Horizon Investments, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.32 Billion distributed in 861 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $538M, Ishares Msci Usa Quality Facto with a value of $441M, Spdr Ser Tr Fds Spdr Portfolio with a value of $263M, Spdr Ser Tr Fds Spdr Portfolio with a value of $180M, and Ishares Msci Usa Min Vol Facto with a value of $172M.

Examining the 13F form we can see an decrease of $140M in the current position value, from $4.46B to 4.32B.

Horizon Investments, LLC is based out at Charlotte, NC

Below you can find more details about Horizon Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.32 Billion
ETFs: $3.63 Billion
Technology: $186 Million
Financial Services: $89.7 Million
Healthcare: $86.1 Million
Industrials: $79 Million
Consumer Cyclical: $65.1 Million
Consumer Defensive: $51.6 Million
Communication Services: $37.9 Million
Other: $100 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 861
  • Current Value $4.32 Billion
  • Prior Value $4.46 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 70 stocks
  • Additional Purchases 268 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 459 stocks
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