Safe Harbor Fiduciary, LLC Portfolio Holdings
Safe Harbor Fiduciary, LLC
- $107 Billion
- Q3 2024
Safe Harbor Fiduciary, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 212 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 $18.2B, Vanguard Total Stock Market Et with a value of $10B, ETF Ser Solutions Aptus Define with a value of $5.26B, Apple Inc. with a value of $4.97B, and ETF Ser Solutions Aptus Drawnd with a value of $3.83B.
Examining the 13F form we can see an increase of $107B in the current position value.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 212
- Current Value $107 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 212 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks