Horizon Investments, LLC Purchases in Q3 2024

Horizon Investments, LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
691K
+ 360.27%
$162.83 - $179.16 $113M - $124M
883K $158M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.02M
+ 119.81%
$83.76 - $91.82 $85.8M - $94.1M
1.88M $172M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.64M
New
$51.29 - $56.57 $84.1M - $92.7M
1.64M $92.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
372K
+ 17.82%
$162.64 - $179.3 $60.5M - $66.7M
2.46M $441M
DGRO
Ishares Core Dividend Growth E

ETFs
843K
+ 44.69%
$57.47 - $62.76 $48.4M - $52.9M
2.73M $171M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
456K
+ 242.82%
$105.53 - $118.34 $48.2M - $54M
644K $75.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
965K
+ 16.0%
$33.74 - $37.96 $32.6M - $36.6M
6.99M $263M
SPYG
Spdr Portfolio

ETFs
317K
+ 5.15%
$73.38 - $84.1 $23.3M - $26.7M
6.48M $538M
IDEV
Ishares Core Msci Intl Develop

ETFs
504K
+ 47.38%
$63.46 - $71.43 $32M - $36M
1.57M $111M
KRE
Spdr S&P Regional Banking ETF

ETFs
616K
New
$47.94 - $59.23 $29.5M - $36.5M
616K $34.9M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
285K
New
$70.04 - $77.47 $19.9M - $22.1M
285K $22.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
301K
New
$45.87 - $48.53 $13.8M - $14.6M
301K $14.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
123K
+ 71.73%
$96.25 - $101.98 $11.9M - $12.6M
296K $29.9M
TSLA
Tesla, Inc.

Consumer Cyclical
17.9K
+ 51.39%
$191.76 - $263.26 $3.43M - $4.71M
52.7K $13.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
91K
+ 27.73%
$44.65 - $47.21 $4.06M - $4.29M
419K $19.6M
AVGO
Broadcom Inc.

Technology
70.5K
+ 1312.66%
$136.27 - $1745.86 $9.61M - $123M
75.9K $13.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
30.9K
+ 14.61%
$90.01 - $95.32 $2.78M - $2.95M
243K $23M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
15K
+ 2.08%
$57.2 - $62.94 $855K - $941K
734K $45.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.5K
+ 3.27%
$77.02 - $85.06 $883K - $975K
362K $30.6M
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
+ 4.08%
$47.6 - $53.31 $885K - $991K
474K $25M
COST
Costco Wholesale Corp

Consumer Defensive
2.34K
+ 54.36%
$801.83 - $917.05 $1.87M - $2.14M
6.64K $5.89M
ACN
Accenture PLC

Technology
4.66K
+ 46.76%
$295.44 - $355.81 $1.38M - $1.66M
14.6K $5.17M
VO
Vanguard Mid Cap ETF

ETFs
1.69K
+ 2.2%
$237.84 - $263.83 $402K - $446K
78.3K $20.7M
AAPL
Apple Inc.

Technology
3.46K
+ 6.02%
$207.23 - $234.82 $717K - $812K
60.9K $14.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.87K
+ 62.26%
$531.86 - $624.21 $1.53M - $1.79M
7.49K $4.63M
XOM
Exxon Mobil Corp

Energy
17.1K
+ 58.47%
$109.72 - $119.0 $1.88M - $2.04M
46.4K $5.44M
ABBV
Abb Vie Inc.

Healthcare
8.72K
+ 73.73%
$163.84 - $199.33 $1.43M - $1.74M
20.5K $4.06M
LLY
Eli Lilly & CO

Healthcare
2.35K
+ 75.89%
$772.14 - $960.02 $1.81M - $2.25M
5.44K $4.82M
PLTR
Palantir Technologies Inc.

Technology
51.6K
New
$24.09 - $37.95 $1.24M - $1.96M
51.6K $1.92M
JNJ
Johnson & Johnson

Healthcare
10.5K
+ 81.54%
$145.48 - $167.38 $1.52M - $1.75M
23.3K $3.77M
TXN
Texas Instruments Inc

Technology
9.28K
+ 84.18%
$194.6 - $194.6 $1.81M - $1.81M
20.3K $3.95M
DFAE
Dimensional ETF Tr

ETFs
21.9K
+ 3.16%
$24.46 - $27.82 $535K - $608K
713K $19.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.8K
+ 5.24%
$30.74 - $34.07 $671K - $743K
438K $14.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.1K
+ 1.4%
$28.11 - $29.42 $396K - $415K
1.02M $30M
CAT
Caterpillar Inc

Industrials
3.14K
+ 62.98%
$316.8 - $391.12 $994K - $1.23M
8.12K $3.18M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.1K
+ 1.31%
$29.58 - $30.31 $595K - $609K
1.55M $47M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.8K
+ 1.34%
$39.37 - $41.68 $347K - $367K
667K $27.6M
LOW
Lowes Companies Inc

Consumer Cyclical
4.31K
+ 74.1%
$213.3 - $270.78 $920K - $1.17M
10.1K $2.74M
BNDX
Vanguard Total International B

ETFs
10.6K
+ 1.92%
$48.42 - $50.35 $512K - $532K
560K $28.2M
UNP
Union Pacific Corp

Industrials
4.44K
+ 31.03%
$221.78 - $256.09 $985K - $1.14M
18.7K $4.62M
NFLX
Netflix Inc

Communication Services
1.48K
+ 16.08%
$598.55 - $722.26 $885K - $1.07M
10.7K $7.57M
UBER
Uber Technologies, Inc

Technology
16.2K
+ 39.34%
$58.48 - $77.47 $949K - $1.26M
57.5K $4.32M
XLI
Industrial Sector Spdr

ETFs
7.05K
+ 29.4%
$120.56 - $135.44 $850K - $955K
31K $4.2M
SAP
Sap Se

Technology
4.69K
+ 66.81%
$197.21 - $231.0 $925K - $1.08M
11.7K $2.68M
VTV
Vanguard Value ETF

ETFs
4.87K
+ 17.73%
$159.75 - $174.57 $778K - $850K
32.3K $5.64M
AMD
Advanced Micro Devices Inc

Technology
7.25K
+ 28.22%
$128.67 - $183.96 $933K - $1.33M
33K $5.41M
DHR
Danaher Corp

Healthcare
3.81K
+ 69.5%
$239.25 - $280.76 $911K - $1.07M
9.28K $2.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
266
+ 91.41%
$3305.62 - $4268.05 $879K - $1.14M
557 $2.35M
BMY
Bristol Myers Squibb CO

Healthcare
15.4K
+ 46.63%
$39.66 - $51.75 $612K - $799K
48.5K $2.51M
Activity Summary
Buys All Purchases 338 New Holdings 70 Increased Positions 268 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 2 Puts 3
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