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
LYG
Lloyds Banking Group PLC

Financial Services
2.94K
New
$3.32 - $4.29 $9.76K - $12.6K
2.94K $12.5M
FBT
First Trust Nyse Arca Biotechn

ETFs
77
New
$145.67 - $165.99 $11.2K - $12.8K
77 $12.3M
TGT
Target Corp

Consumer Defensive
124
New
$88.76 - $105.77 $11K - $13.1K
124 $12.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
327
New
$29.41 - $37.21 $9.62K - $12.2K
327 $12.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
148
New
$77.74 - $78.78 $11.5K - $11.7K
148 $11.6M
FDN
First Tr Fd Dow Jones

ETFs
43
New
$200.29 - $269.33 $8.61K - $11.6K
43 $11.6M
BATT
Amplify Lithium & Battery Tech

ETFs
1.23K
New
$6.89 - $9.36 $8.5K - $11.6K
1.23K $11.5M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
318
New
$30.28 - $36.05 $9.63K - $11.5K
318 $11.5M
F
Ford Motor CO

Consumer Cyclical
1.05K
New
$8.69 - $10.85 $9.08K - $11.3K
1.05K $11.3M
PRU
Prudential Financial Inc

Financial Services
105
New
$95.12 - $112.71 $9.99K - $11.8K
105 $11.3M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
222
New
$49.79 - $50.59 $11.1K - $11.2K
222 $11.2M
BLOK
Amplify ETF Tr Trnsformational

ETFs
192
New
$32.56 - $57.11 $6.25K - $11K
192 $11M
Gladstone Capital Corp
386
New
N/A
386 $10.4M
FSK
Fs Kkr Capital Corp

Financial Services
500
New
$17.95 - $21.5 $8.98K - $10.8K
500 $10.4M
BAC
Bank Of America Corp

Financial Services
218
New
$34.39 - $47.46 $7.5K - $10.3K
218 $10.3M
INDB
Independent Bank Corp

Financial Services
161
New
$53.62 - $65.63 $8.63K - $10.6K
161 $10.1M
GS
Goldman Sachs Group Inc

Financial Services
14
New
$462.22 - $707.75 $6.47K - $9.91K
14 $9.91M
MMM
3 M CO

Industrials
65
New
$126.09 - $154.15 $8.2K - $10K
65 $9.91M
HEFA
Ishares Currency Hedged Msci E

ETFs
259
New
$32.11 - $38.21 $8.32K - $9.9K
259 $9.85M
COP
Conocophillips

Energy
106
New
$82.66 - $106.1 $8.76K - $11.2K
106 $9.49M
MFC
Manulife Financial Corp

Financial Services
295
New
$26.93 - $32.44 $7.94K - $9.57K
295 $9.42M
KBA
Kraneshares Bosera Msci China

ETFs
386
New
$20.81 - $24.45 $8.03K - $9.44K
386 $9.38M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
622
New
$13.77 - $16.67 $8.56K - $10.4K
622 $9.36M
INFY
Infosys LTD

Technology
505
New
$16.14 - $18.75 $8.15K - $9.47K
505 $9.35M
BBDC
Barings Bdc, Inc.

Financial Services
1K
New
$7.89 - $9.51 $7.89K - $9.51K
1K $9.14M
FAF
First American Financial Corp

Financial Services
137
New
$54.11 - $67.0 $7.41K - $9.18K
137 $8.41M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
88
New
$81.46 - $94.63 $7.17K - $8.33K
88 $8.35M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
78
New
$86.58 - $104.98 $6.75K - $8.19K
78 $8.19M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
91
New
$72.61 - $88.75 $6.61K - $8.08K
91 $8.06M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
151
New
$51.68 - $52.76 $7.8K - $7.97K
151 $7.98M
CHT
Chunghwa Telecom CO LTD

Communication Services
167
New
$37.72 - $46.87 $6.3K - $7.83K
167 $7.78M
OCCI
Ofs Credit Company, Inc.

Financial Services
1.24K
New
$5.64 - $6.8 $6.99K - $8.43K
1.24K $7.72M
ORI
Old Republic International Corp

Financial Services
200
New
$35.25 - $39.79 $7.05K - $7.96K
200 $7.69M
VCR
Vanguard Consumer Discretionar

ETFs
21
New
$290.42 - $364.35 $6.1K - $7.65K
21 $7.65M
LYB
Lyondell Basell Industries N.V.

Basic Materials
132
New
$53.23 - $70.65 $7.03K - $9.33K
132 $7.64M
Spdr Index Shs Fds
190
New
N/A
190 $7.5M
LUMN
Lumen Technologies, Inc.

Communication Services
1.64K
New
$3.07 - $4.51 $5.03K - $7.38K
1.64K $7.17M
AXP
American Express CO

Financial Services
22
New
$231.39 - $318.98 $5.09K - $7.02K
22 $7.02M
AMGN
Amgen Inc

Healthcare
25
New
$262.28 - $309.85 $6.56K - $7.75K
25 $6.98M
FEMS
First Trust Emerging Markets S

ETFs
172
New
$32.56 - $40.98 $5.6K - $7.05K
172 $6.97M
SAR
Saratoga Investment Corp.

Financial Services
261
New
$21.46 - $25.35 $5.6K - $6.62K
261 $6.47M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
163
New
$30.87 - $39.17 $5.03K - $6.38K
163 $6.39M
SAM
Boston Beer CO Inc

Consumer Defensive
33
New
$187.06 - $249.73 $6.17K - $8.24K
33 $6.3M
Ralliant Corp
128
New
N/A
128 $6.21M
TSEM
Tower Semiconductor LTD

Technology
141
New
$29.65 - $43.8 $4.18K - $6.18K
141 $6.11M
NLOK
Norton Life Lock Inc.

Technology
208
New
N/A
208 $6.11M
Knife River Corp
74
New
N/A
74 $6.04M
RWAY
Runway Growth Finance Corp.

Financial Services
554
New
$8.64 - $10.73 $4.79K - $5.94K
554 $5.94M
MGRC
Mcgrath Rentcorp

Industrials
50
New
$101.45 - $118.14 $5.07K - $5.91K
50 $5.8M
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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