Safe Harbor Fiduciary, LLC Portfolio Holdings

Safe Harbor Fiduciary, LLC

  • $98.1 Billion
  • Q4 2024

Safe Harbor Fiduciary, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.1 Billion distributed in 199 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 $8.04B, Apple Inc. with a value of $5.36B, ETF Ser Solutions Aptus Drawnd with a value of $3.84B, and Oneok Inc with a value of $3.7B.

Examining the 13F form we can see an decrease of $8.6B in the current position value, from $107B to 98.1B.

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 $98.1 Billion
ETFs: $50.9 Billion
Technology: $9.15 Billion
Industrials: $7.04 Billion
Financial Services: $6.14 Billion
Energy: $5.79 Billion
Consumer Cyclical: $4.56 Billion
Consumer Defensive: $3.85 Billion
Real Estate: $3.36 Billion
Other: $5.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $98.1 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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