Horizon Advisory Services, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 12, 2024
Value $: $219M
Signature - Title: Michael Congdon - CEO, CCO
Location: West Henrietta, NY
Summary: This page shows a list of all the recent 13F filings made by Horizon Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Horizon Advisory Services, Inc. reported 43 stock holdings with total value $219M as of Q3 2024. Top holdings included JEPI, SDVY, RDVY, JQUA, and INNO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	43	$219M	+$2.01M	-$2.01M	+$135	JEPI, SDVY, RDVY, JQUA, INNO	13F-HR	11/12/2024, 11:30 AM
Q2 2024	45	$209M	+$2.14M	-$2.85M	-$713K	JEPI, SDVY, RDVY, JQUA, INNO	13F-HR	8/15/2024, 08:51 AM
Q1 2024	46	$215M	$0	$0		SDVY, JEPI, RDVY, JQUA, INNO	13F-HR	4/29/2024, 03:40 PM