Royal Harbor Partners, LLC Purchases and Sells in Q1 2025

Royal Harbor Partners, LLC

$198 Million
Q1 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGGO	240K + 86.63%	$28.33 - $30.84 $6.8M - $7.41M	517K $14.7M
CGDV	177K + 38.98%	$34.95 - $37.36 $6.2M - $6.62M	632K $22.5M
JPST	12K + 13.88%	$50.39 - $50.66 $602K - $605K	98K $4.96M
JPIE	9.12K + 5.15%	$45.46 - $46.18 $415K - $421K	186K $8.58M
XOM	185 + 2.04%	$105.44 - $118.93 $19.5K - $22K	9.27K $1.1M
MCD	44 + 1.1%	$279.74 - $321.29 $12.3K - $14.1K	4.04K $1.26M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	88K New	$69.57 - $78.65 $6.13M - $6.92M	88K $6.66M
IWB	20K New	$302.31 - $337.54 $6.03M - $6.74M	20K $6.12M
STIP	41.4K New	$100.59 - $103.47 $4.16M - $4.28M	41.4K $4.28M
IEI	32.3K New	$114.57 - $118.14 $3.71M - $3.82M	32.3K $3.82M
OKE	3.35K New	$89.57 - $109.85 $300K - $367K	3.35K $331K
PWC	165K New	N/A	165K $0

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	-314K - 55.95%	$67.03 - $74.61 $21.1M - $23.4M	247K $16.8M
CGGR	-207K - 48.99%	$33.98 - $39.84 $7.02M - $8.24M	215K $7.37M
PAVE	-108K - 55.13%	$37.31 - $43.82 $4.03M - $4.74M	88K $3.32M
DYNF	-9.65K - 3.01%	$48.06 - $53.73 $464K - $518K	311K $15.2M
AAPL	-1.22K - 4.47%	$209.68 - $247.1 $255K - $301K	26K $5.78M
AMZN	-1.95K - 11.06%	$190.26 - $242.06 $370K - $471K	15.6K $2.97M

Activity Summary All Purchases 19 New Holdings 6 Increased Positions 13 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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