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CIK: 0001674020
Total reported value
$260.8M
$260.8M
292 檔
26.6%
As reported in its official Q1 2025 Form 13F filing, Horizon Financial Services, LLC's tracked investment portfolio stood at $260.8M with 292 total positions.
In Q1 2025, Horizon Financial Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.02% | -0.24% | +17.28% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.94% | +0.40% | +4.76% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 8.31% | -0.81% | +77.88% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.30% | +0.24% | +39.05% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.11% | -0.57% | -36.24% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.60% | -0.18% | -13.17% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.74% | -0.48% | +4.91% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.42% | -0.89% | — | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.29% | +0.39% | -4.04% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.87% | +1.59% | +4.18% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.56% | -0.28% | — | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.16% | -0.14% | +6.32% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.96% | +0.11% | +3.21% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.94% | -0.20% | +3.91% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.78% | -0.15% | +10.10% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.69% | +0.02% | +4.49% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.67% | -1.41% | EXIT | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.64% | -0.07% | -14.53% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.60% | -0.03% | +21.73% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.58% | -0.10% | +4.43% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.58% | +0.02% | +1.19% | |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.31% | -0.36% | -1.35% | |
| 23 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.27% | -0.08% | — | |
| 24 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.20% | -0.12% | — | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.16% | -0.09% | -0.07% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 1.16% | +0.18% | -15.59% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.12% | -0.03% | -10.98% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.02% | -0.21% | -5.25% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.01% | +0.02% | +7.83% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.88% | -0.39% | — | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | +0.16% | +3.51% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | -0.39% | -25.16% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.57% | -0.18% | +51.49% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.07% | -1.04% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 0.50% | -0.03% | +3.68% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.02% | -0.13% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.45% | -0.07% | +56.96% | |
| 38 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 0.44% | -0.10% | -10.39% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.42% | -0.34% | -0.20% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.13% | -6.61% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.23% | +0.11% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.02% | +10.36% | |
| 43 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.22% | — | +31.41% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.02% | -1.21% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | +0.01% | — | |
| 46 | AON | Aon plc | Stock-Financials | 0.17% | -0.01% | -0.52% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | — | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | -44.92% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.09% | -0.59% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.12% | +0.20% |
According to official SEC Form 13F filings, Horizon Financial Services, LLC reported a total U.S. public equity portfolio value of $260.8M across 292 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPYG, SPSB) accounted for 26.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $16.2M
During Q1 2025, Horizon Financial Services, LLC's top holdings by market value included SPYV (9.0%)、SPYG (8.9%)、SPSB (8.3%). The largest single position, SPYV, represented 9.0% of total portfolio value.
In Q1 2025, Horizon Financial Services, LLC made 50 total portfolio adjustments, initiating 50 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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