Inc

Consumer Cyclical
-11
- 0.38%
$180.88 - $232.93 $1.99K - $2.56K
2.91K $638K
SPYG
Spdr Portfolio

ETFs
-10.1K
- 5.03%
$81.74 - $91.38 $825K - $922K
190K $16.7M
Activity Summary
Buys All Purchases 83 New Holdings 29 Increased Positions 54 Sells All Sells 33 Reductions 31 Sold out 2 Options Calls 0 Puts 0
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