Safe Harbor Fiduciary, LLC Purchases and Sells in Q2 2025

Safe Harbor Fiduciary, LLC

$107 Billion
Q2 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	14K + 127427.27%	$174.82 - $215.79 $2.45M - $3.02M	14K $3.03B
QQQ	1.01K + 9.51%	$416.06 - $551.64 $419K - $555K	11.6K $6.39B
CSCO	19.5K + 205.68%	$53.19 - $69.38 $1.04M - $1.35M	28.9K $2.01B
LMT	2.79K + 1767.09%	$430.82 - $486.45 $1.2M - $1.36M	2.95K $1.37B
ABT	8.29K + 1141.87%	$123.95 - $138.08 $1.03M - $1.14M	9.02K $1.23B
SCHD	26.6K + 73769.44%	$24.32 - $27.87 $646K - $740K	26.6K $705M

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	100K New	$51.14 - $57.0 $5.13M - $5.71M	100K $5.7B
QDPL	103K New	$32.46 - $39.77 $3.35M - $4.11M	103K $4.08B
PTLC	61.8K New	$47.42 - $51.67 $2.93M - $3.19M	61.8K $3.14B
LHX	6.02K New	$200.21 - $256.99 $1.21M - $1.55M	6.02K $1.51B
NOC	2.73K New	$456.3 - $540.39 $1.24M - $1.47M	2.73K $1.36B
FDX	5.38K New	$198.07 - $245.17 $1.06M - $1.32M	5.38K $1.22B

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-9.64K - 31.28%	$496.48 - $617.85 $4.79M - $5.96M	21.2K $13.1B
ADME	-80.5K - 98.42%	$40.85 - $48.2 $3.29M - $3.88M	1.29K $62.1M
AVUV	-26.9K - 94.74%	$75.17 - $91.21 $2.02M - $2.46M	1.5K $136M
UPRO	-21.8K - 98.09%	$50.65 - $91.44 $1.1M - $1.99M	423 $38.7M
UPS	-12.7K - 92.39%	$91.92 - $110.2 $1.17M - $1.4M	1.05K $105M
OKE	-3.52K - 9.59%	$78.71 - $100.37 $277K - $353K	33.2K $2.71B

Activity Summary All Purchases 100 New Holdings 44 Increased Positions 56 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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