Safe Harbor Fiduciary, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.2B, Vanguard Total Stock Market Et with a value of $10B, ETF Ser Solutions Aptus Define with a value of $5.26B, Apple Inc. with a value of $4.97B, and ETF Ser Solutions Aptus Drawnd with a value of $3.83B.
Examining the 13F form we can see an increase of $107B in the current position value.
Safe Harbor Fiduciary, LLC is based out at Pensacola, FL
Below you can find more details about Safe Harbor Fiduciary, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
ETFs: $58.7 Billion
Technology: $10.1 Billion
Industrials: $7.23 Billion
Financial Services: $5.7 Billion
Energy: $5.63 Billion
Consumer Cyclical: $4.23 Billion
Consumer Defensive: $4.06 Billion
Real Estate: $3.93 Billion
Other: $6.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
