Harbor Advisory Corp has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $305 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.8M, Apple Inc. with a value of $12.2M, Vanguard Ftse Europe ETF Ftse with a value of $12.1M, Berkshire Hathaway Inc Class B with a value of $11.9M, and Alphabet Inc. with a value of $11.5M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $289M to 305M.

Below you can find more details about Harbor Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $305 Million
ETFs: $177 Million
Healthcare: $28.3 Million
Technology: $23.4 Million
Financial Services: $22.5 Million
Consumer Cyclical: $14.8 Million
Communication Services: $13.9 Million
Utilities: $8.7 Million
Consumer Defensive: $7.92 Million
Other: $7.89 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $305 Million
  • Prior Value $289 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Harbor Advisory Corp Portfolio

Follow Harbor Advisory Corp 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 Harbor Advisory Corp , based on Form 13F filings with the SEC.

News

Stay updated on Harbor Advisory Corp with notifications on news.