Harmony Asset Management LLC Sells in Q1 2025

Harmony Asset Management LLC

  • $238 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-47.7K
- 77.21%
$69.3 - $90.95 $3.31M - $4.34M
14.1K $978M
AMAT
Applied Materials Inc

Technology
-20.4K
- 77.13%
$145.06 - $195.51 $2.95M - $3.98M
6.03K $876M
NVDA
Nvidia Corp

Technology
-1.92K
- 1.68%
$106.98 - $149.43 $206K - $287K
112K $12.2B
UNH
Unitedhealth Group Inc

Healthcare
-4.67K
- 91.6%
$461.52 - $548.18 $2.15M - $2.56M
428 $224M
AAPL
Apple Inc.

Technology
-894
- 1.25%
$209.68 - $247.1 $187K - $221K
70.8K $15.7B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5.6K
- 89.16%
$402.49 - $513.76 $2.25M - $2.87M
680 $330M
GOOGL
Alphabet Inc.

Communication Services
-1.32K
- 2.59%
$154.33 - $206.19 $204K - $273K
49.8K $7.71B
AMZN
Amazon Com Inc

Consumer Cyclical
-597
- 1.12%
$190.26 - $242.06 $114K - $145K
52.8K $10.1B
MSFT
Microsoft Corp

Technology
-160
- 0.6%
$375.39 - $447.2 $60.1K - $71.6K
26.5K $9.95B
KO
Coca Cola CO

Consumer Defensive
-14.9K
- 81.46%
$60.81 - $72.32 $907K - $1.08M
3.4K $243M
JNJ
Johnson & Johnson

Healthcare
-5.21K
- 34.57%
$142.06 - $167.7 $740K - $873K
9.85K $1.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-408
- 6.22%
$468.34 - $539.52 $191K - $220K
6.15K $2.89B
SNX
Td Synnex Corp

Technology
-579
- 1.95%
$103.96 - $144.69 $60.2K - $83.8K
29K $3.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.5K
- 6.91%
$102.49 - $119.96 $153K - $180K
20.2K $2.11B
XOM
Exxon Mobil Corp

Energy
-5.02K
- 26.95%
$105.44 - $118.93 $530K - $597K
13.6K $1.62B
IWM
Ishares Russell 2000 ETF

ETFs
-7
- 0.05%
$198.1 - $229.79 $1.39K - $1.61K
14.5K $2.9B
OKE
Oneok Inc

Energy
-2.18K
- 4.8%
$89.57 - $109.85 $195K - $239K
43.2K $4.29B
CVX
Chevron Corp

Energy
-3.46K
- 18.95%
$146.71 - $167.97 $508K - $581K
14.8K $2.48B
ADBE
Adobe Inc.

Technology
-72
- 3.88%
$377.84 - $464.11 $27.2K - $33.4K
1.79K $685M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-17K
- 15.11%
$8.58 - $8.9 $146K - $151K
95.5K $838M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-455
- 1.82%
$64.88 - $72.1 $29.5K - $32.8K
24.6K $1.62B
ASB
Associated Banc Corp

Financial Services
-4K
- 28.57%
$21.06 - $25.63 $84.2K - $103K
10K $225M
TGT
Target Corp

Consumer Defensive
-10
- 0.31%
$103.65 - $142.5 $1.04K - $1.43K
3.22K $336M
MRK
Merck & Co., Inc.

Healthcare
-525
- 10.88%
$83.01 - $101.02 $43.6K - $53K
4.3K $386M
IYF
Ishares Tr

ETFs
-1.07K
- 7.66%
$107.69 - $119.37 $115K - $128K
12.9K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 1.54%
$507.05 - $563.67 $20.3K - $22.5K
2.55K $1.31B
AMD
Advanced Micro Devices Inc

Technology
-40
- 0.91%
$96.63 - $129.55 $3.87K - $5.18K
4.37K $449M
IYJ
Ishares Tr

ETFs
-324
- 2.92%
$127.48 - $142.0 $41.3K - $46K
10.8K $1.4B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-935
- 10.55%
$40.03 - $46.81 $37.4K - $43.8K
7.93K $323M
BNDX
Vanguard Total International B

ETFs
-1.46K
- 20.9%
$48.33 - $49.5 $70.5K - $72.2K
5.52K $270M
XLK
Technology Sector Spdr

ETFs
-84
- 6.2%
$206.38 - $242.18 $17.3K - $20.3K
1.27K $262M
SPMD
Spdr Portfolio

ETFs
-465
- 6.64%
$50.21 - $57.73 $23.3K - $26.8K
6.54K $335M
XLF
Financial Sector Spdr

ETFs
-1.1K
- 18.34%
$47.32 - $52.19 $52.1K - $57.4K
4.9K $244M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.11%
$94.5 - $110.71 $756 - $886
6.98K $670M
JXN
Jackson Financial Inc.

Financial Services
-55
- 0.54%
$79.36 - $97.88 $4.36K - $5.38K
10.2K $855M
KMI
Kinder Morgan, Inc.

Energy
-6.75K
- 4.86%
$26.1 - $31.22 $176K - $211K
132K $3.77B
CGUS
Capital Group Core Equity ETF
-379
- 2.81%
$33.08 - $36.62 $12.5K - $13.9K
13.1K $437M
CSCO
Cisco Systems, Inc.

Technology
-1.2K
- 7.28%
$58.74 - $64.87 $70.5K - $77.9K
15.3K $944M
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 1.55%
N/A
6.35K $1.23B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-110
- 2.31%
$169.43 - $182.84 $18.6K - $20.1K
4.64K $804M
PFE
Pfizer Inc

Healthcare
-107
- 0.63%
$25.01 - $27.13 $2.68K - $2.9K
16.9K $427M
ET
Energy Transfer LP

Energy
-35
- 0.18%
$17.26 - $21.08 $604 - $738
19.6K $365M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-891
- 8.8%
$27.01 - $28.54 $24.1K - $25.4K
9.23K $258M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-209
- 7.11%
$71.17 - $73.66 $14.9K - $15.4K
2.73K $201M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-600
- 5.5%
$17.95 - $18.89 $10.8K - $11.3K
10.3K $190M
XLI
Industrial Sector Spdr

ETFs
-25
- 1.18%
$128.78 - $141.67 $3.22K - $3.54K
2.09K $274M
VCIT
Vanguard Intermediate Term Cor

ETFs
-63
- 0.89%
$79.17 - $82.04 $4.99K - $5.17K
6.99K $572M
MU
Micron Technology Inc

Technology
-50
- 0.42%
$86.89 - $109.38 $4.34K - $5.47K
11.9K $1.04B
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.14%
$225.19 - $279.95 $3.15K - $3.92K
10K $2.46B
Activity Summary
Buys All Purchases 71 New Holdings 17 Increased Positions 54 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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