Horizon Investments, LLC Top Holdings and 13F Report (2025) About Horizon Investments, LLCInvestment ActivityHorizon Investments, LLC has $6.32 billion in total holdings as of June 30, 2025.Horizon Investments, LLC owns shares of 1,118 different stocks, but just 160 companies or ETFs make up 80% of its holdings.Approximately 47.35% of the portfolio was purchased this quarter.About 10.09% of the portfolio was sold this quarter.This quarter, Horizon Investments, LLC has purchased 867 new stocks and bought additional shares in 677 stocks.Horizon Investments, LLC sold shares of 104 stocks and completely divested from 29 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $536,874,267iShares Core MSCI International Developed Markets ETF $367,643,211SPDR Portfolio S&P 500 Value ETF $248,984,415Invesco S&P 500 Equal Weight ETF $228,113,505SPDR Portfolio Developed World ex-US ETF $203,445,892 Largest New Holdings this Quarter 29452E101 - Equitable $8,709,320 Holding78464A359 - SPDR Bloomberg Convertible Securities ETF $6,992,584 Holding878742204 - Teck Resources $6,347,655 Holding09061G101 - BioMarin Pharmaceutical $6,052,857 Holding013091103 - Albertsons Companies $5,456,654 Holding Largest Purchases this Quarter Microsoft 276,800 shares (about $137.68M)NVIDIA 871,212 shares (about $137.64M)SPDR Portfolio S&P 500 Growth ETF 1,022,781 shares (about $97.49M)iShares Core MSCI International Developed Markets ETF 1,186,854 shares (about $90.25M)Meta Platforms 106,102 shares (about $78.31M) Largest Sales this Quarter Consumer Staples Select Sector SPDR Fund 1,564,217 shares (about $126.65M)SPDR S&P 500 ETF Trust 148,482 shares (about $91.74M)Financial Select Sector SPDR Fund 1,448,260 shares (about $75.85M)iShares Core S&P Mid-Cap ETF 973,897 shares (about $60.40M)iShares Core S&P Small-Cap ETF 501,070 shares (about $54.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizon Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$536,874,267$97,491,485 ▲22.2%5,632,3368.5%ETFIDEViShares Core MSCI International Developed Markets ETF$367,643,211$90,248,378 ▲32.5%4,834,8665.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$248,984,415$15,835,048 ▼-6.0%4,757,0583.9%ETFRSPInvesco S&P 500 Equal Weight ETF$228,113,505$654,809 ▼-0.3%1,255,1643.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$203,445,892$49,649,283 ▼-19.6%5,024,5963.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$183,598,645$6,955,337 ▼-3.7%4,295,7102.9%ETFNVDANVIDIA$169,458,810$137,642,784 ▲432.6%1,072,5922.7%Computer and TechnologyMSFTMicrosoft$165,550,483$137,683,088 ▲494.1%332,8252.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$107,609,094$32,881,534 ▲44.0%1,146,3631.7%ETFMETAMeta Platforms$99,174,201$78,312,825 ▲375.4%134,3661.6%Computer and TechnologyAAPLApple$94,685,764$74,609,022 ▲371.6%462,0171.5%Computer and TechnologyAMZNAmazon.com$87,712,780$67,612,926 ▲336.4%399,8031.4%Retail/WholesaleAVGOBroadcom$82,645,383$60,601,377 ▲274.9%299,8201.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$69,403,264$4,147,353 ▼-5.6%1,156,1431.1%ETFDGROiShares Core Dividend Growth ETF$65,456,529$33,023,859 ▲101.8%1,023,7181.0%ETFBNDXVanguard Total International Bond ETF$59,352,171$41,647,999 ▲235.2%1,203,8980.9%ETFBRK.BBerkshire Hathaway$57,443,760$53,205,903 ▲1,255.5%118,2530.9%FinanceQUALiShares MSCI USA Quality Factor ETF$56,567,067$52,187,431 ▲1,191.6%309,4140.