Horizon Investments, LLC Incresed Positions in Q1 2025

Horizon Investments, LLC

  • $3.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
2.3M
+ 169.64%
$63.77 - $71.36 $146M - $164M
3.65M $251M
RSP
Invesco S&P 500 Equal Weight E

ETFs
299K
+ 31.19%
$169.43 - $182.84 $50.7M - $54.7M
1.26M $218M
DGRO
Ishares Core Dividend Growth E

ETFs
507K
+ 473952.34%
$60.46 - $64.42 $30.7M - $32.7M
507K $31.3M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
373K
+ 49502.92%
$55.23 - $64.6 $20.6M - $24.1M
374K $23.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
111K
+ 16.21%
$87.68 - $94.52 $9.74M - $10.5M
796K $74.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
159K
+ 35.79%
$43.53 - $45.42 $6.91M - $7.21M
602K $27.2M
IEF
Ishares Barclays

ETFs
74K
+ 3980.25%
$91.17 - $95.39 $6.74M - $7.05M
75.8K $7.23M
IEFA
Ishares Tr

ETFs
76.6K
+ 55.94%
$69.57 - $78.65 $5.33M - $6.03M
214K $16.2M
GOOGL
Alphabet Inc.

Communication Services
35.8K
+ 389.45%
$154.33 - $206.19 $5.52M - $7.38M
45K $6.96M
MSFT
Microsoft Corp

Technology
17.5K
+ 45.6%
$375.39 - $447.2 $6.59M - $7.85M
56K $21M
TIP
Ishares Tr Tips Bd ETF

ETFs
21.3K
+ 23.01%
$106.22 - $111.09 $2.26M - $2.37M
114K $12.6M
WDAY
Workday, Inc.

Technology
11.7K
+ 370.15%
$233.53 - $277.82 $2.72M - $3.24M
14.8K $3.46M
G
Genpact LTD

Technology
38.5K
+ 101278.95%
$42.88 - $55.54 $1.65M - $2.14M
38.5K $1.94M
V
Visa Inc.

Financial Services
3.18K
+ 13.83%
$306.92 - $362.71 $976K - $1.15M
26.2K $9.17M
CVS
Cvs Health Corp

Healthcare
15.6K
+ 43.11%
$44.22 - $68.64 $691K - $1.07M
51.8K $3.51M
VTV
Vanguard Value ETF

ETFs
10.5K
+ 60.99%
$167.73 - $179.21 $1.76M - $1.88M
27.7K $4.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19K
+ 37.63%
$91.45 - $91.75 $1.73M - $1.74M
69.3K $6.36M
PANW
Palo Alto Networks Inc

Technology
11.3K
+ 66.83%
$167.82 - $208.28 $1.9M - $2.35M
28.2K $4.81M
FTNT
Fortinet, Inc.

Technology
15.9K
+ 183.31%
$92.49 - $114.57 $1.47M - $1.82M
24.6K $2.37M
ADSK
Autodesk, Inc.

Technology
6.04K
+ 137.37%
N/A
10.4K $2.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 17.1%
$442.66 - $534.52 $564K - $681K
8.72K $4.65M
PM
Philip Morris International Inc.

Consumer Defensive
1.15K
+ 4.06%
$117.15 - $158.79 $135K - $182K
29.5K $4.68M
KO
Coca Cola CO

Consumer Defensive
5.29K
+ 5.63%
$60.81 - $72.32 $322K - $383K
99.3K $7.11M
XLV
Select Sector Spdr Fund Health

ETFs
6.29K
+ 17.35%
$137.61 - $149.68 $865K - $941K
42.5K $6.21M
ADBE
Adobe Inc.

Technology
4.4K
+ 52.0%
$377.84 - $464.11 $1.66M - $2.04M
12.8K $4.93M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.13K
+ 5.68%
$80.53 - $147.57 $90.6K - $166K
20.9K $2.77M
XOM
Exxon Mobil Corp

Energy
4.17K
+ 8.26%
$105.44 - $118.93 $439K - $495K
54.6K $6.49M
UL
Unilever PLC

Consumer Defensive
15.9K
+ 47.45%
$54.72 - $60.29 $871K - $960K
49.5K $2.95M
TMUS
T Mobile Us, Inc.

Communication Services
131
+ 0.61%
$211.3 - $272.83 $27.7K - $35.7K
21.7K $5.8M
RTX
Raytheon Technologies Corp

Industrials
2.23K
+ 5.11%
$114.1 - $135.66 $254K - $302K
45.8K $6.07M
CVX
Chevron Corp

Energy
859
+ 2.28%
$146.71 - $167.97 $126K - $144K
38.5K $6.44M
XLP
Consumer Staples Sector Spdr

ETFs
12.6K
+ 53.69%
N/A
35.9K $2.73M
LLY
Eli Lilly & CO

Healthcare
559
+ 6.26%
$725.72 - $929.72 $406K - $520K
9.49K $7.84M
IBM
International Business Machines Corp

Technology
467
+ 1.68%
$217.4 - $264.74 $102K - $124K
28.3K $7.04M
JNJ
Johnson & Johnson

Healthcare
2.22K
+ 8.65%
$142.06 - $167.7 $315K - $372K
27.8K $4.62M
XLU
Utilities Sector Spdr

ETFs
10.1K
+ 51.7%
$74.7 - $80.27 $758K - $814K
29.8K $2.35M
IGLB
Ishares 10+ Year Investment Gr

ETFs
11.5K
+ 3.42%
$48.32 - $51.22 $554K - $588K
347K $17.4M
AMGN
Amgen Inc

Healthcare
312
+ 2.11%
$258.59 - $327.36 $80.7K - $102K
15.1K $4.71M
ABBV
Abb Vie Inc.

Healthcare
830
+ 3.92%
$169.2 - $216.66 $140K - $180K
22K $4.61M
VUG
Vanguard Growth ETF

ETFs
3.74K
+ 26.84%
$369.1 - $427.61 $1.38M - $1.6M
17.7K $6.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
78.6K
+ 8.24%
$57.21 - $65.8 $4.5M - $5.17M
1.03M $60.3M
NOC
Northrop Grumman Corp

Industrials
1.04K
+ 21.14%
$433.45 - $513.82 $449K - $532K
5.94K $3.04M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16.9K
+ 115.85%
$41.74 - $43.57 $703K - $734K
31.4K $1.32M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
17K
+ 118.65%
$41.55 - $43.98 $705K - $747K
31.3K $1.31M
T
At&T Inc.

Communication Services
5.26K
+ 5.33%
$21.56 - $28.28 $113K - $149K
104K $2.94M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
17.9K
+ 118.05%
$39.11 - $41.9 $700K - $750K
33K $1.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
654
+ 0.4%
$85.29 - $92.57 $55.8K - $60.5K
166K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
908
+ 8.6%
$461.52 - $548.18 $419K - $498K
11.5K $6M
GE
General Electric CO

Industrials
326
+ 1.83%
$168.59 - $212.13 $55K - $69.2K
18.2K $3.64M
Activity Summary
Buys All Purchases 607 New Holdings 65 Increased Positions 542 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 2
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