Bar Harbor Wealth Management Incresed Positions in Q4 2024

Bar Harbor Wealth Management

  • $1.51 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
195
+ 6.43%
$87.85 - $98.6 $17.1K - $19.2K
3.23K $287K
KMB
Kimberly Clark Corp

Consumer Defensive
649
+ 7.71%
$130.37 - $146.09 $84.6K - $94.8K
9.07K $1.19M
IEFA
Ishares Tr

ETFs
625
+ 7.28%
$70.06 - $77.43 $43.8K - $48.4K
9.21K $647K
ICLN
Ishares

ETFs
1.45K
+ 11.98%
$11.35 - $14.51 $16.5K - $21K
13.6K $154K
SBUX
Starbucks Corp

Consumer Cyclical
1.73K
+ 5.75%
$87.44 - $102.5 $152K - $178K
31.9K $2.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.8K
+ 8.1%
$44.04 - $49.49 $519K - $583K
157K $6.93M
GE
General Electric CO

Industrials
150
+ 4.32%
$159.95 - $194.23 $24K - $29.1K
3.63K $604K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5K
+ 142.86%
$26.93 - $84.95 $135K - $425K
8.5K $232K
TSCO
Tractor Supply CO

Consumer Cyclical
42.7K
+ 431.87%
$52.59 - $303.74 $2.24M - $13M
52.5K $2.79M
IBB
Ishares Biotechnology ETF

ETFs
838
+ 5.65%
$131.21 - $148.85 $110K - $125K
15.7K $2.07M
XLE
Energy Sector Spdr

ETFs
972
+ 1.13%
$83.32 - $97.27 $81K - $94.5K
87.3K $7.48M
GIS
General Mills Inc

Consumer Defensive
693
+ 4.05%
$62.78 - $74.62 $43.5K - $51.7K
17.8K $1.13M
BRO
Brown & Brown, Inc.

Financial Services
1.08K
+ 0.68%
$100.93 - $113.42 $109K - $123K
162K $16.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
525
+ 1.93%
$75.1 - $82.99 $39.4K - $43.6K
27.7K $2.09M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.63K
+ 3.67%
$40.06 - $45.21 $105K - $119K
74.3K $3.02M
ON
On Semiconductor Corp

Technology
1.85K
+ 5.74%
$63.05 - $74.7 $116K - $138K
34K $2.14M
CB
Chubb LTD

Financial Services
146
+ 0.69%
$271.57 - $301.89 $39.6K - $44.1K
21.4K $5.91M
UL
Unilever PLC

Consumer Defensive
2.93K
+ 6.13%
$56.7 - $64.64 $166K - $189K
50.7K $2.87M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.07K
+ 9.72%
$83.96 - $106.19 $174K - $220K
23.4K $1.98M
DOW
Dow Inc.

Basic Materials
205
+ 1.09%
$39.1 - $55.34 $8.02K - $11.3K
19K $763K
ICE
Intercontinental Exchange, Inc.

Financial Services
403
+ 1.45%
$148.29 - $166.93 $59.8K - $67.3K
28.3K $4.21M
XLU
Utilities Sector Spdr

ETFs
904
+ 1.18%
$74.89 - $82.93 $67.7K - $75K
77.2K $5.85M
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.06%
$161.05 - $179.7 $7.09K - $7.91K
76.3K $12.8M
PFE
Pfizer Inc

Healthcare
369
+ 0.21%
$24.8 - $30.19 $9.15K - $11.1K
178K $4.72M
NNI
Nelnet Inc

Financial Services
2.58K
+ 2.41%
$104.32 - $124.92 $269K - $322K
110K $11.7M
TKR
Timken CO

Industrials
547
+ 1.53%
$70.76 - $87.24 $38.7K - $47.7K
36.4K $2.6M
LHX
L3 Harris Technologies, Inc.

Industrials
379
+ 2.06%
$208.94 - $264.22 $79.2K - $100K
18.8K $3.95M
VZ
Verizon Communications Inc

Communication Services
7.43K
+ 4.69%
$39.6 - $45.21 $294K - $336K
166K $6.62M
ADBE
Adobe Inc.

Technology
415
+ 4.13%
$437.39 - $552.96 $182K - $229K
10.5K $4.66M
EGP
Eastgroup Properties Inc

Real Estate
148
+ 0.64%
$158.74 - $185.14 $23.5K - $27.4K
23.3K $3.74M
AMD
Advanced Micro Devices Inc

Technology
1.97K
+ 9.35%
$118.88 - $172.8 $234K - $341K
23.1K $2.79M
XLB
Select Sector Spdr Fd Material

ETFs
452
+ 0.77%
$83.8 - $97.58 $37.9K - $44.1K
59.4K $5M
BALL
Ball Corp

Consumer Cyclical
912
+ 1.41%
$54.84 - $67.94 $50K - $62K
65.4K $3.59M
MDT
Medtronic PLC

Healthcare
4.89K
+ 3.71%
$79.61 - $92.24 $390K - $451K
137K $10.9M
AMT
American Tower Corp

Real Estate
1.01K
+ 4.33%
$179.4 - $232.01 $181K - $234K
24.4K $4.47M
PEP
Pepsico Inc

Consumer Defensive
670
+ 1.11%
$151.29 - $176.1 $101K - $118K
60.8K $9.24M
NEE
Nextera Energy Inc

Utilities
3.24K
+ 3.16%
$69.77 - $85.43 $226K - $277K
106K $7.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.1K
+ 2.33%
$96.64 - $101.23 $1.26M - $1.32M
574K $55.7M
PHG
Koninklijke Philips Nv

Healthcare
6.28K
+ 2.08%
$24.71 - $32.66 $155K - $205K
308K $7.8M
XOM
Exxon Mobil Corp

Energy
1.1K
+ 0.47%
$105.51 - $125.37 $116K - $138K
235K $25.2M
Activity Summary
Buys All Purchases 97 New Holdings 6 Increased Positions 91 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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