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$54,978,120$54,976,798 ▲4,158,608.0%1,039,6770.9%ManufacturingGOOGLAlphabet$53,924,089$45,995,501 ▲580.1%305,9870.9%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$49,159,510$49,105,078 ▲90,213.1%1,197,5520.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$43,367,755$18,829,515 ▲76.7%1,650,2190.7%ETFNFLXNetflix$40,633,222$25,365,801 ▲166.1%30,3430.6%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$38,347,515$23,817,473 ▲163.9%437,8070.6%ETFMAMastercard$33,534,994$31,279,612 ▲1,386.9%59,7580.5%Business ServicesTSLATesla$33,302,521$18,275,297 ▲121.6%104,8370.5%Auto/Tires/TrucksKBWBInvesco KBW Bank ETF$32,762,641$5,426,146 ▲19.8%457,4510.5%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$32,689,613$3,497,577 ▲12.0%821,7600.5%ETFXLCCommunication Services Select Sector SPDR Fund$31,332,611$26,630,657 ▲566.4%288,7000.5%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$30,620,651$12,426,593 ▲68.3%838,2330.5%ETFJPMJPMorgan Chase & Co.$29,343,638$22,965,326 ▲360.1%101,7040.5%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$29,131,139$23,485,155 ▲416.0%317,2290.5%ETFVOVanguard Mid-Cap ETF$27,941,865$6,184,243 ▲28.4%99,8530.4%ETFVEAVanguard FTSE Developed Markets ETF$26,564,551$311,104 ▼-1.2%465,9630.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$25,312,469$689,850 ▲2.8%256,8490.4%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$24,999,367$7,739,595 ▲44.8%502,1970.4%ETFIJRiShares Core S&P Small-Cap ETF$24,728,065$54,761,941 ▼-68.9%226,2610.4%ETFBBEUJPMorgan BetaBuilders Europe ETF$24,576,757$653,687 ▼-2.6%364,3160.4%ETFEWJiShares MSCI Japan ETF$24,452,965$1,327,719 ▼-5.2%326,1700.4%ETFSCHDSchwab US Dividend Equity ETF$24,012,260$5,440,212 ▼-18.5%906,1230.4%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$24,001,280$2,887,513 ▼-10.7%537,3020.4%ETFVVisa$23,929,696$14,658,516 ▲158.1%67,5160.4%Business ServicesPIMCO ETF TR ACTIVE BD ETF$23,753,997$4,711,154 ▲24.7%259,9190.4%COMWMTWalmart$23,668,529$14,453,057 ▲156.8%242,0590.4%Retail/WholesaleMRKMerck & Co., Inc.$23,074,665$20,269,789 ▲722.7%291,4940.4%MedicalCOSTCostco Wholesale$22,521,602$15,462,224 ▲219.0%22,7820.4%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$22,295,681$14,753,095 ▲195.6%163,5540.4%COMJNJJohnson & Johnson$22,239,789$17,986,771 ▲422.9%145,5960.4%MedicalANGLVanEck Fallen Angel High Yield Bond ETF$21,893,550$7,860,246 ▼-26.4%755,4710.3%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$21,891,524$2,020,979 ▲10.2%725,1250.3%ETFXOMExxon Mobil$20,893,796$15,009,964 ▲255.1%193,8200.3%EnergyLLYEli Lilly and Company$20,363,662$12,965,143 ▲175.2%26,1230.3%MedicalDFAEDimensional Emerging Core Equity Market ETF$20,216,364$644,803 ▲3.3%698,3200.3%ETFORCLOracle$19,613,265$5,490,248 ▲38.9%89,8990.3%Computer and TechnologyPMPhilip Morris International$19,507,216$14,137,295 ▲263.3%107,1060.3%Consumer StaplesHDHome Depot$19,469,684$15,347,184 ▲372.3%53,1030.3%Retail/WholesaleFBNDFidelity Total Bond ETF$18,837,621$657,993 ▲3.6%413,2870.3%ETFXLKTechnology