Horizon Financial Services, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $17.1M, Spdr Portfolio with a value of $16.7M, Spdr Portfolio S&P 500 Value E with a value of $13.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.8M, and Schwab Strategic U.S. Mid Cap with a value of $8.59M.
Examining the 13F form we can see an increase of $9.87M in the current position value, from $163M to 172M.
Also it can be appreciated an additional of 29 stocks purchases and 2 closed positions.
Below you can find more details about Horizon Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $165 Million
Consumer Cyclical: $2.17 Million
Technology: $1.97 Million
Healthcare: $1.08 Million
Utilities: $899,000
Communication Services: $631,000
Financial Services: $347,000
Industrials: $136,000
Other: $199,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
