Safe Harbor Fiduciary, LLC Purchases in Q3 2024

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
31.8K
New
$517.38 - $573.86 $16.5M - $18.2M
31.8K $18.2B
VTI
Vanguard Total Stock Market Et

ETFs
35.4K
New
$255.18 - $283.2 $9.02M - $10M
35.4K $10B
DRSK
ETF Ser Solutions Aptus Define

ETFs
186K
New
$26.97 - $28.55 $5.01M - $5.3M
186K $5.26B
AAPL
Apple Inc.

Technology
21.3K
New
$207.23 - $234.82 $4.42M - $5.01M
21.3K $4.97B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
82.9K
New
$42.55 - $46.2 $3.53M - $3.83M
82.9K $3.83B
OKE
Oneok Inc

Energy
38.8K
New
$78.62 - $95.27 $3.05M - $3.7M
38.8K $3.53B
PFF
Ishares Trust Ishares Pfd And

ETFs
103K
New
$31.18 - $33.5 $3.2M - $3.44M
103K $3.41B
AVUV
American Centy ETF Tr Avantis

ETFs
29K
New
$88.24 - $99.7 $2.56M - $2.89M
29K $2.79B
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.2K
New
$71.45 - $75.64 $2.58M - $2.73M
36.2K $2.72B
IRM
Iron Mountain Inc

Real Estate
20.5K
New
$89.69 - $119.32 $1.84M - $2.45M
20.5K $2.44B
VNQ
Vanguard Specialized Funds Van

ETFs
23.2K
New
$82.97 - $98.97 $1.93M - $2.3M
23.2K $2.26B
STX
Seagate Technology Holdings PLC

Technology
20.5K
New
$92.1 - $110.76 $1.89M - $2.28M
20.5K $2.25B
PNC
Pnc Financial Services Group, Inc.

Financial Services
11.5K
New
$156.14 - $187.2 $1.79M - $2.15M
11.5K $2.12B
UPS
United Parcel Service Inc

Industrials
14K
New
$123.32 - $147.38 $1.73M - $2.06M
14K $1.91B
LLY
Eli Lilly & CO

Healthcare
1.74K
New
$772.14 - $960.02 $1.34M - $1.67M
1.74K $1.54B
CPRT
Copart Inc

Consumer Cyclical
28.1K
New
$49.19 - $55.54 $1.38M - $1.56M
28.1K $1.47B
SSO
Proshares Ultra S&P 500

ETFs
16.3K
New
$73.92 - $90.17 $1.2M - $1.47M
16.3K $1.47B
RH
Rh

Consumer Cyclical
4.26K
New
$237.89 - $348.93 $1.01M - $1.49M
4.26K $1.42B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
5.78K
New
$201.42 - $273.98 $1.16M - $1.58M
5.78K $1.39B
HON
Honeywell International Inc

Industrials
6.7K
New
$196.73 - $220.21 $1.32M - $1.48M
6.7K $1.39B
AMT
American Tower Corp

Real Estate
5.27K
New
$192.27 - $242.73 $1.01M - $1.28M
5.27K $1.23B
BAC
Bank Of America Corp

Financial Services
30.1K
New
$36.65 - $44.13 $1.1M - $1.33M
30.1K $1.2B
IWM
Ishares Russell 2000 ETF

ETFs
5K
New
$200.87 - $224.6 $1M - $1.12M
5K $1.1B
CVX
Chevron Corp

Energy
6.94K
New
$137.88 - $161.97 $957K - $1.12M
6.94K $1.02B
JNJ
Johnson & Johnson

Healthcare
6.05K
New
$145.48 - $167.38 $880K - $1.01M
6.05K $981M
GLD
Spdr Gold Trust

ETFs
3.26K
New
$215.56 - $246.98 $704K - $806K
3.26K $793M
IBM
International Business Machines Corp

Technology
3.5K
New
$175.1 - $223.38 $613K - $782K
3.5K $774M
CSCO
Cisco Systems, Inc.

Technology
14.5K
New
$44.74 - $53.22 $649K - $773K
14.5K $773M
DOW
Dow Inc.

Basic Materials
13.3K
New
$50.15 - $55.41 $669K - $740K
13.3K $729M
WMT
Walmart Inc.

Consumer Defensive
8.71K
New
$66.91 - $81.4 $583K - $709K
8.71K $703M
XLB
Select Sector Spdr Fd Material

ETFs
6.98K
New
$86.95 - $97.09 $607K - $677K
6.98K $672M
JPM
Jpmorgan Chase & CO

Financial Services
2.95K
New
$194.9 - $224.8 $576K - $664K
2.95K $623M
DDM
Proshares Ultra Dow30

ETFs
6.4K
New
$80.56 - $95.7 $516K - $612K
6.4K $612M
STT
State Street Corp

Financial Services
6.29K
New
$73.37 - $89.31 $461K - $562K
6.29K $556M
SBUX
Starbucks Corp

Consumer Cyclical
5.5K
New
$72.51 - $98.6 $399K - $542K
5.5K $536M
CL
Colgate Palmolive CO

Consumer Defensive
5K
New
$95.54 - $108.77 $478K - $544K
5K $519M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.03K
New
$117.9 - $128.2 $475K - $516K
4.03K $516M
KO
Coca Cola CO

Consumer Defensive
7.16K
New
$62.69 - $73.01 $449K - $523K
7.16K $514M
V
Visa Inc.

Financial Services
1.83K
New
$253.74 - $291.56 $465K - $534K
1.83K $504M
VV
Vanguard Large Cap ETF

ETFs
1.88K
New
$236.92 - $263.4 $445K - $495K
1.88K $494M
PG
Procter & Gamble CO

Consumer Defensive
2.85K
New
$160.76 - $177.82 $458K - $506K
2.85K $493M
VZ
Verizon Communications Inc

Communication Services
10.9K
New
$38.89 - $45.0 $423K - $489K
10.9K $488M
XOM
Exxon Mobil Corp

Energy
4.12K
New
$109.72 - $119.0 $452K - $490K
4.12K $483M
XLV
Select Sector Spdr Fund Health

ETFs
3.12K
New
$143.3 - $157.24 $446K - $490K
3.12K $480M
MSFT
Microsoft Corp

Technology
1.11K
New
$395.15 - $467.56 $439K - $519K
1.11K $478M
QQQ
Invesco Qqq Trust, Series 1

ETFs
973
New
$434.77 - $502.96 $423K - $489K
973 $475M
EIX
Edison International

Utilities
5.41K
New
$71.19 - $87.72 $385K - $474K
5.41K $471M
HSY
Hershey CO

Consumer Defensive
2.45K
New
$182.45 - $203.25 $446K - $497K
2.45K $469M
ADP
Automatic Data Processing Inc

Industrials
1.65K
New
$233.44 - $279.45 $386K - $462K
1.65K $457M
Activity Summary
Buys All Purchases 212 New Holdings 212 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Safe Harbor Fiduciary, LLC Portfolio

Follow Safe Harbor Fiduciary, 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 Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email