Harmony Asset Management LLC Incresed Positions in Q3 2025

Harmony Asset Management LLC

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
287
+ 0.41%
$202.38 - $256.87 $58.1K - $73.7K
70K $17.8B
GOOGL
Alphabet Inc.

Communication Services
85
+ 0.17%
$174.36 - $254.72 $14.8K - $21.7K
49.6K $12.1B
NVDA
Nvidia Corp

Technology
441
+ 0.41%
$153.3 - $186.58 $67.6K - $82.3K
108K $20.2B
META
Meta Platforms, Inc.

Communication Services
3.68K
+ 126.96%
$695.21 - $791.73 $2.56M - $2.91M
6.58K $4.83B
Arista Networks Inc
8.75K
+ 61.76%
N/A
22.9K $3.34B
ORCL
Oracle Corp

Technology
51
+ 0.23%
$218.96 - $328.33 $11.2K - $16.7K
22.6K $6.36B
HD
Home Depot, Inc.

Consumer Cyclical
532
+ 3.66%
$357.4 - $423.42 $190K - $225K
15.1K $6.1B
RF
Regions Financial Corp

Financial Services
26.1K
+ 114.0%
$24.03 - $27.41 $626K - $714K
48.9K $1.29B
RTX
Raytheon Technologies Corp

Industrials
176
+ 0.57%
$144.19 - $167.33 $25.4K - $29.5K
31.1K $5.21B
IVZ
Invesco Ltd.

Financial Services
8
+ 0.01%
$16.17 - $23.0 $129 - $184
90.9K $2.09B
IYF
Ishares Tr

ETFs
4.1K
+ 33.58%
$119.89 - $127.16 $491K - $521K
16.3K $2.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
339
+ 5.18%
$546.99 - $602.2 $185K - $204K
6.88K $4.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
585
+ 22.03%
$567.77 - $614.76 $332K - $360K
3.24K $1.98B
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
+ 13.77%
$171.38 - $197.01 $222K - $255K
10.7K $2.09B
IGM
Ishares Expanded Tech Sector E

ETFs
2.2K
+ 15.87%
$110.96 - $127.67 $244K - $280K
16K $2.02B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$184.85 - $231.54 $185 - $232
9.93K $2.3B
IGV
Ishares Expanded Tech Software

ETFs
3.23K
+ 23.44%
$105.96 - $117.79 $342K - $380K
17K $1.96B
IYJ
Ishares Tr

ETFs
2.65K
+ 25.95%
$142.42 - $148.18 $377K - $392K
12.8K $1.87B
IBM
International Business Machines Corp

Technology
1.63K
+ 44.22%
$234.77 - $292.47 $382K - $476K
5.31K $1.5B
IWM
Ishares Russell 2000 ETF

ETFs
90
+ 0.63%
$214.92 - $244.84 $19.3K - $22K
14.4K $3.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
197
+ 3.71%
$617.65 - $666.84 $122K - $131K
5.51K $3.67B
JPM
Jpmorgan Chase & CO

Financial Services
409
+ 4.07%
$282.78 - $316.06 $116K - $129K
10.5K $3.3B
VTV
Vanguard Value ETF

ETFs
1.47K
+ 16.65%
$175.51 - $186.57 $257K - $274K
10.3K $1.92B
VEA
Vanguard Ftse Developed Market

ETFs
4.26K
+ 19.5%
$56.02 - $60.3 $239K - $257K
26.1K $1.56B
UBER
Uber Technologies, Inc

Technology
250
+ 0.4%
$86.91 - $99.57 $21.7K - $24.9K
63.1K $6.18B
JXN
Jackson Financial Inc.

Financial Services
1.78K
+ 16.39%
$84.06 - $103.8 $150K - $185K
12.6K $1.28B
PNR
Pentair PLC

Industrials
1.38K
+ 7.0%
$100.62 - $112.59 $138K - $155K
21K $2.33B
FCX
Freeport Mcmoran Inc

Basic Materials
12.3K
+ 28.09%
$35.34 - $47.21 $434K - $580K
56K $2.2B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.2K
+ 36.26%
$73.94 - $78.51 $237K - $251K
12K $934M
LMT
Lockheed Martin Corp

Industrials
387
+ 26.42%
$410.74 - $499.21 $159K - $193K
1.85K $925M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
837
+ 5.65%
$108.46 - $120.63 $90.8K - $101K
15.6K $1.86B
VUG
Vanguard Growth ETF

ETFs
250
+ 11.39%
$433.97 - $484.08 $108K - $121K
2.45K $1.17B
HEQT
Simplify Exchange Traded Fds H
1.52K
+ 1.13%
$30.02 - $31.27 $45.6K - $47.5K
136K $4.24B
VB
Vanguard Small Cap ETF

ETFs
627
+ 23.95%
$237.58 - $259.17 $149K - $162K
3.25K $825M
BAC
Bank Of America Corp

Financial Services
2.18K
+ 10.95%
$44.92 - $52.42 $98K - $114K
22.1K $1.14B
DUK
Duke Energy Corp

Utilities
1.14K
+ 11.58%
$116.31 - $125.93 $132K - $143K
10.9K $1.35B
BOND
Pimco Active Bond Exchange Tra

ETFs
2K
+ 64.34%
$90.83 - $93.81 $182K - $188K
5.11K $477M
HON
Honeywell International Inc

Industrials
1.1K
+ 45.59%
$207.7 - $240.4 $228K - $264K
3.51K $740M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$175.16 - $255.24 $175 - $255
2.66K $647M
ETN
Eaton Corp PLC

Industrials
348
+ 13.59%
$342.99 - $392.76 $119K - $137K
2.91K $1.09B
VRT
Vertiv Holdings CO

Industrials
255
+ 4.67%
N/A
5.71K $861M
AMZN
Amazon Com Inc

Consumer Cyclical
485
+ 0.91%
$211.65 - $238.24 $103K - $116K
54K $11.9B
XLK
Technology Sector Spdr

ETFs
233
+ 13.43%
$250.97 - $282.66 $58.5K - $65.9K
1.97K $555M
MCD
Mcdonalds Corp

Consumer Cyclical
250
+ 10.72%
$291.67 - $316.99 $72.9K - $79.2K
2.58K $785M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
8K
+ 7.8%
$8.46 - $9.02 $67.7K - $72.2K
111K $992M
BKR
Baker Hughes CO

Energy
1
+ 0.01%
$38.68 - $50.55 $38.7 - $50.6
8.87K $432M
LQD
Ishares Iboxx $ Investment Gra

ETFs
704
+ 21.13%
$107.66 - $112.36 $75.8K - $79.1K
4.04K $450M
XOM
Exxon Mobil Corp

Energy
125
+ 0.91%
$105.83 - $117.22 $13.2K - $14.7K
13.8K $1.56B
CRWD
Crowd Strike Holdings, Inc.

Technology
268
+ 8.77%
$412.46 - $514.1 $111K - $138K
3.32K $1.63B
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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