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Horizon Advisory Services, Inc.
CIK:0001799006
Investment Adviser
$456M AUM
45 holdings
West Henrietta, NY, USA
Horizon Advisory Services, Inc. is a registered investment advisory firm providing services to clients.
Latest 13F Filing Activity
Horizon Advisory Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 43 equity positions with a total 13F market value of $195M. The fund increased holdings in First TR Exchange Traded FD, Harbor Etf Trust, J P Morgan Exchange Traded F among other positions. Horizon Advisory Services, Inc. reduced exposure to Honeywell Intl Inc., Qxo Inc., Eog Res Inc. among others.
Top Buys
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RDVY | FIRST TR EXCHANGE TRADED FD | 19.32% | $37.8M | 561,329 | $56.47 | $67.26 | +$2.2M |
H HGER | HARBOR ETF TRUST | 14.97% | $29.3M | 1,133,936 | $22.14 | $25.80 | +$1.7M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 14.12% | $27.6M | 483,273 | $57.27 | $57.10 | +$649.0K |
I IBTI | ISHARES TR | 9.80% | $19.2M | 855,901 | $21.83 | $22.39 | +$350.4K |
I IBTF | ISHARES TR | 9.71% | $19.0M | 812,269 | $23.32 | $23.37 | +$352.3K |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+0.9%
NATIONAL COMMERCIAL BANKS
+0.7%
PETROLEUM REFINING
+0.5%
CRUDE PETROLEUM & NATURAL GAS
+0.5%
AIR TRANSPORTATION, SCHEDULED
+0.4%
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