HF

HORIZON FINANCIAL SERVICES, LLC

13F
HORIZON FINANCIAL SERVICES, LLC
Last update 2025-05-07 288 Stocks (101 new)
Value $179.00 Mil Turnover 21 %
Countries:
Top Holdings: SPYV(9.03%)SPYG(8.94%)SPSB(8.32%)SCHM(6.30%)VGSH(6.12%)
Summary Stock Picks Current Portfolio
HORIZON FINANCIAL SERVICES, LL... 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
SPYV
SPDR Portfolio S&P 500 Value ETF
316,957
16,187.0
+17.28%
9.030
+1.33%
0.060
+12.04%
+5.84%
27,326.2
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
199,485
16,032.6
+4.76%
8.940
+0.41%
0.050
+25.27%
+11.68%
39,068.8
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
495,626
14,918.3
+77.88%
8.320
+3.64%
0.200
+1.66%
+3.22%
8,174.9
 
SCHM
Schwab U.S. Mid-Cap ETF
431,142
11,295.9
+39.05%
6.300
+1.77%
0.100
+17.37%
+5.77%
12,009.1
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
186,941
10,971.5
-36.24%
6.120
-3.57%
0.050
+0.87%
+2.75%
22,508.7
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
275,994
10,049.0
-13.17%
5.600
-0.83%
0.040
+14.40%
+23.92%
27,862.8
 
SPHY
SPDR Portfolio High Yield Bond ETF
363,209
8,506.4
+4.91%
4.740
+0.22%
0.110
+4.89%
+5.04%
8,883.5
 
SRLN
SPDR Blackstone Senior Loan ETF
192,818
7,930.6
New Holding
4.420
+4.42%
0.120
+4.40%
+3.70%
7,060.1
 
SCHA
Schwab U.S. Small-Cap ETF
252,123
5,907.2
-4.04%
3.290
-0.16%
0.040
+19.63%
+3.16%
18,057.6
 
XLK
Technology Select Sector SPDR ETF
24,983
5,158.6
+4.18%
2.880
+0.12%
0.010
+31.65%
+12.33%
82,708.7
 

HORIZON FINANCIAL SERVICES, LLC's Historical Top Holdings Breakdowns

HORIZON FINANCIAL SERVICES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+11.25%
●
29.82 ($29.96) 30.1
$30.11
0.50%
Add 5254.27%
14,918,344
14,639,719
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Add
Add
+9.70%
●
25.58 ($27.85) 29.24
$29.12
4.56%
Add 3543.19%
11,295,932
10,985,876
SPHY
SPDR Portfolio High Yield Bond ETF
2025-03-31
Add
Add
+8.06%
●
23.32 ($23.63) 23.84
$23.74
0.47%
Add 2357.01%
8,506,356
8,160,149
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+7.21%
●
49.78 ($51.86) 53.19
$53.67
3.49%
Add 5889.61%
16,186,984
15,916,733
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+6.18%
●
33.84 ($36.14) 37.77
$41.58
15.05%
Add 3061.33%
10,048,957
9,731,086
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+5.57%
●
23.16 ($25.49) 27.04
$26.53
4.08%
Add 2148.46%
5,907,243
5,644,519
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
2025-03-31
New Buy
New Buy
+4.81%
●
21.23 ($21.74) 22.14
$21.87
0.60%
New holding
4,586,538
4,586,538
BKLN
Invesco Senior Loan ETF
2025-03-31
Reduce
Reduce
-4.67%
●
20.7 ($20.97) 21.15
$20.94
-0.14%
Reduce -99.18%
3,181
-383,579
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+4.56%
●
80.05 ($87.3) 92.39
$97.88
12.12%
Add 8319.44%
16,032,641
15,842,217
SRLN
SPDR Blackstone Senior Loan ETF
2025-03-31
New Buy
New Buy
+4.46%
●
41.02 ($41.59) 41.99
$41.64
0.12%
New holding
7,930,586
7,930,586

HORIZON FINANCIAL SERVICES, LLC Total Holding History ($B)

To

HORIZON FINANCIAL SERVICES, LLC's Asset Allocation

To

HORIZON FINANCIAL SERVICES, LLC Past Portfolios

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

Top Ranked Articles

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HORIZON FINANCIAL SERVICES, LLC's Hypothetical Growth since 2025-03-31

HORIZON FINANCIAL SERVICES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HORIZON FINANCIAL SERVICES, LLC's Holdings Heat Map

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HORIZON FINANCIAL SERVICES, LLC's Holdings Bubble Chart

HORIZON FINANCIAL SERVICES, LLC News

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