Harbor Advisory Corp Portfolio Holdings
Harbor Advisory Corp
- $305 Million
- Q3 2024
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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