Safe Harbor Fiduciary, LLC New Holdings in Q1 2025

Safe Harbor Fiduciary, LLC

  • $96.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
24.5K
New
$85.29 - $92.57 $2.09M - $2.26M
24.5K $2.23B
ISRG
Intuitive Surgical Inc

Healthcare
600
New
$476.63 - $610.45 $286K - $366K
600 $297M
OWL
Blue Owl Capital Inc.

Financial Services
2.5K
New
$18.49 - $26.68 $46.2K - $66.7K
2.5K $50.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1K
New
$47.25 - $67.02 $47.3K - $67K
1K $47.6M
PCG
Pg&E Corp

Utilities
2.25K
New
$15.16 - $20.4 $34.2K - $46K
2.25K $38.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
104
New
$307.43 - $357.48 $32K - $37.2K
104 $32.1M
VIG
Vanguard Dividend Appreciation

ETFs
162
New
N/A
162 $31.4M
VT
Vanguard Total World Stk Index

ETFs
218
New
$115.08 - $123.97 $25.1K - $27K
218 $25.3M
VPU
Vanguard Utilities ETF

ETFs
146
New
$161.24 - $173.33 $23.5K - $25.3K
146 $24.9M
VO
Vanguard Mid Cap ETF

ETFs
82
New
$251.87 - $277.95 $20.7K - $22.8K
82 $21.2M
GE
General Electric CO

Industrials
48
New
$168.59 - $212.13 $8.09K - $10.2K
48 $9.61M
LVHD
Franklin U.S. Low Volatility H

ETFs
228
New
$37.44 - $41.02 $8.54K - $9.35K
228 $9.34M
EQX
Equinox Gold Corp.

Basic Materials
1.27K
New
$5.09 - $7.16 $6.46K - $9.09K
1.27K $8.74M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
595
New
$13.63 - $15.28 $8.11K - $9.09K
595 $8.12M
C
Citigroup Inc

Financial Services
100
New
$67.23 - $84.63 $6.72K - $8.46K
100 $7.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
115
New
$56.51 - $62.98 $6.5K - $7.24K
115 $6.98M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
214
New
$26.47 - $29.92 $5.66K - $6.4K
214 $6.26M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
70
New
$78.97 - $85.82 $5.53K - $6.01K
70 $5.81M
ET
Energy Transfer LP

Energy
288
New
$17.26 - $21.08 $4.97K - $6.07K
288 $5.35M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
70
New
$73.11 - $77.43 $5.12K - $5.42K
70 $5.31M
Spdr Ser Tr
177
New
N/A
177 $4.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
29
New
$156.61 - $168.02 $4.54K - $4.87K
29 $4.66M
BCE
Bce Inc

Communication Services
200
New
$22.14 - $25.18 $4.43K - $5.04K
200 $4.59M
Ge Vernova Inc
12
New
N/A
12 $3.66M
ICLN
Ishares

ETFs
315
New
$10.94 - $11.86 $3.45K - $3.74K
315 $3.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
19
New
$182.82 - $196.21 $3.47K - $3.73K
19 $3.58M
HAL
Halliburton CO

Energy
101
New
$24.15 - $29.9 $2.44K - $3.02K
101 $2.56M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
New
$237.72 - $276.98 $2.38K - $2.77K
10 $2.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
19
New
$126.86 - $146.45 $2.41K - $2.78K
19 $2.42M
IYF
Ishares Tr

ETFs
21
New
$107.69 - $119.37 $2.26K - $2.51K
21 $2.37M
IWM
Ishares Russell 2000 ETF

ETFs
11
New
$198.1 - $229.79 $2.18K - $2.53K
11 $2.19M
CURE
Direxion Daily Healthcare Bull

ETFs
20
New
$92.05 - $115.25 $1.84K - $2.31K
20 $2.13M
VCR
Vanguard Consumer Discretionar

ETFs
6
New
$318.51 - $391.75 $1.91K - $2.35K
6 $1.95M
VDC
Vanguard Consumer Staples ETF

ETFs
5
New
$206.54 - $226.16 $1.03K - $1.13K
5 $1.09M
60 Degrees Pharmaceuticals I
275
New
N/A
275 $506K
VTRS
Viatris Inc

Healthcare
0
New
$8.68 - $12.42 $0 - $0
0 $0
JCI
Johnson Controls International PLC

Industrials
0
New
$76.12 - $90.6 $0 - $0
0 $0
Activity Summary
Buys All Purchases 69 New Holdings 38 Increased Positions 31 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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