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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 12.64%
$114.78 - $133.31 $110K - $127K
8.52K $1.14B
VUG
Vanguard Growth ETF

ETFs
25
+ 1.15%
$329.49 - $438.4 $8.24K - $11K
2.2K $962M
DOV
Dover Corp

Industrials
125
+ 0.72%
$151.14 - $186.7 $18.9K - $23.3K
17.5K $3.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
774
+ 4.24%
$30.53 - $40.65 $23.6K - $31.5K
19K $773M
PLTR
Palantir Technologies Inc.

Technology
4
+ 0.15%
$74.01 - $144.25 $296 - $577
2.59K $352M
MRVL
Marvell Technology, Inc.

Technology
84
+ 1.05%
$49.38 - $79.97 $4.15K - $6.72K
8.12K $628M
WHR
Whirlpool Corp

Consumer Cyclical
400
+ 5.44%
$75.71 - $101.42 $30.3K - $40.6K
7.76K $787M
BLDR
Builders First Source, Inc.

Industrials
1.5K
+ 23.62%
$105.63 - $131.12 $158K - $197K
7.85K $916M
VTV
Vanguard Value ETF

ETFs
492
+ 5.92%
$153.67 - $176.74 $75.6K - $87K
8.8K $1.56B
UNH
Unitedhealth Group Inc

Healthcare
647
+ 151.17%
$274.35 - $599.47 $178K - $388K
1.08K $335M
AMT
American Tower Corp

Real Estate
315
+ 4.13%
$203.96 - $228.19 $64.2K - $71.9K
7.94K $1.76B
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$120.07 - $151.11 $120 - $151
9.61K $1.44B
VZ
Verizon Communications Inc

Communication Services
3.07K
+ 14.35%
$41.67 - $45.62 $128K - $140K
24.5K $1.06B
VB
Vanguard Small Cap ETF

ETFs
206
+ 8.54%
$193.73 - $237.37 $39.9K - $48.9K
2.62K $620M
CGUS
Capital Group Core Equity ETF
901
+ 6.88%
$29.93 - $36.93 $27K - $33.3K
14K $517M
ZTS
Zoetis Inc.

Healthcare
1K
+ 9.95%
$144.41 - $170.3 $145K - $170K
11.1K $1.72B
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 1.1%
$335.24 - $380.78 $53K - $60.2K
14.5K $5.33B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7K
+ 7.33%
$8.43 - $8.77 $59K - $61.4K
103K $891M
PWV
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.23%
$52.26 - $62.14 $993 - $1.18K
8.33K $518M
QCOM
Qualcomm Inc

Technology
36
+ 1.23%
$124.66 - $159.48 $4.49K - $5.74K
2.97K $473M
GLD
Spdr Gold Trust

ETFs
12
+ 1.55%
$273.71 - $316.29 $3.28K - $3.8K
785 $239M
BNDX
Vanguard Total International B

ETFs
220
+ 3.98%
$48.77 - $49.55 $10.7K - $10.9K
5.74K $284M
AMGN
Amgen Inc

Healthcare
410
+ 12.32%
$262.28 - $309.85 $108K - $127K
3.74K $1.04B
D
Dominion Energy, Inc

Utilities
5
+ 0.06%
$49.66 - $58.0 $248 - $290
7.71K $436M
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 0.74%
$96.91 - $113.0 $2.71K - $3.16K
3.82K $424M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$285.55 - $321.23 $286 - $321
2.33K $681M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.9%
$483.48 - $539.8 $4.83K - $5.4K
1.12K $545M
LLY
Eli Lilly & CO

Healthcare
439
+ 4.85%
$713.71 - $898.95 $313K - $395K
9.5K $7.4B
BRO
Brown & Brown, Inc.

Financial Services
261
+ 2.68%
$104.48 - $124.43 $27.3K - $32.5K
10K $1.11B
XOM
Exxon Mobil Corp

Energy
59
+ 0.43%
$99.93 - $119.04 $5.9K - $7.02K
13.7K $1.47B
OKE
Oneok Inc

Energy
6.33K
+ 14.64%
$78.71 - $100.37 $498K - $635K
49.6K $4.05B
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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