Harmony Asset Management LLC Purchases in Q2 2025

Harmony Asset Management LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
80
+ 0.3%
$354.56 - $497.45 $28.4K - $39.8K
26.6K $13.2B
PANW
Palo Alto Networks Inc

Technology
8.01K
+ 56.18%
$152.44 - $204.64 $1.22M - $1.64M
22.3K $4.56B
PNR
Pentair PLC

Industrials
19.7K
New
$76.17 - $103.58 $1.5M - $2.04M
19.7K $2.02B
DOCU
Docusign, Inc.

Technology
25K
New
$70.35 - $93.84 $1.76M - $2.35M
25K $1.95B
FCX
Freeport Mcmoran Inc

Basic Materials
43.7K
New
$29.15 - $44.46 $1.27M - $1.94M
43.7K $1.89B
ORCL
Oracle Corp

Technology
486
+ 2.2%
$122.82 - $218.63 $59.7K - $106K
22.6K $4.93B
UBER
Uber Technologies, Inc

Technology
5.79K
+ 10.16%
$64.62 - $93.3 $374K - $540K
62.8K $5.86B
AMZN
Amazon Com Inc

Consumer Cyclical
639
+ 1.21%
$167.32 - $223.3 $107K - $143K
53.5K $11.7B
Arista Networks Inc
11.3K
+ 398.35%
N/A
14.2K $1.45B
RTX
Raytheon Technologies Corp

Industrials
3.5K
+ 12.75%
$113.75 - $148.48 $398K - $520K
31K $4.52B
META
Meta Platforms, Inc.

Communication Services
350
+ 13.74%
$484.66 - $738.09 $170K - $258K
2.9K $2.14B
Blackrock Inc
274
+ 10.17%
N/A
2.97K $3.11B
RF
Regions Financial Corp

Financial Services
22.9K
New
$18.34 - $23.52 $419K - $537K
22.9K $537M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
5.3K
New
$84.34 - $99.49 $447K - $527K
5.3K $523M
GS
Goldman Sachs Group Inc

Financial Services
45
+ 1.68%
$462.22 - $707.75 $20.8K - $31.8K
2.73K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.11%
$210.28 - $289.91 $2.31K - $3.19K
10.1K $2.91B
TGT
Target Corp

Consumer Defensive
4.52K
+ 140.39%
$88.76 - $105.77 $401K - $478K
7.74K $764M
VRT
Vertiv Holdings CO

Industrials
765
+ 16.31%
N/A
5.46K $701M
IVZ
Invesco Ltd.

Financial Services
18.5K
+ 25.57%
$12.14 - $15.77 $225K - $292K
90.9K $1.43B
IBM
International Business Machines Corp

Technology
630
+ 20.63%
$221.03 - $294.78 $139K - $186K
3.68K $1.09B
GNRC
Generac Holdings Inc.

Industrials
755
+ 6.49%
$101.92 - $143.21 $76.9K - $108K
12.4K $1.77B
BOND
Pimco Active Bond Exchange Tra

ETFs
3.11K
New
$89.87 - $92.93 $279K - $289K
3.11K $287M
PAYX
Paychex Inc

Industrials
2.94K
+ 17.37%
$137.01 - $159.78 $403K - $470K
19.9K $2.89B
ETN
Eaton Corp PLC

Industrials
200
+ 8.47%
$246.52 - $356.99 $49.3K - $71.4K
2.56K $914M
CGGO
Capital Group Global Growth Eq

ETFs
8.08K
New
$25.31 - $32.17 $204K - $260K
8.08K $258M
XLC
Select Sector Spdr Tr Communic

ETFs
2.37K
New
$86.13 - $108.53 $204K - $257K
2.37K $257M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.46K
+ 126.54%
$72.02 - $73.82 $249K - $255K
6.19K $456M
CME
Cme Group Inc.

Financial Services
260
+ 1.55%
$252.37 - $290.71 $65.6K - $75.6K
17K $4.69B
XLF
Financial Sector Spdr

ETFs
4.42K
+ 90.28%
$43.92 - $52.37 $194K - $232K
9.32K $488M
TSLA
Tesla, Inc.

Consumer Cyclical
764
New
$221.86 - $362.89 $170K - $277K
764 $243M
FTNT
Fortinet, Inc.

Technology
2.26K
New
$84.71 - $108.69 $191K - $246K
2.26K $239M
XLY
Select Sector Spdr Consumer Di

ETFs
1.09K
New
$176.34 - $218.59 $193K - $239K
1.09K $238M
TFC
Truist Financial Corp

Financial Services
5.36K
New
$34.79 - $42.99 $186K - $230K
5.36K $230M
NDAQ
Nasdaq, Inc.

Financial Services
2.49K
New
$66.4 - $89.42 $165K - $222K
2.49K $222M
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
New
$320.42 - $424.58 $161K - $213K
502 $213M
AMD
Advanced Micro Devices Inc

Technology
290
+ 6.63%
$78.21 - $143.81 $22.7K - $41.7K
4.66K $662M
Tidal Trust I
9.24K
New
N/A
9.24K $210M
NTRS
Northern Trust Corp

Financial Services
1.62K
New
$84.45 - $126.79 $137K - $205K
1.62K $205M
Capital Group Core Balanced
5.99K
New
N/A
5.99K $200M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
107
+ 4.2%
$456.74 - $568.03 $48.9K - $60.8K
2.66K $1.51B
ICE
Intercontinental Exchange, Inc.

Financial Services
201
+ 1.44%
$151.62 - $183.47 $30.5K - $36.9K
14.2K $2.6B
V
Visa Inc.

Financial Services
279
+ 1.41%
$308.27 - $373.31 $86K - $104K
20K $7.11B
FHN
First Horizon Corp

Financial Services
315
+ 0.31%
$16.21 - $21.2 $5.11K - $6.68K
101K $2.13B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.35K
+ 36.3%
$72.12 - $76.23 $169K - $179K
8.82K $670M
XLK
Technology Sector Spdr

ETFs
464
+ 36.51%
$179.73 - $253.23 $83.4K - $117K
1.74K $439M
GOOG
Alphabet Inc.

Communication Services
731
+ 37.97%
$146.58 - $180.01 $107K - $132K
2.66K $471M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.48K
+ 79.72%
$105.23 - $109.61 $156K - $162K
3.33K $365M
BA
Boeing CO

Industrials
20
+ 0.49%
$136.59 - $217.51 $2.73K - $4.35K
4.07K $852M
PR
Permian Resources Corporation

Energy
11.8K
New
$10.36 - $14.93 $122K - $176K
11.8K $161M
Activity Summary
Buys All Purchases 82 New Holdings 18 Increased Positions 64 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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