Horizon Investments, LLC Reduced Holdings in Q2 2025

Horizon Investments, LLC

  • $7.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-974K
- 94.3%
$51.16 - $62.02 $49.8M - $60.4M
58.9K $3.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-501K
- 68.89%
$90.56 - $109.49 $45.4M - $54.9M
226K $24.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.23M
- 19.62%
$32.66 - $40.75 $40M - $50M
5.02M $203M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-303K
- 5.98%
$45.11 - $52.34 $13.6M - $15.8M
4.76M $249M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-271K
- 26.42%
$27.29 - $29.28 $7.4M - $7.94M
755K $22.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-205K
- 18.47%
$24.32 - $27.87 $4.99M - $5.72M
906K $24M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-300K
- 99.98%
$22.4 - $23.8 $6.71M - $7.13M
74 $1K
MUB
Ishares National Muni Bond ETF

ETFs
-48.2K
- 45.98%
$102.31 - $105.8 $4.94M - $5.1M
56.7K $5.92M
IEFA
Ishares Tr

ETFs
-80.5K
- 37.66%
$67.83 - $84.09 $5.46M - $6.77M
133K $11.1M
VUG
Vanguard Growth ETF

ETFs
-14K
- 79.02%
$329.49 - $438.4 $4.6M - $6.13M
3.71K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.7K
- 50.16%
$498.8 - $620.9 $3.84M - $4.78M
7.65K $4.75M
IEMG
Ishares Inc

ETFs
-69.1K
- 5.64%
N/A
1.16M $62M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-64.6K
- 10.74%
$43.89 - $45.45 $2.84M - $2.94M
537K $24.2M
VTV
Vanguard Value ETF

ETFs
-17.4K
- 62.55%
$153.67 - $176.74 $2.67M - $3.07M
10.4K $1.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.45K
- 54.74%
$456.74 - $568.03 $2.49M - $3.1M
4.51K $2.56M
INTC
Intel Corp

Technology
-89K
- 56.57%
$18.13 - $22.69 $1.61M - $2.02M
68.3K $1.53M
WDAY
Workday, Inc.

Technology
-7.46K
- 50.41%
$210.47 - $274.71 $1.57M - $2.05M
7.34K $1.76M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-8.95K
- 42.78%
$99.37 - $134.05 $889K - $1.2M
12K $1.36M
XLV
Select Sector Spdr Fund Health

ETFs
-6.3K
- 14.82%
$128.77 - $144.3 $811K - $909K
36.2K $4.88M
PAYC
Paycom Software, Inc.

Technology
-6.06K
- 89.2%
$193.07 - $265.71 $1.17M - $1.61M
733 $169K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5.63K
- 96.09%
$179.95 - $278.88 $1.01M - $1.57M
229 $63K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.1K
- 21.01%
$100.35 - $100.71 $1.11M - $1.12M
41.7K $4.19M
XLU
Utilities Sector Spdr

ETFs
-14.1K
- 47.35%
$73.09 - $82.77 $1.03M - $1.17M
15.7K $1.28M
ADI
Analog Devices Inc

Technology
-6.93K
- 35.0%
$164.6 - $238.02 $1.14M - $1.65M
12.9K $3.07M
XLI
Industrial Sector Spdr

ETFs
-8.4K
- 27.39%
$116.42 - $147.52 $978K - $1.24M
22.3K $3.29M
BP
Bp PLC

Energy
-19.3K
- 99.34%
$26.11 - $33.81 $505K - $653K
128 $3K
XLF
Financial Sector Spdr

ETFs
-20.2K
- 11.76%
$43.92 - $52.37 $888K - $1.06M
152K $7.95M
XLE
Energy Sector Spdr

ETFs
-4.65K
- 26.07%
$76.44 - $94.13 $355K - $437K
13.2K $1.12M
SHEL
Shell PLC

Energy
-7.32K
- 68.85%
$59.75 - $73.05 $437K - $534K
3.31K $233K
FTNT
Fortinet, Inc.

Technology
-7.32K
- 29.73%
$84.71 - $108.69 $620K - $795K
17.3K $1.83M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14.1K
- 89.95%
$32.62 - $33.58 $460K - $474K
1.58K $52K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.04K
- 7.27%
$91.43 - $91.74 $461K - $462K
64.3K $5.9M
MPC
Marathon Petroleum Corp

Energy
-3.56K
- 38.64%
$118.55 - $170.08 $422K - $605K
5.65K $939K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.52K
- 30.4%
$53.23 - $70.65 $134K - $178K
5.78K $334K
DELL
Dell Technologies Inc.

Technology
-7.46K
- 32.12%
$71.63 - $125.98 $535K - $940K
15.8K $1.93M
PSX
Phillips 66

Energy
-1.07K
- 10.89%
$92.87 - $125.73 $99.7K - $135K
8.79K $1.05M
GDDY
Go Daddy Inc.

Technology
-909
- 7.54%
$162.11 - $192.36 $147K - $175K
11.1K $2.01M
MCHP
Microchip Technology Inc

Technology
-7.12K
- 45.85%
$35.34 - $71.6 $252K - $510K
8.41K $591K
IGV
Ishares Expanded Tech Software

ETFs
-5.4K
- 25.05%
$80.15 - $109.5 $433K - $591K
16.2K $1.77M
TGT
Target Corp

Consumer Defensive
-401
- 2.18%
$88.76 - $105.77 $35.6K - $42.4K
18K $1.78M
SWKS
Skyworks Solutions, Inc.

Technology
-2.57K
- 47.54%
$49.2 - $74.95 $126K - $192K
2.83K $210K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-330
- 98.8%
$320.42 - $424.58 $106K - $140K
4 $1K
SAP
Sap Se

Technology
-1.78K
- 14.19%
$237.53 - $309.8 $422K - $551K
10.7K $3.27M
HDV
Ishares Core High Dividend ETF

ETFs
-484
- 31.03%
$108.41 - $120.51 $52.5K - $58.3K
1.08K $126K
CRL
Charles River Laboratories International, Inc.

Healthcare
-362
- 30.97%
$99.75 - $151.89 $36.1K - $55K
807 $122K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-776
- 7.41%
$48.13 - $49.85 $37.3K - $38.7K
9.7K $475K
MBB
Ishares Tr

ETFs
-348
- 12.04%
$91.41 - $94.22 $31.8K - $32.8K
2.54K $238K
DVY
Ishares Tr

ETFs
-200
- 6.34%
$118.37 - $134.86 $23.7K - $27K
2.95K $392K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-265
- 18.71%
$83.54 - $100.04 $22.1K - $26.5K
1.15K $114K
Activity Summary
Buys All Purchases 942 New Holdings 274 Increased Positions 668 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 6 Puts 4
Track This Portfolio

Track Horizon Investments, LLC Portfolio

Follow Horizon Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email