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| Happy Holidays!! thanks for using AUM13F!! |
| Horizon Investments LLC
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| CRD # | 109552 |
| SEC # | 801-57316 |
| CIK # | 0001560717 |
| AUM | $5.4 B (2025-03-12) |
| Employees | 74 (27% Investors, 39% Brokers) |
| Phone | 704-544-2399 |
| Address | 6210 Ardrey Kell Road Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,468 | 0.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 4.8 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,481 | 5.4 |
| By Discretionary | ||
| Discretionary | 1,323 | 5.1 |
| Non-Discretionary | 158 | 0.3 |
| Total | 1,481 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 1,481 | 5.4 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| San Diego County Employees Retirement Association |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001560717] |
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