Horizon Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Horizon Investments, LLC reported 859 stock positions worth $3.5 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 14.0% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 8.5%) and Ste STR SPDR PT DW Eu ETF (SPDW, 6.7%). Compared with Q3 2024, it opened 97 new positions, sold out of 70, added to 579 and reduced 91. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +301%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001560717
- Portfolio Value
- $3.5B (Q4 2024)
- SEC Filing
- 0001560717-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 859 stocks · $3.5B
| SPYG SS SPDR P S&P 500 Growth ETF | 14.05% | 5,569,845 | $489.6M | Reduce -14.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.51% | 5,797,361 | $296.5M | Add +300.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.74% | 6,883,460 | $234.9M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 5.62% | 1,100,702 | $196.0M | Reduce -55.3% |
| SPEM State Street SP PTF Em ETF | 4.93% | 4,477,662 | $171.8M | Add +2.5% |
| RSP Invesco S&P 500 Equal Weight | 4.82% | 959,525 | $168.1M | Add +8.6% |
| IJR iShares Core S&P Small-Cap E | 2.51% | 759,142 | $87.5M | Add +17.8% |
| IDEV iShares Core MSCI Dev MKTS | 2.50% | 1,352,944 | $87.2M | Reduce -13.7% |
| IEMG iShares Core MSCI Emerging | 2.06% | 1,374,861 | $71.8M | Add +146.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.75% | 685,008 | $60.8M | Reduce -63.6% |
| IJH iShares Core S&P Midcap ETF | 1.71% | 954,126 | $59.5M | Add +528.0% |
| EWJ iShares MSCI Japan ETF | 1.31% | 681,323 | $45.7M | Reduce -15.4% |
| VLUE iShares MSCI USA Value Facto | 0.99% | 326,422 | $34.5M | New |
| SCHD Schwab US DVD Equity ETF | 0.89% | 1,136,604 | $31.1M | Add +4.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.85% | 997,107 | $29.8M | Reduce -35.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.83% | 1,020,246 | $29.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.82% | 213,435 | $28.7M | Add +54.5% |
| TSLA Tesla Inc. | 0.76% | 65,409 | $26.4M | Add +24.1% |
| TOTL SS Doubleline TR Tact ETF | 0.76% | 672,066 | $26.4M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.74% | 267,972 | $25.9M | Reduce -9.3% |
| KBWB Invesco KBW Bank ETF | 0.73% | 391,717 | $25.6M | New |
| AVGO Broadcom Inc. | 0.72% | 108,314 | $25.1M | Add +42.7% |
| AAPL Apple Inc. | 0.68% | 94,671 | $23.7M | Add +55.4% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 493,896 | $23.6M | Add +4.2% |
| BOND PIMCO Active Bond Exchange-T | 0.61% | 237,863 | $21.4M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 78,580 | $20.8M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.58% | 92,547 | $20.3M | Add +103.8% |
| JMBS Janus Henderson Mortg Backed | 0.56% | 443,276 | $19.5M | Add +0.9% |
| HYLB Xtrackers Usd High Yield Cor | 0.51% | 499,248 | $17.9M | Reduce -1.0% |
| FBND Fidelity Total Bond ETF | 0.51% | 400,651 | $17.9M | Reduce -4.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.51% | 361,693 | $17.7M | Reduce -35.4% |
| DFAE Dimensional Emerging Core Eq | 0.50% | 690,013 | $17.5M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.49% | 28,912 | $16.9M | Add +116.8% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.47% | 335,249 | $16.5M | Add +73.0% |
| MSFT Microsoft Corp. | 0.47% | 38,478 | $16.2M | Add +24.5% |
| GSEW Goldman Sachs Eql WGHT Large | 0.46% | 208,849 | $16.1M | Reduce -26.6% |
| DUHP Dimensional US High Profi Et | 0.46% | 472,149 | $16.0M | Add +7.7% |
| TLT iShares 20+ Year Treasury BD | 0.41% | 165,233 | $14.4M | Add +92.2% |
| XLK SS Technology Select Sector | 0.40% | 60,382 | $14.0M | Add +4.7% |
| IUSG iShares Core S&P U.S. Growth | 0.38% | 95,273 | $13.3M | Add +18.3% |
| IBIT iShares Bitcoin Trust ETF | 0.37% | 245,749 | $13.0M | Add +982896.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.36% | 276,501 | $12.7M | Reduce -8.3% |
| PYLD PIMCO Multisector Bond Actv | 0.35% | 470,822 | $12.1M | Add +430.1% |
| HTRB Hartford TTL RTRN BND ETF | 0.35% | 365,157 | $12.1M | Add +1.0% |
