Harbor Group, Inc. Reduced Holdings in Q1 2025

Harbor Group, Inc.

  • $497 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-118K
- 24.61%
$57.21 - $65.8 $6.77M - $7.78M
362K $21.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.5K
- 6.49%
$102.49 - $119.96 $1.38M - $1.62M
194K $20.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.93K
- 1.23%
$24.91 - $29.02 $247K - $288K
796K $19.9M
MUB
Ishares National Muni Bond ETF

ETFs
-14.7K
- 17.3%
$104.71 - $107.69 $1.54M - $1.58M
70.2K $7.38M
SPYG
Spdr Portfolio

ETFs
-1.79K
- 0.94%
$80.05 - $92.39 $144K - $166K
190K $15.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.3K
- 0.68%
$25.58 - $29.24 $84.3K - $96.4K
483K $12.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-20.9K
- 14.32%
$25.12 - $26.05 $525K - $544K
125K $3.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.74K
- 0.59%
$21.75 - $24.28 $37.8K - $42.2K
293K $6.43M
VB
Vanguard Small Cap ETF

ETFs
-1.15K
- 16.25%
$217.89 - $252.64 $251K - $291K
5.93K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-536
- 33.48%
$507.05 - $563.67 $272K - $302K
1.07K $544K
VO
Vanguard Mid Cap ETF

ETFs
-871
- 11.4%
$251.87 - $277.95 $219K - $242K
6.77K $1.74M
VUG
Vanguard Growth ETF

ETFs
-66
- 1.91%
$369.1 - $427.61 $24.4K - $28.2K
3.39K $1.26M
MSFT
Microsoft Corp

Technology
-30
- 1.62%
$375.39 - $447.2 $11.3K - $13.4K
1.82K $684K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.02K
- 9.86%
$37.84 - $44.02 $38.5K - $44.8K
9.3K $357K
AMZN
Amazon Com Inc

Consumer Cyclical
-84
- 4.33%
$190.26 - $242.06 $16K - $20.3K
1.86K $353K
AMD
Advanced Micro Devices Inc

Technology
-100
- 3.37%
$96.63 - $129.55 $9.66K - $13K
2.87K $294K
ADI
Analog Devices Inc

Technology
-45
- 0.92%
$201.56 - $243.82 $9.07K - $11K
4.85K $977K
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 0.41%
$271.18 - $303.12 $3.25K - $3.64K
2.94K $804K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-304
- 2.07%
$32.42 - $36.13 $9.86K - $11K
14.4K $471K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 12.11%
$890.62 - $1076.86 $44.5K - $53.8K
363 $343K
EEM
Ishares Msci Emerging Markets

ETFs
-1.2K
- 12.47%
$40.81 - $45.34 $49K - $54.5K
8.43K $368K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.61%
$551.42 - $612.93 $3.86K - $4.29K
1.14K $635K
IVW
Ishares S&P 500 Growth ETF

ETFs
-61
- 2.31%
$92.45 - $106.69 $5.64K - $6.51K
2.58K $238K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-27
- 0.78%
$113.22 - $126.36 $3.06K - $3.41K
3.43K $391K
JNJ
Johnson & Johnson

Healthcare
-335
- 20.04%
$142.06 - $167.7 $47.6K - $56.2K
1.34K $221K
VEA
Vanguard Ftse Developed Market

ETFs
-348
- 4.83%
$47.4 - $52.99 $16.5K - $18.4K
6.86K $351K
RLY
Ssga Active ETF Tr

ETFs
-15K
- 4.77%
$27.21 - $28.6 $409K - $430K
300K $8.52M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-636
- 4.07%
$59.28 - $66.1 $37.7K - $42K
15K $963K
RTX
Raytheon Technologies Corp

Industrials
-457
- 9.93%
$114.1 - $135.66 $52.1K - $62K
4.15K $549K
EFG
Msci Eafe Growth ETF

ETFs
-1.35K
- 3.24%
$96.1 - $106.37 $130K - $143K
40.3K $4.07M
ABBV
Abb Vie Inc.

Healthcare
-50
- 3.19%
$169.2 - $216.66 $8.46K - $10.8K
1.52K $317K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.49K
- 0.44%
$25.77 - $27.6 $38.4K - $41.2K
336K $8.84M
XOM
Exxon Mobil Corp

Energy
-29
- 0.62%
$105.44 - $118.93 $3.06K - $3.45K
4.62K $549K
IEFA
Ishares Tr

ETFs
-39
- 0.39%
$69.57 - $78.65 $2.71K - $3.07K
9.88K $755K
GE
General Electric CO

Industrials
-2
- 0.06%
$168.59 - $212.13 $337 - $424
3.17K $634K
V
Visa Inc.

Financial Services
-41
- 1.15%
$306.92 - $362.71 $12.6K - $14.9K
3.54K $1.24M
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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