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Horizon Advisory Services, Inc.

Portfolio Manager
Horizon Advisory Services, Inc.
Performance
+2.07% (2026 Q1)
AUM (13F)
$195.39M
# of Holdings
47
Performance Rank
Allocation (Top 20)
95.78%

Horizon Advisory Services, Inc. Holdings Map

Top 47 Horizon Advisory Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FTCE
FIRST TR EXCHANGE TRADED FD
21.65%1.79M$42.2M
-1.65%(-30.01K)
2025-Q1: 1.93M shares2025-Q2: 1.95M shares2025-Q3: 1.89M shares2025-Q4: 1.82M shares2026-Q1: 1.79M shares
$19.97(+31.01%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
18.79%537.0K$36.7M
-2.55%(-14.06K)
2025-Q1: 563.9K shares2025-Q2: 567.2K shares2025-Q3: 561.3K shares2025-Q4: 551.1K shares2026-Q1: 537.0K shares
$54.91(+34.57%)
2026-03-31
HGER
HARBOR ETF TRUST
15.55%978.3K$30.3M
-17.46%(-206.94K)
2025-Q1: 1.15M shares2025-Q2: 1.13M shares2025-Q3: 1.13M shares2025-Q4: 1.19M shares2026-Q1: 978.3K shares
$21.71(+53.11%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
14.38%495.1K$28.1M
+1.83%(+8.89K)
2025-Q1: 464.7K shares2025-Q2: 474.0K shares2025-Q3: 483.3K shares2025-Q4: 486.2K shares2026-Q1: 495.1K shares
$56.45(-0.92%)
2026-03-31
IBTG
ISHARES TR
10.31%878.3K$20.1M
+2.07%(+17.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 860.5K shares2026-Q1: 878.3K shares
$22.91(-0.21%)
2026-03-31
IBTI
ISHARES TR
10.29%901.2K$20.1M
+2.24%(+19.77K)
2025-Q1: 826.0K shares2025-Q2: 841.2K shares2025-Q3: 855.9K shares2025-Q4: 881.5K shares2026-Q1: 901.2K shares
$22.10(+0.26%)
2026-03-31
NBTB
NBT BANCORP INC
0.76%34.8K$1.5M
+0.00%(+0)
2025-Q1: 34.8K shares2025-Q2: 34.8K shares2025-Q3: 34.8K shares2025-Q4: 34.8K shares2026-Q1: 34.8K shares
$39.30(+13.35%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
0.53%26.3K$1.0M
+3.23%(+824)
2025-Q1: 24.1K shares2025-Q2: 22.5K shares2025-Q3: 24.2K shares2025-Q4: 25.5K shares2026-Q1: 26.3K shares
$34.36(+19.61%)
2026-03-31
QXO
QXO INC
0.52%52.3K$1.0M
+86.91%(+24.33K)
2025-Q1: 11.8K shares2025-Q2: 32.5K shares2025-Q3: 34.5K shares2025-Q4: 28.0K shares2026-Q1: 52.3K shares
$17.93(-5.08%)
2026-03-31
JSMD
JANUS DETROIT STR TR
0.32%7.9K$624K
+12.12%(+850)
2025-Q1: 5.8K shares2025-Q2: 6.3K shares2025-Q3: 6.4K shares2025-Q4: 7.0K shares2026-Q1: 7.9K shares
$75.17(+23.98%)
2026-03-31

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