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Company Main View
Name:
HORIZON FINANCIAL SERVICES LLC
City:
WINSTON SALEM
State:
NC
Zip:
27103
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$155,772,000
Total Value Change :
$14,046,000
Securities Held Change :
211
All Securities Held :
266
New Positions
:
210
Closed Positions
:
0
Increased Positions
:
25
Unchanged Positions
:
2
Decreased Positions
:
29
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Free Registration Required For Full Results
Holdings Found :
7
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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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
DFAC
Dimensional U S Core Equity...
46
-
$32.05
$297,000
9,292
0.19%
25,000
0
0.001
N/A
GPC
Genuine Parts Co
48
-
$152.89
$241,000
1,554
0.15%
26,000
0
0.001
Auto Parts Wholesale
SPTS
Spdr Barclays Short Term Tr...
254
New
$29.48
$0
0
0%
0
0
0
N/A
PGX
Invesco Preferred ETF
247
New
$11.59
$0
0
0%
0
0
0
Closed - End Fund - Debt
BBT
Truist Financial Corp
260
New
$35.64
$0
0
0%
0
0
0
Domestic Regional Banks
LWC
SPDR Series Trust
257
New
$22.67
$0
0
0%
0
0
0
N/A
CWB
SPDR Barclays Capital Conve...
256
New
$72.45
$0
0
0%
0
0
0
N/A
7
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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