Safe Harbor Fiduciary, LLC New Holdings in Q3 2024

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
3.09K
New
$135.05 - $148.35 $418K - $459K
3.09K $440M
SJM
J M Smucker CO

Consumer Defensive
3.6K
New
$109.12 - $122.4 $393K - $440K
3.6K $436M
KMI
Kinder Morgan, Inc.

Energy
19.7K
New
$19.72 - $22.22 $387K - $437K
19.7K $434M
Healthcare Rlty Tr
23.4K
New
N/A
23.4K $425M
AWK
American Water Works Company, Inc.

Utilities
2.9K
New
$127.76 - $149.9 $370K - $434K
2.9K $424M
CNI
Canadian National Railway CO

Industrials
3.61K
New
$110.1 - $123.65 $398K - $447K
3.61K $423M
XLC
Select Sector Spdr Tr Communic

ETFs
4.09K
New
$82.16 - $90.4 $336K - $370K
4.09K $370M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
New
$161.02 - $200.0 $280K - $348K
1.74K $324M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.36K
New
$44.07 - $50.57 $280K - $322K
6.36K $322M
FCX
Freeport Mcmoran Inc

Basic Materials
6.4K
New
$39.52 - $51.92 $253K - $332K
6.4K $319M
CAT
Caterpillar Inc

Industrials
777
New
$316.8 - $391.12 $246K - $304K
777 $304M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9.44K
New
$28.08 - $32.61 $265K - $308K
9.44K $298M
PDT
John Hancock Premium Dividend Fund

Financial Services
22K
New
$11.65 - $13.47 $257K - $297K
22K $291M
BR
Broadridge Financial Solutions, Inc.

Technology
1.34K
New
$196.56 - $218.55 $264K - $294K
1.34K $289M
IVT
Inven Trust Properties Corp.

Real Estate
10.6K
New
$24.41 - $29.87 $258K - $316K
10.6K $263M
QLD
Proshares Ultra Qqq

ETFs
2.32K
New
$81.06 - $109.83 $188K - $254K
2.32K $233M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.9K
New
$57.22 - $80.08 $166K - $232K
2.9K $226M
CORN
Teucrium Commodity Trust

ETFs
11.2K
New
$17.15 - $18.49 $192K - $207K
11.2K $207M
WDAY
Workday, Inc.

Technology
806
New
$207.75 - $264.68 $167K - $213K
806 $197M
DUK
Duke Energy Corp

Utilities
1.52K
New
$99.35 - $117.71 $151K - $179K
1.52K $175M
ROKU
Roku, Inc

Communication Services
2.3K
New
$51.67 - $77.48 $119K - $178K
2.3K $172M
IAT
Ishares Tr

ETFs
3.29K
New
$40.8 - $48.93 $134K - $161K
3.29K $157M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
17.3K
New
$8.26 - $12.16 $143K - $210K
17.3K $155M
Graniteshares Uie Tr
2.63K
New
N/A
2.63K $153M
ITA
Ishares Tr

ETFs
1K
New
$131.58 - $149.64 $132K - $150K
1K $150M
ORCL
Oracle Corp

Technology
844
New
$125.9 - $170.35 $106K - $144K
844 $144M
HD
Home Depot, Inc.

Consumer Cyclical
341
New
$333.64 - $405.2 $114K - $138K
341 $138M
ETN
Eaton Corp PLC

Industrials
405
New
$272.52 - $333.02 $110K - $135K
405 $134M
PM
Philip Morris International Inc.

Consumer Defensive
1.04K
New
$101.25 - $127.45 $105K - $133K
1.04K $126M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.9K
New
$36.07 - $43.12 $105K - $125K
2.9K $119M
PPL
Ppl Corp

Utilities
3.35K
New
$27.36 - $33.08 $91.6K - $111K
3.35K $111M
NVDA
Nvidia Corp

Technology
904
New
$98.91 - $134.91 $89.4K - $122K
904 $110M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
2.8K
New
$25.55 - $35.66 $71.5K - $99.8K
2.8K $99.8M
LMT
Lockheed Martin Corp

Industrials
158
New
$460.3 - $584.56 $72.7K - $92.4K
158 $92.4M
VUG
Vanguard Growth ETF

ETFs
240
New
$341.08 - $391.94 $81.9K - $94.1K
240 $92.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
New
$405.19 - $478.57 $75K - $88.5K
185 $85.1M
FANG
Diamondback Energy, Inc.

Energy
490
New
$168.46 - $210.94 $82.5K - $103K
490 $84.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.24K
New
$60.84 - $67.51 $75.1K - $83.4K
1.24K $83.4M
ABT
Abbott Laboratories

Healthcare
726
New
$100.07 - $118.13 $72.7K - $85.8K
726 $82.8M
CW
Curtiss Wright Corp

Industrials
250
New
$265.18 - $332.22 $66.3K - $83.1K
250 $82.2M
OSTK
Overstock.Com, Inc

Consumer Cyclical
7.9K
New
N/A
7.9K $79.6M
MRVL
Marvell Technology, Inc.

Technology
1K
New
$56.15 - $76.24 $56.2K - $76.2K
1K $72.1M
NFLX
Netflix Inc

Communication Services
100
New
$598.55 - $722.26 $59.9K - $72.2K
100 $70.9M
CRH.L
Crh PLC

Basic Materials
700
New
N/A
700 $64.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1K
New
$49.83 - $62.75 $49.8K - $62.8K
1K $57.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.11K
New
$42.59 - $60.56 $47.4K - $67.5K
1.11K $56.3M
Sharkninja Inc
500
New
N/A
500 $54.4M
NDAQ
Nasdaq, Inc.

Financial Services
717
New
$59.48 - $74.31 $42.6K - $53.3K
717 $52.3M
SO
Southern CO

Utilities
541
New
$77.0 - $90.52 $41.7K - $49K
541 $48.8M
Activity Summary
Buys All Purchases 212 New Holdings 212 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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