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 Under $50 Millions

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
Track This Portfolio

Track Royal Harbor Partners, LLC Portfolio

Follow Royal Harbor Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Harbor Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Harbor Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email