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
FILL
Ishares Inc Msci Global Energy

ETFs
6.47K
New
$20.55 - $24.96 $133K - $161K
6.47K $153M
DHR
Danaher Corp

Healthcare
772
New
$174.64 - $205.16 $135K - $158K
772 $153M
ADI
Analog Devices Inc

Technology
631
New
$164.6 - $238.02 $104K - $150K
631 $150M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.35K
New
$82.96 - $110.1 $112K - $148K
1.35K $148M
JNJ
Johnson & Johnson

Healthcare
928
New
$146.36 - $159.82 $136K - $148K
928 $142M
ACN
Accenture PLC

Technology
460
New
$279.23 - $323.21 $128K - $149K
460 $137M
COST
Costco Wholesale Corp

Consumer Defensive
138
New
$908.13 - $1056.85 $125K - $146K
138 $137M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.18K
New
$54.27 - $63.01 $118K - $137K
2.18K $136M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.27K
New
$50.39 - $60.05 $114K - $136K
2.27K $136M
PG
Procter & Gamble CO

Consumer Defensive
852
New
$157.66 - $172.39 $134K - $147K
852 $136M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
557
New
$180.84 - $240.32 $101K - $134K
557 $134M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.73K
New
$35.12 - $48.24 $95.8K - $132K
2.73K $132M
AVGO
Broadcom Inc.

Technology
460
New
$146.29 - $275.65 $67.3K - $127K
460 $127M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.25K
New
$83.54 - $100.04 $104K - $125K
1.25K $124M
IGV
Ishares Expanded Tech Software

ETFs
1.08K
New
$80.15 - $109.5 $86.3K - $118K
1.08K $118M
CMCSA
Comcast Corp

Communication Services
3.21K
New
$32.84 - $36.72 $105K - $118K
3.21K $115M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
859
New
$114.78 - $133.31 $98.6K - $115K
859 $114M
HON
Honeywell International Inc

Industrials
491
New
$182.86 - $232.88 $89.8K - $114K
491 $114M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.21K
New
$70.54 - $93.95 $85.1K - $113K
1.21K $113M
AMSF
Amerisafe Inc

Financial Services
2.59K
New
N/A
2.59K $113M
XOM
Exxon Mobil Corp

Energy
1.05K
New
$99.93 - $119.04 $105K - $125K
1.05K $113M
IXJ
Ishares Global Healthcare ETF

ETFs
1.28K
New
$82.3 - $90.02 $106K - $115K
1.28K $110M
IIIV
I3 Verticals, Inc.

Technology
4K
New
$22.76 - $27.48 $91K - $110K
4K $110M
ELV
Elevance Health, Inc.

Healthcare
276
New
$372.27 - $452.69 $103K - $125K
276 $107M
DGRO
Ishares Core Dividend Growth E

ETFs
1.66K
New
$55.22 - $63.94 $91.5K - $106K
1.66K $106M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
609
New
$134.25 - $172.52 $81.8K - $105K
609 $105M
IEFA
Ishares Tr

ETFs
1.25K
New
$67.83 - $84.09 $85K - $105K
1.25K $105M
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.53K
New
N/A
2.53K $103M
APO
Apollo Global Management, Inc.

Financial Services
726
New
$108.68 - $145.07 $78.9K - $105K
726 $103M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.57K
New
$32.0 - $39.87 $82.1K - $102K
2.57K $102M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.06K
New
$37.77 - $48.45 $77.7K - $99.7K
2.06K $99.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.25K
New
$77.94 - $79.5 $97.7K - $99.7K
1.25K $99.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
821
New
$97.68 - $121.38 $80.2K - $99.7K
821 $99.7M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.98K
New
$42.56 - $50.32 $84.3K - $99.6K
1.98K $99.6M
IAK
Ishares Tr

ETFs
731
New
$122.44 - $138.47 $89.5K - $101K
731 $98.3M
INTC
Intel Corp

Technology
4.29K
New
$18.13 - $22.69 $77.7K - $97.2K
4.29K $96M
BX
Blackstone Inc.

Financial Services
628
New
$120.07 - $151.11 $75.4K - $94.9K
628 $94M
VZ
Verizon Communications Inc

Communication Services
2.14K
New
$41.67 - $45.62 $89K - $97.4K
2.14K $92.4M
J P Morgan Exchange Traded F
1.47K
New
N/A
1.47K $92.1M
VO
Vanguard Mid Cap ETF

ETFs
326
New
$228.54 - $279.83 $74.5K - $91.2K
326 $91.2M
IWS
Ishares Russell Midcap Value E

ETFs
683
New
$110.58 - $132.14 $75.5K - $90.3K
683 $90.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.21K
New
$32.66 - $40.75 $72.3K - $90.2K
2.21K $89.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.18K
New
$58.41 - $72.69 $69K - $85.8K
1.18K $85.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.33K
New
$51.16 - $62.02 $68.1K - $82.5K
1.33K $82.5M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
747
New
$83.67 - $109.12 $62.5K - $81.5K
747 $81.5M
VFH
Vanguard Financial ETF

ETFs
629
New
$104.87 - $127.3 $66K - $80.1K
629 $80.1M
FXL
First Tr Exchange Traded Fd Fi

ETFs
506
New
$115.28 - $157.36 $58.3K - $79.6K
506 $79.6M
UL
Unilever PLC

Consumer Defensive
1.3K
New
$57.9 - $65.43 $75.3K - $85.1K
1.3K $79.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
349
New
$141.37 - $228.57 $49.3K - $79.8K
349 $79.1M
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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