Horizon Financial Services, LLC Sells in Q1 2025

Horizon Financial Services, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
-17.3K
- 98.91%
$80.96 - $92.96 $1.4M - $1.61M
190 $17K
VBR
Vanguard Small Cap Value ETF

ETFs
-39.1K
- 99.46%
$183.02 - $207.75 $7.16M - $8.12M
211 $39K
VGT
Vanguard Information Technolog

ETFs
-200K
- 99.82%
$542.38 - $646.34 $108M - $129M
369 $200K
LLY
Eli Lilly & CO

Healthcare
-735K
- 99.88%
$725.72 - $929.72 $533M - $683M
891 $735K
JPM
Jpmorgan Chase & CO

Financial Services
-49.6K
- 99.59%
$225.19 - $279.95 $11.2M - $13.9M
203 $49K
GOOGL
Alphabet Inc.

Communication Services
-26.6K
- 99.35%
$154.33 - $206.19 $4.1M - $5.48M
173 $26K
PG
Procter & Gamble CO

Consumer Defensive
-29.5K
- 99.41%
$158.56 - $176.26 $4.67M - $5.2M
174 $29K
Nrde
-44
- 24.86%
N/A
133 $0
MSFT
Microsoft Corp

Technology
-77.9K
- 99.73%
$375.39 - $447.2 $29.2M - $34.8M
208 $78K
VBK
Vanguard Small Cap Growth ETF

ETFs
-43.4K
- 99.6%
$247.97 - $296.33 $10.8M - $12.9M
173 $43K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-6.41K
- 98.03%
$50.44 - $50.7 $323K - $325K
129 $6K
Mlpa
-6.06K
- 98.12%
N/A
116 $0
SBUX
Starbucks Corp

Consumer Cyclical
-12.1K
- 98.98%
$91.75 - $115.81 $1.11M - $1.41M
125 $12K
SMCI
Super Micro Computer, Inc.

Technology
-3.66K
- 97.08%
$26.85 - $60.25 $98.2K - $220K
110 $3K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-5.93K
- 98.13%
$52.53 - $58.51 $312K - $347K
113 $6K
WFC
Wells Fargo & Company

Financial Services
-8.07K
- 98.61%
$66.78 - $81.42 $539K - $657K
114 $8K
AMD
Advanced Micro Devices Inc

Technology
-11.6K
- 99.03%
$96.63 - $129.55 $1.12M - $1.5M
114 $11K
EWJ
Ishares Msci Japan ETF

ETFs
-7.03K
- 98.54%
$65.24 - $71.7 $458K - $504K
104 $7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.92K
- 98.01%
$47.79 - $59.89 $235K - $295K
100 $5K
PARA
Paramount Global

Communication Services
-1.03K
- 91.64%
$10.16 - $12.14 $10.5K - $12.5K
94 $1K
V
Visa Inc.

Financial Services
-48.4K
- 99.72%
$306.92 - $362.71 $14.8M - $17.5M
138 $48K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-16.5K
- 99.4%
$165.25 - $224.62 $2.73M - $3.71M
100 $16K
UPS
United Parcel Service Inc

Industrials
-9.81K
- 99.09%
$109.66 - $136.26 $1.08M - $1.34M
90 $9K
KO
Coca Cola CO

Consumer Defensive
-5.96K
- 98.61%
$60.81 - $72.32 $362K - $431K
84 $6K
Rlftf
-125
- 61.88%
N/A
77 $0
Gehc
-5.91K
- 98.76%
N/A
74 $0
QRVO
Qorvo, Inc.

Technology
-5.43K
- 98.62%
$69.12 - $90.57 $375K - $492K
76 $5K
HRL
Hormel Foods Corp

Consumer Defensive
-2.16K
- 96.77%
$28.29 - $31.52 $61K - $68K
72 $2K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.13K
- 98.79%
$81.83 - $82.73 $502K - $507K
75 $6K
VIG
Vanguard Dividend Appreciation

ETFs
-15.1K
- 99.48%
N/A
78 $14K
PEP
Pepsico Inc

Consumer Defensive
-11.2K
- 99.33%
$142.64 - $156.42 $1.59M - $1.75M
75 $11K
CTRA
Coterra Energy Inc.

Energy
-1.79K
- 96.54%
$25.51 - $29.83 $45.6K - $53.3K
64 $1K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-16.2K
- 99.53%
$211.47 - $267.17 $3.43M - $4.33M
77 $16K
IBM
International Business Machines Corp

Technology
-19.8K
- 99.6%
$217.4 - $264.74 $4.31M - $5.25M
80 $19K
PFE
Pfizer Inc

Healthcare
-1.31K
- 96.05%
$25.01 - $27.13 $32.9K - $35.6K
54 $1K
RF
Regions Financial Corp

Financial Services
-1.12K
- 95.4%
$20.84 - $24.77 $23.3K - $27.7K
54 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-487
- 90.69%
$9.47 - $11.46 $4.61K - $5.58K
50 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
-961
- 95.05%
N/A
50 $0
AOA
Ishares Tr Core Aggressive All

ETFs
-4.08K
- 98.69%
$75.7 - $80.01 $309K - $326K
54 $4K
IWY
Ishares Tr Russell 200 Growth

ETFs
-12.5K
- 99.52%
$210.19 - $243.33 $2.63M - $3.05M
60 $12K
ROL
Rollins Inc

Consumer Cyclical
-2.64K
- 98.14%
$45.65 - $54.03 $120K - $142K
50 $2K
VMI
Valmont Industries Inc

Industrials
-18.5K
- 99.65%
$285.37 - $376.98 $5.27M - $6.97M
65 $18K
EXC
Exelon Corp

Utilities
-1.94K
- 97.83%
$37.3 - $46.08 $72.3K - $89.3K
43 $1K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.51K
- 97.36%
$34.5 - $43.01 $52.1K - $65K
41 $1K
COP
Conocophillips

Energy
-4.61K
- 99.05%
$88.6 - $105.85 $408K - $488K
44 $4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.54K
- 98.53%
$56.12 - $68.15 $143K - $173K
38 $2K
JNPR
Juniper Networks Inc

Technology
-1.27K
- 97.24%
$34.38 - $39.03 $43.6K - $49.5K
36 $1K
TEL
Te Connectivity Ltd.

Technology
-5.61K
- 99.29%
$140.64 - $156.98 $789K - $881K
40 $5K
BAC
Bank Of America Corp

Financial Services
-1.43K
- 97.6%
$39.61 - $47.74 $56.5K - $68.1K
35 $1K
Activity Summary
Buys All Purchases 4 New Holdings 0 Increased Positions 4 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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