Horizon Investments, LLC
Horizon Investments, LLC is a SEC-registered investment adviser headquartered in Charlotte, North Carolina. Founded in 1995, the firm is a subsidiary of Horizon Parent Holdings, LLC. Horizon specializes in goals-based financial strategies, investment management, technology solutions, and consulting. They serve financial advisors and their clients across various lifecycle needs, offering customizable separately managed accounts (SMAs) and outsourced CIO solutions. The firm is designed to fuel advisor growth and deepen client relationships.
Investment Strategy
Horizon Investments employs a goals-based investment approach, constructing customizable portfolios (SMAs) aligned with the specific objectives and risk profiles of clients. Their offerings are built around the Gain, Protect, and Spend framework to help investors accumulate wealth, protect assets, and manage spending throughout retirement and other life milestones. Utilizing technology-driven solutions, Horizon supports advisors with practice management tools and outsourced CIO services to enhance client experiences and outcomes.
Latest 13F Filing Activity
Horizon Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,088 equity positions and 12 options positions with a total 13F market value of $6B. The fund increased holdings in SPDR Series Trust Prtflo Sp500, Nvidia Corporation Com, Microsoft Corp. Com among other positions. Horizon Investments, LLC reduced exposure to Ishares TR Core SP MCP Etf, Ishares TR Core SP SCP Etf, Ishares TR Msci USA Value among others.
Top Holdings
Equity Positions (1,088)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST PRTFLO SP500 | 8.50% | $536.9M | 5,632,336 | $68.17 | $95.32 | +$166.4M |
I IDEV | ISHARES TR CORE MSCI INTL | 5.82% | $367.6M | 4,834,866 | $69.83 | $76.04 | +$116.3M |
S SPYV | SPDR SERIES TRUST PRTFLO SP500 | 3.94% | $249.0M | 4,757,058 | $49.05 | $52.34 | -$9.4M |
R RSP | INVESCO EXCHANGE TRADED FD T S | 3.61% | $228.1M | 1,255,164 | $174.25 | $181.74 | +$10.1M |
S SPDW | SPDR INDEX SHS FDS PORTFOLIO D | 3.22% | $203.4M | 5,024,596 | $33.11 | $40.49 | -$24.1M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPY 250718P00540000 | Bought | Put | $614.9K | 10,000 | $617.85 | $588.62 | +5,000 | +$337.1K |
S SPY | SPY 250718C00640000 | New | Call | $368.9K | 6,000 | $617.85 | $617.85 | +6,000 | +$368.9K |
Q QQQ | QQQ 250718C00555000 | New | Call | $219.2K | 4,000 | $551.64 | $551.64 | +4,000 | +$219.2K |
F FEZ | FEZ 250718C00062000 | Bought | Call | $148.7K | 25,000 | $59.73 | $59.73 | +25,000 | +$148.7K |
X XLB | XLB 250919C00095000 | — | Call | $109.9K | 12,500 | $87.81 | $85.98 | 0 | +$3.5K |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
A Alyson Strode | Trader | Charlotte, NC , United States | |
 | Senior Analyst | New York, NY , United States | |
 | Senior Analyst | Charlotte, NC , United States | |
 | Head of Research and Quantitative Strategies | Charlotte, NC , United States | |
 | Senior Portfolio Manager | Charlotte, NC , United States | |
 | Analyst | Charlotte, NC , United States | |
 | Chief Investment Officer | Charlotte, NC , United States | |
 | Portfolio Analyst | Charlotte, NC , United States | |
D Dmitry S. | Analyst | Charlotte, NC , United States | |
 | Quantitative Investment Analyst | Waxhaw, NC , United States |
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