Harbour Investments, Inc. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.82 Billion distributed in 3291 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $140M, Vanguard Index Fds S&P 500 ETF with a value of $137M, Pacer Fds Tr Pacer Us Small Ca with a value of $88.8M, First Tr ETF Viii Tcw Unconstr with a value of $70.2M, and Schwab Strategic Tr Us Dividen with a value of $62.5M.

Examining the 13F form we can see an increase of $126M in the current position value, from $2.7B to 2.82B. Also it can be appreciated an additional of 199 stocks purchases and 1 closed positions.

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 $2.82 Billion
ETFs: $2.19 Billion
Technology: $164 Million
Financial Services: $79.6 Million
Consumer Defensive: $71.8 Million
Consumer Cyclical: $56 Million
Industrials: $49.2 Million
Healthcare: $48.8 Million
Communication Services: $38.5 Million
Other: $69.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 3,291
  • Current Value $2.82 Billion
  • Prior Value $2.7 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 199 stocks
  • Additional Purchases 1,062 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 939 stocks
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