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
EEMV
Ishares Msci Emerging Markets

ETFs
625
New
$54.12 - $62.8 $33.8K - $39.3K
625 $39.2M
BMO
Bank Of Montreal

Financial Services
352
New
$87.54 - $110.63 $30.8K - $38.9K
352 $39M
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
1.77K
New
$17.65 - $22.19 $31.3K - $39.3K
1.77K $38.9M
PSI
Invesco Exchange Traded Fd Tr

ETFs
647
New
$39.29 - $60.31 $25.4K - $39K
647 $38.8M
ARCC
Ares Capital Corp

Financial Services
1.73K
New
$18.91 - $22.43 $32.6K - $38.7K
1.73K $37.9M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
895
New
$37.87 - $42.54 $33.9K - $38.1K
895 $37.6M
DIS
Walt Disney CO

Communication Services
301
New
$81.72 - $124.01 $24.6K - $37.3K
301 $37.4M
MGV
Vanguard Mega Cap Value

ETFs
285
New
$114.87 - $131.25 $32.7K - $37.4K
285 $37.3M
QDF
Flexshares Quality Dividend In

ETFs
506
New
$59.99 - $73.18 $30.4K - $37K
506 $37M
RELX
Relx PLC

Communication Services
676
New
$45.31 - $55.66 $30.6K - $37.6K
676 $36.7M
XITK
Spdr Ser Tr Factset Innovative

ETFs
188
New
$140.43 - $189.36 $26.4K - $35.6K
188 $35.6M
EFG
Msci Eafe Growth ETF

ETFs
316
New
$89.8 - $112.0 $28.4K - $35.4K
316 $35.4M
NFRA
Flexshares Stoxx Global Broad

ETFs
567
New
$53.49 - $61.88 $30.3K - $35.1K
567 $35.1M
TRV
Travelers Companies, Inc.

Financial Services
130
New
$233.83 - $276.34 $30.4K - $35.9K
130 $34.8M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
690
New
$49.18 - $50.17 $33.9K - $34.6K
690 $34.6M
GD
General Dynamics Corp

Industrials
119
New
$247.68 - $291.66 $29.5K - $34.7K
119 $34.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
85
New
$390.26 - $489.06 $33.2K - $41.6K
85 $34.5M
KRC
Kilroy Realty Corp

Real Estate
1K
New
$28.32 - $35.95 $28.3K - $36K
1K $34.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
823
New
$34.28 - $41.6 $28.2K - $34.2K
823 $34.1M
CAT
Caterpillar Inc

Industrials
88
New
$273.94 - $388.21 $24.1K - $34.2K
88 $34M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
523
New
$61.03 - $67.59 $31.9K - $35.3K
523 $33.4M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
757
New
$38.92 - $46.4 $29.5K - $35.1K
757 $33.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
113
New
$224.16 - $285.86 $25.3K - $32.3K
113 $32.2M
QCOM
Qualcomm Inc

Technology
200
New
$124.66 - $159.48 $24.9K - $31.9K
200 $31.9M
LHX
L3 Harris Technologies, Inc.

Industrials
126
New
$200.21 - $256.99 $25.2K - $32.4K
126 $31.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
603
New
$40.94 - $52.1 $24.7K - $31.4K
603 $31.4M
IBB
Ishares Biotechnology ETF

ETFs
247
New
$112.02 - $129.0 $27.7K - $31.9K
247 $31.3M
IYJ
Ishares Tr

ETFs
217
New
$115.07 - $142.31 $25K - $30.9K
217 $30.9M
CVS
Cvs Health Corp

Healthcare
438
New
$60.04 - $70.18 $26.3K - $30.7K
438 $30.2M
Kraneshares Trust
1.26K
New
N/A
1.26K $30.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
436
New
$55.54 - $69.09 $24.2K - $30.1K
436 $30.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
605
New
$39.89 - $49.46 $24.1K - $29.9K
605 $29.9M
IVE
Ishares S&P 500 Value ETF

ETFs
153
New
$168.34 - $195.42 $25.8K - $29.9K
153 $29.9M
RYU
Invesco S&P 500 Equal Weight U

ETFs
408
New
N/A
408 $29M
V
Visa Inc.

Financial Services
81
New
$308.27 - $373.31 $25K - $30.2K
81 $28.8M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
586
New
N/A
586 $28.8M
OMC
Omnicom Group Inc.

Communication Services
400
New
$69.22 - $79.77 $27.7K - $31.9K
400 $28.8M
AVUS
American Centy ETF Tr Avantis

ETFs
283
New
$81.38 - $100.82 $23K - $28.5K
283 $28.6M
PFE
Pfizer Inc

Healthcare
1.18K
New
$21.59 - $24.84 $25.4K - $29.2K
1.18K $28.5M
NTAP
Net App, Inc.

Technology
266
New
$76.1 - $106.55 $20.2K - $28.3K
266 $28.3M
NVDA
Nvidia Corp

Technology
175
New
$94.31 - $157.99 $16.5K - $27.6K
175 $27.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
75
New
$273.67 - $366.17 $20.5K - $27.5K
75 $27.5M
GILD
Gilead Sciences, Inc.

Healthcare
247
New
$96.91 - $113.0 $23.9K - $27.9K
247 $27.4M
IYW
Ishares Dj Us Tech ETF

ETFs
156
New
$122.57 - $173.27 $19.1K - $27K
156 $27.1M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
531
New
$40.79 - $50.93 $21.7K - $27K
531 $27.1M
STX
Seagate Technology Holdings PLC

Technology
187
New
$66.54 - $144.33 $12.4K - $27K
187 $27M
IHE
Ishares Tr

ETFs
412
New
$61.0 - $68.22 $25.1K - $28.1K
412 $27M
JPM
Jpmorgan Chase & CO

Financial Services
91
New
$210.28 - $289.91 $19.1K - $26.4K
91 $26.4M
IHF
Ishares Tr

ETFs
543
New
$46.2 - $54.6 $25.1K - $29.6K
543 $26.4M
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
Track This Portfolio

Track Harbor Asset Planning, Inc. Portfolio

Follow Harbor Asset Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Asset Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbor Asset Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email