Stage Harbor Financial, LLC Reduced Holdings in Q1 2025

Stage Harbor Financial, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 0.13%
$360.07 - $417.26 $8.64K - $10K
17.8K $6.43B
IVV
Ishares Core S&P 500 ETF

ETFs
-551
- 7.77%
$554.06 - $615.85 $305K - $339K
6.54K $3.68B
VB
Vanguard Small Cap ETF

ETFs
-267
- 1.29%
$217.89 - $252.64 $58.2K - $67.5K
20.5K $4.54B
MUB
Ishares National Muni Bond ETF

ETFs
-2.28K
- 1.3%
$104.71 - $107.69 $238K - $245K
172K $18.2B
NVDA
Nvidia Corp

Technology
-1.54K
- 20.18%
$106.98 - $149.43 $165K - $230K
6.1K $661M
TSLA
Tesla, Inc.

Consumer Cyclical
-173
- 13.39%
$222.15 - $428.22 $38.4K - $74.1K
1.12K $290M
MSFT
Microsoft Corp

Technology
-272
- 11.33%
$375.39 - $447.2 $102K - $122K
2.13K $799M
AAPL
Apple Inc.

Technology
-517
- 26.68%
$209.68 - $247.1 $108K - $128K
1.42K $316M
AMZN
Amazon Com Inc

Consumer Cyclical
-278
- 8.56%
$190.26 - $242.06 $52.9K - $67.3K
2.97K $565M
GOOG
Alphabet Inc.

Communication Services
-341
- 12.96%
$156.06 - $207.71 $53.2K - $70.8K
2.29K $358M
GOOGL
Alphabet Inc.

Communication Services
-194
- 11.05%
$154.33 - $206.19 $29.9K - $40K
1.56K $241M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-480
- 15.46%
$94.32 - $110.46 $45.3K - $53K
2.62K $253M
IVE
Ishares S&P 500 Value ETF

ETFs
-280
- 7.82%
$185.78 - $198.58 $52K - $55.6K
3.3K $629M
META
Meta Platforms, Inc.

Communication Services
-63
- 6.95%
$576.36 - $736.67 $36.3K - $46.4K
843 $486M
IWP
Ishares Russell Mid Cap Growth

ETFs
-168
- 6.7%
$114.9 - $139.6 $19.3K - $23.5K
2.34K $275M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-53
- 10.02%
$497.6 - $606.74 $26.4K - $32.2K
476 $237M
Pimco ETF Tr
-989
- 4.03%
N/A
23.5K $620M
EFG
Msci Eafe Growth ETF

ETFs
-159
- 6.69%
$96.1 - $106.37 $15.3K - $16.9K
2.22K $222M
MA
Mastercard Inc

Financial Services
-33
- 5.42%
$504.67 - $576.31 $16.7K - $19K
576 $316M
IWD
Ishares Russell 1000 Val ETF

ETFs
-138
- 0.68%
$182.82 - $196.21 $25.2K - $27.1K
20.3K $3.82B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-217
- 0.64%
$71.17 - $73.66 $15.4K - $16K
33.9K $2.49B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-794
- 0.91%
$51.39 - $57.43 $40.8K - $45.6K
86.4K $4.79B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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