| MUB iShares National Muni Bond E | 0.33% | 107,147 | $11.4M | Add +4.5% |
| NFLX Netflix Inc. | 0.33% | 12,767 | $11.4M | Add +19.6% |
| ORCL Oracle Corp. | 0.30% | 62,879 | $10.5M | Add +29.2% |
| TIP iShares Tips Bond ETF | 0.28% | 92,542 | $9.9M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.28% | 16,625 | $9.8M | Reduce -5.0% |
| CRM Salesforce Inc. | 0.28% | 28,826 | $9.6M | Add +27.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 136,973 | $9.6M | Reduce -10.2% |
| FIXD First Trust Smith Opportunis | 0.26% | 208,962 | $8.9M | Add +0.6% |
| WMT Walmart Inc. | 0.24% | 91,815 | $8.3M | Add +2.0% |
| XLF SS Financial Select Sector | 0.23% | 164,632 | $8.0M | Add +43.4% |
| XLY SS Consumer Disc Select Sect | 0.21% | 32,628 | $7.3M | Add +26.7% |
| V Visa Inc. Class A | 0.21% | 22,979 | $7.3M | Add +4.1% |
| LLY Eli Lilly & Co. | 0.20% | 8,932 | $6.9M | Add +64.3% |
| LGLV SPDR US LC Low Vol Idx | 0.20% | 41,404 | $6.8M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.19% | 6,212 | $6.6M | Add +35.3% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 64,365 | $6.4M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.18% | 6,824 | $6.2M | Add +2.8% |
| ISRG Intuitive Surgical Inc. | 0.18% | 11,884 | $6.2M | Add +32.5% |
| AMD Advanced Micro Devices | 0.18% | 50,752 | $6.1M | Add +54.0% |
| VOO Vanguard S&P 500 ETF | 0.18% | 11,357 | $6.1M | Add +5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 27,848 | $6.1M | Add +2.1% |
| INTU Intuit Inc. | 0.17% | 9,624 | $6.0M | Add +40.8% |
| KO The Coca-Cola Co. | 0.17% | 94,008 | $5.9M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 13,943 | $5.7M | Add +8.6% |
| USHY iShares Broad Usd High Yield | 0.16% | 155,679 | $5.7M | Reduce -6.5% |
| WFC Wells Fargo & Co. | 0.16% | 79,320 | $5.5M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 125,564 | $5.5M | Add +2.4% |
| CVX Chevron Corp. | 0.16% | 37,650 | $5.5M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.16% | 50,416 | $5.4M | Add +8.6% |
| ETN Eaton Corp. PLC | 0.15% | 16,250 | $5.4M | Add +33.5% |
| UNH Unitedhealth Group Inc. | 0.15% | 10,554 | $5.3M | Add +2.0% |
| LIN Linde PLC | 0.15% | 12,710 | $5.3M | Add +1.6% |
| SPHY SS SPDR P High Yield ETF | 0.15% | 292,992 | $5.3M | Add +49.4% |
| JPM JPMorgan Chase & Co. | 0.15% | 22,093 | $5.3M | Add +4.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.15% | 208,656 | $5.2M | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.15% | 14,873 | $5.2M | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 68,070 | $5.1M | Add +31.9% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 57,397 | $5.1M | Reduce -8.1% |
| AMAT Applied Materials Inc. | 0.15% | 31,112 | $5.1M | Add +60.7% |
| RTX RTX Corp. | 0.14% | 43,611 | $5.0M | Add +2.4% |
| ADI Analog Devices Inc. | 0.14% | 23,662 | $5.0M | Add +52.3% |
| ANET Arista Networks Inc. | 0.14% | 45,376 | $5.0M | Add +61.2% |
| XLV SS Health Care Select Sector | 0.14% | 36,232 | $5.0M | Reduce -12.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 24,552 | $4.8M | Add +39.6% |
| CSCO Cisco Systems Inc. | 0.14% | 81,306 | $4.8M | Add +2.9% |
| TMUS T-Mobile US Inc. | 0.14% | 21,599 | $4.8M | Add +2.6% |
| UBER Uber Technologies Inc. | 0.14% | 78,484 | $4.7M | Add +36.5% |
| UNP Union Pacific Corp. | 0.13% | 20,380 | $4.6M | Add +8.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.13% | 50,369 | $4.6M | Reduce -3.0% |
| MTBA Simplify MBS ETF | 0.13% | 92,645 | $4.6M | Add +2.5% |
| GS Goldman Sachs Group Inc. | 0.13% | 7,957 | $4.6M | Add +1.4% |
| DHR Danaher Corp. | 0.13% | 19,303 | $4.4M | Add +108.0% |
| XLC SS Comm Select Sector SPDR | 0.13% | 45,566 | $4.4M | Add +26.7% |
| MCD McDonald's Corp. | 0.12% | 14,792 | $4.3M | Add +2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 37,895 | $4.2M | Add +2.5% |
| KLAC KLA Corp. | 0.12% | 6,498 | $4.1M | Add +80.5% |
Options reported separately and not counted above: EEM calls ($264K), FEZ calls ($60K), ASHR calls ($22K), FXI calls ($21K).
