Bar Harbor Wealth Management Incresed Positions 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
VEA
Vanguard Ftse Developed Market

ETFs
65.1K
+ 14.45%
$45.65 - $57.01 $2.97M - $3.71M
516K $29.4M
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
BSY
Bentley Systems Inc

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

ETFs
321
+ 0.21%
$116.42 - $147.52 $37.4K - $47.4K
156K $23M
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
EMR
Emerson Electric CO

Industrials
425
+ 0.57%
$94.15 - $133.33 $40K - $56.7K
74.5K $9.93M
IJH
Ishares Core S&P Mid Cap ETF

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

Industrials
4
+ 0.11%
$166.81 - $257.39 $667 - $1.03K
3.63K $933K
NFLX
Netflix Inc

Communication Services
10
+ 2.38%
$855.86 - $1339.13 $8.56K - $13.4K
430 $575K
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
AMGN
Amgen Inc

Healthcare
335
+ 13.5%
$262.28 - $309.85 $87.9K - $104K
2.82K $786K
PFF
Ishares Trust Ishares Pfd And

ETFs
234
+ 1.7%
$29.0 - $30.68 $6.79K - $7.18K
14K $428K
MO
Altria Group, Inc.

Consumer Defensive
169
+ 3.08%
$55.56 - $60.91 $9.39K - $10.3K
5.66K $331K
Simplify Exchange Traded Fun
19.1K
+ 6.85%
N/A
298K $0
IBB
Ishares Biotechnology ETF

ETFs
276
+ 1.8%
$112.02 - $129.0 $30.9K - $35.6K
15.6K $1.97M
DHR
Danaher Corp

Healthcare
385
+ 1.47%
$174.64 - $205.16 $67.2K - $79K
26.6K $5.25M
UNP
Union Pacific Corp

Industrials
590
+ 1.29%
$208.27 - $238.46 $123K - $141K
46.4K $10.7M
MDT
Medtronic PLC

Healthcare
751
+ 0.55%
$80.68 - $88.86 $60.6K - $66.7K
137K $11.9M
ABBV
Abb Vie Inc.

Healthcare
8.34K
+ 10.69%
$170.16 - $206.27 $1.42M - $1.72M
86.3K $16M
XLE
Energy Sector Spdr

ETFs
211
+ 0.24%
$76.44 - $94.13 $16.1K - $19.9K
87.4K $7.41M
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
Track This Portfolio

Track Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management 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 Bar Harbor Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bar Harbor Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email