Safe Harbor Fiduciary, LLC Sells in Q2 2025

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.64K
- 31.28%
$496.48 - $617.85 $4.79M - $5.96M
21.2K $13.1B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-80.5K
- 98.42%
$40.85 - $48.2 $3.29M - $3.88M
1.29K $62.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-26.9K
- 94.74%
$75.17 - $91.21 $2.02M - $2.46M
1.5K $136M
UPRO
Proshares Trust Proshares Ultr

ETFs
-21.8K
- 98.09%
$50.65 - $91.44 $1.1M - $1.99M
423 $38.7M
UPS
United Parcel Service Inc

Industrials
-12.7K
- 92.39%
$91.92 - $110.2 $1.17M - $1.4M
1.05K $105M
OKE
Oneok Inc

Energy
-3.52K
- 9.59%
$78.71 - $100.37 $277K - $353K
33.2K $2.71B
RH
Rh

Consumer Cyclical
-3.78K
- 91.64%
$145.66 - $249.35 $551K - $943K
345 $65.2M
JNJ
Johnson & Johnson

Healthcare
-2.66K
- 43.72%
$146.36 - $159.82 $389K - $425K
3.42K $522M
VV
Vanguard Large Cap ETF

ETFs
-1.81K
- 99.94%
$228.25 - $285.3 $414K - $517K
1 $285K
SJM
J M Smucker CO

Consumer Defensive
-3.63K
- 97.58%
$94.41 - $118.52 $343K - $430K
90 $8.84M
CNI
Canadian National Railway CO

Industrials
-3.65K
- 97.57%
$92.66 - $108.13 $338K - $395K
91 $9.47M
EIX
Edison International

Utilities
-5.03K
- 97.35%
$48.32 - $59.92 $243K - $302K
137 $7.07M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.02K
- 8.91%
$79.79 - $91.42 $161K - $185K
20.7K $1.84B
GLD
Spdr Gold Trust

ETFs
-862
- 26.93%
$273.71 - $316.29 $236K - $273K
2.34K $713M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-947
- 23.33%
$114.78 - $133.31 $109K - $126K
3.11K $415M
DUK
Duke Energy Corp

Utilities
-845
- 55.67%
$112.46 - $124.05 $95K - $105K
673 $79.4M
V
Visa Inc.

Financial Services
-309
- 16.95%
$308.27 - $373.31 $95.3K - $115K
1.51K $538M
PM
Philip Morris International Inc.

Consumer Defensive
-667
- 67.92%
$149.23 - $184.95 $99.5K - $123K
315 $57.4M
PPL
Ppl Corp

Utilities
-2.02K
- 63.18%
$33.45 - $36.5 $67.6K - $73.8K
1.18K $39.9M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.88K
- 19.89%
$22.66 - $26.12 $42.5K - $49K
7.56K $185M
KMI
Kinder Morgan, Inc.

Energy
-2.72K
- 14.83%
$25.21 - $29.4 $68.7K - $80.1K
15.6K $460M
IRM
Iron Mountain Inc

Real Estate
-3.84K
- 19.15%
$76.93 - $105.25 $295K - $404K
16.2K $1.66B
ADP
Automatic Data Processing Inc

Industrials
-203
- 13.08%
$276.76 - $326.81 $56.2K - $66.3K
1.35K $416M
XLV
Select Sector Spdr Fund Health

ETFs
-134
- 4.35%
$128.77 - $144.3 $17.3K - $19.3K
2.95K $397M
DDM
Proshares Ultra Dow30

ETFs
-822
- 15.72%
$73.05 - $98.03 $60K - $80.6K
4.41K $432M
SBUX
Starbucks Corp

Consumer Cyclical
-138
- 2.73%
$79.69 - $99.41 $11K - $13.7K
4.91K $450M
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 14.56%
$81.79 - $99.98 $99.3K - $121K
7.12K $697M
XLB
Select Sector Spdr Fd Material

ETFs
-500
- 7.36%
$74.27 - $88.92 $37.1K - $44.5K
6.29K $553M
BR
Broadridge Financial Solutions, Inc.

Technology
-80
- 5.95%
$217.22 - $246.25 $17.4K - $19.7K
1.26K $307M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3
- 0.05%
$44.37 - $50.04 $133 - $150
6.36K $302M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-374
- 12.9%
$26.94 - $34.72 $10.1K - $13K
2.53K $79.6M
VIG
Vanguard Dividend Appreciation

ETFs
-82
- 50.62%
N/A
80 $16.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
-199
- 99.5%
$55.13 - $75.25 $11K - $15K
1 $1K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
-1.5K
- 50.0%
$20.4 - $51.88 $30.6K - $77.8K
1.5K $77.8M
VOD
Vodafone Group Public LTD CO

Communication Services
-450
- 86.04%
$8.19 - $10.66 $3.69K - $4.8K
73 $778K
NDAQ
Nasdaq, Inc.

Financial Services
-134
- 18.69%
$66.4 - $89.42 $8.9K - $12K
583 $52.1M
T
At&T Inc.

Communication Services
-99
- 8.71%
$26.33 - $28.94 $2.61K - $2.87K
1.04K $30M
United Sts Nat Gas Fd LP
-25
- 16.67%
N/A
125 $1.91M
DWAC
Digital World Acquisition Corp.

Financial Services
-21
- 8.4%
N/A
229 $4.13M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-56
- 0.81%
N/A
6.84K $47.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-8
- 4.52%
$221.86 - $362.89 $1.77K - $2.9K
169 $53.7M
ETN
Eaton Corp PLC

Industrials
-18
- 4.44%
$246.52 - $356.99 $4.44K - $6.43K
387 $138M
ROKU
Roku, Inc

Communication Services
-13
- 0.68%
$55.1 - $87.89 $716 - $1.14K
1.89K $166M
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 3.67%
$243.75 - $303.93 $16.3K - $20.4K
1.76K $535M
XLC
Select Sector Spdr Tr Communic

ETFs
-144
- 3.55%
$86.13 - $108.53 $12.4K - $15.6K
3.91K $424M
CAT
Caterpillar Inc

Industrials
-30
- 3.86%
$273.94 - $388.21 $8.22K - $11.6K
747 $290M
STT
State Street Corp

Financial Services
-224
- 3.66%
$75.33 - $106.34 $16.9K - $23.8K
5.89K $626M
JPM
Jpmorgan Chase & CO

Financial Services
-108
- 3.72%
$210.28 - $289.91 $22.7K - $31.3K
2.79K $810M
BAC
Bank Of America Corp

Financial Services
-522
- 1.74%
$34.39 - $47.46 $18K - $24.8K
29.5K $1.39B
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
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