Harmony Asset Management LLC Portfolio Holdings

Harmony Asset Management LLC

  • $267 Billion
  • Q2 2025

Harmony Asset Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17B, Apple Inc. with a value of $14.3B, Microsoft Corp with a value of $13.2B, Amazon Com Inc with a value of $11.7B, and Alphabet Inc. with a value of $8.72B.

Examining the 13F form we can see an increase of $28.8B in the current position value, from $238B to 267B.

Harmony Asset Management LLC is based out at Scottsdale, AZ

Below you can find more details about Harmony Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
Technology: $76.6 Billion
ETFs: $50.1 Billion
Financial Services: $32.9 Billion
Industrials: $26.7 Billion
Consumer Cyclical: $18.8 Billion
Healthcare: $15.7 Billion
Communication Services: $14 Billion
Energy: $12.1 Billion
Other: $8.22 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.1B
$355 Million 0.13% of portfolio
1,479
Q2 2025 Reduced 2.63%
$89.6B
$327 Million 0.12% of portfolio
14,616
Q2 2025 Reduced 10.15%
$64.2B
$331 Million 0.12% of portfolio
1,174
Q2 2025 Reduced 2.89%
$150B
$296 Million 0.11% of portfolio
1,500
Q2 2025 Reduced 5.9%
$133B
$283 Million 0.11% of portfolio
315
Q1 2025 New
$137B
$232 Million 0.09% of portfolio
4,821
Q2 2025 Reduced 8.59%
$19.4B
$247 Million 0.09% of portfolio
550
Q1 2025 New
$33.7B
$233 Million 0.09% of portfolio
3,725
Q2 2025 Reduced 0.48%
$58.4B
$230 Million 0.09% of portfolio
5,355
Q2 2025 New
$68.2B
$254 Million 0.09% of portfolio
8,181
Q2 2025 Reduced 7.87%
$61.9B
$239 Million 0.09% of portfolio
2,260
Q2 2025 New
$26.5B
$205 Million 0.08% of portfolio
1,618
Q2 2025 New
$47.2B
$222 Million 0.08% of portfolio
2,485
Q2 2025 New
$76.4B
$208 Million 0.08% of portfolio
1,351
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $267 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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