Granite Harbor Advisors, Inc. Purchases in Q1 2025

Granite Harbor Advisors, Inc.

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYGV
Flexshares Tr High Yield Value

ETFs
63.6K
New
$40.21 - $41.29 $2.56M - $2.62M
63.6K $2.57B
GUNR
Flexshares Tr Morningstar Glob

ETFs
28.8K
New
$36.6 - $39.56 $1.05M - $1.14M
28.8K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.43K
+ 7.6%
$95.85 - $99.25 $808K - $837K
119K $11.8B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
34.9K
New
$23.61 - $24.38 $825K - $852K
34.9K $852M
Ishares Tr
30.6K
New
N/A
30.6K $767M
LLY
Eli Lilly & CO

Healthcare
843
+ 67.93%
$725.72 - $929.72 $612K - $784K
2.08K $1.72B
MUB
Ishares National Muni Bond ETF

ETFs
6.89K
+ 8.82%
$104.71 - $107.69 $721K - $742K
85K $8.96B
STE
Steris PLC

Healthcare
2.21K
New
$202.46 - $232.74 $448K - $515K
2.21K $501M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
355
+ 9.12%
$442.66 - $534.52 $157K - $190K
4.25K $2.26B
XLV
Select Sector Spdr Fund Health

ETFs
1.01K
+ 2.66%
$137.61 - $149.68 $140K - $152K
39.2K $5.72B
MSFT
Microsoft Corp

Technology
1.97K
+ 25.88%
$375.39 - $447.2 $740K - $881K
9.59K $3.6B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
18.7K
New
$19.0 - $19.66 $356K - $368K
18.7K $368M
GOOG
Alphabet Inc.

Communication Services
2.15K
New
$156.06 - $207.71 $336K - $447K
2.15K $336M
JNJ
Johnson & Johnson

Healthcare
701
+ 7.71%
$142.06 - $167.7 $99.6K - $118K
9.79K $1.62B
ELV
Elevance Health, Inc.

Healthcare
57
+ 1.36%
$365.9 - $436.25 $20.9K - $24.9K
4.26K $1.85B
V
Visa Inc.

Financial Services
643
+ 30.0%
$306.92 - $362.71 $197K - $233K
2.79K $976M
AME
Ametek Inc

Industrials
1.56K
New
$170.39 - $190.43 $266K - $298K
1.56K $269M
LOW
Lowes Companies Inc

Consumer Cyclical
1.14K
New
$222.66 - $268.42 $253K - $305K
1.14K $265M
PFE
Pfizer Inc

Healthcare
9.73K
New
$25.01 - $27.13 $243K - $264K
9.73K $247M
RTX
Raytheon Technologies Corp

Industrials
1.78K
New
$114.1 - $135.66 $203K - $241K
1.78K $235M
ADBE
Adobe Inc.

Technology
606
New
$377.84 - $464.11 $229K - $281K
606 $232M
GE
General Electric CO

Industrials
1.16K
New
$168.59 - $212.13 $195K - $245K
1.16K $231M
DFAX
Dimensional ETF Tr
8.46K
New
$24.45 - $27.2 $207K - $230K
8.46K $222M
MA
Mastercard Inc

Financial Services
341
+ 24.6%
$504.67 - $576.31 $172K - $197K
1.73K $947M
NFRA
Flexshares Stoxx Global Broad

ETFs
3.76K
New
$53.37 - $57.8 $201K - $217K
3.76K $217M
NFLX
Netflix Inc

Communication Services
229
New
$828.4 - $1058.6 $190K - $242K
229 $214M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.11K
New
$56.12 - $68.15 $174K - $212K
3.11K $211M
TSLA
Tesla, Inc.

Consumer Cyclical
813
New
$222.15 - $428.22 $181K - $348K
813 $211M
ABT
Abbott Laboratories

Healthcare
1.58K
New
$111.1 - $140.22 $176K - $222K
1.58K $210M
AXP
American Express CO

Financial Services
776
New
$255.39 - $325.87 $198K - $253K
776 $209M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.27K
New
$59.28 - $66.1 $194K - $216K
3.27K $208M
GS
Goldman Sachs Group Inc

Financial Services
379
New
$524.81 - $672.19 $199K - $255K
379 $207M
VZ
Verizon Communications Inc

Communication Services
4.52K
New
$37.81 - $46.49 $171K - $210K
4.52K $205M
MS
Morgan Stanley

Financial Services
1.74K
New
$111.68 - $141.08 $194K - $245K
1.74K $202M
META
Meta Platforms, Inc.

Communication Services
401
+ 6.07%
$576.36 - $736.67 $231K - $295K
7.01K $4.04B
XLE
Energy Sector Spdr

ETFs
6
+ 0.03%
$85.7 - $93.96 $514 - $564
21.2K $1.98B
XLP
Consumer Staples Sector Spdr

ETFs
562
+ 1.48%
N/A
38.7K $3.16B
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 43.45%
$890.62 - $1076.86 $139K - $168K
515 $487M
ABBV
Abb Vie Inc.

Healthcare
326
+ 17.82%
$169.2 - $216.66 $55.2K - $70.6K
2.16K $452M
WMT
Walmart Inc.

Consumer Defensive
1.66K
+ 19.85%
$84.5 - $105.05 $140K - $174K
10K $878M
UNH
Unitedhealth Group Inc

Healthcare
183
+ 16.35%
$461.52 - $548.18 $84.5K - $100K
1.3K $682M
JPM
Jpmorgan Chase & CO

Financial Services
342
+ 6.16%
$225.19 - $279.95 $77K - $95.7K
5.89K $1.45B
KO
Coca Cola CO

Consumer Defensive
612
+ 12.45%
$60.81 - $72.32 $37.2K - $44.3K
5.53K $396M
MCD
Mcdonalds Corp

Consumer Cyclical
104
+ 4.11%
$279.74 - $321.29 $29.1K - $33.4K
2.64K $823M
CSCO
Cisco Systems, Inc.

Technology
908
+ 7.7%
$58.74 - $64.87 $53.3K - $58.9K
12.7K $784M
Linde PLC
114
+ 18.87%
N/A
718 $334M
PG
Procter & Gamble CO

Consumer Defensive
425
+ 15.8%
$158.56 - $176.26 $67.4K - $74.9K
3.12K $531M
DE
Deere & CO

Industrials
116
+ 22.52%
$408.57 - $509.27 $47.4K - $59.1K
631 $296M
AVGO
Broadcom Inc.

Technology
1.63K
+ 53.75%
$167.43 - $244.7 $273K - $398K
4.66K $780M
Activity Summary
Buys All Purchases 82 New Holdings 24 Increased Positions 58 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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