Safe Harbor Fiduciary, LLC New Holdings in Q2 2025

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
100K
New
$51.14 - $57.0 $5.13M - $5.71M
100K $5.7B
QDPL
Pacer Fds Tr Metaurus Us Large
103K
New
$32.46 - $39.77 $3.35M - $4.11M
103K $4.08B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
61.8K
New
$47.42 - $51.67 $2.93M - $3.19M
61.8K $3.14B
LHX
L3 Harris Technologies, Inc.

Industrials
6.02K
New
$200.21 - $256.99 $1.21M - $1.55M
6.02K $1.51B
NOC
Northrop Grumman Corp

Industrials
2.73K
New
$456.3 - $540.39 $1.24M - $1.47M
2.73K $1.36B
FDX
Fedex Corp

Industrials
5.38K
New
$198.07 - $245.17 $1.06M - $1.32M
5.38K $1.22B
MCK
Mckesson Corp

Healthcare
1.55K
New
$652.83 - $732.78 $1.01M - $1.13M
1.55K $1.13B
ALLY
Ally Financial Inc.

Financial Services
11.9K
New
$30.09 - $38.95 $359K - $464K
11.9K $464M
NVS
Novartis Ag

Healthcare
3.6K
New
$101.96 - $121.01 $367K - $435K
3.6K $435M
Tidal Tr Ii
24.1K
New
N/A
24.1K $427M
AEM
Agnico Eagle Mines LTD

Basic Materials
1K
New
$99.48 - $124.46 $99.5K - $124K
1K $119M
KR
Kroger CO

Consumer Defensive
1.5K
New
$64.62 - $74.0 $96.9K - $111K
1.5K $108M
AAPU
Direxion Shs ETF Tr Daily Aapl
1.1K
New
N/A
1.1K $24.2M
Graniteshares ETF Tr
302
New
N/A
302 $21.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
178
New
$90.56 - $109.49 $16.1K - $19.5K
178 $19.5M
Super Micro Computer Inc
275
New
N/A
275 $13.5M
NET
Cloudflare, Inc.

Technology
65
New
$97.08 - $195.83 $6.31K - $12.7K
65 $12.7M
ZS
Zscaler, Inc.

Technology
40
New
$174.67 - $315.32 $6.99K - $12.6K
40 $12.6M
NOW
Service Now, Inc.

Technology
12
New
$721.65 - $1040.18 $8.66K - $12.5K
12 $12.3M
ROBO
Robo Global Robotics And Autom

ETFs
200
New
$43.89 - $59.78 $8.78K - $12K
200 $12M
XLI
Industrial Sector Spdr

ETFs
80
New
$116.42 - $147.52 $9.31K - $11.8K
80 $11.8M
PLTR
Palantir Technologies Inc.

Technology
85
New
$74.01 - $144.25 $6.29K - $12.3K
85 $11.6M
BWXT
Bwx Technologies, Inc.

Industrials
80
New
$89.24 - $144.06 $7.14K - $11.5K
80 $11.5M
PWR
Quanta Services, Inc.

Industrials
30
New
$239.47 - $381.26 $7.18K - $11.4K
30 $11.3M
RTX
Raytheon Technologies Corp

Industrials
75
New
$113.75 - $148.48 $8.53K - $11.1K
75 $11M
GOOG
Alphabet Inc.

Communication Services
60
New
$146.58 - $180.01 $8.79K - $10.8K
60 $10.6M
POWL
Powell Industries Inc

Industrials
50
New
$159.38 - $211.34 $7.97K - $10.6K
50 $10.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
New
$321.63 - $509.31 $6.43K - $10.2K
20 $10.2M
XYL
Xylem Inc.

Industrials
75
New
$102.86 - $129.5 $7.71K - $9.71K
75 $9.7M
CRM
Salesforce, Inc.

Technology
35
New
$236.26 - $291.15 $8.27K - $10.2K
35 $9.54M
FTNT
Fortinet, Inc.

Technology
80
New
$84.71 - $108.69 $6.78K - $8.7K
80 $8.46M
JCI
Johnson Controls International PLC

Industrials
80
New
$71.14 - $105.62 $5.69K - $8.45K
80 $8.45M
AMZU
Direxion Shs ETF Tr Daily Amzn
202
New
N/A
202 $7.41M
COP
Conocophillips

Energy
80
New
$82.66 - $106.1 $6.61K - $8.49K
80 $7.18M
UGI
Ugi Corp

Utilities
185
New
$30.18 - $36.59 $5.58K - $6.77K
185 $6.74M
BKR
Baker Hughes CO

Energy
170
New
$35.0 - $44.92 $5.95K - $7.64K
170 $6.52M
BTU
Peabody Energy Corp

Energy
400
New
$10.31 - $15.28 $4.12K - $6.11K
400 $5.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
73
New
$55.54 - $69.09 $4.05K - $5.04K
73 $5.04M
GGLL
Direxion Shs ETF Tr Daily Goog
138
New
N/A
138 $4.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
New
$456.74 - $568.03 $2.74K - $3.41K
6 $3.41M
Newsmax Inc
218
New
N/A
218 $3.3M
NWL
Newell Brands Inc.

Consumer Defensive
200
New
$4.48 - $6.27 $896 - $1.25K
200 $1.08M
VTRS
Viatris Inc

Healthcare
0
New
$7.26 - $9.12 $0 - $0
0 $0
Activity Summary
Buys All Purchases 100 New Holdings 44 Increased Positions 56 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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