Horizon Advisory Services as of March 31, 2025
Portfolio Holdings for Horizon Advisory Services
Horizon Advisory Services holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchange Traded New Constructs C (FTCE) | 21.8 | $39M | 1.9M | 19.93 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 18.7 | $33M | 564k | 58.54 | |
| Harbor Etf Trust Harbor Commodity (HGER) | 15.7 | $28M | 1.2M | 24.05 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 15.0 | $27M | 465k | 57.14 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 10.4 | $18M | 826k | 22.25 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 10.3 | $18M | 779k | 23.37 | |
| NBT Ban (NBTB) | 0.8 | $1.5M | 35k | 42.90 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.5 | $808k | 24k | 33.50 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $525k | 6.4k | 81.73 | |
| Apple (AAPL) | 0.3 | $449k | 2.0k | 222.16 | |
| Altria (MO) | 0.3 | $443k | 7.4k | 60.02 | |
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.2 | $408k | 5.8k | 69.99 | |
| Amazon (AMZN) | 0.2 | $403k | 2.1k | 190.26 | |
| Prudential Financial (PRU) | 0.2 | $392k | 3.5k | 111.68 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $375k | 5.3k | 71.16 | |
| International Business Machines (IBM) | 0.2 | $375k | 1.5k | 248.66 | |
| Loews Corporation (L) | 0.2 | $359k | 3.9k | 91.91 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $357k | 3.0k | 118.93 | |
| Jabil Circuit (JBL) | 0.2 | $340k | 2.5k | 136.07 | |
| EOG Resources (EOG) | 0.2 | $335k | 2.6k | 128.24 | |
| Assurant (AIZ) | 0.2 | $332k | 1.6k | 209.75 | |
| Trimble Navigation (TRMB) | 0.2 | $332k | 5.1k | 65.65 | |
| Cincinnati Financial Corporation (CINF) | 0.2 | $328k | 2.2k | 147.72 | |
| Hartford Financial Services (HIG) | 0.2 | $322k | 2.6k | 123.73 | |
| Vaneck Etf Trust Natural Resourc (HAP) | 0.2 | $319k | 6.4k | 49.82 | |
| Humana (HUM) | 0.2 | $316k | 1.2k | 264.60 | |
| Raymond James Financial (RJF) | 0.2 | $316k | 2.3k | 138.91 | |
| Steel Dynamics (STLD) | 0.2 | $312k | 2.5k | 125.08 | |
| Pulte (PHM) | 0.2 | $306k | 3.0k | 102.81 | |
| Everest Re Group (EG) | 0.2 | $299k | 824.00 | 363.33 | |
| Devon Energy Corporation (DVN) | 0.2 | $294k | 7.9k | 37.40 | |
| Synchrony Financial (SYF) | 0.2 | $293k | 5.5k | 52.94 | |
| Hldgs (UAL) | 0.2 | $290k | 4.2k | 69.05 | |
| Valero Energy Corporation (VLO) | 0.2 | $288k | 2.2k | 132.07 | |
| Arch Cap Group Ord (ACGL) | 0.2 | $288k | 3.0k | 96.18 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $278k | 1.9k | 145.69 | |
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.2 | $278k | 13k | 20.97 | |
| Apa Corporation (APA) | 0.2 | $278k | 13k | 21.02 | |
| T. Rowe Price (TROW) | 0.1 | $260k | 2.8k | 91.87 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $252k | 5.8k | 43.60 | |
| Honeywell International (HON) | 0.1 | $251k | 1.2k | 211.75 | |
| Nucor Corporation (NUE) | 0.1 | $236k | 2.0k | 120.34 | |
| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.1 | $223k | 3.6k | 62.18 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $218k | 388.00 | 561.90 | |
| Microsoft Corporation (MSFT) | 0.1 | $203k | 541.00 | 375.50 | |
| Qxo Com New (QXO) | 0.1 | $160k | 12k | 13.54 |