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CIK: 0001799006
Total reported value
$237.6M
$237.6M
46 檔
60.0%
In Q4 2024, Horizon Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $237.6M, distributed across 46 disclosed stock positions.
During Q4 2024, Horizon Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTCE | Ft New Constr Cor Earn Ldr | ETF-Other | 22.14% | -0.29% | — | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 19.18% | -0.92% | +22.41% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 15.35% | +0.92% | -2.25% | |
| 4 | HGER | Harbor Commodity All Weather | ETF-Commodities | 14.71% | -1.12% | — | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 10.16% | — | — | |
| 6 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 10.08% | -1.68% | +3.00% | |
| 7 | NBTB | N B T Bancorp Inc | Stock-Other | 0.95% | -0.04% | — | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.49% | -0.05% | -96.88% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.31% | -0.01% | -3.42% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.05% | -23.09% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.04% | +6.00% | |
| 12 | PRU | Prudential Financial Inc | Stock-Financials | 0.23% | — | — | |
| 13 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.23% | — | — | |
| 14 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.22% | +0.02% | — | |
| 15 | MO | Altria Group Inc | Stock-Consumer Staples | 0.22% | — | — | |
| 16 | JBL | Jabil Inc | Stock-Tech | 0.20% | — | — | |
| 17 | TRMB | Trimble Inc | Stock-Tech | 0.20% | — | — | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 0.20% | -0.02% | — | |
| 19 | RJF | Raymond James Financial Inc | Stock-Financials | 0.20% | -0.03% | — | |
| 20 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.19% | +0.02% | — | |
| 21 | AIZ | Assurant Inc | Stock-Financials | 0.19% | — | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.01% | — | |
| 23 | L | Loews CORP | Stock-Financials | 0.19% | — | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.08% | — | |
| 25 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.18% | -0.01% | -12.81% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 0.18% | -0.07% | — | |
| 27 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.18% | — | — | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.18% | — | — | |
| 29 | WRB | Wr Berkley CORP | Stock-Financials | 0.17% | — | — | |
| 30 | HUM | Humana Inc | Stock-Healthcare | 0.17% | — | — | |
| 31 | APA | Apa CORP | Stock-Energy | 0.17% | -0.12% | — | |
| 32 | EG | Everest Group, Ltd. | Stock-Financials | 0.17% | — | — | |
| 33 | FDM | First Trust Dow J Select Mic | ETF-Other | 0.16% | — | -98.69% | |
| 34 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.16% | — | — | |
| 35 | STLD | Steel Dynamics Inc | Stock-Materials | 0.16% | — | +3.05% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.15% | — | — | |
| 37 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.15% | -0.04% | — | |
| 38 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.15% | -0.05% | +20.07% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.15% | — | +7.58% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.15% | — | +6.97% | |
| 41 | DVN | Devon Energy CORP | Stock-Energy | 0.14% | -0.09% | +42.84% | |
| 42 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.14% | -0.05% | +3.10% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | -15.88% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.13% | — | -99.13% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | -2.76% | |
| 46 | NUE | Nucor CORP | Stock-Materials | 0.12% | — | +9.02% |
According to official SEC Form 13F filings, Horizon Advisory Services, Inc. reported a total U.S. public equity portfolio value of $237.6M across 46 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTCE, RDVY, JEPI) accounted for 60.0% of total reported equity market value during Q4 2024.
During Q4 2024, Horizon Advisory Services, Inc.'s top holdings by market value included FTCE (22.1%)、RDVY (19.2%)、JEPI (15.3%). The largest single position, FTCE, represented 22.1% of total portfolio value.
In Q4 2024, Horizon Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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