Harbor Group, Inc. Purchases in Q4 2024

Harbor Group, Inc.

  • $442 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
61.2K
+ 64.3%
$94.37 - $106.41 $5.78M - $6.51M
156K $15.1M
PVAL
Putnam ETF Tr Putnam Focused L
164K
+ 86.5%
$36.85 - $39.99 $6.03M - $6.54M
353K $13.1M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
102K
+ 67.12%
$54.15 - $58.81 $5.55M - $6.03M
255K $13.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
68.6K
New
$37.12 - $41.23 $2.55M - $2.83M
68.6K $2.55M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13.4K
+ 3.64%
N/A
382K $32.8M
TCHP
T Rowe Price Exchange Traded F

Technology
4.74K
+ 1.28%
$39.17 - $43.9 $186K - $208K
376K $15.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
599K
+ 289.35%
$25.93 - $105.3 $15.5M - $63.1M
806K $22.5M
IVV
Ishares Core S&P 500 ETF

ETFs
182
+ 0.7%
$570.51 - $610.59 $104K - $111K
26K $15.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
545
+ 51.61%
$521.84 - $558.82 $284K - $305K
1.6K $862K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.45K
New
$96.64 - $101.23 $236K - $248K
2.45K $236K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.03K
New
$26.93 - $84.95 $216K - $682K
8.03K $219K
GOOG
Alphabet Inc.

Communication Services
1.14K
New
$163.08 - $198.16 $185K - $225K
1.14K $216K
CRM
Salesforce, Inc.

Technology
633
New
$270.87 - $367.87 $171K - $233K
633 $211K
EBTC
Enterprise Bancorp Inc

Financial Services
5.14K
New
$30.84 - $43.48 $158K - $223K
5.14K $203K
VO
Vanguard Mid Cap ETF

ETFs
620
+ 8.83%
$261.5 - $284.63 $162K - $176K
7.64K $2.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
196K
+ 198.17%
$22.4 - $68.28 $4.38M - $13.4M
294K $6.82M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$205.18 - $250.29 $205 - $250
3.99K $955K
VEA
Vanguard Ftse Developed Market

ETFs
1.85K
+ 34.65%
$47.57 - $52.44 $88.2K - $97.2K
7.21K $344K
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 1.48%
$481.22 - $538.17 $13.5K - $15.1K
1.91K $978K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
792
+ 8.32%
$41.09 - $45.94 $32.5K - $36.4K
10.3K $433K
NVDA
Nvidia Corp

Technology
19
+ 0.82%
$117.0 - $148.88 $2.22K - $2.83K
2.35K $315K
AXP
American Express CO

Financial Services
2
+ 0.21%
$267.35 - $305.57 $535 - $611
958 $284K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 4.14%
$442.29 - $483.08 $38.5K - $42K
2.19K $991K
T
At&T Inc.

Communication Services
15
+ 0.07%
$21.22 - $23.88 $318 - $358
23K $523K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.11%
$94.43 - $105.47 $283 - $316
2.64K $268K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
91
+ 2.7%
$118.0 - $127.04 $10.7K - $11.6K
3.46K $420K
SUB
Ishares Short Term National Mu

ETFs
156
+ 5.72%
$104.94 - $106.2 $16.4K - $16.6K
2.89K $304K
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$220.26 - $241.44 $220 - $241
1.01K $234K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
42
+ 0.82%
$50.67 - $50.9 $2.13K - $2.14K
5.19K $263K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.23%
N/A
1.78K $0
Ge Vernova Inc
766
New
N/A
766 $0
Fidelity Covington Trust
3
+ 0.03%
N/A
8.83K $0
VTV
Vanguard Value ETF

ETFs
9
+ 0.52%
$168.32 - $181.87 $1.51K - $1.64K
1.74K $294K
SCHA
Schwab Strategic Tr Us Small C

ETFs
55.9K
+ 98.27%
$25.33 - $51.16 $1.42M - $2.86M
113K $2.92M
ABBV
Abb Vie Inc.

Healthcare
25
+ 1.62%
$164.99 - $203.87 $4.12K - $5.1K
1.57K $278K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.06%
$143.34 - $165.86 $143 - $166
1.67K $241K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.25%
$485.52 - $625.25 $486 - $625
400 $202K
VZ
Verizon Communications Inc

Communication Services
34
+ 0.43%
$39.6 - $45.21 $1.35K - $1.54K
7.93K $317K
FNDX
Schwab Fundamental U S Large C

ETFs
42.4K
+ 195.24%
$23.49 - $71.77 $997K - $3.05M
64.2K $1.52M
XOM
Exxon Mobil Corp

Energy
5
+ 0.11%
$105.51 - $125.37 $528 - $627
4.65K $500K
AOR
Ishares Tr Core Growth Allocat

ETFs
114
+ 0.41%
$57.32 - $59.66 $6.53K - $6.8K
28.1K $1.61M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.24K
+ 0.86%
$25.3 - $26.31 $31.4K - $32.7K
146K $3.73M
GE
General Electric CO

Industrials
1
+ 0.03%
$159.95 - $194.23 $160 - $194
3.17K $529K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.27%
$479.66 - $614.62 $959 - $1.23K
749 $363K
IEFA
Ishares Tr

ETFs
39
+ 0.39%
$70.06 - $77.43 $2.73K - $3.02K
9.92K $697K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.8K
+ 3.94%
$44.87 - $46.86 $1.56M - $1.63M
918K $41.2M
RLY
Ssga Active ETF Tr

ETFs
14.5K
+ 4.81%
$26.85 - $29.18 $388K - $422K
315K $8.51M
JCPB
J P Morgan Exchange Traded Fd

ETFs
37.3K
+ 4.34%
$46.07 - $48.17 $1.72M - $1.79M
895K $41.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
322K
+ 196.24%
$27.54 - $83.04 $8.86M - $26.7M
486K $13.5M
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 1 Puts 0
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