Portfolio Sells Q3 2024 → Q4 2024
| QUAL iShares MSCI USA Quality Fac | Reduce -55.3% | 5.62% | −6.08 |
| DGRO iShares Core Dividend Growth | Reduce -100.0% | 0.00% | −4.54 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -63.6% | 1.75% | −2.81 |
| JQUA JPMorgan US Quality Factor | Reduce -100.0% | 0.00% | −2.46 |
| BBEU JPMorgan Betabuilders Europe | Reduce -99.9% | 0.00% | −1.21 |
| KRE SS SPDR S&P Regional Bank | Reduce -99.8% | 0.00% | −0.92 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -13.7% | 2.50% | −0.44 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -35.7% | 0.85% | −0.39 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -35.4% | 0.51% | −0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.6% | 6.74% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -14.1% | 14.05% | −0.22 |
| EWJ iShares MSCI Japan ETF | Reduce -15.4% | 1.31% | −0.22 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -26.6% | 0.46% | −0.12 |
| XLE SS Energy Select Sector | Reduce -65.3% | 0.04% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -46.6% | 0.08% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -9.3% | 0.74% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.2% | 0.28% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -43.3% | 0.05% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -24.8% | 0.09% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -72.0% | 0.01% | −0.03 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -39.0% | 0.02% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Reduce -57.3% | 0.01% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -12.1% | 0.14% | −0.03 |
| CARR Carrier Global Corp. | Reduce -39.8% | 0.03% | −0.02 |
| NXPI NXP Semiconductors NV | Reduce -49.9% | 0.02% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -42.2% | 0.03% | −0.02 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.02 |
| FN Fabrinet | Sold out | 0.00% | −0.02 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -8.3% | 0.36% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -89.6% | 0.00% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.3% | 0.50% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -9.8% | 0.08% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -35.6% | 0.02% | −0.02 |
| TEL Te Connectivity PLC | Reduce -31.0% | 0.04% | −0.02 |
| KVUE Kenvue Inc. | Reduce -47.8% | 0.02% | −0.01 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.11% | −0.01 |
| UPS United Parcel Service Class B | Reduce -16.2% | 0.05% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.2% | 0.04% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -8.1% | 0.15% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -10.5% | 0.10% | −0.01 |
| PSA Public Storage | Reduce -0.7% | 0.04% | −0.01 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Reduce -49.0% | 0.00% | −0.01 |
| CTLT Catalent Inc. | Sold out | 0.00% | −0.00 |
| FBND Fidelity Total Bond ETF | Reduce -4.4% | 0.51% | −0.00 |
| BIIB Biogen Inc. | Reduce -16.3% | 0.01% | −0.00 |
| MBB iShares MBS ETF | Reduce -45.0% | 0.00% | −0.00 |
| EIX Edison International | Reduce -4.1% | 0.04% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -18.0% | 0.01% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYV SS SPDR P S&P 500 Value ETF | Add +300.5% | 8.51% | +6.48 |
| IJH iShares Core S&P Midcap ETF | Add +528.0% | 1.71% | +1.45 |
| IEMG iShares Core MSCI Emerging | Add +146.8% | 2.06% | +1.21 |
| VLUE iShares MSCI USA Value Facto | New | 0.99% | +0.99 |
| KBWB Invesco KBW Bank ETF | New | 0.73% | +0.73 |
| RSP Invesco S&P 500 Equal Weight | Add +8.6% | 4.82% | +0.63 |
| SCHD Schwab US DVD Equity ETF | Add +4.7% | 0.89% | +0.62 |
| IJR iShares Core S&P Small-Cap E | Add +17.8% | 2.51% | +0.51 |
