$3.29 Billion is the total value of Horizon Investments, LLC's 819 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- FOUNDERS FINANCIAL SECURITIES LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SP 500 ETF TR TR UNIT | 41 | Q3 2023 | 37.1% |
| ISHARES TR CORE SP500 ETF | 41 | Q3 2023 | 22.6% |
| ISHARES TR CORE US AGGBD ET | 41 | Q3 2023 | 9.0% |
| ISHARES TR 1 3 YR TREAS BD | 41 | Q3 2023 | 13.7% |
| ISHARES TR CORE SP MCP ETF | 41 | Q3 2023 | 6.2% |
| ISHARES TR RUS MID-CAP ETF | 41 | Q3 2023 | 0.4% |
| ISHARES TR NATIONAL MUN ETF | 41 | Q3 2023 | 2.0% |
| ISHARES TR RUSSELL 2000 ETF | 39 | Q3 2023 | 1.2% |
| ISHARES TR IBOXX INV CP ETF | 37 | Q3 2023 | 6.0% |
| VANGUARD TOTAL BOND MARKET ETF | 37 | Q2 2023 | 3.7% |
View Horizon Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
View Horizon Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.