Horizon Advisory Services, Inc. Top Holdings and 13F Report (2025) About Horizon Advisory Services, Inc.Investment ActivityHorizon Advisory Services, Inc. has $174.71 million in total holdings as of December 31, 2024.Horizon Advisory Services, Inc. owns shares of 46 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 54.74% of the portfolio was purchased this quarter.About 80.00% of the portfolio was sold this quarter.This quarter, Horizon Advisory Services, Inc. has purchased 44 new stocks and bought additional shares in 10 stocks.Horizon Advisory Services, Inc. sold shares of 9 stocks and completely divested from 21 stocks this quarter.Largest Holdings FIRST TR EXCHANGE-TRADED FD $38,688,250First Trust NASDAQ Rising Dividend Achievers $33,510,205JPMorgan Equity Premium Income ETF $26,815,519HARBOR ETF TRUST $25,704,401iShares iBonds Dec 2025 Term Treasury ETF $17,745,611 Largest New Holdings this Quarter FIRST TR EXCHANGE-TRADED FD $38,688,250 HoldingHARBOR ETF TRUST $25,704,401 HoldingiShares iBonds Dec 2025 Term Treasury ETF $17,745,611 HoldingPrudential Financial $405,136 HoldingUnited Airlines $400,440 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 1,938,124 shares (about $38.69M)HARBOR ETF TRUST 1,161,235 shares (about $25.70M)iShares iBonds Dec 2025 Term Treasury ETF 760,961 shares (about $17.75M)First Trust NASDAQ Rising Dividend Achievers 103,730 shares (about $6.13M)iShares iBonds Dec 2028 Term Treasury ETF 23,419 shares (about $512.96K) Largest Sales this Quarter JPMorgan US Quality Factor ETF 467,637 shares (about $26.78M)First Trust SMID Cap Rising Dividend Archievers ETF 746,767 shares (about $26.77M)First Trust Dow Jones Select Microcap Index Fund 311,273 shares (about $21.22M)JPMorgan Equity Premium Income ETF 10,749 shares (about $618.39K)iShares MSCI EAFE ETF 1,931 shares (about $146.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizon Advisory Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIRST TR EXCHANGE-TRADED FD$38,688,250$38,688,250 ▲New Holding1,938,12422.1%NEW CONSTRUCTS CRDVYFirst Trust NASDAQ Rising Dividend Achievers$33,510,205$6,134,593 ▲22.4%566,62519.2%ManufacturingJEPIJPMorgan Equity Premium Income ETF$26,815,519$618,390 ▼-2.3%466,11415.3%ETFHARBOR ETF TRUST$25,704,401$25,704,401 ▲New Holding1,161,23514.7%HARBOR COMMODITYIBTFiShares iBonds Dec 2025 Term Treasury ETF$17,745,611$17,745,611 ▲New Holding760,96110.2%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$17,612,265$512,960 ▲3.0%804,08110.1%ManufacturingNBTBNBT Bancorp$1,661,1410.0%34,7811.0%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$861,158$26,771,757 ▼-96.9%24,0210.5%ETFAAPLApple$537,957$19,034 ▼-3.4%2,1480.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$486,324$146,003 ▼-23.1%6,4320.3%FinanceAMZNAmazon.com$465,107$26,327 ▲6.0%2,1200.3%Retail/WholesalePRUPrudential Financial$405,136$405,136 ▲New Holding3,4180.2%FinanceUALUnited Airlines$400,440$400,440 ▲New Holding4,1240.2%TransportationJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$392,023$392,023 ▲New Holding5,2220.2%ManufacturingMOAltria Group$381,037$381,037 ▲New Holding7,2870.2%Consumer StaplesJBLJabil$355,433$355,433 ▲New Holding2,4700.2%Computer and