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Horizon Financial Services, Llc Buys iShares Broad USD High Yield Corporate Bond ETF, SPDR ...

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·8 min read
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Investment company Horizon Financial Services, Llc (Current Portfolio) buys iShares Broad USD High Yield Corporate Bond ETF, SPDR Portfolio Short Term Treasury ETF, SPDR Portfolio Developed World ex-US ETF, Schwab U.S. Small-Cap ETF, SPDR Bloomberg Convertible Securities ETF, sells BTC iShares International Aggregate Bond Fund, Global X MLP ETF, VANGUARD BD IDX FD, Nuveen AMT-Free Municipal Income Fund, SPDR Portfolio Long Term Treasury ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Horizon Financial Services, Llc. As of 2021Q4, Horizon Financial Services, Llc owns 124 stocks with a total value of $165 million. These are the details of the buys and sells.

  • New Purchases: SPTS, MO, MGK, XYLD, PNFP, BGS, VMW, BTBT, HSIC, VOD, SMG, CARA,

  • Added Positions: SPYV, USHY, SPYG, SPAB, SPDW, SCHA, SCHM, SPEM, SCHP, VCSH, GLDM, SPLB, PGX, EMB, CWB, XLC, XLP, USRT, VMBS, SCHC, XLF, XLV, LOW, AAPL, XLI, XLE, SPMD, XLU, XLB, VT, VOT, VOE, ABBV, SQ, APPS, EFG, EFV, MSOS, SPSM,

  • Reduced Positions: IAGG, BND, SPTL, AGGY, VIG, TOTL, USMV, PGHY, MTUM, SHY, ICSH, VUG, VGT, SPLG, FLRN, XLY, TIP, BKLN, EMHY, DEF, CMBS, BAB, SHYG, JPST, VCIT, XLK, SCHR, VZ, DUK, VTIP, TFC, RY, MRVL, DKNG, PFG,

  • Sold Out: MLPA, NEA, PULS, UNH, DFAX, CLM, BX, D, MDLZ, NVDA, ENB, USFR, LOWC, PLSE, OXLC, GLAD, HALO, MVIS, GAB, ARR, PINS, NLY, FTSL, OHI, LMND, FVRR, APPN, ECC, NRZ, PFLT, ORC, EAD, AGNC,


For the details of HORIZON FINANCIAL SERVICES, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/horizon+financial+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HORIZON FINANCIAL SERVICES, LLC

  1. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 236,761 shares, 10.41% of the total portfolio. Shares added by 9.75%

  2. SPDR Portfolio S&P 500 Value ETF (SPYV) - 296,331 shares, 7.55% of the total portfolio. Shares added by 17.28%

  3. SPDR Portfolio Aggregate Bond ETF (SPAB) - 370,045 shares, 6.65% of the total portfolio. Shares added by 14.33%

  4. iShares Broad USD High Yield Corporate Bond ETF (USHY) - 244,493 shares, 6.11% of the total portfolio. Shares added by 21.96%

  5. Schwab U.S. Tips ETF (SCHP) - 133,091 shares, 5.08% of the total portfolio. Shares added by 12.11%

New Purchase: SPDR Portfolio Short Term Treasury ETF (SPTS)

Horizon Financial Services, Llc initiated holding in SPDR Portfolio Short Term Treasury ETF. The purchase prices were between $30.42 and $30.62, with an estimated average price of $30.5. The stock is now traded at around $30.215000. The impact to a portfolio due to this purchase was 0.76%. The holding were 40,879 shares as of 2021-12-31.

New Purchase: Altria Group Inc (MO)

Horizon Financial Services, Llc initiated holding in Altria Group Inc. The purchase prices were between $42.64 and $48.7, with an estimated average price of $45.81. The stock is now traded at around $50.965000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Global X S&P 500 Covered Call ETF (XYLD)

Horizon Financial Services, Llc initiated holding in Global X S&P 500 Covered Call ETF. The purchase prices were between $46.93 and $50.17, with an estimated average price of $49. The stock is now traded at around $48.650000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Vanguard Mega Cap Growth ETF (MGK)

Horizon Financial Services, Llc initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $231.93 and $264.33, with an estimated average price of $253.24. The stock is now traded at around $236.166200. The impact to a portfolio due to this purchase was 0.03%. The holding were 195 shares as of 2021-12-31.

New Purchase: Bit Digital Inc (BTBT)

Horizon Financial Services, Llc initiated holding in Bit Digital Inc. The purchase prices were between $6.08 and $14.25, with an estimated average price of $9.55. The stock is now traded at around $3.725000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,000 shares as of 2021-12-31.

