Safe Harbor Fiduciary, LLC Purchases and Sells in Q1 2025

Safe Harbor Fiduciary, LLC

$96.7 Billion
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	9.66K + 1050.11%	$468.34 - $539.52 $4.52M - $5.21M	10.6K $4.96B
AMZN	8.61K + 494.94%	$190.26 - $242.06 $1.64M - $2.08M	10.4K $1.97B
MSFT	4.35K + 367.43%	$375.39 - $447.2 $1.63M - $1.95M	5.54K $2.08B
UPRO	10.8K + 94.61%	$71.19 - $99.29 $768K - $1.07M	22.2K $1.64B
EA SERIES TRUST	3.27K + 8.05%	N/A	43.8K $1.09B
ISHARES BITCOIN TRUST ETF	1.23K + 2419.61%	N/A	1.29K $60.2M

New Holdings

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	24.5K New	$85.29 - $92.57 $2.09M - $2.26M	24.5K $2.23B
ISRG	600 New	$476.63 - $610.45 $286K - $366K	600 $297M
OWL	2.5K New	$18.49 - $26.68 $46.2K - $66.7K	2.5K $50.1M
ARKK	1K New	$47.25 - $67.02 $47.3K - $67K	1K $47.6M
PCG	2.25K New	$15.16 - $20.4 $34.2K - $46K	2.25K $38.7M
MGK	104 New	$307.43 - $357.48 $32K - $37.2K	104 $32.1M

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-25.9K - 93.42%	$271.18 - $303.12 $7.03M - $7.86M	1.83K $502M
XSD	-5.72K - 97.76%	$200.77 - $270.08 $1.15M - $1.54M	131 $26.3M
SPY	-199 - 0.64%	$551.42 - $612.93 $110K - $122K	30.8K $17.2B
RH	-16 - 0.39%	$216.63 - $454.52 $3.47K - $7.27K	4.13K $967M
IRM	-111 - 0.55%	$82.79 - $111.31 $9.19K - $12.4K	20K $1.72B
AVUV	-523 - 1.81%	$84.95 - $100.62 $44.4K - $52.6K	28.4K $2.48B

Activity Summary All Purchases 69 New Holdings 38 Increased Positions 31 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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