Safe Harbor Fiduciary, LLC Incresed Positions in Q2 2025

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
14K
+ 127427.27%
$174.82 - $215.79 $2.45M - $3.02M
14K $3.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 9.51%
$416.06 - $551.64 $419K - $555K
11.6K $6.39B
CSCO
Cisco Systems, Inc.

Technology
19.5K
+ 205.68%
$53.19 - $69.38 $1.04M - $1.35M
28.9K $2.01B
LMT
Lockheed Martin Corp

Industrials
2.79K
+ 1767.09%
$430.82 - $486.45 $1.2M - $1.36M
2.95K $1.37B
ABT
Abbott Laboratories

Healthcare
8.29K
+ 1141.87%
$123.95 - $138.08 $1.03M - $1.14M
9.02K $1.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.6K
+ 73769.44%
$24.32 - $27.87 $646K - $740K
26.6K $705M
ITA
Ishares Tr

ETFs
3.25K
+ 319.98%
$135.31 - $188.64 $440K - $613K
4.27K $805M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 12.36%
$167.32 - $223.3 $214K - $286K
11.6K $2.55B
IYF
Ishares Tr

ETFs
3.3K
+ 15723.81%
$99.23 - $120.99 $328K - $400K
3.32K $402M
VCR
Vanguard Consumer Discretionar

ETFs
1.07K
+ 17766.67%
$290.42 - $364.35 $310K - $388K
1.07K $388M
NVDA
Nvidia Corp

Technology
1.5K
+ 156.86%
$94.31 - $157.99 $141K - $237K
2.45K $388M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.44K
+ 1146.48%
$38.9 - $83.0 $95K - $203K
2.66K $220M
VZ
Verizon Communications Inc

Communication Services
5.26K
+ 49.81%
$41.67 - $45.62 $219K - $240K
15.8K $684M
ITW
Illinois Tool Works Inc

Industrials
835
+ 9.08%
$218.41 - $252.43 $182K - $211K
10K $2.48B
PNC
Pnc Financial Services Group, Inc.

Financial Services
278
+ 2.47%
$149.76 - $186.42 $41.6K - $51.8K
11.5K $2.15B
HON
Honeywell International Inc

Industrials
19
+ 0.28%
$182.86 - $232.88 $3.47K - $4.42K
6.7K $1.56B
AAPL
Apple Inc.

Technology
2.31K
+ 10.78%
$172.42 - $223.89 $398K - $517K
23.7K $4.87B
QLD
Proshares Ultra Qqq

ETFs
83
+ 3.46%
$69.34 - $117.71 $5.76K - $9.77K
2.48K $292M
DOW
Dow Inc.

Basic Materials
6.56K
+ 48.09%
$25.81 - $34.89 $169K - $229K
20.2K $535M
AMT
American Tower Corp

Real Estate
179
+ 3.37%
$203.96 - $228.19 $36.5K - $40.8K
5.48K $1.21B
Healthcare Rlty Tr
4.57K
+ 18.87%
N/A
28.8K $456M
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 2.83%
$451.58 - $565.94 $7.68K - $9.62K
617 $335M
Ea Series Trust
830
+ 1.89%
N/A
44.6K $1.13B
HSY
Hershey CO

Consumer Defensive
273
+ 10.8%
$151.29 - $173.13 $41.3K - $47.3K
2.8K $465M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
276
+ 21.77%
$58.41 - $72.69 $16.1K - $20.1K
1.54K $112M
PYPL
Pay Pal Holdings, Inc.

Financial Services
81
+ 3.68%
$57.41 - $74.81 $4.65K - $6.06K
2.28K $170M
AMD
Advanced Micro Devices Inc

Technology
90
+ 1000.0%
$78.21 - $143.81 $7.04K - $12.9K
99 $14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
195
+ 16.43%
$32.66 - $40.75 $6.37K - $7.95K
1.38K $56M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
319
+ 18.71%
$24.98 - $25.66 $7.97K - $8.19K
2.02K $51.8M
NVO
Novo Nordisk A S

Healthcare
100
+ 5000.0%
$58.08 - $81.05 $5.81K - $8.11K
102 $7.04M
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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
34
+ 566.67%
$97.68 - $121.38 $3.32K - $4.13K
40 $4.86M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
71
+ 34.3%
$35.35 - $42.68 $2.51K - $3.03K
278 $11.8M
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
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
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
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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