Safe Harbor Fiduciary, LLC Purchases in Q2 2025

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
80
New
$116.42 - $147.52 $9.31K - $11.8K
80 $11.8M
PLTR
Palantir Technologies Inc.

Technology
85
New
$74.01 - $144.25 $6.29K - $12.3K
85 $11.6M
BWXT
Bwx Technologies, Inc.

Industrials
80
New
$89.24 - $144.06 $7.14K - $11.5K
80 $11.5M
PWR
Quanta Services, Inc.

Industrials
30
New
$239.47 - $381.26 $7.18K - $11.4K
30 $11.3M
RTX
Raytheon Technologies Corp

Industrials
75
New
$113.75 - $148.48 $8.53K - $11.1K
75 $11M
GOOG
Alphabet Inc.

Communication Services
60
New
$146.58 - $180.01 $8.79K - $10.8K
60 $10.6M
POWL
Powell Industries Inc

Industrials
50
New
$159.38 - $211.34 $7.97K - $10.6K
50 $10.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
New
$321.63 - $509.31 $6.43K - $10.2K
20 $10.2M
XYL
Xylem Inc.

Industrials
75
New
$102.86 - $129.5 $7.71K - $9.71K
75 $9.7M
CRM
Salesforce, Inc.

Technology
35
New
$236.26 - $291.15 $8.27K - $10.2K
35 $9.54M
JCI
Johnson Controls International PLC

Industrials
80
New
$71.14 - $105.62 $5.69K - $8.45K
80 $8.45M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
319
+ 18.71%
$24.98 - $25.66 $7.97K - $8.19K
2.02K $51.8M
AMZU
Direxion Shs ETF Tr Daily Amzn
202
New
N/A
202 $7.41M
COP
Conocophillips

Energy
80
New
$82.66 - $106.1 $6.61K - $8.49K
80 $7.18M
NVO
Novo Nordisk A S

Healthcare
100
+ 5000.0%
$58.08 - $81.05 $5.81K - $8.11K
102 $7.04M
UGI
Ugi Corp

Utilities
185
New
$30.18 - $36.59 $5.58K - $6.77K
185 $6.74M
BKR
Baker Hughes CO

Energy
170
New
$35.0 - $44.92 $5.95K - $7.64K
170 $6.52M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
91
+ 16.13%
$34.72 - $42.74 $3.16K - $3.89K
655 $28M
CCL
Carnival Corp

Consumer Cyclical
100
+ 33.33%
$16.43 - $28.12 $1.64K - $2.81K
400 $11.2M
BTU
Peabody Energy Corp

Energy
400
New
$10.31 - $15.28 $4.12K - $6.11K
400 $5.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
73
New
$55.54 - $69.09 $4.05K - $5.04K
73 $5.04M
GGLL
Direxion Shs ETF Tr Daily Goog
138
New
N/A
138 $4.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
34
+ 566.67%
$97.68 - $121.38 $3.32K - $4.13K
40 $4.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
New
$456.74 - $568.03 $2.74K - $3.41K
6 $3.41M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
71
+ 34.3%
$35.35 - $42.68 $2.51K - $3.03K
278 $11.8M
Newsmax Inc
218
New
N/A
218 $3.3M
SPMD
Spdr Portfolio

ETFs
49
+ 29.7%
$44.89 - $54.38 $2.2K - $2.66K
214 $11.6M
CURE
Direxion Daily Healthcare Bull

ETFs
40
+ 200.0%
$69.55 - $102.68 $2.78K - $4.11K
60 $4.73M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
35
+ 15.49%
$28.98 - $37.18 $1.01K - $1.3K
261 $9.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
99
+ 22.35%
$25.48 - $27.78 $2.52K - $2.75K
542 $14.4M
Spdr Series Trust
56
+ 31.64%
N/A
233 $6.35M
RWO
Spdr Dow Jones Global Real Est

ETFs
30
+ 23.81%
$38.85 - $45.0 $1.17K - $1.35K
156 $6.89M
NWL
Newell Brands Inc.

Consumer Defensive
200
New
$4.48 - $6.27 $896 - $1.25K
200 $1.08M
EBND
Spdr Bloomberg Emerging Market

ETFs
5
+ 3.68%
$19.57 - $21.4 $97.9 - $107
141 $3.02M
SRLN
Ssga Active Trust

ETFs
4
+ 3.33%
$39.47 - $41.59 $158 - $166
124 $5.16M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10
+ 11.24%
$18.83 - $19.22 $188 - $192
99 $1.9M
EMHC
Spdr Bloomberg Emerging Market
3
+ 1.34%
$23.06 - $24.61 $69.2 - $73.8
227 $5.59M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4
+ 3.96%
$22.4 - $23.8 $89.6 - $95.2
105 $2.5M
XRX
Xerox Holdings Corp

Technology
1
+ 3.03%
$3.64 - $5.95 $3.64 - $5.95
34 $179K
VTRS
Viatris Inc

Healthcare
0
New
$7.26 - $9.12 $0 - $0
0 $0
XOM
Exxon Mobil Corp

Energy
347
+ 9.2%
$99.93 - $119.04 $34.7K - $41.3K
4.12K $444M
KO
Coca Cola CO

Consumer Defensive
19
+ 0.26%
$68.37 - $73.9 $1.3K - $1.4K
7.31K $517M
PEP
Pepsico Inc

Consumer Defensive
171
+ 10.02%
$128.02 - $151.37 $21.9K - $25.9K
1.88K $248M
PG
Procter & Gamble CO

Consumer Defensive
137
+ 4.67%
$157.66 - $172.39 $21.6K - $23.6K
3.07K $489M
AWK
American Water Works Company, Inc.

Utilities
81
+ 2.71%
$133.82 - $151.96 $10.8K - $12.3K
3.08K $428M
LLY
Eli Lilly & CO

Healthcare
77
+ 4.39%
$713.71 - $898.95 $55K - $69.2K
1.83K $1.43B
KMB
Kimberly Clark Corp

Consumer Defensive
55
+ 1.72%
$126.84 - $145.22 $6.98K - $7.99K
3.25K $419M
CVX
Chevron Corp

Energy
906
+ 12.99%
$133.73 - $168.51 $121K - $153K
7.88K $1.13B
CPRT
Copart Inc

Consumer Cyclical
728
+ 2.64%
$47.72 - $63.84 $34.7K - $46.5K
28.4K $1.39B
Activity Summary
Buys All Purchases 100 New Holdings 44 Increased Positions 56 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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