Horizon Financial Services, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Million distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $16.6M, Vanguard with a value of $14.7M, Spdr Portfolio S&P 500 Value E with a value of $14.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.8M, and Schwab Strategic U.S. Mid Cap with a value of $8.51M.
Examining the 13F form we can see an increase of $9.46M in the current position value, from $153M to 163M.
Also it can be appreciated an additional of 30 stocks purchases and 5 closed positions.
Below you can find more details about Horizon Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$163 Million
ETFs: $155 Million
Consumer Cyclical: $2.21 Million
Technology: $1.87 Million
Healthcare: $1.26 Million
Utilities: $1.04 Million
Communication Services: $588,000
Financial Services: $382,000
Energy: $169,000
Other: $150,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
