HA

Horizon Advisory Services, Inc.

13F
Horizon Advisory Services, Inc.
Last update 2025-05-01 46 Stocks (1 new)
Value $177.00 Mil Turnover 1 %
Countries:
Top Holdings: FTCE(21.83%)RDVY(18.68%)HGER(15.65%)JEPI(15.03%)IBTI(10.40%)
Summary Stock Picks Current Portfolio
Horizon Advisory Services, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FTCE
First Trust New Constructs Core Earnings Leaders ETF
First Trust New Constructs Core Earnings Leaders ETF
1,934,961
38,570.2
-0.16%
21.830
-0.04%
92.140
+21.43%
+13.87%
47.4
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
563,903
33,010.9
-0.48%
18.680
-0.09%
0.240
+15.73%
+7.40%
15,206.2
 
HGER
HARBOR ETF TRUST
1,150,292
27,664.5
-0.94%
15.650
-0.14%
8.490
+3.29%
+11.88%
521.4
 
JEPI
JPMorgan Equity Premium Income ETF
464,694
26,552.6
-0.30%
15.030
-0.05%
0.070
+8.71%
+3.46%
41,037.7
 
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
826,003
18,378.6
+2.73%
10.400
+0.28%
1.840
+0.85%
+3.61%
1,069.0
 
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
779,253
18,211.1
+2.40%
10.310
+0.24%
0.860
+1.00%
+2.20%
1,981.2
 
NBTB
NBT Bancorp Inc
34,781
1,492.1
0%
0.840
0%
0.070
+9.31%
-8.34%
2,255.7
Banks
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
24,112
807.8
+0.38%
0.460
0%
0.010
+15.36%
+1.31%
8,412.8
 
EFA
iShares MSCI EAFE ETF
6,420
524.7
-0.19%
0.300
0%
0.000
+10.84%
+18.89%
63,725.9
 
AAPL
Apple Inc
2,023
449.4
-5.82%
0.250
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware

Horizon Advisory Services, Inc.'s Historical Top Holdings Breakdowns

Horizon Advisory Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
2025-03-31
Add
Add
+0.28%
●
21.77 ($22.01) 22.25
$22.25
1.09%
Add 2.73%
826,003
21,922
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2025-03-31
Add
Add
+0.24%
●
23.29 ($23.34) 23.38
$23.34
-0.02%
Add 2.4%
779,253
18,292
HGER
HARBOR ETF TRUST
2025-03-31
Reduce
Reduce
-0.14%
●
22.23 ($23.27) 24.05
$24.77
6.45%
Reduce -0.94%
1,150,292
-10,943
JQUA
JPMorgan U.S. Quality Factor ETF
2025-03-31
Sold Out
Sold Out
-0.13%
●
55.41 ($58.41) 60.74
$60.20
3.06%
Sold Out
0
-4,081
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Reduce
Reduce
-0.09%
●
57.22 ($60.78) 63.39
$63.07
3.77%
Reduce -0.48%
563,903
-2,722
QXO
QXO Inc
2025-03-31
New Buy
New Buy
+0.09%
●
12.01 ($13.6) 16.1
$21.63
59.04%
New holding
11,800
11,800
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-0.05%
●
56.17 ($58.26) 59.71
$56.97
-2.21%
Reduce -0.3%
464,694
-1,420
FTCE
First Trust New Constructs Core Earnings Leaders ETF
First Trust New Constructs Core Earnings Leaders ETF
2025-03-31
Reduce
Reduce
-0.04%
●
19.64 ($20.47) 21.43
$22.55
10.15%
Reduce -0.16%
1,934,961
-3,163
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.02%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -5.82%
2,023
-125
FDM
First Trust Dow Jones Select Microcap Index Fund
First Trust Dow Jones Select Microcap Index Fund
2025-03-31
Reduce
Reduce
-0.02%
●
61.73 ($67.53) 71.81
$72.54
7.42%
Reduce -13.06%
3,588
-539

Horizon Advisory Services, Inc. Total Holding History ($B)

To

Horizon Advisory Services, Inc.'s Asset Allocation

To

Horizon Advisory Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Horizon Advisory Services, Inc.'s Hypothetical Growth since 2025-03-31

Horizon Advisory Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Horizon Advisory Services, Inc.'s Holdings Heat Map

Size field:

Horizon Advisory Services, Inc.'s Holdings Bubble Chart

Horizon Advisory Services, Inc. News

  • 1

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