Horizon Investments, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcharlotte, NC
- CIK0001560717
- Alternate namesHorizon Investments, LLC/SC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
863 | $3.36 B | KRE, SPYV, IDEV, SPDW | 13F-HR | May 13, 2025 | 000156071725000004 | ||
865 | $3.49 B | KRE, SPYV, SPDW, QUAL | 13F-HR | Feb 10, 2025 | 000156071725000001 | ||
837 | $3.77 B | KRE, QUAL, SPDW, SPEM | 13F-HR | Nov 13, 2024 | 000156071724000006 | ||
824 | $3.62 B | KRE, QUAL, NDQ, SPDW | 13F-HR | Aug 9, 2024 | 000156071724000005 | ||
809 | $3.81 B | KRE, QUAL, SPYV, NDQ | 13F-HR | May 15, 2024 | 000156071724000003 | ||
808 | $3.59 B | KRE, SPYV, QUAL, NDQ | 13F-HR | Feb 14, 2024 | 000156071724000002 | ||
791 | $3.29 B | QUAL, KRE, SPDW, NDQ | 13F-HR | Nov 14, 2023 | 000156071723000012 | ||
765 | $3.48 B | QUAL, SPDW, KRE, SPYV | 13F-HR | Aug 14, 2023 | 000156071723000011 | ||
761 | $3.38 B | NDQ, SPDW, QUAL, SPYV | 13F-HR | May 15, 2023 | 000156071723000009 | ||
530 | $3.55 M | KRE, IJR, KRE, SPYV | 13F-HR | Feb 14, 2023 | 000156071723000003 | ||
479 | $3.25 B | KRE, IJR, NDQ, KRE | 13F-HR | Nov 14, 2022 | 000156071722000008 | ||
459 | $3.16 B | KRE, SPYV, NDQ, IJR | 13F-HR | Aug 12, 2022 | 000156071722000005 | ||
513 | $3.53 B | SPDW, NDQ, RSP, USMV | 13F-HR | May 16, 2022 | 000156071722000004 | ||
461 | $3.38 B | IXUS, SPDW, USMV, QUAL | 13F-HR | Feb 15, 2022 | 000156071722000002 | ||
474 | $3.82 B | SPY, QUAL, NDQ, USMV | 13F-HR | Nov 15, 2021 | 000156071721000007 | ||
454 | $3.36 B | DVY, SPYV, RSP, SPDW | 13F-HR | Aug 13, 2021 | 000156071721000005 | ||
429 | $2.72 B | RSP, DVY, SPDW, SPMD | 13F-HR | May 14, 2021 | 000156071721000004 | ||
91 | $87.86 M | KRE, HON, GS, DD | 13F-HR | Feb 16, 2021 | 000156071721000002 | ||
385 | $2.80 B | KRE, SPDW, NDQ, SPYV | 13F-HR | Nov 16, 2020 | 000156071720000009 | ||
429 | $4.06 B | KRE, SPDW, SPYV, KRE | 13F-HR | Aug 13, 2020 | 000156071720000007 | ||
303 | $2.05 B | KRE, KRE, QUAL, SPEM | 13F-HR | May 15, 2020 | 000156071720000005 | ||
512 | $2.28 B | SPYV, SPDW, QUAL, SPEM | 13F-HR | Feb 14, 2020 | 000156071720000003 | ||
395 | $2.47 B | KRE, SPYV, QUAL, SPY | 13F-HR | Nov 14, 2019 | 000156071719000014 | ||
543 | $3.59 B | SPY, KRE, FXI, IWM | 13F-HR | Aug 14, 2019 | 000156071719000008 | ||
438 | $2.80 B | KRE, SPYV, SPDW, SPEM | 13F-HR | May 16, 2019 | 000156071719000003 | ||
203 | $1.98 B | SHV, SHY, SPYV, KRE | 13F-HR | Feb 13, 2019 | 000156071719000001 | ||
261 | $2.98 B | QUAL, RSP, KRE, MTUM | 13F-HR | Nov 14, 2018 | 000156071718000014 | ||
239 | $2.30 B | QUAL, MTUM, FEZ, SLYG | 13F-HR | Aug 13, 2018 | 000156071718000012 | ||
193 | $2.29 B | MTUM, IEMG, FEZ, SPY | 13F-HR | May 14, 2018 | 000156071718000004 | ||
185 | $1.60 B | VTV, VUG, FEZ, IEMG | RESTATEMENT | Feb 14, 2018 | 000156071718000003 | ||
157 | $1.74 B | VUG, IEMG, VTV, FEZ | 13F-HR | Nov 14, 2017 | 000156071717000010 | ||
156 | $1.68 B | IVW, EEM, VTV, QQQ | 13F-HR | Aug 11, 2017 | 000156071717000008 | ||
147 | $1.51 B | IVW, VTV, EEM, QQQ | 13F-HR | May 12, 2017 | 000156071717000005 | ||
156 | $1.45 B | VTV, IVW, EFA, ACWX | 13F-HR | Feb 9, 2017 | 000156071717000003 | ||
113 | $1.46 B | EEM, IVW, IWN, VBK | 13F-HR | Nov 14, 2016 | 000156071716000017 | ||
106 | $1.33 B | IVE, ACWX, SPY, AGG | 13F-HR | Aug 11, 2016 | 000156071716000016 | ||
97 | $1.25 B | SPY, IVW, IVE, DIA | 13F-HR | May 10, 2016 | 000156071716000014 | ||
88 | $1.27 B | SPY, IVW, IVE, ACWX | 13F-HR | Feb 10, 2016 | 000156071716000012 | ||
99 | $1.08 B | SPY, EFA, XLI, XLP | 13F-HR | Nov 13, 2015 | 000156071715000010 | ||
103 | $1.25 B | SPY, DBEF, VEU, SPY | 13F-HR | Aug 7, 2015 | 000156071715000009 | ||
112 | $1.05 B | SPY, IWF, VTV, KRE | 13F-HR | May 15, 2015 | 000156071715000008 | ||
115 | $986.20 M | VTV, SPY, IVW, HEDJ | 13F-HR | Feb 12, 2015 | 000156071715000001 | ||
111 | $958.96 M | SPY, IVV, IVW, QQQ | 13F-HR | Nov 14, 2014 | 000156071714000009 | ||
113 | $836.27 M | SPY, IVV, ACWX, AGG | 13F-HR | Aug 13, 2014 | 000156071714000007 | ||
105 | $770.97 M | SPY, IWD, IVV, ACWX | 13F-HR | May 13, 2014 | 000156071714000005 | ||
78 | $657.94 M | IVV, SPY, QQQ, ACWX | 13F-HR | Feb 12, 2014 | 000156071714000002 |