Sigma Planning »

Horizon Fds shares owned by Sigma Planning

Quarter-by-quarter ownership of Horizon Fds shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Horizon Fds by Sigma Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $547k 58k 9.41

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)

View all positions for Sigma Planning

Top funds holding Horizon Fds

Drake & Associates
Axxcess Wealth Management
Foundations Investment Advisors
Atria Investments
Centaurus Financial
Cambridge Investment Research Advisors
Cooper Financial Group
Mariner Wealth Advisors
Compass Financial Management
RDA Financial Network
Ameritas Advisory Services
XY Planning Network
Commonwealth Equity Services
Sigma Planning
Mml Investors Services

View all funds holding Horizon Fds