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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
SPYGSpdr Ser Tr Prtflo Sp500 Gw
Recent Activity
Increased 5.15%
14.27%
$537.653M
6.482M shares@ $82.95 avg price
QUALIshares Tr Msci Usa Qlt Fct
Recent Activity
Increased 17.82%
11.71%
$440.979M
2.459M shares@ $179.3 avg price
SPDWSpdr Index Shs Fds Portfolio D
Recent Activity
Increased 16.01%
6.98%
$262.692M
6.994M shares@ $37.57 avg price
SPEMSpdr Index Shs Fds Portfolio E
Recent Activity
Decreased -4.58%
4.79%
$180.31M
4.368M shares@ $41.29 avg price
USMVIshares Tr Msci Usa Min Vol
Recent Activity
Increased 119.82%
4.56%
$171.682M
1.88M shares@ $91.31 avg price
DGROIshares Tr Core Div Grwth
Recent Activity
Increased 44.7%
4.54%
$171.034M
2.728M shares@ $62.69 avg price
RSPInvesco Exchange Traded Fd T S
Recent Activity
Increased 360.27%
4.2%
$158.234M
883,201 shares@ $179.16 avg price
IDEVIshares Tr Core Msci Intl
Recent Activity
Increased 47.39%
2.95%
$110.977M
1.567M shares@ $70.84 avg price
JQUAJ P Morgan Exchange Traded F U
Recent Activity
New Position
2.47%
$92.75M
1.64M shares@ $56.58 avg price
SPYVSpdr Ser Tr Prtflo Sp500 Vl
Recent Activity
Decreased -61.31%
2.04%
$76.513M
1.447M shares@ $52.87 avg price