Harbor Group, Inc. Purchases in Q3 2025

Harbor Group, Inc.

  • $599 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLQM
Franklin Templeton ETF Tr Libe

ETFs
90.8K
+ 14.3%
$53.93 - $57.58 $4.89M - $5.23M
725K $41M
PVAL
Putnam ETF Tr Putnam Focused L
32.7K
+ 4.12%
$39.93 - $42.72 $1.31M - $1.4M
826K $35.3M
TCHP
T Rowe Price Exchange Traded F

Technology
29.7K
+ 6.7%
$44.9 - $49.35 $1.33M - $1.46M
473K $23.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 5.52%
$620.67 - $670.08 $1.01M - $1.09M
31.2K $20.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
40.6K
+ 4.19%
$45.26 - $46.63 $1.84M - $1.89M
1.01M $46.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
36.2K
+ 3.8%
$46.37 - $47.77 $1.68M - $1.73M
989K $47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
30.1K
+ 3.84%
$41.43 - $44.2 $1.25M - $1.33M
814K $36M
BKCI
Bny Mellon ETF Tr Concentrated
32.8K
+ 3.75%
$49.4 - $52.59 $1.62M - $1.72M
906K $46.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
33K
New
$49.09 - $50.58 $1.62M - $1.67M
33K $1.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.51K
+ 0.95%
$52.12 - $55.33 $235K - $249K
477K $26.4M
AVEM
American Centy ETF Tr Avantis

ETFs
16.2K
+ 72.91%
$68.33 - $75.41 $1.11M - $1.22M
38.5K $2.89M
AVIV
American Centy ETF Tr Avantis
17.7K
+ 73.97%
$61.83 - $67.44 $1.09M - $1.19M
41.5K $2.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.5K
+ 2.63%
N/A
448K $38.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.65K
New
$72.65 - $78.68 $701K - $759K
9.65K $755K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$202.38 - $256.87 $202 - $257
9.17K $2.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
339
+ 16.81%
$546.99 - $602.2 $185K - $204K
2.36K $1.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.38K
New
$50.47 - $50.74 $271K - $273K
5.38K $272K
TSLA
Tesla, Inc.

Consumer Cyclical
603
New
$293.94 - $444.72 $177K - $268K
603 $268K
ORCL
Oracle Corp

Technology
930
New
$218.96 - $328.33 $204K - $305K
930 $261K
INDB
Independent Bank Corp

Financial Services
3.08K
New
$62.06 - $72.84 $191K - $225K
3.08K $213K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.47K
New
$53.36 - $59.69 $185K - $207K
3.47K $201K
MSFT
Microsoft Corp

Technology
177
+ 9.7%
$491.09 - $535.64 $86.9K - $94.8K
2K $1.04M
FNDX
Schwab Fundamental U S Large C

ETFs
252
+ 0.39%
$24.38 - $26.34 $6.14K - $6.64K
64.4K $1.69M
AOR
Ishares Tr Core Growth Allocat

ETFs
110
+ 0.4%
$60.99 - $64.39 $6.71K - $7.08K
27.7K $1.79M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 0.53%
$237.77 - $353.61 $2.85K - $4.24K
2.28K $785K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.44%
$175.16 - $255.24 $876 - $1.28K
1.14K $277K
NVDA
Nvidia Corp

Technology
11
+ 0.46%
$153.3 - $186.58 $1.69K - $2.05K
2.4K $447K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$420.11 - $472.68 $420 - $473
1.44K $673K
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 16.64%
$357.4 - $423.42 $36.1K - $42.8K
708 $286K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.09%
$339.37 - $366.46 $679 - $733
2.23K $815K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.18%
$617.65 - $666.84 $1.24K - $1.33K
1.11K $737K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 1.55%
$459.11 - $506.91 $15.6K - $17.2K
2.22K $1.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.28%
$567.77 - $614.76 $1.7K - $1.84K
1.08K $658K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.07%
$155.17 - $185.42 $155 - $185
1.34K $248K
CSX
Csx Corp

Industrials
35
+ 0.24%
$32.05 - $36.52 $1.12K - $1.28K
14.6K $519K
ITOT
Ishares Core S&P Total U.S. St

ETFs
21
+ 0.56%
$135.0 - $146.02 $2.84K - $3.07K
3.77K $549K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
65
+ 1.79%
$126.64 - $135.65 $8.23K - $8.82K
3.69K $500K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38
+ 0.28%
$36.04 - $38.78 $1.37K - $1.47K
13.8K $533K
AXP
American Express CO

Financial Services
82
+ 8.52%
$294.27 - $342.31 $24.1K - $28.1K
1.04K $346K
REET
Ishares Global Reit ETF

ETFs
642
+ 2.41%
$24.45 - $25.91 $15.7K - $16.6K
27.2K $696K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
204
+ 5.15%
$87.05 - $93.19 $17.8K - $19K
4.16K $387K
VTV
Vanguard Value ETF

ETFs
14
+ 0.53%
$175.51 - $186.57 $2.46K - $2.61K
2.66K $496K
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$250.97 - $282.66 $251 - $283
1.01K $285K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.12%
$108.97 - $121.65 $327 - $365
2.58K $311K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
17
+ 0.27%
$41.34 - $45.65 $703 - $776
6.39K $288K
XOM
Exxon Mobil Corp

Energy
7
+ 0.15%
$105.83 - $117.22 $741 - $821
4.77K $537K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.08%
$56.02 - $60.3 $336 - $362
7.52K $450K
ECL
Ecolab Inc.

Basic Materials
60
+ 5.41%
$259.39 - $285.47 $15.6K - $17.1K
1.17K $320K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
45
+ 0.04%
$24.11 - $24.94 $1.08K - $1.12K
118K $2.95M
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 1 Puts 0
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