Granite Harbor Advisors, Inc. Incresed Positions in Q2 2025

Granite Harbor Advisors, Inc.

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.27K
+ 4.18%
$94.31 - $157.99 $214K - $358K
56.5K $8.93B
MSFT
Microsoft Corp

Technology
1.24K
+ 12.9%
$354.56 - $497.45 $439K - $615K
10.8K $5.38B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.68K
+ 4.95%
$52.31 - $63.72 $454K - $553K
184K $11.7B
META
Meta Platforms, Inc.

Communication Services
2
+ 0.03%
$484.66 - $738.09 $969 - $1.48K
7.01K $5.18B
GOOGL
Alphabet Inc.

Communication Services
1.51K
+ 5.08%
$144.7 - $178.6 $218K - $269K
31.2K $5.49B
AMZN
Amazon Com Inc

Consumer Cyclical
529
+ 2.03%
$167.32 - $223.3 $88.5K - $118K
26.6K $5.83B
MUB
Ishares National Muni Bond ETF

ETFs
8.6K
+ 10.11%
$102.31 - $105.8 $879K - $909K
93.6K $9.78B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.9K
+ 54.37%
$23.96 - $24.27 $669K - $677K
79.2K $1.92B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
28.4K
+ 186.4%
$22.7 - $23.33 $646K - $664K
43.7K $1.02B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
26K
+ 111.56%
$24.94 - $25.42 $649K - $661K
49.3K $1.25B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
31.1K
+ 269.24%
$20.23 - $21.04 $629K - $654K
42.6K $897M
IBDV
Ishares Tr

Technology
29.7K
+ 268.55%
$21.28 - $21.98 $632K - $652K
40.7K $895M
AVGO
Broadcom Inc.

Technology
206
+ 4.42%
$146.29 - $275.65 $30.1K - $56.8K
4.86K $1.34B
ITM
Vaneck Intermediate Muni ETF

ETFs
8.33K
+ 11.96%
$44.27 - $45.82 $369K - $382K
78K $3.55B
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.46%
$210.28 - $289.91 $18.1K - $24.9K
5.98K $1.73B
ORCL
Oracle Corp

Technology
225
+ 10.66%
$122.82 - $218.63 $27.6K - $49.2K
2.34K $511M
WMT
Walmart Inc.

Consumer Defensive
822
+ 8.22%
$81.79 - $99.98 $67.2K - $82.2K
10.8K $1.06B
V
Visa Inc.

Financial Services
262
+ 9.4%
$308.27 - $373.31 $80.8K - $97.8K
3.05K $1.08B
MA
Mastercard Inc

Financial Services
123
+ 7.12%
$479.92 - $590.74 $59K - $72.7K
1.85K $1.04B
PFE
Pfizer Inc

Healthcare
4.02K
+ 41.32%
$21.59 - $24.84 $86.8K - $99.9K
13.7K $333M
GS
Goldman Sachs Group Inc

Financial Services
32
+ 8.44%
$462.22 - $707.75 $14.8K - $22.6K
411 $291M
GE
General Electric CO

Industrials
61
+ 5.28%
$166.81 - $257.39 $10.2K - $15.7K
1.22K $313M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 11.46%
$908.13 - $1056.85 $53.6K - $62.4K
574 $568M
MS
Morgan Stanley

Financial Services
223
+ 12.85%
$99.83 - $140.86 $22.3K - $31.4K
1.96K $276M
KO
Coca Cola CO

Consumer Defensive
1.1K
+ 19.92%
$68.37 - $73.9 $75.3K - $81.4K
6.63K $469M
PG
Procter & Gamble CO

Consumer Defensive
672
+ 21.57%
$157.66 - $172.39 $106K - $116K
3.79K $603M
AXP
American Express CO

Financial Services
71
+ 9.15%
$231.39 - $318.98 $16.4K - $22.6K
847 $270M
WFC
Wells Fargo & Company

Financial Services
417
+ 12.54%
$60.98 - $80.12 $25.4K - $33.4K
3.74K $300M
XOM
Exxon Mobil Corp

Energy
1.06K
+ 22.22%
$99.93 - $119.04 $106K - $126K
5.81K $627M
ADBE
Adobe Inc.

Technology
149
+ 24.59%
$340.0 - $420.68 $50.7K - $62.7K
755 $292M
RTX
Raytheon Technologies Corp

Industrials
199
+ 11.21%
$113.75 - $148.48 $22.6K - $29.5K
1.97K $288M
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 3.5%
$335.24 - $380.78 $47.6K - $54.1K
4.19K $1.54B
VZ
Verizon Communications Inc

Communication Services
1.35K
+ 29.98%
$41.67 - $45.62 $56.4K - $61.8K
5.87K $254M
Linde PLC
99
+ 13.79%
N/A
817 $383M
DE
Deere & CO

Industrials
37
+ 5.86%
$412.99 - $531.48 $15.3K - $19.7K
668 $340M
PEP
Pepsico Inc

Consumer Defensive
541
+ 31.29%
$128.02 - $151.37 $69.3K - $81.9K
2.27K $300M
ABT
Abbott Laboratories

Healthcare
233
+ 14.74%
$123.95 - $138.08 $28.9K - $32.2K
1.81K $247M
CRM
Salesforce, Inc.

Technology
119
+ 11.51%
$236.26 - $291.15 $28.1K - $34.6K
1.15K $314M
MRK
Merck & Co., Inc.

Healthcare
932
+ 25.44%
$73.47 - $87.12 $68.5K - $81.2K
4.6K $364M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13
+ 0.01%
$96.84 - $99.46 $1.26K - $1.29K
119K $11.8B
ACN
Accenture PLC

Technology
113
+ 14.16%
$279.23 - $323.21 $31.6K - $36.5K
911 $272M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
874
+ 3.97%
$21.57 - $21.99 $18.9K - $19.2K
22.9K $501M
ABBV
Abb Vie Inc.

Healthcare
396
+ 18.38%
$170.16 - $206.27 $67.4K - $81.7K
2.55K $474M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
747
+ 1.99%
$22.09 - $22.44 $16.5K - $16.8K
38.3K $856M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
917
+ 2.66%
$22.81 - $22.97 $20.9K - $21.1K
35.3K $810M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
150
+ 3.47%
$45.88 - $54.4 $6.88K - $8.16K
4.48K $244M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
742
+ 2.0%
$22.3 - $22.57 $16.5K - $16.7K
37.9K $852M
CVX
Chevron Corp

Energy
593
+ 21.65%
$133.73 - $168.51 $79.3K - $99.9K
3.33K $477M
MDLZ
Mondelez International, Inc.

Consumer Defensive
271
+ 8.72%
$63.54 - $68.5 $17.2K - $18.6K
3.38K $228M
Activity Summary
Buys All Purchases 71 New Holdings 12 Increased Positions 59 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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