Harbor Asset Planning, Inc. Purchases in Q2 2025

Harbor Asset Planning, Inc.

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22.1K
New
$19.1 - $23.83 $423K - $527K
22.1K $527M
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.75K
New
$49.07 - $59.23 $429K - $518K
8.75K $518M
SOXX
Ishares Semiconductor ETF

ETFs
2.04K
New
$154.86 - $239.07 $315K - $487K
2.04K $486M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.49K
New
$68.13 - $74.77 $442K - $486K
6.49K $473M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.57K
New
$152.42 - $182.82 $392K - $470K
2.57K $470M
XLK
Technology Sector Spdr

ETFs
1.84K
New
$179.73 - $253.23 $331K - $467K
1.84K $467M
Fidelity Covington Trust
12.9K
New
N/A
12.9K $444M
VDC
Vanguard Consumer Staples ETF

ETFs
1.8K
New
$204.89 - $224.73 $369K - $405K
1.8K $394M
RYF
Invesco S&P 500 Equal Weight F

ETFs
5.18K
New
N/A
5.18K $394M
XLF
Financial Sector Spdr

ETFs
7.46K
New
$43.92 - $52.37 $328K - $391K
7.46K $391M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
737
New
$483.48 - $539.8 $356K - $398K
737 $358M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.13K
New
$90.56 - $109.49 $283K - $342K
3.13K $342M
VB
Vanguard Small Cap ETF

ETFs
1.43K
New
$193.73 - $237.37 $277K - $339K
1.43K $338M
VPU
Vanguard Utilities ETF

ETFs
1.82K
New
$158.36 - $178.82 $288K - $326K
1.82K $322M
VOX
Vanguard Communication Service

ETFs
1.88K
New
$133.12 - $171.03 $250K - $321K
1.88K $321M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.81K
New
$86.93 - $109.64 $244K - $308K
2.81K $308M
PAVE
Global X Fds Us Infrastructure

ETFs
6.82K
New
$33.78 - $43.68 $230K - $298K
6.82K $297M
VBR
Vanguard Small Cap Value ETF

ETFs
1.52K
New
$162.76 - $195.77 $248K - $298K
1.52K $297M
ATNI
Atn International, Inc.

Communication Services
17.9K
New
$14.04 - $20.27 $252K - $363K
17.9K $291M
FTCS
First Trust Capital Strength E

ETFs
3.18K
New
$81.6 - $92.39 $260K - $294K
3.18K $289M
DVY
Ishares Tr

ETFs
2.09K
New
$118.37 - $134.86 $247K - $282K
2.09K $277M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.59K
New
$33.38 - $40.81 $220K - $269K
6.59K $269M
AVDE
American Centy ETF Tr Avantis

ETFs
3.56K
New
$59.32 - $74.36 $211K - $265K
3.56K $263M
XLC
Select Sector Spdr Tr Communic

ETFs
2.43K
New
$86.13 - $108.53 $209K - $263K
2.43K $263M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.05K
New
$187.5 - $246.51 $197K - $260K
1.05K $259M
AMZN
Amazon Com Inc

Consumer Cyclical
1.14K
New
$167.32 - $223.3 $190K - $254K
1.14K $249M
SPY
Spdr S&P 500 ETF Trust

ETFs
403
New
$496.48 - $617.85 $200K - $249K
403 $248M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.86K
New
$101.97 - $126.75 $190K - $236K
1.86K $236M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.18K
New
$23.55 - $27.67 $193K - $226K
8.18K $226M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.92K
New
$86.24 - $117.44 $165K - $225K
1.92K $225M
ED
Consolidated Edison Inc

Utilities
2.21K
New
$98.05 - $113.3 $217K - $251K
2.21K $222M
FDVV
Fidelity High Dividend ETF

ETFs
4.16K
New
$43.6 - $52.02 $181K - $216K
4.16K $216M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.65K
New
$101.93 - $128.63 $168K - $212K
1.65K $212M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.68K
New
$60.99 - $77.53 $163K - $208K
2.68K $208M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.53K
New
$111.3 - $134.5 $171K - $206K
1.53K $206M
PHM
Pultegroup Inc

Consumer Cyclical
1.89K
New
$92.02 - $106.54 $174K - $201K
1.89K $199M
VEA
Vanguard Ftse Developed Market

ETFs
3.25K
New
$45.65 - $57.01 $148K - $185K
3.25K $185M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.63K
New
$91.62 - $109.97 $149K - $179K
1.63K $179M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.11K
New
$71.28 - $83.74 $150K - $177K
2.11K $177M
NSP
Insperity, Inc.

Industrials
2.86K
New
$58.55 - $89.92 $168K - $257K
2.86K $172M
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
6.04K
New
$22.45 - $30.99 $136K - $187K
6.04K $172M
FNDB
Schwab Fundamental U S Broad M

ETFs
6.91K
New
$20.36 - $23.98 $141K - $166K
6.91K $166M
AIQ
Global X Funds Global X Artifi

ETFs
3.79K
New
$31.5 - $43.69 $119K - $166K
3.79K $166M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.26K
New
$50.36 - $50.68 $164K - $165K
3.26K $165M
ORCL
Oracle Corp

Technology
750
New
$122.82 - $218.63 $92.1K - $164K
750 $164M
FNDF
Schwab Fundamental Intl Large

ETFs
4.05K
New
$32.25 - $40.02 $130K - $162K
4.05K $162M
PWV
Invesco Exchange Traded Fd Tr

ETFs
2.58K
New
$52.26 - $62.14 $135K - $160K
2.58K $160M
KKR
Kkr & Co. Inc.

Financial Services
1.2K
New
$92.79 - $134.29 $111K - $161K
1.2K $159M
LLY
Eli Lilly & CO

Healthcare
200
New
$713.71 - $898.95 $143K - $180K
200 $156M
Activity Summary
Buys All Purchases 412 New Holdings 412 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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