Granite Harbor Advisors, Inc. Incresed Positions in Q1 2025

Granite Harbor Advisors, Inc.

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.43K
+ 7.6%
$95.85 - $99.25 $808K - $837K
119K $11.8B
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
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.4K
+ 7.83%
$73.78 - $76.59 $325K - $337K
60.6K $4.64B
MSFT
Microsoft Corp

Technology
1.97K
+ 25.88%
$375.39 - $447.2 $740K - $881K
9.59K $3.6B
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
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
IBMP
Ishares Tr Ibonds December 202

ETFs
2.61K
+ 5.56%
$25.1 - $25.34 $65.4K - $66K
49.5K $1.25B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.46K
+ 6.49%
$26.63 - $26.75 $65.5K - $65.8K
40.3K $1.08B
ITM
Vaneck Intermediate Muni ETF

ETFs
2.43K
+ 3.61%
$45.21 - $46.67 $110K - $113K
69.7K $3.17B
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.6K
+ 6.1%
$25.08 - $25.39 $65.3K - $66.1K
45.3K $1.15B
IBMO
Ishares Tr Ibonds December 202

ETFs
2.58K
+ 5.63%
$25.45 - $25.6 $65.6K - $65.9K
48.3K $1.24B
XLU
Utilities Sector Spdr

ETFs
9
+ 0.06%
$74.7 - $80.27 $672 - $722
15.4K $1.22B
ACN
Accenture PLC

Technology
228
+ 40.0%
$300.91 - $398.25 $68.6K - $90.8K
798 $249M
MRK
Merck & Co., Inc.

Healthcare
842
+ 29.85%
$83.01 - $101.02 $69.9K - $85.1K
3.66K $329M
PEP
Pepsico Inc

Consumer Defensive
275
+ 18.91%
$142.64 - $156.42 $39.2K - $43K
1.73K $259M
XLB
Select Sector Spdr Fd Material

ETFs
91
+ 0.73%
$83.19 - $90.99 $7.57K - $8.28K
12.6K $1.08B
CRM
Salesforce, Inc.

Technology
291
+ 39.17%
$268.36 - $359.95 $78.1K - $105K
1.03K $277M
EOG
Eog Resources Inc

Energy
94
+ 3.2%
$120.54 - $138.05 $11.3K - $13K
3.03K $389M
EW
Edwards Lifesciences Corp

Healthcare
462
+ 10.21%
$67.95 - $76.19 $31.4K - $35.2K
4.99K $362M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
702
+ 3.3%
$21.16 - $21.77 $14.9K - $15.3K
22K $479M
ORCL
Oracle Corp

Technology
458
+ 27.71%
$139.81 - $186.47 $64K - $85.4K
2.11K $295M
WFC
Wells Fargo & Company

Financial Services
102
+ 3.16%
$66.78 - $81.42 $6.81K - $8.3K
3.33K $239M
NEE
Nextera Energy Inc

Utilities
253
+ 1.84%
$66.96 - $76.16 $16.9K - $19.3K
14K $993M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.49%
N/A
1.44K $279M
XLI
Industrial Sector Spdr

ETFs
82
+ 0.26%
$128.78 - $141.67 $10.6K - $11.6K
31.8K $4.17B
STZ
Constellation Brands, Inc.

Consumer Defensive
138
+ 13.98%
$161.05 - $222.93 $22.2K - $30.8K
1.13K $206M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
106
+ 2.51%
$51.45 - $58.51 $5.45K - $6.2K
4.33K $224M
DHI
Horton D R Inc

Consumer Cyclical
204
+ 4.41%
$125.29 - $147.65 $25.6K - $30.1K
4.83K $614M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 3.84%
$347.25 - $424.87 $52.1K - $63.7K
4.05K $1.49B
HON
Honeywell International Inc

Industrials
210
+ 3.02%
$202.75 - $226.52 $42.6K - $47.6K
7.16K $1.52B
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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