Safe Harbor Fiduciary, LLC Purchases and Sells in Q4 2024

Safe Harbor Fiduciary, LLC

$98.1 Billion
Q4 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPRO	11.3K + 22698.0%	$82.66 - $99.48 $938K - $1.13M	11.4K $1.01B
AAPL	58 + 0.27%	$221.69 - $259.02 $12.9K - $15K	21.4K $5.36B
BAC	26 + 0.09%	$39.22 - $47.77 $1.02K - $1.24K	30.2K $1.33B
SHARKNINJA INC	1K + 200.0%	N/A	1.5K $146M
V	2 + 0.11%	$273.87 - $320.91 $548 - $642	1.83K $580M
XSD	70 + 1.21%	$225.16 - $265.16 $15.8K - $18.6K	5.85K $1.45B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	40.6K New	N/A	40.6K $985M
AMGN	500 New	$258.78 - $328.31 $129K - $164K	500 $130M
SOXX	500 New	$211.27 - $239.8 $106K - $120K	500 $108M
BLACKROCK INC	103 New	N/A	103 $106M
SNV	2K New	$42.5 - $58.73 $85K - $117K	2K $102M
WANT	750 New	$36.81 - $66.97 $27.6K - $50.2K	750 $40.8M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRSK	-172K - 92.61%	$27.43 - $28.44 $4.72M - $4.89M	13.7K $377M
VTI	-7.61K - 21.52%	$280.04 - $302.45 $2.13M - $2.3M	27.8K $8.04B
IRM	-412 - 2.0%	$101.62 - $128.14 $41.9K - $52.8K	20.1K $2.12B
PFF	-1.01K - 0.98%	$31.23 - $33.51 $31.4K - $33.7K	102K $3.2B
CSCO	-5.06K - 34.82%	$52.45 - $60.02 $265K - $303K	9.46K $560M
DDM	-1.35K - 21.05%	$92.63 - $107.31 $125K - $145K	5.05K $482M

Activity Summary All Purchases 46 New Holdings 11 Increased Positions 35 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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