Harbor Investment Advisory, LLC Incresed Positions in Q1 2025

Harbor Investment Advisory, LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
176
+ 10.16%
$105.87 - $121.97 $18.6K - $21.5K
1.91K $232K
EPD
Enterprise Products Partners L.P.

Energy
180
+ 1.23%
$31.75 - $34.14 $5.72K - $6.15K
14.8K $503K
EQT
Eqt Corp

Energy
750
+ 93.75%
$46.16 - $54.25 $34.6K - $40.7K
1.55K $82K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
260
+ 2.31%
$152.57 - $163.66 $39.7K - $42.6K
11.5K $1.79M
TRV
Travelers Companies, Inc.

Financial Services
133
+ 33.42%
$232.43 - $265.13 $30.9K - $35.3K
531 $140K
IXUS
Ishares Tr

ETFs
236
+ 4.57%
$65.06 - $72.31 $15.4K - $17.1K
5.4K $379K
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 2.46%
$283.24 - $338.07 $21.5K - $25.7K
3.17K $934K
TMO
Thermo Fisher Scientific Inc.

Healthcare
91
+ 30.54%
$497.6 - $606.74 $45.3K - $55.2K
389 $193K
SRE
Sempra Energy

Utilities
559
+ 188.85%
$67.85 - $87.67 $37.9K - $49K
855 $61K
SOUN
Soundhound Ai, Inc.

Technology
6K
+ 387.1%
$8.12 - $20.62 $48.7K - $124K
7.55K $64K
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 0.32%
$182.82 - $196.21 $11.5K - $12.4K
19.5K $3.64M
NDAQ
Nasdaq, Inc.

Financial Services
600
+ 6.72%
$72.17 - $83.76 $43.3K - $50.3K
9.53K $722K
WFC
Wells Fargo & Company

Financial Services
180
+ 1.5%
$66.78 - $81.42 $12K - $14.7K
12.2K $873K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
250
+ 1.46%
$126.11 - $135.06 $31.5K - $33.8K
17.4K $2.22M
FSS
Federal Signal Corp

Industrials
440
+ 201.83%
$73.55 - $101.32 $32.4K - $44.6K
658 $49K
FIS
Fidelity National Information Services, Inc.

Technology
403
+ 109.81%
$68.12 - $83.42 $27.5K - $33.6K
770 $57K
KWEB
Kraneshares Tr Csi China Inter

ETFs
796
+ 1033.77%
$27.29 - $38.29 $21.7K - $30.5K
873 $30K
AOA
Ishares Tr Core Aggressive All

ETFs
363
+ 41.68%
$75.7 - $80.01 $27.5K - $29K
1.23K $94K
CNP
Centerpoint Energy Inc

Utilities
691
+ 201.46%
$30.87 - $36.25 $21.3K - $25K
1.03K $37K
MU
Micron Technology Inc

Technology
300
+ 240.0%
$86.89 - $109.38 $26.1K - $32.8K
425 $36K
NEE
Nextera Energy Inc

Utilities
501
+ 3.78%
$66.96 - $76.16 $33.5K - $38.2K
13.7K $974K
ICF
Ishares Tr

ETFs
1
+ 0.0%
$57.98 - $63.8 $58 - $63.8
36.5K $2.22M
CWST
Casella Waste Systems Inc

Industrials
177
+ 22.18%
$104.2 - $115.86 $18.4K - $20.5K
975 $107K
GNTX
Gentex Corp

Consumer Cyclical
1.09K
+ 208.19%
$23.3 - $28.48 $25.5K - $31.1K
1.62K $37K
PNC
Pnc Financial Services Group, Inc.

Financial Services
547
+ 12.49%
$168.84 - $202.89 $92.4K - $111K
4.93K $866K
MTZ
Mastec Inc

Industrials
200
+ 147.06%
$108.66 - $160.79 $21.7K - $32.2K
336 $39K
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 0.13%
$112.81 - $126.16 $2.71K - $3.03K
18.7K $2.27M
MS
Morgan Stanley

Financial Services
512
+ 11.99%
$111.68 - $141.08 $57.2K - $72.2K
4.78K $558K
NN
Nextnav Inc.

Communication Services
1.66K
+ 331.0%
$9.4 - $16.11 $15.6K - $26.7K
2.16K $27K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
840
+ 105.0%
$22.61 - $23.14 $19K - $19.4K
1.64K $37K
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 10.26%
$1739.0 - $2260.0 $6.96K - $9.04K
43 $83K
AIT
Applied Industrial Technologies Inc

Industrials
79
+ 97.53%
$218.93 - $269.18 $17.3K - $21.3K
160 $36K
VRT
Vertiv Holdings CO

Industrials
187
+ 4.25%
N/A
4.58K $397K
CVS
Cvs Health Corp

Healthcare
95
+ 25.96%
$44.22 - $68.64 $4.2K - $6.52K
461 $31K
IBMO
Ishares Tr Ibonds December 202

ETFs
496
+ 15.7%
$25.45 - $25.6 $12.6K - $12.7K
3.66K $93K
BND
Vanguard Bd Index Fd Inc Total

ETFs
155
+ 14.92%
$71.17 - $73.66 $11K - $11.4K
1.19K $87K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
450
+ 38.79%
$32.49 - $37.99 $14.6K - $17.1K
1.61K $53K
NTRS
Northern Trust Corp

Financial Services
130
+ 216.67%
$96.09 - $113.81 $12.5K - $14.8K
190 $18K
AVDV
American Centy ETF Tr Avantis

ETFs
145
+ 161.11%
$63.74 - $71.96 $9.24K - $10.4K
235 $16K
UITB
Usaa ETF Tr Core Intermediate

ETFs
236
+ 80.82%
$45.41 - $47.18 $10.7K - $11.1K
528 $24K
RY
Royal Bank Of Canada

Financial Services
150
+ 16.82%
$108.81 - $123.4 $16.3K - $18.5K
1.04K $117K
VFH
Vanguard Financial ETF

ETFs
80
+ 60.15%
$114.07 - $127.34 $9.13K - $10.2K
213 $25K
NVO
Novo Nordisk A S

Healthcare
574
+ 31.89%
$69.3 - $90.95 $39.8K - $52.2K
2.37K $164K
MFC
Manulife Financial Corp

Financial Services
307
+ 369.88%
$28.41 - $31.82 $8.72K - $9.77K
390 $12K
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.12%
$47.4 - $52.99 $142 - $159
2.53K $129K
CTVA
Corteva, Inc.

Basic Materials
30
+ 3.04%
$55.94 - $66.15 $1.68K - $1.98K
1.02K $64K
RDVY
First Trust Rising Dividend Ac

ETFs
160
+ 20.92%
$57.22 - $63.39 $9.16K - $10.1K
925 $53K
IGV
Ishares Expanded Tech Software

ETFs
92
+ 219.05%
$88.3 - $107.83 $8.12K - $9.92K
134 $12K
AIG
American International Group, Inc.

Financial Services
5
+ 0.99%
$70.5 - $86.94 $353 - $435
511 $44K
Activity Summary
Buys All Purchases 313 New Holdings 65 Increased Positions 248 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 1
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