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Matt Chambers

@Horizon Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$3.769BTotal holdings831
Assets growth rate4.2%Assets growth rate (2-Q avg)-0.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 831 positions.

Assets under management

The assets under management (AUM) of Horizon Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.769B in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of -0.44%. The portfolio is managed by Matt Chambers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr Core Sp500 Etf
Recent Activity
Decreased -10.27%
0.27%
$10.094M
17,499 shares@ $576.82 avg price
IJHIshares Tr Core Sp Mcp Etf
Recent Activity
Decreased -91.55%
0.26%
$9.468M
151,920 shares@ $62.32 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -36.59%
0.23%
$8.461M
45,408 shares@ $186.34 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -3.59%
0.22%
$8.276M
48,677 shares@ $170.03 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -31.29%
0.21%
$7.635M
13,338 shares@ $572.45 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -2.59%
0.2%
$7.266M
89,979 shares@ $80.75 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -0.27%
0.18%
$6.659M
92,661 shares@ $71.86 avg price
SGOVIshares Tr 0-3 Mnth Treasry
Recent Activity
Decreased -0.48%
0.18%
$6.457M
64,643 shares@ $99.89 avg price
XLVSelect Sector Spdr Tr Sbi Heal
Recent Activity
Decreased -4.51%
0.17%
$6.345M
41,196 shares@ $154.03 avg price
USHYIshares Tr Broad Usd High
Recent Activity
Decreased -24.09%
0.17%
$6.196M
166,420 shares@ $37.23 avg price