Horizon Financial Services, LLC Portfolio Holdings
Horizon Financial Services, LLC
- $179 Million
- Q1 2025
Horizon Financial Services, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $16.2M, Spdr Portfolio with a value of $16M, Spdr Portfolio Short Term Corp with a value of $14.9M, Schwab Strategic U.S. Mid Cap with a value of $11.3M, and Vanguard with a value of $11M.
Examining the 13F form we can see an decrease of $4.15B in the current position value, from $4.33B to 179M.
Below you can find more details about Horizon Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $172 Million
Consumer Cyclical: $1.75 Million
Technology: $1.68 Million
Healthcare: $1.14 Million
Utilities: $1.01 Million
Communication Services: $442,000
Financial Services: $325,000
Industrials: $131,000
Other: $185,000
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 292
- Current Value $179 Million
- Prior Value $4.33 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 0 stocks
- Additional Purchases 4 stocks
- Sold out of 0 stocks
- Reduced holdings in 288 stocks