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Horizon Fds shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.9M 36k 50.87

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
CLS Investments
Principal Securities
H D Vest Advisory Services
Certior Financial Group
Envestnet Portfolio Solutions
Wolverine Trading
Advisor Group Holdings
Horizon Investments
LPL Financial
Atria Investments
Brookwood Investment Group

View all funds holding Horizon Fds