Safe Harbor Fiduciary, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.1B, Invesco Qqq Trust, Series 1 with a value of $6.39B, J P Morgan Exchange Traded Fd with a value of $5.7B, Apple Inc. with a value of $4.87B, and Pacer Fds Tr Metaurus Us Large with a value of $4.08B.
Examining the 13F form we can see an increase of $9.94B in the current position value, from $96.7B to 107B.
Safe Harbor Fiduciary, LLC is based out at Pensacola, FL
Below you can find more details about Safe Harbor Fiduciary, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
ETFs: $45.1 Billion
Technology: $13 Billion
Industrials: $10.5 Billion
Financial Services: $6.77 Billion
Healthcare: $5.74 Billion
Consumer Cyclical: $4.87 Billion
Energy: $4.86 Billion
Real Estate: $3.14 Billion
Other: $6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
