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"Analyzing Horizon Investments' Q3 to Q4 2022 Fund Holding Comparison: Market Trends Revealed"

Ava Hoppe | 20 April, 2023

Investing in funds is a great way to diversify your portfolio and minimize risk. One such fund, the Horizon Investments, LLC, recently released a 13F holding comparison for Q3 and Q4 of 2022. This comparison highlights the changes in holdings for various options and can provide insight into market trends.

The first option to be discussed is BIL, the SPDR SER TR BLOOMBERG 1-3 MO. In Q3, Horizon Investments held 12,409,850 shares worth $1,132,274. This amount decreased in Q4 to 9,370,404 shares worth $853,925, a decrease of 24.6%.

In contrast, the holdings for IJR, the ISHARES TR CORE SP SCP ETF, increased by 34.3% from Q3 to Q4. Horizon Investments held 1,339,545 shares worth $116,795 in Q3 and 1,657,096 shares worth $156,828 in Q4.

Another holding that saw a significant increase is SPYG, the SPDR SER TR PRTFLO SP500 GW. In Q3, the firm held 1,717,554 shares worth $86,049, which increased to 2,332,472 shares worth $118,186 in Q4, an increase of 37.3%.

SPYV, the SPDR SER TR PRTFLO SP500 VL, saw one of the biggest changes in holdings, increasing by 191.7%. In Q3, Horizon Investments held 1,141,968 shares worth $39,386, which increased to 2,954,547 shares worth $114,903 in Q4.

The holdings for SPDW, the SPDR INDEX SHS FDS PORTFOLIO D, grew by 108.8% from Q3 to Q4. In Q3, the firm held 2,039,269 shares worth $52,613, which increased to 3,699,488 shares worth $109,838 in Q4.

On the other hand, one option that saw a significant decrease in holdings is QQQ, the INVESCO QQQ TR UNIT SER 1. In Q3, Horizon Investments held 360,953 shares worth $96,468, which decreased to 219,177 shares worth $58,362 in Q4, a decrease of 39.5%.

In summary, the changes in holdings for the Horizon Investments, LLC fund from Q3 to Q4 of 2022 demonstrate a mixture of increases and decreases in holdings. This information can be used to evaluate market trends and make informed investment decisions.

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