New Purchase: Pinnacle Financial Partners Inc (PNFP)

Horizon Financial Services, Llc initiated holding in Pinnacle Financial Partners Inc. The purchase prices were between $90.2 and $104.72, with an estimated average price of $97.85. The stock is now traded at around $95.535000. The impact to a portfolio due to this purchase was 0.02%. The holding were 368 shares as of 2021-12-31.

Added: iShares Broad USD High Yield Corporate Bond ETF (USHY)

Horizon Financial Services, Llc added to a holding in iShares Broad USD High Yield Corporate Bond ETF by 21.96%. The purchase prices were between $40.2 and $41.24, with an estimated average price of $40.81. The stock is now traded at around $39.966400. The impact to a portfolio due to this purchase was 1.1%. The holding were 244,493 shares as of 2021-12-31.

Added: SPDR Portfolio Developed World ex-US ETF (SPDW)

Horizon Financial Services, Llc added to a holding in SPDR Portfolio Developed World ex-US ETF by 21.49%. The purchase prices were between $34.8 and $37.35, with an estimated average price of $36.26. The stock is now traded at around $34.810000. The impact to a portfolio due to this purchase was 0.74%. The holding were 188,135 shares as of 2021-12-31.

Added: Schwab U.S. Small-Cap ETF (SCHA)

Horizon Financial Services, Llc added to a holding in Schwab U.S. Small-Cap ETF by 21.09%. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $92.526000. The impact to a portfolio due to this purchase was 0.67%. The holding were 61,804 shares as of 2021-12-31.

Added: SPDR Bloomberg Convertible Securities ETF (CWB)

Horizon Financial Services, Llc added to a holding in SPDR Bloomberg Convertible Securities ETF by 26.81%. The purchase prices were between $80.7 and $88.64, with an estimated average price of $84.95. The stock is now traded at around $76.410000. The impact to a portfolio due to this purchase was 0.27%. The holding were 25,476 shares as of 2021-12-31.

Added: Consumer Staples Select Sector SPDR (XLP)

Horizon Financial Services, Llc added to a holding in Consumer Staples Select Sector SPDR by 279.32%. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $75.770000. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,393 shares as of 2021-12-31.

Added: Communication Services Select Sector SPDR Fund (XLC)

Horizon Financial Services, Llc added to a holding in Communication Services Select Sector SPDR Fund by 119.88%. The purchase prices were between $73.48 and $81.95, with an estimated average price of $78.88. The stock is now traded at around $73.405000. The impact to a portfolio due to this purchase was 0.26%. The holding were 9,877 shares as of 2021-12-31.

Sold Out: Global X MLP ETF (MLPA)

Horizon Financial Services, Llc sold out a holding in Global X MLP ETF. The sale prices were between $32.8 and $38.25, with an estimated average price of $35.6.

Sold Out: Nuveen AMT-Free Municipal Income Fund (NEA)

Horizon Financial Services, Llc sold out a holding in Nuveen AMT-Free Municipal Income Fund. The sale prices were between $14.87 and $15.6, with an estimated average price of $15.22.

Sold Out: PGIM Ultra Short Bond ETF (PULS)

Horizon Financial Services, Llc sold out a holding in PGIM Ultra Short Bond ETF. The sale prices were between $49.45 and $49.51, with an estimated average price of $49.49.

Sold Out: UnitedHealth Group Inc (UNH)

Horizon Financial Services, Llc sold out a holding in UnitedHealth Group Inc. The sale prices were between $387.01 and $505.58, with an estimated average price of $454.21.

Sold Out: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Horizon Financial Services, Llc sold out a holding in Dimensional World ex U.S. Core Equity 2 ETF. The sale prices were between $24.98 and $26.57, with an estimated average price of $25.92.

Sold Out: Blackstone Inc (BX)

Horizon Financial Services, Llc sold out a holding in Blackstone Inc. The sale prices were between $110.95 and $148.88, with an estimated average price of $133.86.



Here is the complete portfolio of HORIZON FINANCIAL SERVICES, LLC. Also check out:

1. HORIZON FINANCIAL SERVICES, LLC's Undervalued Stocks

2. HORIZON FINANCIAL SERVICES, LLC's Top Growth Companies, and

3. HORIZON FINANCIAL SERVICES, LLC's High Yield stocks

4. Stocks that HORIZON FINANCIAL SERVICES, LLC keeps buyingThis article first appeared on GuruFocus.