Harbor Asset Planning, Inc. Purchases in Q2 2025

Harbor Asset Planning, Inc.

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
574
New
$128.02 - $151.37 $73.5K - $86.9K
574 $75.8M
XEL
Xcel Energy Inc

Utilities
1.09K
New
$65.65 - $72.39 $71.7K - $79K
1.09K $74.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.29K
New
$17.76 - $22.1 $58.5K - $72.8K
3.29K $72.8M
CSCO
Cisco Systems, Inc.

Technology
1.04K
New
$53.19 - $69.38 $55.1K - $71.9K
1.04K $71.9M
LPLA
Lpl Financial Holdings Inc.

Financial Services
187
New
$283.31 - $388.96 $53K - $72.7K
187 $70.2M
SCHW
Schwab Charles Corp

Financial Services
757
New
$69.06 - $91.24 $52.3K - $69.1K
757 $69.1M
XLU
Utilities Sector Spdr

ETFs
841
New
$73.09 - $82.77 $61.5K - $69.6K
841 $68.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
116
New
$468.22 - $566.51 $54.3K - $65.7K
116 $65.5M
KO
Coca Cola CO

Consumer Defensive
925
New
$68.37 - $73.9 $63.2K - $68.4K
925 $65.5M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.14K
New
$46.22 - $57.51 $52.6K - $65.4K
1.14K $65.3M
PSX
Phillips 66

Energy
533
New
$92.87 - $125.73 $49.5K - $67K
533 $63.6M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.02K
New
$30.29 - $30.83 $61.1K - $62.2K
2.02K $62.2M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
629
New
$76.98 - $98.31 $48.4K - $61.8K
629 $61.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.11K
New
$43.53 - $54.46 $48.3K - $60.5K
1.11K $60.5M
R
Ryder System Inc

Industrials
369
New
$130.14 - $160.88 $48K - $59.4K
369 $58.7M
ABBV
Abb Vie Inc.

Healthcare
313
New
$170.16 - $206.27 $53.3K - $64.6K
313 $58.1M
GOOG
Alphabet Inc.

Communication Services
320
New
$146.58 - $180.01 $46.9K - $57.6K
320 $56.8M
NUDM
Nuveen Esg International Devel

ETFs
1.59K
New
$28.66 - $35.49 $45.5K - $56.4K
1.59K $56.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.69K
New
$25.93 - $32.91 $43.8K - $55.6K
1.69K $55.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
97
New
$456.74 - $568.03 $44.3K - $55.1K
97 $55.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.17K
New
$20.42 - $25.3 $44.3K - $54.8K
2.17K $54.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
194
New
$179.95 - $278.88 $34.9K - $54.1K
194 $54.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
738
New
$57.14 - $72.68 $42.2K - $53.6K
738 $53.7M
NVS
Novartis Ag

Healthcare
441
New
$101.96 - $121.01 $45K - $53.4K
441 $53.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
321
New
$141.87 - $164.49 $45.5K - $52.8K
321 $52.8M
HDV
Ishares Core High Dividend ETF

ETFs
435
New
$108.41 - $120.51 $47.2K - $52.4K
435 $51M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
507
New
$82.93 - $99.12 $42K - $50.3K
507 $50.3M
Te Connectivity PLC
296
New
N/A
296 $49.9M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
954
New
$44.22 - $52.08 $42.2K - $49.7K
954 $49.6M
CAH
Cardinal Health Inc

Healthcare
294
New
$125.0 - $168.0 $36.8K - $49.4K
294 $49.4M
DELL
Dell Technologies Inc.

Technology
401
New
$71.63 - $125.98 $28.7K - $50.5K
401 $49.2M
Ishares Bitcoin Trust ETF
788
New
N/A
788 $48.2M
MEAR
Blackrock Short Maturity Munic

ETFs
951
New
$49.74 - $50.27 $47.3K - $47.8K
951 $47.8M
IEMG
Ishares Inc

ETFs
771
New
N/A
771 $46.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
344
New
$104.23 - $134.39 $35.9K - $46.2K
344 $46.1M
WMT
Walmart Inc.

Consumer Defensive
468
New
$81.79 - $99.98 $38.3K - $46.8K
468 $45.8M
SNA
Snap On Inc

Industrials
146
New
$292.36 - $342.2 $42.7K - $50K
146 $45.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
592
New
$61.79 - $76.67 $36.6K - $45.4K
592 $45M
TRP
Tc Energy Corp

Energy
882
New
$44.48 - $51.4 $39.2K - $45.3K
882 $43M
MUB
Ishares National Muni Bond ETF

ETFs
409
New
$102.31 - $105.8 $41.8K - $43.3K
409 $42.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
626
New
$54.19 - $67.22 $33.9K - $42.1K
626 $42.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
813
New
$50.48 - $50.71 $41K - $41.2K
813 $41.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
487
New
$73.0 - $85.5 $35.6K - $41.6K
487 $41M
SUN
Sunoco LP

Energy
762
New
$50.38 - $59.13 $38.4K - $45.1K
762 $40.8M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
495
New
$70.7 - $82.14 $35K - $40.7K
495 $40.7M
IXN
Ishares Global Information Tec

ETFs
438
New
$65.81 - $92.34 $28.8K - $40.4K
438 $40.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
590
New
$55.15 - $68.11 $32.5K - $40.2K
590 $40.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
963
New
$37.08 - $42.26 $35.7K - $40.7K
963 $39.9M
VDE
Vanguard Energy ETF

ETFs
330
New
$105.87 - $130.56 $34.9K - $43.1K
330 $39.3M
Activity Summary
Buys All Purchases 412 New Holdings 412 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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