Stage Harbor Financial, LLC Portfolio Holdings
Stage Harbor Financial, LLC
- $110 Billion
- Q3 2024
Stage Harbor Financial, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $18.9B, Vanguard Growth ETF with a value of $14.6B, Dimensional ETF Trust with a value of $12.1B, Ishares Russell 1000 Gr ETF with a value of $6.77B, and Vanguard Mun Bd Fds Tax Exempt with a value of $5.69B.
Examining the 13F form we can see an increase of $6.3B in the current position value, from $104B to 110B.
Stage Harbor Financial, LLC is based out at Needham, MA
Below you can find more details about Stage Harbor Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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