Harbour Investments, Inc. has filed its 13F form on February 16, 2024 for Q4 2023 where it was disclosed a total value porftolio of $2.33 Billion distributed in 3131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $103M, Invesco Qqq Trust, Series 1 with a value of $103M, Pacer Fds Tr Pacer Us Small Ca with a value of $85.9M, First Tr ETF Viii Tcw Unconstr with a value of $59.2M, and Schwab Strategic Tr Us Dividen with a value of $55.3M.

Examining the 13F form we can see an increase of $400M in the current position value, from $1.92B to 2.33B.

Harbour Investments, Inc. is based out at Madison, WI

Below you can find more details about Harbour Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.33 Billion
ETFs: $1.79 Billion
Technology: $119 Million
Financial Services: $68.7 Million
Consumer Defensive: $57.8 Million
Consumer Cyclical: $48.4 Million
Industrials: $43.7 Million
Healthcare: $42.7 Million
Communication Services: $29.6 Million
Other: $62.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,131
  • Current Value $2.33 Billion
  • Prior Value $1.92 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 16, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 261 stocks
  • Additional Purchases 1,227 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 682 stocks
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