Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VGSH | 256,235 | +7,435 | $14,946 |
VGSH | 256,235 | +7,435 | $14,946 |
SPYG | 197,197 | -5,881 | $12,830 |
SPYG | 197,197 | -5,881 | $12,830 |
SPYV | 244,715 | -556 | $11,411 |
SPYV | 244,715 | -556 | $11,411 |
USHY | 213,395 | -22,949 | $7,757 |
USHY | 213,395 | -22,949 | $7,757 |
SPDW | 217,816 | +2,960 | $7,408 |
SPDW | 217,816 | +2,960 | $7,408 |
SCHM | 94,938 | -924 | $7,151 |
SCHM | 94,938 | -924 | $7,151 |
VCSH | 90,743 | +828 | $7,021 |
VCSH | 90,743 | +828 | $7,021 |
SCHA | 139,493 | +2,242 | $6,590 |
SCHA | 139,493 | +2,242 | $6,590 |
BKLN | 218,901 | +9,356 | $4,636 |
BKLN | 218,901 | +9,356 | $4,636 |
VRP | 177,541 | +727 | $4,098 |
VRP | 177,541 | +727 | $4,098 |
GLDM | $3,984 | ||
ETF | 97,373 | +97,373 | $3,984 |
VMBS | 82,472 | +234 | $3,823 |
VMBS | 82,472 | +234 | $3,823 |
VCLT | 47,270 | -1,626 | $3,789 |
VCLT | 47,270 | -1,626 | $3,789 |
SCHC | 100,528 | +3,267 | $3,507 |
SCHC | 100,528 | +3,267 | $3,507 |
SPEM | 95,436 | +1,428 | $3,379 |
SPEM | 95,436 | +1,428 | $3,379 |
SCHP | 62,268 | +3,021 | $3,250 |
SCHP | 62,268 | +3,021 | $3,250 |
ICVT | 39,145 | +205 | $3,076 |
ICVT | 39,145 | +205 | $3,076 |
XLK | 15,965 | -1,066 | $3,073 |
XLK | 15,965 | -1,066 | $3,073 |
VGLT | 49,390 | +2,528 | $3,039 |
VGLT | 49,390 | +2,528 | $3,039 |
EMB | 30,712 | +103 | $2,735 |
EMB | 30,712 | +103 | $2,735 |
MLPA | $2,117 | ||
ETF | 47,794 | +47,794 | $2,117 |
USRT | 30,369 | -3,753 | $1,649 |
USRT | 30,369 | -3,753 | $1,649 |
XLF | 40,695 | +14,169 | $1,530 |
XLF | 40,695 | +14,169 | $1,530 |
VCIT | 18,280 | +55 | $1,486 |
VCIT | 18,280 | +55 | $1,486 |
XLV | 8,644 | -225 | $1,179 |
XLV | 8,644 | -225 | $1,179 |
SCHR | 22,958 | +2,731 | $1,141 |
SCHR | 22,958 | +2,731 | $1,141 |
XLY | 6,199 | -293 | $1,108 |
XLY | 6,199 | -293 | $1,108 |
XLC | 14,871 | +758 | $1,081 |
XLC | 14,871 | +758 | $1,081 |
VT | 9,228 | +133 | $949 |
VT | 9,228 | +133 | $949 |
XLI | 7,459 | +1,322 | $850 |
XLI | 7,459 | +1,322 | $850 |
SPLG | 14,140 | -106 | $790 |
SPLG | 14,140 | -106 | $790 |
HD | 2,253 | +3 | $781 |
HD | 2,253 | +3 | $781 |
AMZN | 4,836 | +11 | $735 |
AMZN | 4,836 | +11 | $735 |
JPST | 14,638 | -1,008 | $735 |
JPST | 14,638 | -1,008 | $735 |
SPHY | 29,967 | +29,967 | $701 |
SPHY | 29,967 | +29,967 | $701 |
SHYG | 16,189 | -3,501 | $684 |
SHYG | 16,189 | -3,501 | $684 |
AAPL | 3,507 | -280 | $675 |
AAPL | 3,507 | -280 | $675 |
FLRN | 20,773 | +702 | $635 |
FLRN | 20,773 | +702 | $635 |
XLP | 7,779 | +561 | $560 |
XLP | 7,779 | +561 | $560 |
SPAB | 18,677 | +1,020 | $479 |
SPAB | 18,677 | +1,020 | $479 |
UNH | 864 | +1 | $455 |
UNH | 864 | +1 | $455 |
VTIP | 8,101 | +1,863 | $385 |
VTIP | 8,101 | +1,863 | $385 |
LOW | 1,696 | UNCH | $377 |
LOW | 1,696 | UNCH | $377 |
DUK | 3,604 | -134 | $350 |
DUK | 3,604 | -134 | $350 |
XLE | 4,061 | +235 | $340 |
XLE | 4,061 | +235 | $340 |
VUG | 1,089 | -188 | $339 |
VUG | 1,089 | -188 | $339 |
DFAC | 9,292 | UNCH | $272 |
DFAC | 9,292 | UNCH | $272 |
XLRE | 6,407 | +6,407 | $257 |
XLRE | 6,407 | +6,407 | $257 |
XLU | 4,024 | +370 | $255 |
XLU | 4,024 | +370 | $255 |
SPMD | 4,802 | +64 | $234 |
SPMD | 4,802 | +64 | $234 |
See Full List: All Stocks Held By Horizon Financial Services LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Horizon Financial Services LLC
Size ($ in 1000's)
At 12/31/2023: $141,726 At 09/30/2023: $124,516 Horizon Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Horizon Financial Services LLC 13F filings. Link to 13F filings: SEC filings |