Horizon Financial Services, LLC has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $151 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $14.8M, Spdr Portfolio with a value of $14.5M, Spdr Portfolio S&P 500 Value E with a value of $13.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.5M, and Spdr Ser Tr Spdr Portfolio Hig with a value of $7.98M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $135M to 151M.
Below you can find more details about Horizon Financial Services, LLC portfolio as well as his latest detailed transactions.