Safe Harbor Fiduciary, LLC Incresed Positions in Q4 2024

Safe Harbor Fiduciary, LLC

  • $98.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPRO
Proshares Trust Proshares Ultr

ETFs
11.3K
+ 22698.0%
$82.66 - $99.48 $938K - $1.13M
11.4K $1.01B
AAPL
Apple Inc.

Technology
58
+ 0.27%
$221.69 - $259.02 $12.9K - $15K
21.4K $5.36B
BAC
Bank Of America Corp

Financial Services
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
Visa Inc.

Financial Services
2
+ 0.11%
$273.87 - $320.91 $548 - $642
1.83K $580M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
70
+ 1.21%
$225.16 - $265.16 $15.8K - $18.6K
5.85K $1.45B
TSLA
Tesla, Inc.

Consumer Cyclical
152
+ 894.12%
$213.65 - $479.86 $32.5K - $72.9K
169 $68.2M
MSTR
Microstrategy Inc

Technology
82
+ 820.0%
$162.69 - $473.83 $13.3K - $38.9K
92 $26.6M
MSFT
Microsoft Corp

Technology
74
+ 6.66%
$406.35 - $454.46 $30.1K - $33.6K
1.19K $500M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12
+ 0.97%
$66.77 - $71.52 $801 - $858
1.25K $86M
PG
Procter & Gamble CO

Consumer Defensive
100
+ 3.51%
$161.05 - $179.7 $16.1K - $18K
2.95K $494M
SPMD
Spdr Portfolio

ETFs
8
+ 5.1%
$54.13 - $59.56 $433 - $476
165 $9.02M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11
+ 5.67%
$44.33 - $49.55 $488 - $545
205 $9.21M
XRX
Xerox Holdings Corp

Technology
1
+ 3.23%
$8.17 - $11.07 $8.17 - $11.1
32 $270K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3
+ 1.35%
$30.93 - $33.94 $92.8 - $102
225 $6.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17
+ 89.47%
$26.93 - $84.95 $458 - $1.44K
36 $984K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2
+ 0.44%
$26.05 - $29.17 $52.1 - $58.3
457 $12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36
+ 3.14%
$34.13 - $37.35 $1.23K - $1.34K
1.18K $40.3M
CVX
Chevron Corp

Energy
60
+ 0.86%
$141.15 - $162.53 $8.47K - $9.75K
7K $1.01B
Healthcare Rlty Tr
975
+ 4.17%
N/A
24.4K $413M
KMB
Kimberly Clark Corp

Consumer Defensive
118
+ 3.82%
$130.37 - $146.09 $15.4K - $17.2K
3.21K $421M
SJM
J M Smucker CO

Consumer Defensive
146
+ 4.06%
$106.92 - $121.75 $15.6K - $17.8K
3.74K $412M
XOM
Exxon Mobil Corp

Energy
45
+ 1.09%
$105.51 - $125.37 $4.75K - $5.64K
4.16K $448M
HSY
Hershey CO

Consumer Defensive
95
+ 3.88%
$168.67 - $193.65 $16K - $18.4K
2.54K $430M
CNI
Canadian National Railway CO

Industrials
153
+ 4.23%
$100.62 - $117.12 $15.4K - $17.9K
3.77K $382M
AWK
American Water Works Company, Inc.

Utilities
116
+ 4.0%
$123.83 - $146.07 $14.4K - $16.9K
3.01K $375M
KO
Coca Cola CO

Consumer Defensive
172
+ 2.4%
$61.74 - $71.71 $10.6K - $12.3K
7.33K $456M
CL
Colgate Palmolive CO

Consumer Defensive
38
+ 0.76%
$90.22 - $102.31 $3.43K - $3.89K
5.04K $458M
JNJ
Johnson & Johnson

Healthcare
100
+ 1.65%
$143.34 - $165.86 $14.3K - $16.6K
6.15K $890M
UPS
United Parcel Service Inc

Industrials
45
+ 0.32%
$122.65 - $138.35 $5.52K - $6.23K
14K $1.77B
DOW
Dow Inc.

Basic Materials
352
+ 2.64%
$39.1 - $55.34 $13.8K - $19.5K
13.7K $550M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.15%
$727.2 - $932.06 $14.5K - $18.6K
1.76K $1.36B
AMT
American Tower Corp

Real Estate
58
+ 1.1%
$179.4 - $232.01 $10.4K - $13.5K
5.33K $978M
STX
Seagate Technology Holdings PLC

Technology
23
+ 0.11%
$86.31 - $112.64 $1.99K - $2.59K
20.6K $1.78B
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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