Horizon Financial Services, LLC Reduced Holdings in Q3 2024

Horizon Financial Services, LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-1.84K
- 14.93%
$143.3 - $157.24 $264K - $290K
10.5K $1.62M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.54K
- 17.68%
$170.05 - $200.86 $262K - $310K
7.18K $1.44M
UNH
Unitedhealth Group Inc

Healthcare
-333
- 39.55%
$488.01 - $604.18 $163K - $201K
509 $297K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.76K
- 9.37%
$79.29 - $84.02 $219K - $232K
26.7K $2.23M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.32K
- 3.04%
$62.4 - $62.4 $82.2K - $82.2K
42K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
-270
- 8.46%
$161.02 - $200.0 $43.5K - $54K
2.92K $544K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.35K
- 13.5%
$50.25 - $50.74 $68K - $68.7K
8.67K $440K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.38K
- 7.95%
$48.4 - $50.91 $66.8K - $70.3K
16K $808K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-1.19K
- 23.93%
$36.78 - $39.02 $43.7K - $46.3K
3.77K $147K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-923
- 2.76%
$30.55 - $30.85 $28.2K - $28.5K
32.5K $1M
GOOGL
Alphabet Inc.

Communication Services
-60
- 15.79%
$148.65 - $191.18 $8.92K - $11.5K
320 $53K
GOOG
Alphabet Inc.

Communication Services
-60
- 23.72%
$149.54 - $192.66 $8.97K - $11.6K
193 $32K
JNJ
Johnson & Johnson

Healthcare
-100
- 42.55%
$145.48 - $167.38 $14.5K - $16.7K
135 $21K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-37
- 38.54%
$405.19 - $478.57 $15K - $17.7K
59 $27K
MRK
Merck & Co., Inc.

Healthcare
-68
- 21.38%
$111.15 - $128.97 $7.56K - $8.77K
250 $28K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-269
- 8.75%
$48.06 - $49.39 $12.9K - $13.3K
2.81K $138K
WMT
Walmart Inc.

Consumer Defensive
-100
- 79.37%
$66.91 - $81.4 $6.69K - $8.14K
26 $2K
VGT
Vanguard Information Technolog

ETFs
-16
- 3.98%
$514.43 - $606.85 $8.23K - $9.71K
386 $226K
ABBV
Abb Vie Inc.

Healthcare
-34
- 49.28%
$163.84 - $199.33 $5.57K - $6.78K
35 $6K
CMBS
Ishares Cmbs ETF

ETFs
-352
- 4.88%
$46.61 - $48.93 $16.4K - $17.2K
6.86K $335K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.67K
- 3.89%
$44.9 - $47.55 $165K - $174K
90.4K $4.27M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-341
- 6.34%
$26.14 - $27.97 $8.91K - $9.54K
5.04K $138K
VIG
Vanguard Dividend Appreciation

ETFs
-13
- 14.29%
$182.15 - $182.15 $2.37K - $2.37K
78 $14K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-140
- 4.82%
$49.77 - $51.95 $6.97K - $7.27K
2.77K $143K
V
Visa Inc.

Financial Services
-12
- 7.95%
$253.74 - $291.56 $3.04K - $3.5K
139 $38K
ABT
Abbott Laboratories

Healthcare
-51
- 11.09%
$100.07 - $118.13 $5.1K - $6.02K
409 $46K
Mvis
-10
- 0.22%
N/A
4.46K $0
Vfs
-24
- 96.0%
N/A
1 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-339
- 2.63%
$41.95 - $43.42 $14.2K - $14.7K
12.6K $545K
IIPR
Innovative Industrial Properties Inc

Real Estate
-8
- 4.52%
$107.56 - $136.78 $860 - $1.09K
169 $22K
AAPL
Apple Inc.

Technology
-250
- 6.5%
$207.23 - $234.82 $51.8K - $58.7K
3.6K $837K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-463
- 0.77%
$51.58 - $53.79 $23.9K - $24.9K
59.6K $3.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-42
- 2.48%
$213.3 - $270.78 $8.96K - $11.4K
1.65K $447K
VGSH
Vanguard

ETFs
-3.08K
- 1.22%
$57.74 - $59.13 $178K - $182K
250K $14.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-585
- 0.17%
$23.04 - $24.06 $13.5K - $14.1K
344K $8.27M
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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