Bar Harbor Wealth Management Purchases in Q2 2025

Bar Harbor Wealth Management

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
3.48K
+ 0.74%
$179.73 - $253.23 $625K - $881K
472K $119M
STVN
Stevanato Group S.P.A.

Healthcare
372K
New
$18.57 - $25.25 $6.9M - $9.39M
372K $9.08M
DG
Dollar General Corp

Consumer Defensive
79.3K
New
$86.02 - $114.95 $6.82M - $9.11M
79.3K $9.07M
VEA
Vanguard Ftse Developed Market

ETFs
65.1K
+ 14.45%
$45.65 - $57.01 $2.97M - $3.71M
516K $29.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8.98K
New
$483.07 - $625.6 $4.34M - $5.62M
8.98K $4.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.71K
+ 8.05%
$416.06 - $551.64 $1.13M - $1.5M
36.4K $20.1M
NVDA
Nvidia Corp

Technology
6.33K
+ 10.31%
$94.31 - $157.99 $597K - $1M
67.8K $10.7M
XLY
Select Sector Spdr Consumer Di

ETFs
6.13K
+ 4.73%
$176.34 - $218.59 $1.08M - $1.34M
136K $29.5M
AVGO
Broadcom Inc.

Technology
12.6K
New
$146.29 - $275.65 $1.85M - $3.48M
12.6K $3.48M
BSY
Bentley Systems Inc

Technology
6.03K
+ 3.16%
$38.62 - $53.97 $233K - $325K
196K $10.6M
XLF
Financial Sector Spdr

ETFs
25.3K
+ 6.01%
$43.92 - $52.37 $1.11M - $1.32M
446K $23.3M
XLC
Select Sector Spdr Tr Communic

ETFs
13.2K
+ 18.67%
$86.13 - $108.53 $1.14M - $1.43M
83.9K $9.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.2K
+ 18.87%
$108.12 - $135.04 $1.11M - $1.38M
64.4K $8.7M
DGX
Quest Diagnostics Inc

Healthcare
15.2K
New
N/A
15.2K $2.08M
ELS
Equity Lifestyle Properties Inc

Real Estate
38.1K
+ 58.39%
$61.46 - $68.02 $2.34M - $2.59M
103K $6.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
918
+ 0.19%
$51.16 - $62.02 $47K - $56.9K
479K $29.7M
EMR
Emerson Electric CO

Industrials
425
+ 0.57%
$94.15 - $133.33 $40K - $56.7K
74.5K $9.93M
ADI
Analog Devices Inc

Technology
6.26K
+ 348.5%
$164.6 - $238.02 $1.03M - $1.49M
8.06K $1.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
810
+ 0.35%
$90.56 - $109.49 $73.4K - $88.7K
235K $25.7M
NNI
Nelnet Inc

Financial Services
335
+ 0.31%
$101.27 - $121.3 $33.9K - $40.6K
110K $13.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.46K
+ 1.62%
$39.89 - $49.46 $138K - $171K
217K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
443
+ 3.66%
$496.48 - $617.85 $220K - $274K
12.5K $7.75M
BHB
Bar Harbor Bankshares

Financial Services
19.1K
+ 4.16%
$27.37 - $31.26 $522K - $596K
478K $14.3M
LHX
L3 Harris Technologies, Inc.

Industrials
60
+ 0.33%
$200.21 - $256.99 $12K - $15.4K
18.2K $4.58M
XLU
Utilities Sector Spdr

ETFs
5.03K
+ 6.0%
$73.09 - $82.77 $368K - $417K
88.9K $7.26M
D
Dominion Energy, Inc

Utilities
9.59K
+ 22.02%
$49.66 - $58.0 $476K - $556K
53.2K $3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
324
+ 8.88%
$328.01 - $475.68 $106K - $154K
3.97K $1.86M
MUB
Ishares National Muni Bond ETF

ETFs
4.47K
New
$102.31 - $105.8 $457K - $473K
4.47K $466K
HON
Honeywell International Inc

Industrials
47
+ 0.31%
$182.86 - $232.88 $8.59K - $10.9K
15.2K $3.54M
IEFA
Ishares Tr

ETFs
2.86K
+ 27.24%
$67.83 - $84.09 $194K - $241K
13.4K $1.12M
AMAT
Applied Materials Inc

Technology
31
+ 0.41%
$126.95 - $183.52 $3.94K - $5.69K
7.51K $1.37M
PM
Philip Morris International Inc.

Consumer Defensive
350
+ 3.95%
$149.23 - $184.95 $52.2K - $64.7K
9.21K $1.68M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.42K
New
$113.67 - $150.4 $161K - $213K
1.42K $213K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.78K
New
$116.93 - $119.39 $208K - $213K
1.78K $212K
GE
General Electric CO

Industrials
4
+ 0.11%
$166.81 - $257.39 $667 - $1.03K
3.63K $933K
MFC
Manulife Financial Corp

Financial Services
6.34K
New
$26.93 - $32.44 $171K - $206K
6.34K $202K
NFLX
Netflix Inc

Communication Services
10
+ 2.38%
$855.86 - $1339.13 $8.56K - $13.4K
430 $575K
VIG
Vanguard Dividend Appreciation

ETFs
995
New
N/A
995 $181K
CRM
Salesforce, Inc.

Technology
240
+ 1.67%
$236.26 - $291.15 $56.7K - $69.9K
14.6K $3.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
544
+ 34.98%
$152.93 - $181.74 $83.2K - $98.9K
2.1K $381K
T
At&T Inc.

Communication Services
3.12K
+ 9.43%
$26.33 - $28.94 $82.1K - $90.2K
36.2K $1.05M
PLD
Prologis, Inc.

Real Estate
1.8K
+ 11.09%
$89.76 - $112.34 $161K - $202K
18K $1.89M
RDVY
First Trust Rising Dividend Ac

ETFs
887
+ 16.87%
$51.6 - $62.74 $45.8K - $55.7K
6.15K $385K
DTE
Dte Energy CO

Utilities
557
+ 28.43%
$127.39 - $139.49 $71K - $77.7K
2.52K $333K
IWR
Ishares Russell Mid Cap ETF

ETFs
166
+ 2.69%
$74.88 - $91.97 $12.4K - $15.3K
6.35K $583K
VB
Vanguard Small Cap ETF

ETFs
42
+ 2.25%
$193.73 - $237.37 $8.14K - $9.97K
1.91K $451K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
195
+ 11.28%
$103.88 - $123.68 $20.3K - $24.1K
1.92K $237K
GD
General Dynamics Corp

Industrials
11
+ 1.29%
$247.68 - $291.66 $2.72K - $3.21K
862 $251K
HYG
Ishares Tr

ETFs
3
+ 0.04%
$75.75 - $80.65 $227 - $242
7.86K $634K
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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