Horizon Financial Services, LLC
Horizon Financial Services, LLC is a registered investment adviser headquartered in Winston Salem, North Carolina. Founded in 2011, the firm serves individual and institutional clients with financial planning and asset management solutions, generally focusing on advisory services and portfolio management. It operates with a small staff typical of local boutique advisers and is incorporated in North Carolina.
Investment Strategy
Horizon Financial Services, LLC applies a client-focused advisory approach, offering personalized portfolio management tailored to client objectives and risk tolerance. Investments are diversified across equities, fixed income, mutual funds, and alternative products where appropriate, emphasizing long-term growth, risk management, and alignment with individual goals. The firm combines fundamental analysis and periodic rebalancing to maintain optimal asset allocation.
Top Holdings
Equity Positions (292)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPYG | 10.18% | $19.2M | 201,395 | $65.41 | $95.32 | +$3.2M |
S SPYV | SPYV | 9.04% | $17.0M | 325,567 | $42.88 | $52.34 | +$853.2K |
S SPSB | SPSB | 7.80% | $14.7M | 487,335 | $29.85 | $30.19 | -$205.7K |
S SCHM | SCHM | 7.02% | $13.2M | 472,086 | $26.01 | $28.05 | +$1.9M |
V VGSH | VGSH | 5.78% | $10.9M | 185,320 | $58.02 | $58.78 | -$78.4K |