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Horizon Fds Expedition shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Horizon Fds Expedition (HBTA) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds Expedition held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds Expedition by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 81k 26.78

More positions owned by Golden State Equity Partners

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Horizon Fds Expedition

Bank of New York Mellon
LPL Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
CLS Investments
Golden State Equity Partners
Principal Securities
Golden State Wealth Management
Certior Financial Group
Envestnet Portfolio Solutions
Morgan Stanley
Interactive Financial Advisors
Horizon Investments
Old Mission Capital

View all funds holding Horizon Fds Expedition