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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
415
New
$50.08 - $63.14 $20.8K - $26.2K
415 $26.2M
Veralto Corp
257
New
N/A
257 $25.9M
ADP
Automatic Data Processing Inc

Industrials
84
New
$276.76 - $326.81 $23.2K - $27.5K
84 $25.9M
PSA
Public Storage

Real Estate
86
New
$266.31 - $309.77 $22.9K - $26.6K
86 $25.2M
Labcorp Holdings Inc
94
New
N/A
94 $24.7M
NEE
Nextera Energy Inc

Utilities
354
New
$64.11 - $75.0 $22.7K - $26.6K
354 $24.6M
BA
Boeing CO

Industrials
117
New
$136.59 - $217.51 $16K - $25.4K
117 $24.5M
KEN
Kenon Holdings Ltd.

Utilities
584
New
$27.64 - $41.55 $16.1K - $24.3K
584 $24.3M
VIS
Vanguard Industrial ETF

ETFs
84
New
$220.04 - $280.07 $18.5K - $23.5K
84 $23.5M
XT
Ishares Tr Exponential Technol

ETFs
360
New
$49.86 - $65.25 $17.9K - $23.5K
360 $23.5M
TXN
Texas Instruments Inc

Technology
113
New
N/A
113 $23.4M
IFRA
Ishares Tr

ETFs
472
New
$40.97 - $49.19 $19.3K - $23.2K
472 $23.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
215
New
$86.05 - $107.7 $18.5K - $23.2K
215 $23.2M
RTX
Raytheon Technologies Corp

Industrials
156
New
$113.75 - $148.48 $17.7K - $23.2K
156 $22.8M
MRK
Merck & Co., Inc.

Healthcare
285
New
$73.47 - $87.12 $20.9K - $24.8K
285 $22.6M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
87
New
$160.63 - $257.78 $14K - $22.4K
87 $22.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
78
New
$216.28 - $284.39 $16.9K - $22.2K
78 $22.3M
CVX
Chevron Corp

Energy
154
New
$133.73 - $168.51 $20.6K - $26K
154 $22.1M
RMD
Resmed Inc

Healthcare
86
New
$204.54 - $258.0 $17.6K - $22.2K
86 $22.1M
MAIN
Main Street Capital Corp

Financial Services
372
New
$49.15 - $59.32 $18.3K - $22.1K
372 $22M
FNDE
Schwab Fundamental Emerging Mk

ETFs
651
New
$26.66 - $33.09 $17.4K - $21.5K
651 $21.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
154
New
$104.34 - $138.68 $16.1K - $21.4K
154 $21.4M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
100
New
$170.2 - $211.82 $17K - $21.2K
100 $21.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
234
New
$73.02 - $90.22 $17.1K - $21.1K
234 $20.9M
HRB
H&R Block Inc

Consumer Cyclical
379
New
$54.32 - $63.04 $20.6K - $23.9K
379 $20.8M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
226
New
$90.21 - $112.66 $20.4K - $25.5K
226 $20.6M
NWSA
News Corp

Communication Services
691
New
$23.97 - $29.72 $16.6K - $20.5K
691 $20.5M
IX
Orix Corp

Financial Services
905
New
$18.25 - $22.52 $16.5K - $20.4K
905 $20.4M
FTV
Fortive Corp

Technology
386
New
$52.13 - $74.29 $20.1K - $28.7K
386 $20.1M
SKYY
First Trust Cloud Computing Et

ETFs
163
New
$89.46 - $121.64 $14.6K - $19.8K
163 $19.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
375
New
$41.79 - $54.16 $15.7K - $20.3K
375 $19.8M
IBM
International Business Machines Corp

Technology
63
New
$221.03 - $294.78 $13.9K - $18.6K
63 $18.5M
EFV
Msci Eafe Value ETF

ETFs
289
New
$52.4 - $64.65 $15.1K - $18.7K
289 $18.4M
EVR
Evercore Inc.

Financial Services
67
New
$163.77 - $271.5 $11K - $18.2K
67 $18.1M
Invesco Exchange Traded Fd T
214
New
N/A
214 $18M
EPD
Enterprise Products Partners L.P.

Energy
568
New
$28.95 - $34.22 $16.4K - $19.4K
568 $17.6M
ENB
Enbridge Inc

Energy
388
New
$41.09 - $47.16 $15.9K - $18.3K
388 $17.6M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
548
New
$28.02 - $32.37 $15.4K - $17.7K
548 $17.4M
LMT
Lockheed Martin Corp

Industrials
36
New
$430.82 - $486.45 $15.5K - $17.5K
36 $16.8M
LIT
Global X Fds Global X Lithium

ETFs
421
New
$31.82 - $39.24 $13.4K - $16.5K
421 $16.1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
153
New
$93.63 - $103.68 $14.3K - $15.9K
153 $15.9M
CIG
Energy CO Of Minas Gerais

Utilities
8.04K
New
$1.62 - $1.96 $13K - $15.8K
8.04K $15.8M
ITA
Ishares Tr

ETFs
83
New
$135.31 - $188.64 $11.2K - $15.7K
83 $15.7M
MDT
Medtronic PLC

Healthcare
175
New
$80.68 - $88.86 $14.1K - $15.6K
175 $15.3M
IQDF
Flexshares International Quali

ETFs
564
New
$22.1 - $27.31 $12.5K - $15.4K
564 $15.3M
FINX
Global X Fds Fintech ETF (De)

ETFs
433
New
$24.27 - $34.22 $10.5K - $14.8K
433 $14.8M
Invesco Exch Traded Fd Tr Ii
107
New
N/A
107 $14.3M
VNQ
Vanguard Specialized Funds Van

ETFs
158
New
$79.79 - $91.42 $12.6K - $14.4K
158 $14M
Blackrock Inc
12
New
N/A
12 $12.8M
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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