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CIK: 0001674020
Total reported value
$260.8M
$260.8M
272 檔
25.7%
According to the latest 13F quarterly dataset, Horizon Financial Services, LLC managed an equity portfolio of $260.8M at the end of Q4 2024, spanning 272 distinct U.S. exchange-listed positions.
In Q4 2024, Horizon Financial Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.59% | -0.57% | +17.35% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.41% | +0.40% | -5.03% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.77% | -0.24% | -2.59% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.10% | -0.18% | +0.93% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.83% | +0.24% | +202.82% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.68% | -0.81% | +13.95% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.58% | — | +15.85% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.57% | -0.48% | +0.64% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.82% | +0.39% | +105.77% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.14% | +1.59% | +28.22% | |
| 11 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.56% | — | +0.22% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.54% | — | +9.94% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.01% | -0.14% | +0.94% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.94% | +0.11% | -2.41% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.91% | -0.07% | -1.90% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.81% | -0.20% | +109.31% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.59% | +0.02% | -4.55% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.56% | -0.15% | +3.39% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.50% | -0.10% | +0.80% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.49% | +0.02% | +82.83% | |
| 21 | ✓ | SPDR Gold MiniShares Trust | Stock-Other | 1.42% | — | -7.02% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.34% | +0.18% | -16.38% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.34% | -0.36% | +138.12% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.29% | -0.03% | +1.31% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 1.27% | -0.03% | +28.18% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.18% | -0.09% | +36.27% | |
| 27 | MLPAUSD | Global X Mlp ETF | ETF-Other | 1.14% | — | -3.16% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.09% | -0.39% | -9.74% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.08% | -0.21% | +340.44% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.08% | +0.02% | +19.03% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.03% | — | +241.57% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.79% | +0.16% | +21.68% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.13% | +0.19% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.02% | — | |
| 35 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 0.49% | -0.10% | +278.37% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.49% | -0.07% | -7.99% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.48% | -0.03% | +165.90% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.41% | -0.34% | +19.68% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.23% | — | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.37% | -0.18% | +70.46% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | -0.38% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | -0.02% | +273.51% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.27% | -0.07% | -29.41% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.01% | -5.05% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.23% | -0.02% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.09% | +10.26% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | — | — | |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.17% | — | +16.77% | |
| 49 | AON | Aon plc | Stock-Financials | 0.16% | -0.01% | — | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.15% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +0.8% | +17.35% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.8% | +340.44% | Add |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.7% | +138.12% | Add |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.7% | +241.57% | Add |
| 5 | XLK | Ss Technology Select Sector | +0.6% | +28.22% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.5% | +82.83% | Add |
| 7 | BKLN | Invesco Senior Loan ETF | +0.4% | +15.85% | Add |
| 8 | PGHY | Invesco Global Ex US High Yi | +0.4% | +278.37% | Add |
| 9 | XLC | Ss Comm Select Sector Spdr | +0.3% | +36.27% | Add |
| 10 | SPSB | Ss Spdr P St C CORP ETF | +0.3% | +13.95% | Add |
| 11 | XLB | Ss Materials Select Sector | +0.3% | +165.90% | Add |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.2% | +19.03% | Add |
| 13 | VTIP | Vanguard Short-term Tips | +0.2% | +273.51% | Add |
| 14 | XLI | Ss Industrial Select Sector | +0.2% | +28.18% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +21.68% | Add |
| 16 | ACHR | Archer Aviation Inc-a | +0.1% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | -0.38% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | +10.26% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +19.68% | Add |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +116.58% | Add |
| 21 | BSJT | Invesco Bulletshares 2029 Hy | 0% | NEW | New buy |
| 22 | BSJR | Invesco Bulletshares 2027 Hy | 0% | NEW | New buy |
| 23 | BSJS | Invesco Bulletshares 2028 Hy | 0% | NEW | New buy |
| 24 | AAPL | Apple Inc | 0% | +0.19% | Add |
| 25 | VMBS | Vanguard Mortgage-backed Sec | — | +9.94% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -56.20% | Trim |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | EXIT | Sold out |
| 28 | CMBS | Ishares Cmbs ETF | -0.1% | -20.27% | Trim |
| 29 | ENB | Enbridge Inc | -0.1% | -47.30% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | -93.05% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 32 | SCHA | Schwab US Small-cap ETF | -0.1% | +105.77% | Add |
| 33 | SCHR | Schwab Intermediate-term US | -0.1% | +70.46% | Add |
| 34 | DUK | Duke Energy CORP | -0.1% | -7.99% | Trim |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -29.41% | Trim |
| 36 | BSJO | Invesco Bulletshares 2024 Hy | -0.2% | EXIT | Sold out |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | +0.80% | Add |
| 38 | XLRE | Ss Real Estate Select Sector | -0.2% | +1.31% | Add |
| 39 | ✓ | SPDR Gold MiniShares Trust | -0.2% | -7.02% | Trim |
| 40 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | +3.39% | Add |
| 41 | SCHM | Schwab US Mid Cap ETF | -0.2% | +202.82% | Add |
| 42 | VCIT | Vanguard Int-term Corporate | -0.2% | -9.74% | Trim |
| 43 | XLF | Ss Financial Select Sector | -0.3% | -16.38% | Trim |
| 44 | VCLT | Vanguard Long-term CORP Bond | -0.3% | +0.94% | Add |
| 45 | SPEM | State Street Sp Ptf Em ETF | -0.3% | -4.55% | Trim |
| 46 | SPHY | Ss Spdr P High Yield ETF | -0.4% | +0.64% | Add |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | -0.4% | -1.90% | Trim |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -5.03% | Trim |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.9% | +0.93% | Add |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.9% | -2.59% | Trim |
According to official SEC Form 13F filings, Horizon Financial Services, LLC reported a total U.S. public equity portfolio value of $260.8M across 272 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 VGSH, SPYG, SPYV) accounted for 25.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSJT
市值: $42.4K
Top Position Liquidated / Trimmed
BSJO
前期市值: $251.6K
During Q4 2024, Horizon Financial Services, LLC's top holdings by market value included VGSH (9.6%)、SPYG (9.4%)、SPYV (7.8%). The largest single position, VGSH, represented 9.6% of total portfolio value.
In Q4 2024, Horizon Financial Services, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 2 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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