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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Horizon Financial Services LLC
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| CRD # | 158798 |
| SEC # | 801-113778 |
| CIK # | 0001674020, 0001426940 |
| AUM | $212.6 M (2025-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 336-659-7060 |
| Address | 3880 Vest Mill Rd Winston Salem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.2 | ||
| Microsoft Corp | 10.0 | ||
| Broadcom Inc | 8.6 | ||
| Alphabet Inc | 8.3 | ||
| Facebook Inc | 6.6 | ||
| Applovin Corp | 6.5 | ||
| Apple Inc | 6.3 | ||
| VISA Inc | 5.8 | ||
| Ace Ltd | 5.4 | ||
| Amazon Com Inc | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 107.2 |
| (b) Individuals (high net worth individuals) | 88 | 105.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,136 | 212.6 |
| By Discretionary | ||
| Discretionary | 1,136 | 212.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,136 | 212.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.6 | |
| Total | 1,136 | 212.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426940] | |
| 13F-HR | [0001674020] |
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|---|---|---|
|
Fairlead Strategies LLC
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CT | 0.2 |
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The Holland Group Retirement Wealth Advisors LLC
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FL | 0.2 |
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Strategic Retirement Advisors LLC
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CA | 0.2 |
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Kiplinger Investment Advisors LLC
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OH | 0.2 |
|
Sierra Pacific Financial Advisors LLC
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CA | 0.2 |
|
17 Capital Partners LLC
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AZ | 0.2 |
|
Carolina Financial Advisors Inc
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|
NC | 0.2 |
|
CGI Plan Advisors Inc
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|
PA | 0.2 |
|
Wealthway Financial Advisors
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|
VA | 0.2 |
|
Five Talents Financial Management Group LLC
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|
IA | 0.2 |