Harbor Investment Advisory, LLC Sells in Q2 2025

Harbor Investment Advisory, LLC

  • $1.31 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-5.1K
- 15.73%
$274.35 - $599.47 $1.4M - $3.06M
27.3K $8.53M
AAPL
Apple Inc.

Technology
-1.95K
- 0.55%
$172.42 - $223.89 $336K - $437K
352K $72.3M
HUBS
Hubspot Inc

Technology
-14
- 0.02%
$487.07 - $672.24 $6.82K - $9.41K
89.5K $49.8M
AMGN
Amgen Inc

Healthcare
-70
- 0.29%
$262.28 - $309.85 $18.4K - $21.7K
24.3K $6.79M
COP
Conocophillips

Energy
-6.79K
- 90.42%
$82.66 - $106.1 $561K - $720K
719 $64K
JNJ
Johnson & Johnson

Healthcare
-939
- 2.27%
$146.36 - $159.82 $137K - $150K
40.5K $6.19M
XOM
Exxon Mobil Corp

Energy
-1.55K
- 3.67%
$99.93 - $119.04 $155K - $185K
40.7K $4.38M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-523
- 16.35%
$483.07 - $625.6 $253K - $327K
2.68K $1.4M
PEP
Pepsico Inc

Consumer Defensive
-2.52K
- 19.05%
$128.02 - $151.37 $322K - $381K
10.7K $1.41M
BDX
Becton Dickinson & CO

Healthcare
-2.05K
- 73.4%
$165.15 - $226.42 $338K - $463K
741 $127K
MRK
Merck & Co., Inc.

Healthcare
-3.3K
- 16.66%
$73.47 - $87.12 $243K - $288K
16.5K $1.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.59K
- 21.0%
$90.56 - $109.49 $507K - $612K
21K $2.3M
CTRA
Coterra Energy Inc.

Energy
-13.8K
- 77.81%
$22.6 - $29.07 $312K - $401K
3.93K $99K
CRM
Salesforce, Inc.

Technology
-1.96K
- 6.91%
$236.26 - $291.15 $462K - $569K
26.3K $7.18M
GOOG
Alphabet Inc.

Communication Services
-12.9K
- 14.5%
$146.58 - $180.01 $1.89M - $2.32M
76.1K $13.5M
SBUX
Starbucks Corp

Consumer Cyclical
-1.11K
- 2.07%
$79.69 - $99.41 $88.6K - $111K
52.6K $4.84M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-732
- 15.09%
$225.56 - $335.19 $165K - $245K
4.12K $978K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.28K
- 16.18%
$43.89 - $45.45 $363K - $376K
42.9K $1.93M
PG
Procter & Gamble CO

Consumer Defensive
-535
- 2.44%
$157.66 - $172.39 $84.3K - $92.2K
21.4K $3.41M
LMT
Lockheed Martin Corp

Industrials
-803
- 27.46%
$430.82 - $486.45 $346K - $391K
2.12K $982K
XLV
Select Sector Spdr Fund Health

ETFs
-1.8K
- 34.22%
$128.77 - $144.3 $231K - $259K
3.45K $462K
ZTS
Zoetis Inc.

Healthcare
-1.53K
- 38.17%
$144.41 - $170.3 $221K - $260K
2.48K $385K
TMUS
T Mobile Us, Inc.

Communication Services
-103
- 1.18%
$220.99 - $268.54 $22.8K - $27.7K
8.59K $2.05M
MPC
Marathon Petroleum Corp

Energy
-2.18K
- 48.59%
$118.55 - $170.08 $259K - $371K
2.31K $383K
VB
Vanguard Small Cap ETF

ETFs
-1.34K
- 30.24%
$193.73 - $237.37 $260K - $318K
3.09K $734K
SPGI
S&P Global Inc.

Financial Services
-596
- 17.06%
$438.31 - $527.29 $261K - $314K
2.9K $1.53M
PSX
Phillips 66

Energy
-1.83K
- 36.16%
$92.87 - $125.73 $170K - $231K
3.24K $386K
BMY
Bristol Myers Squibb CO

Healthcare
-832
- 6.74%
$44.12 - $59.6 $36.7K - $49.6K
11.5K $533K
AEP
American Electric Power CO Inc

Utilities
-1.76K
- 67.93%
$98.59 - $109.11 $174K - $192K
831 $86K
VIG
Vanguard Dividend Appreciation

ETFs
-1.03K
- 6.02%
N/A
16.1K $2.94M
RGEN
Repligen Corp

Healthcare
-1.35K
- 46.09%
$108.89 - $145.23 $147K - $196K
1.58K $196K
SLB
Schlumberger Limited

Energy
-3.03K
- 36.0%
$31.95 - $42.2 $96.6K - $128K
5.38K $181K
DVY
Ishares Tr

ETFs
-1.22K
- 9.63%
$118.37 - $134.86 $144K - $164K
11.4K $1.51M
VNQ
Vanguard Specialized Funds Van

ETFs
-831
- 1.08%
$79.79 - $91.42 $66.3K - $76K
76.4K $6.76M
DXCM
Dexcom Inc

Healthcare
-2.78K
- 70.11%
$59.83 - $87.57 $166K - $243K
1.19K $103K
XLE
Energy Sector Spdr

ETFs
-546
- 3.27%
$76.44 - $94.13 $41.7K - $51.4K
16.2K $1.38M
FDX
Fedex Corp

Industrials
-331
- 6.04%
$198.07 - $245.17 $65.6K - $81.2K
5.15K $1.17M
GPN
Global Payments Inc

Industrials
-1.47K
- 63.73%
$67.47 - $99.6 $99K - $146K
835 $66K
SHW
Sherwin Williams CO

Basic Materials
-359
- 14.23%
$313.51 - $363.51 $113K - $131K
2.16K $743K
EQIX
Equinix Inc

Real Estate
-57
- 1.25%
$740.07 - $914.43 $42.2K - $52.1K
4.5K $3.58M
VICR
Vicor Corp

Technology
-150
- 0.36%
$39.41 - $51.91 $5.91K - $7.79K
41.4K $1.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-218
- 56.04%
$390.26 - $489.06 $85.1K - $107K
171 $69K
BKR
Baker Hughes CO

Energy
-1.09K
- 7.6%
$35.0 - $44.92 $38.1K - $48.9K
13.2K $507K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.25K
- 18.16%
$416.06 - $551.64 $518K - $687K
5.61K $3.1M
PFE
Pfizer Inc

Healthcare
-4.07K
- 29.77%
$21.59 - $24.84 $87.9K - $101K
9.61K $232K
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 0.27%
$210.83 - $235.28 $5.27K - $5.88K
9.4K $2.08M
MTD
Mettler Toledo International Inc

Healthcare
-90
- 89.11%
$970.15 - $1216.57 $87.3K - $109K
11 $12K
ARGT
Global X Msci Argentina ETF

ETFs
-1.25K
- 83.33%
$70.3 - $94.5 $87.9K - $118K
250 $21K
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 1.44%
$285.55 - $321.23 $17.1K - $19.3K
4.11K $1.2M
Activity Summary
Buys All Purchases 327 New Holdings 49 Increased Positions 278 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 1
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