Harbour Investments, Inc. Reduced Holdings in Q2 2025

Harbour Investments, Inc.

  • $3.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
-2.15K
- 76.86%
$122.36 - $153.12 $263K - $329K
646 $98K
KMB
Kimberly Clark Corp

Consumer Defensive
-532
- 3.43%
$126.84 - $145.22 $67.5K - $77.3K
15K $1.93M
MRK
Merck & Co., Inc.

Healthcare
-1.01K
- 5.6%
$73.47 - $87.12 $73.9K - $87.6K
16.9K $1.34M
KEY
Keycorp

Financial Services
-16.4K
- 87.38%
$13.23 - $17.42 $217K - $286K
2.37K $41K
A
Agilent Technologies, Inc.

Healthcare
-2.22K
- 94.18%
$99.29 - $120.52 $220K - $267K
137 $16K
GDMN
Wisdomtree Tr Efficient Gold P
-5.91K
- 65.55%
$37.63 - $54.59 $222K - $323K
3.11K $156K
HTAB
Hartford Fds Exchange Traded

ETFs
-11.4K
- 33.05%
$18.44 - $19.31 $211K - $221K
23.2K $433K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.34K
- 4.46%
$116.93 - $119.39 $273K - $279K
50K $5.96M
KO
Coca Cola CO

Consumer Defensive
-2.54K
- 5.61%
$68.37 - $73.9 $173K - $187K
42.6K $3.02M
NU
Nu Holdings Ltd.

Financial Services
-29.5K
- 54.44%
$9.6 - $13.72 $283K - $405K
24.7K $338K
CSCO
Cisco Systems, Inc.

Technology
-8.45K
- 17.44%
$53.19 - $69.38 $449K - $586K
40K $2.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.19K
- 39.69%
$49.57 - $50.27 $208K - $211K
6.37K $320K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.87K
- 57.38%
$113.67 - $150.4 $212K - $281K
1.39K $208K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.1K
- 33.46%
$55.86 - $76.98 $117K - $162K
4.17K $282K
FNDX
Schwab Fundamental U S Large C

ETFs
-10.5K
- 17.15%
$20.84 - $24.54 $218K - $256K
50.5K $1.24M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-17.4K
- 11.28%
$37.66 - $43.85 $654K - $761K
137K $5.99M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-7.69K
- 22.66%
$18.68 - $21.54 $144K - $166K
26.2K $535K
LGOV
First Tr ETF Iv Long Duration

ETFs
-7.47K
- 1.91%
$20.73 - $21.92 $155K - $164K
384K $8.22M
WIX
Wix.Com Ltd.

Technology
-1.14K
- 52.62%
$146.5 - $189.61 $168K - $217K
1.03K $163K
AMGN
Amgen Inc

Healthcare
-48
- 0.91%
$262.28 - $309.85 $12.6K - $14.9K
5.22K $1.46M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-9.84K
- 24.97%
$21.9 - $25.54 $215K - $251K
29.5K $754K
POCT
Innovator U.S. Equity Power Bu

ETFs
-6.01K
- 22.17%
$36.35 - $41.3 $218K - $248K
21.1K $871K
LOW
Lowes Companies Inc

Consumer Cyclical
-354
- 4.09%
$210.83 - $235.28 $74.6K - $83.3K
8.29K $1.84M
IVZ
Invesco Ltd.

Financial Services
-11.5K
- 99.46%
$12.14 - $15.77 $140K - $181K
63 $0
CTA
Simplify Exch Traded Fds Simpl

ETFs
-1.36K
- 2.81%
$26.61 - $29.9 $36.1K - $40.5K
46.8K $1.25M
YJUN
First Tr Exchange Traded Fd Vi
-9.37K
- 30.11%
$21.32 - $24.75 $200K - $232K
21.7K $532K
HYLS
First Tr Tactical High Yield L

ETFs
-5.1K
- 9.66%
$39.8 - $41.84 $203K - $213K
47.7K $1.99M
MNDY
Monday.Com Ltd.

Technology
-897
- 52.92%
$217.77 - $314.48 $195K - $282K
798 $250K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.49K
- 66.07%
$32.11 - $38.21 $144K - $172K
2.31K $87K
AVUV
American Centy ETF Tr Avantis

ETFs
-2.49K
- 14.55%
$75.17 - $91.21 $187K - $227K
14.6K $1.33M
YUM
Yum Brands Inc

Consumer Cyclical
-878
- 27.61%
$138.36 - $161.45 $121K - $142K
2.3K $341K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-7.17K
- 51.92%
$21.85 - $22.76 $157K - $163K
6.63K $150K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-5.08K
- 28.11%
$20.83 - $25.75 $106K - $131K
13K $304K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-7K
- 69.96%
$21.49 - $24.4 $150K - $171K
3.01K $73K
SBUX
Starbucks Corp

Consumer Cyclical
-721
- 5.34%
$79.69 - $99.41 $57.5K - $71.7K
12.8K $1.17M
IJUL
Innovator Etfs Tr

ETFs
-5.31K
- 67.79%
$27.51 - $31.94 $146K - $170K
2.52K $80K
IHDG
Wisdomtree Tr

ETFs
-3.37K
- 93.07%
$38.54 - $46.0 $130K - $155K
251 $11K
CFG
Citizens Financial Group Inc

Financial Services
-3.63K
- 81.86%
$34.27 - $44.75 $124K - $162K
804 $35K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.8K
- 21.17%
$86.13 - $108.53 $241K - $303K
10.4K $1.13M
CGGO
Capital Group Global Growth Eq

ETFs
-29.3K
- 13.29%
$25.31 - $32.17 $741K - $942K
191K $6.11M
ITW
Illinois Tool Works Inc

Industrials
-532
- 14.15%
$218.41 - $252.43 $116K - $134K
3.23K $798K
FDX
Fedex Corp

Industrials
-390
- 14.74%
$198.07 - $245.17 $77.2K - $95.6K
2.26K $512K
TPL
Texas Pacific Land Corp

Energy
-2
- 0.42%
$1036.28 - $1430.55 $2.07K - $2.86K
475 $501K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-2.59K
- 88.03%
$47.55 - $50.44 $123K - $131K
352 $17K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.03K
- 6.75%
$107.93 - $110.97 $112K - $115K
14.3K $1.57M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.53K
- 14.85%
$176.34 - $218.59 $269K - $333K
8.75K $1.9M
DUK
Duke Energy Corp

Utilities
-330
- 1.52%
$112.46 - $124.05 $37.1K - $40.9K
21.4K $2.52M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.25K
- 98.81%
$51.36 - $62.5 $116K - $141K
27 $1K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-2.13K
- 9.48%
$61.25 - $63.4 $130K - $135K
20.3K $1.29M
Activity Summary
Buys All Purchases 1561 New Holdings 223 Increased Positions 1338 Sells All Sells 968 Reductions 967 Sold out 1 Options Calls 0 Puts 0
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