Horizon Investments, LLC Reduced Holdings in Q1 2025

Horizon Investments, LLC

  • $3.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.08M
- 97.82%
$168.16 - $186.21 $181M - $201M
24K $4.09M
SPYG
Spdr Portfolio

ETFs
-960K
- 17.24%
$80.05 - $92.39 $76.9M - $88.7M
4.61M $370M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-738K
- 12.73%
$49.78 - $53.19 $36.7M - $39.2M
5.06M $258M
EWJ
Ishares Msci Japan ETF

ETFs
-337K
- 49.53%
$65.24 - $71.7 $22M - $24.2M
344K $23.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-18.1K
- 27.68%
$222.15 - $428.22 $4.02M - $7.75M
47.3K $12.3M
HTRB
Hartford Fds Total Return Bd E

ETFs
-365K
- 99.93%
$33.03 - $34.09 $12.1M - $12.4M
267 $9K
AVGO
Broadcom Inc.

Technology
-28.3K
- 26.17%
$167.43 - $244.7 $4.75M - $6.94M
80K $13.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31.8K
- 4.19%
$102.49 - $119.96 $3.26M - $3.82M
727K $76.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-339K
- 33.99%
$29.82 - $30.1 $10.1M - $10.2M
658K $19.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-209K
- 99.88%
$42.4 - $44.11 $8.85M - $9.21M
253 $11K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-633K
- 9.19%
$33.84 - $37.77 $21.4M - $23.9M
6.25M $228M
NVDA
Nvidia Corp

Technology
-12.1K
- 5.65%
$106.98 - $149.43 $1.29M - $1.8M
201K $21.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-930
- 1.0%
$190.26 - $242.06 $177K - $225K
91.6K $17.4M
VLUE
Ishares Msci Usa Value Factor

ETFs
-30.1K
- 9.22%
$104.89 - $113.56 $3.16M - $3.42M
296K $31.6M
A
Agilent Technologies, Inc.

Healthcare
-17.1K
- 80.52%
$116.69 - $152.6 $1.99M - $2.6M
4.13K $483K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-63.6K
- 40.88%
$36.63 - $37.45 $2.33M - $2.38M
92K $3.39M
GLW
Corning Inc

Technology
-46.9K
- 70.06%
$44.91 - $54.25 $2.1M - $2.54M
20K $917K
DLR
Digital Realty Trust, Inc.

Real Estate
-11.8K
- 72.2%
$142.1 - $183.56 $1.68M - $2.17M
4.54K $651K
BOND
Pimco Active Bond Exchange Tra

ETFs
-29.5K
- 12.4%
$89.27 - $92.9 $2.63M - $2.74M
208K $19.3M
XLY
Select Sector Spdr Consumer Di

ETFs
-6.89K
- 21.13%
$192.6 - $233.2 $1.33M - $1.61M
25.7K $5.08M
FCX
Freeport Mcmoran Inc

Basic Materials
-50.7K
- 49.08%
$34.5 - $43.01 $1.75M - $2.18M
52.6K $1.99M
ETN
Eaton Corp PLC

Industrials
-3.32K
- 20.41%
$271.83 - $371.23 $901K - $1.23M
12.9K $3.52M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-10K
- 2.56%
$60.05 - $72.21 $602K - $724K
382K $24M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-16.8K
- 8.06%
$74.34 - $81.0 $1.25M - $1.36M
192K $14.6M
PWR
Quanta Services, Inc.

Industrials
-3.85K
- 44.21%
$236.71 - $358.03 $912K - $1.38M
4.86K $1.24M
TT
Trane Technologies PLC

Industrials
-3.37K
- 36.5%
$332.0 - $400.86 $1.12M - $1.35M
5.86K $1.97M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.74K
- 15.25%
$165.25 - $224.62 $619K - $841K
20.8K $3.45M
CEG
Constellation Energy Corp

Utilities
-4.73K
- 32.98%
$201.63 - $347.44 $953K - $1.64M
9.61K $1.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-18.1K
- 6.76%
$95.85 - $99.25 $1.74M - $1.8M
250K $24.7M
AMD
Advanced Micro Devices Inc

Technology
-2.63K
- 5.18%
$96.63 - $129.55 $254K - $341K
48.1K $4.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.27K
- 7.64%
$554.06 - $615.85 $704K - $782K
15.4K $8.63M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.6K
- 18.06%
$100.34 - $100.68 $1.17M - $1.17M
52.7K $5.31M
VST
Vistra Corp.

Utilities
-5.86K
- 30.18%
$108.49 - $191.89 $636K - $1.13M
13.6K $1.59M
ADI
Analog Devices Inc

Technology
-3.85K
- 16.26%
$201.56 - $243.82 $776K - $938K
19.8K $4M
AMAT
Applied Materials Inc

Technology
-3.22K
- 10.35%
$145.06 - $195.51 $467K - $630K
27.9K $4.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.39K
- 12.27%
$507.05 - $563.67 $707K - $786K
9.96K $5.12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.51K
- 30.03%
$211.47 - $267.17 $532K - $672K
5.86K $1.24M
DHR
Danaher Corp

Healthcare
-1.53K
- 7.92%
$201.62 - $250.59 $308K - $383K
17.8K $3.64M
META
Meta Platforms, Inc.

Communication Services
-648
- 2.24%
$576.36 - $736.67 $373K - $477K
28.3K $16.3M
NFLX
Netflix Inc

Communication Services
-1.37K
- 10.7%
$828.4 - $1058.6 $1.13M - $1.45M
11.4K $10.6M
ISRG
Intuitive Surgical Inc

Healthcare
-820
- 6.9%
$476.63 - $610.45 $391K - $501K
11.1K $5.48M
VO
Vanguard Mid Cap ETF

ETFs
-827
- 1.05%
$251.87 - $277.95 $208K - $230K
77.8K $20.1M
CDNS
Cadence Design Systems Inc

Technology
-382
- 3.22%
$233.96 - $324.52 $89.4K - $124K
11.5K $2.92M
KLAC
Kla Corp

Technology
-1.35K
- 20.73%
$636.62 - $777.63 $858K - $1.05M
5.15K $3.5M
IGV
Ishares Expanded Tech Software

ETFs
-3.49K
- 13.93%
$88.3 - $107.83 $308K - $376K
21.6K $1.92M
PPG
Ppg Industries Inc

Basic Materials
-3.95K
- 38.33%
$107.44 - $124.29 $425K - $491K
6.36K $695K
APH
Amphenol Corp

Technology
-4.48K
- 7.99%
$61.62 - $78.55 $276K - $352K
51.6K $3.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.77K
- 16.11%
$308.86 - $455.36 $547K - $806K
9.22K $3.25M
PLTR
Palantir Technologies Inc.

Technology
-12.7K
- 18.72%
$64.98 - $124.62 $828K - $1.59M
55.3K $4.67M
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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