Safe Harbor Fiduciary, LLC New Holdings in Q3 2024

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Direxion Shs Uie Tr
482
New
N/A
482 $48M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.79K
New
$24.86 - $26.33 $44.5K - $47.1K
1.79K $46.8M
NFG
National Fuel Gas CO

Energy
756
New
$54.14 - $61.22 $40.9K - $46.3K
756 $45.8M
ON
On Semiconductor Corp

Technology
597
New
$66.39 - $78.74 $39.6K - $47K
597 $43.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.15K
New
$33.74 - $37.96 $38.7K - $43.5K
1.15K $43M
META
Meta Platforms, Inc.

Communication Services
63
New
$453.41 - $572.44 $28.6K - $36.1K
63 $36.1M
T
At&T Inc.

Communication Services
1.58K
New
$18.21 - $22.28 $28.7K - $35.1K
1.58K $34.6M
MRK
Merck & Co., Inc.

Healthcare
302
New
$111.15 - $128.97 $33.6K - $38.9K
302 $34.3M
GOOG
Alphabet Inc.

Communication Services
200
New
$149.54 - $192.66 $29.9K - $38.5K
200 $33.4M
IVV
Ishares Core S&P 500 ETF

ETFs
57
New
$520.18 - $576.82 $29.7K - $32.9K
57 $32.9M
USNA
Usana Health Sciences Inc

Consumer Defensive
800
New
$36.17 - $47.2 $28.9K - $37.8K
800 $30.3M
CMCSA
Comcast Corp

Communication Services
707
New
$37.33 - $41.78 $26.4K - $29.5K
707 $29.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
567
New
$49.93 - $51.15 $28.3K - $29K
567 $29M
YUM
Yum Brands Inc

Consumer Cyclical
207
New
$125.95 - $139.96 $26.1K - $29K
207 $28.9M
DNP
Dnp Select Income Fund Inc

Financial Services
2.79K
New
$8.21 - $10.03 $22.9K - $27.9K
2.79K $28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
New
$138.85 - $182.81 $20.8K - $27.4K
150 $26.6M
MCHI
Ishares Msci China ETF

ETFs
522
New
$40.43 - $50.98 $21.1K - $26.6K
522 $26.6M
PBA
Pembina Pipeline Corp

Energy
619
New
$36.86 - $41.36 $22.8K - $25.6K
619 $25.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
575
New
$36.02 - $41.68 $20.7K - $24K
575 $23.7M
SLV
I Shares Silver Trust

ETFs
750
New
$24.33 - $29.38 $18.2K - $22K
750 $21.3M
Proshares Tr
791
New
N/A
791 $19.2M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1K
New
$13.65 - $23.25 $13.7K - $23.3K
1K $18.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
387
New
$44.66 - $49.15 $17.3K - $19K
387 $18.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
443
New
$36.98 - $41.55 $16.4K - $18.4K
443 $18.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
200
New
$77.22 - $89.49 $15.4K - $17.9K
200 $17.8M
XLK
Technology Sector Spdr

ETFs
60
New
$197.34 - $237.68 $11.8K - $14.3K
60 $13.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
455
New
$26.69 - $29.87 $12.1K - $13.6K
455 $13.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
128
New
$89.91 - $101.33 $11.5K - $13K
128 $12.6M
SPOT
Spotify Technology S.A.

Communication Services
33
New
$290.16 - $384.01 $9.58K - $12.7K
33 $12.2M
UHS
Universal Health Services Inc

Healthcare
52
New
$178.68 - $241.52 $9.29K - $12.6K
52 $11.9M
EMR
Emerson Electric CO

Industrials
100
New
$98.19 - $118.87 $9.82K - $11.9K
100 $10.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
161
New
$57.32 - $62.65 $9.23K - $10.1K
161 $10M
ETR
Entergy Corp

Utilities
75
New
$104.75 - $131.61 $7.86K - $9.87K
75 $9.87M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
208
New
$29.24 - $45.37 $6.08K - $9.44K
208 $9.36M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
194
New
$41.02 - $46.01 $7.96K - $8.93K
194 $8.83M
SPMD
Spdr Portfolio

ETFs
157
New
$50.29 - $54.92 $7.9K - $8.62K
157 $8.59M
Envoy Medical Inc
2.5K
New
N/A
2.5K $8.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
New
$105.53 - $118.34 $7.07K - $7.93K
67 $7.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
43
New
$162.83 - $179.16 $7K - $7.7K
43 $7.7M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
222
New
$30.27 - $34.42 $6.72K - $7.64K
222 $7.58M
AMD
Advanced Micro Devices Inc

Technology
44
New
$128.67 - $183.96 $5.66K - $8.09K
44 $7.22M
NEE
Nextera Energy Inc

Utilities
80
New
$69.9 - $84.97 $5.59K - $6.8K
80 $6.76M
Grayscale Bitcoin Mini Tr Bt
1.11K
New
N/A
1.11K $6.27M
SIL
Global X Silver Miners ETF

ETFs
175
New
$29.58 - $37.45 $5.18K - $6.55K
175 $6.14M
MAIN
Main Street Capital Corp

Financial Services
120
New
$47.05 - $52.25 $5.65K - $6.27K
120 $6.02M
RWO
Spdr Dow Jones Global Real Est

ETFs
126
New
$41.23 - $48.48 $5.19K - $6.11K
126 $5.99M
CCL
Carnival Corp

Consumer Cyclical
300
New
$14.01 - $19.18 $4.2K - $5.75K
300 $5.54M
CVS
Cvs Health Corp

Healthcare
88
New
$55.81 - $63.18 $4.91K - $5.56K
88 $5.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
113
New
$41.9 - $48.26 $4.73K - $5.45K
113 $5.41M
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
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