Granite Harbor Advisors, Inc. Incresed Positions in Q3 2024

Granite Harbor Advisors, Inc.

  • $173 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
35.5K
+ 22.31%
$59.25 - $65.33 $2.1M - $2.32M
194K $12.6B
AAPL
Apple Inc.

Technology
3.7K
+ 13.39%
$207.23 - $234.82 $766K - $868K
31.3K $7.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.15K
+ 7.64%
$434.77 - $502.96 $934K - $1.08M
30.2K $14.8B
MUB
Ishares National Muni Bond ETF

ETFs
9.67K
+ 16.59%
$106.13 - $108.7 $1.03M - $1.05M
68K $7.38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.41K
+ 5.3%
$96.25 - $101.98 $521K - $552K
107K $10.9B
XLY
Select Sector Spdr Consumer Di

ETFs
710
+ 2.77%
$170.05 - $200.86 $121K - $143K
26.3K $5.27B
XLV
Select Sector Spdr Fund Health

ETFs
2.12K
+ 6.36%
$143.3 - $157.24 $304K - $333K
35.4K $5.46B
LLY
Eli Lilly & CO

Healthcare
662
+ 115.33%
$772.14 - $960.02 $511K - $636K
1.24K $1.1B
MSFT
Microsoft Corp

Technology
1.48K
+ 24.72%
$395.15 - $467.56 $585K - $692K
7.47K $3.21B
META
Meta Platforms, Inc.

Communication Services
74
+ 1.12%
$453.41 - $572.44 $33.6K - $42.4K
6.67K $3.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
582
+ 17.96%
$405.19 - $478.57 $236K - $279K
3.82K $1.76B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.97K
+ 5.79%
$74.26 - $78.84 $221K - $234K
54.3K $4.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
90
+ 0.11%
$41.9 - $48.26 $3.77K - $4.34K
85.4K $4.09B
XLP
Consumer Staples Sector Spdr

ETFs
1.4K
+ 4.08%
$76.04 - $76.04 $106K - $106K
35.6K $2.96B
NVDA
Nvidia Corp

Technology
3.48K
+ 7.75%
$98.91 - $134.91 $345K - $470K
48.4K $5.88B
ITM
Vaneck Intermediate Muni ETF

ETFs
5.24K
+ 10.04%
$45.67 - $47.0 $239K - $246K
57.5K $2.7B
HD
Home Depot, Inc.

Consumer Cyclical
149
+ 3.92%
$333.64 - $405.2 $49.7K - $60.4K
3.95K $1.6B
JNJ
Johnson & Johnson

Healthcare
839
+ 10.74%
$145.48 - $167.38 $122K - $140K
8.65K $1.4B
AMZN
Amazon Com Inc

Consumer Cyclical
2.17K
+ 10.18%
$161.02 - $200.0 $350K - $434K
23.5K $4.38B
WMT
Walmart Inc.

Consumer Defensive
1.83K
+ 29.04%
$66.91 - $81.4 $123K - $149K
8.14K $657M
XLU
Utilities Sector Spdr

ETFs
577
+ 4.06%
$67.67 - $80.78 $39K - $46.6K
14.8K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
247
+ 29.09%
$488.01 - $604.18 $121K - $149K
1.1K $641M
MA
Mastercard Inc

Financial Services
173
+ 14.34%
$429.6 - $500.99 $74.3K - $86.7K
1.38K $681M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.21K
+ 8.07%
$23.63 - $24.42 $99.5K - $103K
56.4K $1.37B
V
Visa Inc.

Financial Services
402
+ 23.54%
$253.74 - $291.56 $102K - $117K
2.11K $580M
PG
Procter & Gamble CO

Consumer Defensive
638
+ 32.12%
$160.76 - $177.82 $103K - $113K
2.62K $454M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
4.71K
+ 23.56%
$25.97 - $26.11 $122K - $123K
24.7K $645M
ABBV
Abb Vie Inc.

Healthcare
423
+ 30.72%
$163.84 - $199.33 $69.3K - $84.3K
1.8K $355M
XLB
Select Sector Spdr Fd Material

ETFs
242
+ 2.1%
$86.95 - $97.09 $21K - $23.5K
11.7K $1.13B
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 32.61%
$62.69 - $73.01 $73.9K - $86.1K
4.79K $345M
AVGO
Broadcom Inc.

Technology
2.77K
+ 1053.23%
$136.27 - $1745.86 $377K - $4.84M
3.03K $523M
JPM
Jpmorgan Chase & CO

Financial Services
192
+ 3.43%
$194.9 - $224.8 $37.4K - $43.2K
5.79K $1.22B
ORCL
Oracle Corp

Technology
265
+ 18.35%
$125.9 - $170.35 $33.4K - $45.1K
1.71K $291M
MRK
Merck & Co., Inc.

Healthcare
880
+ 46.88%
$111.15 - $128.97 $97.8K - $113K
2.76K $313M
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 23.79%
$801.83 - $917.05 $55.3K - $63.3K
359 $318M
Linde PLC
97
+ 19.32%
N/A
599 $286M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.48K
+ 5.97%
$21.7 - $22.6 $32.2K - $33.5K
26.3K $593M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.48K
+ 5.98%
$21.96 - $22.69 $32.4K - $33.5K
26.2K $592M
IBDV
Ishares Tr

Technology
1.01K
+ 4.0%
$21.11 - $22.24 $21.3K - $22.4K
26.2K $581M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
874
+ 2.9%
$24.62 - $25.59 $21.5K - $22.4K
31K $791M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.45K
+ 5.99%
$22.55 - $23.1 $32.7K - $33.5K
25.7K $592M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.05K
+ 4.96%
$20.12 - $21.28 $21.2K - $22.4K
22.3K $473M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.51K
+ 13.71%
$21.22 - $22.22 $32.1K - $33.6K
12.5K $277M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.43K
+ 5.99%
$23.13 - $23.43 $33.1K - $33.5K
25.3K $592M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
949
+ 5.13%
$22.51 - $23.57 $21.4K - $22.4K
19.4K $457M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
919
+ 3.2%
$23.75 - $23.75 $21.8K - $21.8K
29.6K $719M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
889
+ 2.92%
$24.78 - $25.11 $22K - $22.3K
31.3K $786M
STZ
Constellation Brands, Inc.

Consumer Defensive
108
+ 12.81%
$236.42 - $259.82 $25.5K - $28.1K
951 $245M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.02K
+ 4.92%
$23.88 - $24.01 $24.4K - $24.5K
21.8K $522M
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Granite Harbor Advisors, Inc. Portfolio

Follow Granite Harbor Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Granite Harbor Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Granite Harbor Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email