Horizon Advisory Services, Inc. 13F Holdings
CIK 0001799006 · WEST HENRIETTA, NY
As of Sep 30, 2025, Horizon Advisory Services, Inc. reported 45 positions worth
CIK 0001799006 · WEST HENRIETTA, NY
As of Sep 30, 2025, Horizon Advisory Services, Inc. reported 45 positions worth
95.4M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | — | — | 1,888,355 | $46.4M | 23.77% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 561,329 | $37.8M | 19.32% |
| HARBOR ETF TRUST | — | — | 1,133,936 | $29.3M | 14.97% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 483,273 | $27.6M | 14.12% |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | IBTI | — | 855,901 | 9.2M | 9.80% |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | IBTF | — | 812,269 | 9.0M | 9.71% |
| NBT BANCORP INC | NBTB | Financial Services | 34,781 | .5M | 0.74% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 24,155 | $918.4K | 0.47% |
| QXO INC | QXO | Technology | 34,493 | $657.4K | 0.34% |
| ISHARES MSCI EAFE ETF | EFA | — | 6,103 | $569.8K | 0.29% |
| JANUS DETROIT STR TR | JSMD | — | 6,417 | $536.5K | 0.27% |
| JABIL INC | JBL | Technology | 2,459 | $534.0K | 0.27% |
| APPLE INC | AAPL | Technology | 1,932 | $491.9K | 0.25% |
| AMAZON.COM INC | AMZN | Equity | 2,200 | $483.1K | 0.25% |
| ALTRIA GROUP INC | MO | Equity | 7,265 | $479.9K | 0.25% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 1,508 | $425.5K | 0.22% |
| VANECK ETF TRUST | HAP | — | 7,306 | $417.1K | 0.21% |
| TRIMBLE INC | TRMB | Technology | 4,988 | $407.3K | 0.21% |
| UNITED AIRLINES HOLDINGS INC | UAL | Industrials | 4,163 | $401.7K | 0.21% |
| BERKLEY W R CORP | WRB | Financial Services | 5,197 | $398.2K | 0.20% |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 5,481 | $389.4K | 0.20% |
| PULTEGROUP INC | PHM | Consumer Cyclical | 2,936 | $388.0K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 2,244 | $387.3K | 0.20% |
| LOEWS CORP | L | Financial Services | 3,844 | $385.9K | 0.20% |
| VALERO ENERGY CORP | VLO | Energy | 2,170 | $369.5K | 0.19% |