TechnologyTRMBTrimble$352,523$352,523 ▲New Holding4,9890.2%Industrial ProductsSYFSynchrony Financial$352,170$352,170 ▲New Holding5,4180.2%FinanceRJFRaymond James$347,473$347,473 ▲New Holding2,2370.2%FinanceDALDelta Air Lines$338,135$338,135 ▲New Holding5,5890.2%TransportationAIZAssurant$331,984$331,984 ▲New Holding1,5570.2%FinanceIBMInternational Business Machines$331,5040.0%1,5080.2%Computer and TechnologyLLoews$324,871$324,871 ▲New Holding3,8360.2%FinanceXOMExxon Mobil$322,8180.0%3,0010.2%Oils/EnergyPHMPulteGroup$315,721$46,394 ▼-12.8%2,8990.2%ConstructionEOGEOG Resources$313,927$313,927 ▲New Holding2,5610.2%Oils/EnergyCINFCincinnati Financial$311,398$311,398 ▲New Holding2,1670.2%FinanceTROWT. Rowe Price Group$308,170$308,170 ▲New Holding2,7250.2%FinanceWRBW. R. Berkley$302,665$302,665 ▲New Holding5,1720.2%FinanceHUMHumana$297,094$297,094 ▲New Holding1,1710.2%MedicalAPAAPA$293,081$293,081 ▲New Holding12,6930.2%Oils/EnergyEGEverest Group$289,968$289,968 ▲New Holding8000.2%FinanceFDMFirst Trust Dow Jones Select Microcap Index Fund$281,288$21,215,740 ▼-98.7%4,1270.2%ETFHIGThe Hartford Financial Services Group$277,329$277,329 ▲New Holding2,5350.2%FinanceSTLDSteel Dynamics$277,190$8,213 ▲3.1%2,4300.2%Basic MaterialsHONHoneywell International$267,4540.0%1,1840.2%Multi-Sector ConglomeratesACGLArch Capital Group$265,599$265,599 ▲New Holding2,8760.2%FinanceHAPVanEck Natural Resources ETF$263,217$44,006 ▲20.1%5,7720.2%ETFVLOValero Energy$259,400$18,266 ▲7.6%2,1160.1%Oils/EnergyMPCMarathon Petroleum$256,959$16,740 ▲7.0%1,8420.1%Oils/EnergyDVNDevon Energy$248,715$74,592 ▲42.8%7,5990.1%Oils/EnergyIGLDFT Vest Gold Strategy Target Income ETF$239,228$7,193 ▲3.1%12,6710.1%ETFMSFTMicrosoft$239,034$45,109 ▼-15.9%5670.1%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$233,719$26,781,586 ▼-99.1%4,0810.1%ETFIVViShares Core S&P 500 ETF$228,408$6,475 ▼-2.8%3880.1%ETFNUENucor$215,914$17,857 ▲9.0%1,8500.1%Basic MaterialsINNOHarbor Disruptive Inno Etf$0$23,083,338 ▼-100.0%00.0%ETFFAARFirst Trust Alternative Absolute Return Strategy ETF$0$18,216,161 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$17,362,245 ▼-100.0%00.0%ManufacturingDHID.R. Horton$0$444,876 ▼-100.0%00.0%ConstructionFLNFirst Trust Latin America AlphaDEX Fund$0$437,639 ▼-100.0%00.0%ManufacturingRLRalph Lauren$0$431,942 ▼-100.0%00.0%Consumer DiscretionaryLENLennar$0$419,861 ▼-100.0%00.0%ConstructionGSThe Goldman Sachs Group$0$388,166 ▼-100.0%00.0%FinanceFOXFOX$0$344,622 ▼-100.0%00.0%Consumer DiscretionarySTTState Street$0$335,213 ▼-100.0%00.0%FinanceZIONZions Bancorporation, National Association$0$334,979 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$328,626 ▼-100.0%00.0%FinanceKVUEKenvue$0$300,389 ▼-100.0%00.0%Consumer StaplesPSXPhillips 66$0$298,260 ▼-100.0%00.0%Oils/EnergyCFCF Industries$0$261,433 ▼-100.0%00.0%Basic MaterialsBUNGE GLOBAL SA$0$238,508 ▼-100.0%00.0%COM SHSRHIRobert Half$0$228,924 ▼-100.0%00.0%Business ServicesEQTEQT$0$227,021 ▼-100.0%00.0%Oils/EnergyCTRACoterra Energy$0$216,843 ▼-100.0%00.0%Oils/EnergyOXYOccidental Petroleum$0$211,829 ▼-100.0%00.0%Oils/EnergyFXIiShares China Large-Cap ETF$0$13,653 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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