| TSLA Tesla Inc. | Add +24.1% | 0.76% | +0.39 |
| NVDA Nvidia Corp. | Add +54.5% | 0.82% | +0.38 |
| IBIT iShares Bitcoin Trust ETF | Add +982896.0% | 0.37% | +0.37 |
| AVGO Broadcom Inc. | Add +42.7% | 0.72% | +0.37 |
| AMZN Amazon.com Inc. | Add +103.8% | 0.58% | +0.36 |
| AAPL Apple Inc. | Add +55.4% | 0.68% | +0.30 |
| PYLD PIMCO Multisector Bond Actv | Add +430.1% | 0.35% | +0.29 |
| META Meta Platforms Inc. Class A | Add +116.8% | 0.49% | +0.28 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +73.0% | 0.47% | +0.20 |
| TLT iShares 20+ Year Treasury BD | Add +92.2% | 0.41% | +0.19 |
| SPEM State Street SP PTF Em ETF | Add +2.5% | 4.93% | +0.14 |
| NFLX Netflix Inc. | Add +19.6% | 0.33% | +0.13 |
| CRM Salesforce Inc. | Add +27.7% | 0.28% | +0.11 |
| MSFT Microsoft Corp. | Add +24.5% | 0.47% | +0.11 |
| IUSG iShares Core S&P U.S. Growth | Add +18.3% | 0.38% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +31.9% | 0.15% | +0.10 |
| XLF SS Financial Select Sector | Add +43.4% | 0.23% | +0.09 |
| ORCL Oracle Corp. | Add +29.2% | 0.30% | +0.08 |
| NOW ServiceNow Inc. | Add +35.3% | 0.19% | +0.08 |
| XLY SS Consumer Disc Select Sect | Add +26.7% | 0.21% | +0.07 |
| ANET Arista Networks Inc. | Add +61.2% | 0.14% | +0.07 |
| IGV iShares Expanded Tech-Softwa | Add +834866.7% | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +64.3% | 0.20% | +0.07 |
| GLW Corning Inc. | Add +261.7% | 0.09% | +0.07 |
| SPHY SS SPDR P High Yield ETF | Add +49.4% | 0.15% | +0.07 |
| A Agilent Technologies Inc. | Add +435.3% | 0.08% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +291.5% | 0.08% | +0.07 |
| GDDY GoDaddy Inc. Class A | Add +570.1% | 0.07% | +0.06 |
| CTSH Cognizant Tech Solutions-A | Add +405.3% | 0.08% | +0.06 |
| DUHP Dimensional US High Profi Et | Add +7.7% | 0.46% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +32.5% | 0.18% | +0.06 |
| INTU Intuit Inc. | Add +40.8% | 0.17% | +0.06 |
| DELL Dell Technologies -C | Add +463.9% | 0.07% | +0.06 |
| DHR Danaher Corp. | Add +108.0% | 0.13% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +39.6% | 0.14% | +0.06 |
| XLK SS Technology Select Sector | Add +4.7% | 0.40% | +0.06 |
| APO Apollo Global Management Inc. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +53.1% | 0.10% | +0.05 |
| CDNS Cadence Design SYS Inc. | Add +72.5% | 0.10% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +47.4% | 0.11% | +0.05 |
| APH Amphenol Corp. Class A | Add +60.0% | 0.11% | +0.05 |
| ADI Analog Devices Inc. | Add +52.3% | 0.14% | +0.05 |
Options Activity Q3 2024 → Q4 2024
| EEM iShares MSCI Emerging Market | call | Add +24.7% | 6,282,300 | $264K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 350,000 | $201Kbefore exit |
| IWM iShares Russell 2000 ETF | put | Sold out | 300,000 | $66Kbefore exit |
| FEZ State Street SPDR Euro Stoxx | call | New | 1,250,000 | $60K |
| FXI iShares China Large-Cap ETF | put | Sold out | 1,000,000 | $32Kbefore exit |
| ASHR Xtrackers Harvest Csi 300 CH | call | New | 825,000 | $22K |
| FXI iShares China Large-Cap ETF | call | New | 700,000 | $21K |
| SLV iShares Silver Trust | call | Sold out | 750,000 | $21Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,386 | $9.1B | SPYG, IDEV, NVDA, SPDW, AAPL |
| Q1 2026 | 1,391 | $8.9B | SPYG, IDEV, SPYV, NVDA, AAPL |
| Q4 2025 | 1,291 | $7.9B | SPYG, IDEV, NVDA, SPYV, SPDW |
| Q3 2025 | 1,163 | $7.6B | SPYG, IDEV, NVDA, MSFT, SPDW |
| Q2 2025 | 1,099 | $6.3B | SPYG, IDEV, SPYV, RSP, SPDW |
| Q1 2025 | 854 | $3.4B | SPYG, SPYV, IDEV, SPDW, RSP |
| Q4 2024 | 859 | $3.5B | SPYG, SPYV, SPDW, QUAL, SPEM |
| Q3 2024 | 831 | $3.8B | SPYG, QUAL, SPDW, SPEM, USMV |
| Q2 2024 | 818 | $3.6B | SPYG, QUAL, QQQ, SPDW, SPYV |
| Q1 2024 | 805 | $3.8B | SPYG, QUAL, SPYV, QQQ, SPDW |