Royal Harbor Partners, LLC Portfolio Holdings

Royal Harbor Partners, LLC

  • $188 Million
  • Q3 2024

Royal Harbor Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $188 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $39.4M, J P Morgan Exchange Traded Fd with a value of $20.2M, Capital Group Divid Value ETF with a value of $15.9M, Blackrock ETF Tr U S Equity Fa with a value of $15.9M, and Global X Fds Us Infrastructure with a value of $8.38M.

Examining the 13F form we can see an decrease of $8.84M in the current position value, from $197M to 188M.

Below you can find more details about Royal Harbor Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $150 Million
Technology: $14.9 Million
Consumer Cyclical: $4.45 Million
Financial Services: $3.28 Million
Communication Services: $3.13 Million
Energy: $2.16 Million
Consumer Defensive: $691,000
Industrials: $502,000
Other: $469,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $188 Million
  • Prior Value $197 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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