Harmony Asset Management LLC Incresed Positions in Q2 2025

Harmony Asset Management LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
80
+ 0.3%
$354.56 - $497.45 $28.4K - $39.8K
26.6K $13.2B
PANW
Palo Alto Networks Inc

Technology
8.01K
+ 56.18%
$152.44 - $204.64 $1.22M - $1.64M
22.3K $4.56B
ORCL
Oracle Corp

Technology
486
+ 2.2%
$122.82 - $218.63 $59.7K - $106K
22.6K $4.93B
UBER
Uber Technologies, Inc

Technology
5.79K
+ 10.16%
$64.62 - $93.3 $374K - $540K
62.8K $5.86B
AMZN
Amazon Com Inc

Consumer Cyclical
639
+ 1.21%
$167.32 - $223.3 $107K - $143K
53.5K $11.7B
Arista Networks Inc
11.3K
+ 398.35%
N/A
14.2K $1.45B
RTX
Raytheon Technologies Corp

Industrials
3.5K
+ 12.75%
$113.75 - $148.48 $398K - $520K
31K $4.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
389
+ 6.32%
$416.06 - $551.64 $162K - $215K
6.54K $3.61B
META
Meta Platforms, Inc.

Communication Services
350
+ 13.74%
$484.66 - $738.09 $170K - $258K
2.9K $2.14B
Blackrock Inc
274
+ 10.17%
N/A
2.97K $3.11B
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.11%
$210.28 - $289.91 $2.31K - $3.19K
10.1K $2.91B
TGT
Target Corp

Consumer Defensive
4.52K
+ 140.39%
$88.76 - $105.77 $401K - $478K
7.74K $764M
VRT
Vertiv Holdings CO

Industrials
765
+ 16.31%
N/A
5.46K $701M
IVZ
Invesco Ltd.

Financial Services
18.5K
+ 25.57%
$12.14 - $15.77 $225K - $292K
90.9K $1.43B
IBM
International Business Machines Corp

Technology
630
+ 20.63%
$221.03 - $294.78 $139K - $186K
3.68K $1.09B
GNRC
Generac Holdings Inc.

Industrials
755
+ 6.49%
$101.92 - $143.21 $76.9K - $108K
12.4K $1.77B
PAYX
Paychex Inc

Industrials
2.94K
+ 17.37%
$137.01 - $159.78 $403K - $470K
19.9K $2.89B
ETN
Eaton Corp PLC

Industrials
200
+ 8.47%
$246.52 - $356.99 $49.3K - $71.4K
2.56K $914M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.46K
+ 126.54%
$72.02 - $73.82 $249K - $255K
6.19K $456M
CME
Cme Group Inc.

Financial Services
260
+ 1.55%
$252.37 - $290.71 $65.6K - $75.6K
17K $4.69B
XLF
Financial Sector Spdr

ETFs
4.42K
+ 90.28%
$43.92 - $52.37 $194K - $232K
9.32K $488M
AMD
Advanced Micro Devices Inc

Technology
290
+ 6.63%
$78.21 - $143.81 $22.7K - $41.7K
4.66K $662M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
107
+ 4.2%
$456.74 - $568.03 $48.9K - $60.8K
2.66K $1.51B
ICE
Intercontinental Exchange, Inc.

Financial Services
201
+ 1.44%
$151.62 - $183.47 $30.5K - $36.9K
14.2K $2.6B
V
Visa Inc.

Financial Services
279
+ 1.41%
$308.27 - $373.31 $86K - $104K
20K $7.11B
FHN
First Horizon Corp

Financial Services
315
+ 0.31%
$16.21 - $21.2 $5.11K - $6.68K
101K $2.13B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.35K
+ 36.3%
$72.12 - $76.23 $169K - $179K
8.82K $670M
XLK
Technology Sector Spdr

ETFs
464
+ 36.51%
$179.73 - $253.23 $83.4K - $117K
1.74K $439M
GOOG
Alphabet Inc.

Communication Services
731
+ 37.97%
$146.58 - $180.01 $107K - $132K
2.66K $471M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.48K
+ 79.72%
$105.23 - $109.61 $156K - $162K
3.33K $365M
BA
Boeing CO

Industrials
20
+ 0.49%
$136.59 - $217.51 $2.73K - $4.35K
4.07K $852M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 12.64%
$114.78 - $133.31 $110K - $127K
8.52K $1.14B
VUG
Vanguard Growth ETF

ETFs
25
+ 1.15%
$329.49 - $438.4 $8.24K - $11K
2.2K $962M
DOV
Dover Corp

Industrials
125
+ 0.72%
$151.14 - $186.7 $18.9K - $23.3K
17.5K $3.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
774
+ 4.24%
$30.53 - $40.65 $23.6K - $31.5K
19K $773M
PLTR
Palantir Technologies Inc.

Technology
4
+ 0.15%
$74.01 - $144.25 $296 - $577
2.59K $352M
MRVL
Marvell Technology, Inc.

Technology
84
+ 1.05%
$49.38 - $79.97 $4.15K - $6.72K
8.12K $628M
WHR
Whirlpool Corp

Consumer Cyclical
400
+ 5.44%
$75.71 - $101.42 $30.3K - $40.6K
7.76K $787M
BLDR
Builders First Source, Inc.

Industrials
1.5K
+ 23.62%
$105.63 - $131.12 $158K - $197K
7.85K $916M
VTV
Vanguard Value ETF

ETFs
492
+ 5.92%
$153.67 - $176.74 $75.6K - $87K
8.8K $1.56B
UNH
Unitedhealth Group Inc

Healthcare
647
+ 151.17%
$274.35 - $599.47 $178K - $388K
1.08K $335M
JXN
Jackson Financial Inc.

Financial Services
651
+ 6.38%
$70.35 - $89.5 $45.8K - $58.3K
10.9K $964M
AMT
American Tower Corp

Real Estate
315
+ 4.13%
$203.96 - $228.19 $64.2K - $71.9K
7.94K $1.76B
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$120.07 - $151.11 $120 - $151
9.61K $1.44B
VZ
Verizon Communications Inc

Communication Services
3.07K
+ 14.35%
$41.67 - $45.62 $128K - $140K
24.5K $1.06B
VB
Vanguard Small Cap ETF

ETFs
206
+ 8.54%
$193.73 - $237.37 $39.9K - $48.9K
2.62K $620M
CGUS
Capital Group Core Equity ETF
901
+ 6.88%
$29.93 - $36.93 $27K - $33.3K
14K $517M
ZTS
Zoetis Inc.

Healthcare
1K
+ 9.95%
$144.41 - $170.3 $145K - $170K
11.1K $1.72B
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 1.1%
$335.24 - $380.78 $53K - $60.2K
14.5K $5.33B
Activity Summary
Buys All Purchases 82 New Holdings 18 Increased Positions 64 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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