Select Sector SPDR Fund$18,518,710$1,837,943 ▲11.0%73,1300.3%ETFCSCOCisco Systems$18,303,534$12,547,988 ▲218.0%265,3840.3%Computer and TechnologyDUHPDimensional US High Profitability ETF$18,183,286$1,494,800 ▲9.0%511,3410.3%ETFTAT&T$17,471,916$14,493,462 ▲486.6%609,8400.3%Computer and TechnologyAMDAdvanced Micro Devices$17,282,427$10,453,773 ▲153.1%121,7930.3%Computer and TechnologyDISWalt Disney$17,139,298$12,177,658 ▲245.4%138,2090.3%Consumer DiscretionaryINTUIntuit$16,627,303$9,151,742 ▲122.4%21,1390.3%Computer and TechnologyVZVerizon Communications$15,689,495$11,784,739 ▲301.8%368,4710.2%Computer and TechnologyUBERUber Technologies$15,290,937$8,709,742 ▲132.3%163,8900.2%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$15,175,736$481,657 ▼-3.1%186,1140.2%ETFMUMicron Technology$15,132,308$10,032,017 ▲196.7%122,8970.2%Computer and TechnologyADBEAdobe$14,870,507$9,900,259 ▲199.2%38,4370.2%Computer and TechnologyPFEPfizer$14,669,414$12,615,268 ▲614.1%615,5860.2%MedicalIUSGiShares Core S&P U.S. Growth ETF$14,483,670$118,816 ▲0.8%96,3010.2%ManufacturingGDGeneral Dynamics$14,189,603$12,842,054 ▲953.0%48,9010.2%AerospaceKOCocaCola$13,904,568$6,878,952 ▲97.9%196,5310.2%Consumer StaplesTIPiShares TIPS Bond ETF$13,877,828$1,424,388 ▲11.4%126,8540.2%ETFPGProcter & Gamble$13,864,356$10,064,855 ▲264.9%87,6160.2%Consumer StaplesJCPBJPMorgan Core Plus Bond ETF$13,809,186$981,563 ▲7.7%295,8900.2%ETFSIMPLIFY EXCHANGE TRADED FUN M$13,674,202$9,012,019 ▲193.3%274,3620.2%COMISRGIntuitive Surgical$13,637,961$7,625,673 ▲126.8%25,0970.2%MedicalCRMSalesforce$13,601,777$5,165,021 ▲61.2%49,8800.2%Computer and TechnologyAMGNAmgen$13,540,010$9,315,004 ▲220.5%48,4940.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$13,446,108$10,420,296 ▲344.4%123,6310.2%FinanceABTAbbott Laboratories$13,388,487$9,801,200 ▲273.2%98,8810.2%MedicalGOOGAlphabet$13,185,399$11,026,208 ▲510.7%74,3300.2%Computer and TechnologyBKNGBooking$13,031,579$9,650,663 ▲285.4%2,2510.2%Retail/WholesaleLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$12,914,330$5,609,172 ▲76.8%73,9610.2%ETFBMYBristol Myers Squibb$11,735,979$9,388,610 ▲400.0%256,8610.2%MedicalQCOMQUALCOMM$11,700,354$8,363,698 ▲250.7%73,4670.2%Computer and TechnologyMDTMedtronic$11,699,347$9,526,548 ▲438.4%134,2130.2%MedicalPGRProgressive$11,522,165$8,813,217 ▲325.3%43,1930.2%FinanceGILDGilead Sciences$11,385,351$8,651,186 ▲316.4%102,6910.2%MedicalMOAltria Group$11,305,857$9,506,209 ▲528.2%192,8340.2%Consumer StaplesLINDE PLC SHS$11,201,672$4,901,992 ▲77.8%23,8750.2%COMIEFAiShares Core MSCI EAFE ETF$11,114,861$6,715,966 ▼-37.7%133,1440.2%ETFUSBU.S. Bancorp$10,959,686$9,596,530 ▲704.0%242,2030.2%FinanceMCDMcDonald's$10,957,836$6,488,804 ▲145.2%37,5050.2%Retail/WholesaleTMUST-Mobile US$10,797,228$5,619,838 ▲108.5%45,3170.2%Computer and TechnologyIBKRInteractive Brokers Group$10,737,848$10,736,241 ▲668,137.9%193,7890.2%FinancePARAParamount Global$10,549,736$10,436,693 ▲9,232.5%817,8090.2%Consumer DiscretionaryBACBank of America$10,549,142$4,468,238 ▲73.5%222,9320.2%FinanceWFCWells Fargo & Company$10,539,607$4,188,395 ▲65.9%132,3240.2%FinanceShowing 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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