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| Name: |
HORIZON INVESTMENTS, LLC/SC |
| City: |
CHARLOTTE |
| State: |
X1 |
| Zip: |
28226 |
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| Holdings
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30 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ARE |
Alexandria Real Estate Equi... |
458 |
- |
$117.51 |
$289,000 |
2,240 |
0.01% |
5,000 |
0 |
0 |
REIT - Office |
|
|
WSBC |
Wesbanco Inc |
538 |
- |
$26.56 |
$212,000 |
7,123 |
0.01% |
-11,000 |
0 |
0.011 |
Domestic Regional Banks |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
616 |
- |
$81.38 |
$90,000 |
1,107 |
0% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
JAAA |
Janus Henderson Aaa Clo Etf |
627 |
- |
$0.00 |
$51,000 |
1,011 |
0% |
0 |
0 |
0 |
N/A |
|
|
PHEC |
Phillips Edison & Company, Inc |
636 |
- |
$36.00 |
$34,000 |
942 |
0% |
0 |
0 |
0.001 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
641 |
- |
$111.33 |
$19,000 |
172 |
0% |
1,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
JBBB |
Janus Henderson B-bbb Clo Etf |
646 |
- |
$0.00 |
$10,000 |
213 |
0% |
0 |
0 |
0.011 |
N/A |
|
|
IWY |
iShares Trust |
652 |
- |
$202.25 |
$5,000 |
25 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
KLD |
iShares KLD Select Social I... |
654 |
- |
$109.11 |
$4,000 |
33 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
NULC |
Nuveen Esg Large-cap Etf |
655 |
- |
$0.00 |
$4,000 |
83 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
IBD |
Inspire Corporate Bond Impa... |
689 |
- |
$23.13 |
$2,000 |
74 |
0% |
0 |
0 |
0 |
N/A |
|
|
HDMV |
First Trust Horizon Managed... |
687 |
- |
$0.00 |
$2,000 |
56 |
0% |
0 |
0 |
0 |
N/A |
|
|
EWN |
iShares Netherlands Index Fd |
701 |
- |
$50.92 |
$1,000 |
12 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
CHAT |
Roundhill Generative Ai And... |
748 |
- |
$0.00 |
$1,000 |
18 |
0% |
0 |
0 |
0 |
N/A |
|
|
CIU |
iShares Barclays Intermedia... |
708 |
- |
$51.31 |
$1,000 |
25 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
IGE |
iShares S&P GSSI Nat Rscs In |
706 |
- |
$0.00 |
$1,000 |
26 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
HSMV |
First Trust Horizon Managed... |
764 |
- |
$0.00 |
$1,000 |
35 |
0% |
0 |
0 |
0 |
N/A |
|
|
NUSC |
Nushares Esg Small Cap Etf |
702 |
- |
$0.00 |
$1,000 |
17 |
0% |
0 |
0 |
0 |
N/A |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
843 |
- |
$0.00 |
$0 |
13 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
851 |
- |
$34.07 |
$0 |
8 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
KRG |
Kite Realty Group Trust |
838 |
- |
$22.02 |
$0 |
21 |
0% |
0 |
0 |
0 |
REIT - Retail |
|
|
SLV |
iShares Silver Trust ETF |
821 |
- |
$27.02 |
$0 |
16 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
CLOU |
Global X Cloud Computing Etf |
820 |
- |
$0.00 |
$0 |
13 |
0% |
0 |
0 |
0 |
N/A |
|
|
PAVE |
Global X Us Infrastructure ... |
849 |
- |
$0.00 |
$0 |
8 |
0% |
0 |
0 |
0 |
N/A |
|
|
ACWI |
iShares MSCI ACWI Index |
854 |
- |
$111.15 |
$0 |
2 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPR |
EPR Properties |
812 |
- |
$41.14 |
$0 |
8 |
0% |
0 |
0 |
0 |
REIT - Diversified |
|
|
NULG |
Nushares Esg Large Cap Grow... |
787 |
- |
$0.00 |
$0 |
3 |
0% |
0 |
0 |
0 |
N/A |
|
|
ARCC |
Ares Capital Corp |
853 |
- |
$21.57 |
$0 |
23 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
NMFC |
New Mountain Finance Corp |
862 |
- |
$12.57 |
$0 |
34 |
0% |
0 |
0 |
0 |
Conglomerates |
|
|
SVA |
Sinovac Biotech Ltd |
844 |
- |
$6.47 |
$0 |
52 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
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