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CIK: 0001799006
Total reported value
$237.6M
$237.6M
46 檔
60.7%
The Q1 2025 SEC filing reveals that Horizon Advisory Services, Inc. held a total portfolio value of $237.6M, covering 46 public equity positions.
During Q1 2025, 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 | 21.83% | -0.29% | -0.16% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 18.68% | -0.92% | -0.48% | |
| 3 | HGER | Harbor Commodity All Weather | ETF-Commodities | 15.65% | -1.12% | -0.94% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 15.03% | +0.92% | -0.30% | |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 10.40% | -1.68% | +2.73% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 10.31% | — | +2.40% | |
| 7 | NBTB | N B T Bancorp Inc | Stock-Other | 0.84% | -0.04% | — | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.46% | -0.05% | +0.38% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.05% | -0.19% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.25% | -0.01% | -5.82% | |
| 11 | MO | Altria Group Inc | Stock-Consumer Staples | 0.25% | — | +1.17% | |
| 12 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.23% | +0.02% | +11.66% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.04% | — | |
| 14 | PRU | Prudential Financial Inc | Stock-Financials | 0.22% | — | +2.57% | |
| 15 | WRB | Wr Berkley CORP | Stock-Financials | 0.21% | — | +2.01% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | -0.01% | — | |
| 17 | L | Loews CORP | Stock-Financials | 0.20% | — | +1.69% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.08% | — | |
| 19 | JBL | Jabil Inc | Stock-Tech | 0.19% | — | +1.21% | |
| 20 | EOG | Eog Resources Inc | Stock-Energy | 0.19% | -0.07% | +1.87% | |
| 21 | AIZ | Assurant Inc | Stock-Financials | 0.19% | — | +1.67% | |
| 22 | TRMB | Trimble Inc | Stock-Tech | 0.19% | — | +1.22% | |
| 23 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.19% | — | +2.58% | |
| 24 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.18% | — | +2.56% | |
| 25 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.18% | -0.05% | +10.83% | |
| 26 | HUM | Humana Inc | Stock-Healthcare | 0.18% | — | +1.96% | |
| 27 | RJF | Raymond James Financial Inc | Stock-Financials | 0.18% | -0.03% | +1.56% | |
| 28 | STLD | Steel Dynamics Inc | Stock-Materials | 0.18% | — | +2.59% | |
| 29 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.17% | -0.01% | +2.66% | |
| 30 | EG | Everest Group, Ltd. | Stock-Financials | 0.17% | — | +3.00% | |
| 31 | DVN | Devon Energy CORP | Stock-Energy | 0.17% | -0.09% | +3.36% | |
| 32 | SYF | Synchrony Financial | Stock-Financials | 0.17% | -0.02% | +2.29% | |
| 33 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.16% | — | +1.67% | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 0.16% | — | +3.12% | |
| 35 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.16% | -0.04% | +4.17% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.16% | — | +3.69% | |
| 37 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.16% | -0.05% | +4.46% | |
| 38 | APA | Apa CORP | Stock-Energy | 0.16% | -0.12% | +4.03% | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.15% | — | +3.82% | |
| 40 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.14% | +0.02% | +3.33% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.14% | — | — | |
| 42 | NUE | Nucor CORP | Stock-Materials | 0.13% | — | +6.05% | |
| 43 | FDM | First Trust Dow J Select Mic | ETF-Other | 0.13% | — | -13.06% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | -4.59% | |
| 46 | QXO | Qxo Inc | Stock-Industrials | 0.09% | +0.03% | — |
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 Q1 2025.
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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, HGER) accounted for 60.7% of total reported equity market value during Q1 2025.
During Q1 2025, Horizon Advisory Services, Inc.'s top holdings by market value included FTCE (21.8%)、RDVY (18.7%)、HGER (15.7%). The largest single position, FTCE, represented 21.8% of total portfolio value.
In Q1 2025, 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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