Horizon Advisory Services
Latest statistics and disclosures from Horizon Advisory Services's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001799006
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Positions held by Horizon Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Horizon Advisory Services holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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First Tr Exchange-traded Smid Risng Etf (SDVY) | 13.1 | $28M | 810k | 34.82 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 12.7 | $27M | 470k | 57.86 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 12.6 | $27M | 482k | 56.17 |
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 12.1 | $26M | 490k | 52.87 |
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Harbor Etf Trust Disruptive Innov (INNO) | 11.2 | $24M | 1.5M | 16.32 |
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First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 9.2 | $20M | 315k | 62.77 |
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First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) | 8.2 | $18M | 611k | 28.79 |
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Ishares Tr Ibonds 24 Trm Ts (IBTE) | 7.6 | $16M | 686k | 23.94 |
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Ishares Tr Ibonds 28 Trm Ts (IBTI) | 7.5 | $16M | 739k | 21.93 |
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NBT Ban (NBTB) | 0.6 | $1.3M | 35k | 36.68 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $567k | 7.1k | 79.86 |
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First Tr Exch Trd Alphdx Latin Amer Alp (FLN) | 0.2 | $444k | 21k | 20.70 |
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Ralph Lauren Corp Cl A (RL) | 0.2 | $427k | 2.3k | 187.76 |
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Pulte (PHM) | 0.2 | $409k | 3.4k | 120.63 |
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Lennar Corp Cl A (LEN) | 0.2 | $392k | 2.3k | 171.94 |
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D.R. Horton (DHI) | 0.2 | $391k | 2.4k | 164.55 |
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Apple (AAPL) | 0.2 | $384k | 2.2k | 171.48 |
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Phillips 66 (PSX) | 0.2 | $377k | 2.3k | 163.34 |
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Amazon (AMZN) | 0.2 | $361k | 2.0k | 180.38 |
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Steel Dynamics (STLD) | 0.2 | $355k | 2.4k | 148.23 |
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Marathon Petroleum Corp (MPC) | 0.2 | $353k | 1.8k | 201.50 |
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Exxon Mobil Corporation (XOM) | 0.2 | $349k | 3.0k | 116.24 |
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Valero Energy Corporation (VLO) | 0.2 | $341k | 2.0k | 170.69 |
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Nucor Corporation (NUE) | 0.2 | $340k | 1.7k | 197.90 |
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Goldman Sachs (GS) | 0.2 | $334k | 800.00 | 417.69 |
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Zions Bancorporation (ZION) | 0.1 | $314k | 7.2k | 43.40 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $306k | 727.00 | 420.52 |
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State Street Corporation (STT) | 0.1 | $298k | 3.9k | 77.32 |
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Kenvue (KVUE) | 0.1 | $282k | 13k | 21.46 |
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Devon Energy Corporation (DVN) | 0.1 | $270k | 5.4k | 50.18 |
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Occidental Petroleum Corporation (OXY) | 0.1 | $270k | 4.2k | 64.99 |
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Robert Half International (RHI) | 0.1 | $265k | 3.3k | 79.28 |
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Fox Corp Cl B Com (FOX) | 0.1 | $259k | 9.1k | 28.62 |
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Bunge Global Sa Com Shs (BG) | 0.1 | $258k | 2.5k | 102.52 |
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CF Industries Holdings (CF) | 0.1 | $256k | 3.1k | 83.21 |
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Cabot Oil & Gas Corporation (CTRA) | 0.1 | $254k | 9.1k | 27.88 |
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Johnson & Johnson (JNJ) | 0.1 | $247k | 1.6k | 158.19 |
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Vaneck Etf Trust Natural Resourc (HAP) | 0.1 | $246k | 4.8k | 50.93 |
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International Business Machines (IBM) | 0.1 | $245k | 1.3k | 190.96 |
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Mosaic (MOS) | 0.1 | $234k | 7.2k | 32.46 |
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EQT Corporation (EQT) | 0.1 | $231k | 6.2k | 37.07 |
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Honeywell International (HON) | 0.1 | $228k | 1.1k | 205.25 |
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Albemarle Corporation (ALB) | 0.1 | $227k | 1.7k | 131.74 |
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Apa Corporation (APA) | 0.1 | $225k | 6.5k | 34.38 |
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First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.1 | $212k | 11k | 19.69 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $206k | 391.00 | 525.73 |
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Past Filings by Horizon Advisory Services
SEC 13F filings are viewable for Horizon Advisory Services going back to 2024
- Horizon Advisory Services 2024 Q1 filed April 29, 2024