Harmony Asset Management LLC Incresed Positions in Q4 2024

Harmony Asset Management LLC

  • $252 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.83K
+ 3.54%
$180.88 - $232.93 $330K - $425K
53.4K $11.7B
OC
Owens Corning

Industrials
12K
+ 392.33%
$169.41 - $210.81 $2.04M - $2.53M
15.1K $2.57B
HEQT
Simplify Exchange Traded Fds H
49.8K
+ 64.73%
$28.73 - $30.22 $1.43M - $1.5M
127K $3.74B
GNRC
Generac Holdings Inc.

Industrials
6.91K
+ 160.38%
$154.28 - $195.11 $1.07M - $1.35M
11.2K $1.74B
V
Visa Inc.

Financial Services
128
+ 0.65%
$273.87 - $320.91 $35.1K - $41.1K
19.7K $6.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.4K
+ 186.97%
$61.68 - $67.87 $765K - $842K
19K $1.19B
Simplify Exchange Traded Fun
14.5K
+ 89.71%
N/A
30.7K $1.52B
FHN
First Horizon Corp

Financial Services
13.4K
+ 16.59%
$14.91 - $21.42 $200K - $288K
94.5K $1.9B
T
At&T Inc.

Communication Services
23.8K
+ 165.04%
$21.22 - $23.88 $506K - $569K
38.3K $871M
UBER
Uber Technologies, Inc

Technology
9.88K
+ 141.17%
$59.93 - $86.34 $592K - $853K
16.9K $1.02B
BA
Boeing CO

Industrials
1.62K
+ 75.53%
$138.14 - $180.72 $223K - $292K
3.76K $665M
PANW
Palo Alto Networks Inc

Technology
7.27K
+ 111.35%
$181.96 - $405.9 $1.32M - $2.95M
13.8K $2.51B
CRWD
Crowd Strike Holdings, Inc.

Technology
357
+ 15.09%
$275.15 - $388.2 $98.2K - $139K
2.72K $932M
VEA
Vanguard Ftse Developed Market

ETFs
6.48K
+ 61.14%
$47.57 - $52.44 $308K - $340K
17.1K $816M
GS
Goldman Sachs Group Inc

Financial Services
136
+ 6.02%
$486.1 - $608.57 $66.1K - $82.8K
2.39K $1.37B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
16.3K
+ 109.3%
$11.1 - $12.03 $181K - $196K
31.2K $352M
IVZ
Invesco Ltd.

Financial Services
10K
+ 16.29%
$16.78 - $18.63 $168K - $186K
71.4K $1.25B
LLY
Eli Lilly & CO

Healthcare
1.03K
+ 17.89%
$727.2 - $932.06 $751K - $963K
6.81K $5.25B
ANET
Arista Networks, Inc.

Technology
3.43K
+ 382.5%
$104.78 - $431.02 $360K - $1.48M
4.33K $478M
PAYX
Paychex Inc

Industrials
151
+ 0.9%
$135.86 - $148.73 $20.5K - $22.5K
16.9K $2.37B
CSCO
Cisco Systems, Inc.

Technology
406
+ 2.52%
$52.45 - $60.02 $21.3K - $24.4K
16.5K $977M
ORCL
Oracle Corp

Technology
1.16K
+ 5.65%
$165.41 - $192.43 $191K - $222K
21.6K $3.6B
BNDX
Vanguard Total International B

ETFs
2.24K
+ 47.18%
$48.91 - $50.61 $109K - $113K
6.98K $342M
VRT
Vertiv Holdings CO

Industrials
550
+ 21.19%
N/A
3.15K $357M
CRM
Salesforce, Inc.

Technology
6
+ 0.39%
$270.87 - $367.87 $1.63K - $2.21K
1.54K $513M
JXN
Jackson Financial Inc.

Financial Services
1.49K
+ 17.01%
$84.91 - $113.74 $127K - $170K
10.3K $894M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.3K
+ 22.54%
$80.13 - $83.77 $104K - $109K
7.06K $566M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
140
+ 11.39%
$563.99 - $620.12 $79K - $86.8K
1.37K $780M
C
Citigroup Inc

Financial Services
192
+ 2.4%
$61.31 - $72.5 $11.8K - $13.9K
8.19K $577M
PHYS
Sprott Physical Gold Trust

Financial Services
4.07K
+ 11.72%
$19.66 - $21.66 $80K - $88.1K
38.8K $781M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.7K
+ 23.73%
$44.33 - $49.55 $75.4K - $84.2K
8.87K $398M
WHR
Whirlpool Corp

Consumer Cyclical
200
+ 3.3%
$99.28 - $124.45 $19.9K - $24.9K
6.26K $717M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 2.86%
$521.84 - $558.82 $37.6K - $40.2K
2.59K $1.4B
WDAY
Workday, Inc.

Technology
152
+ 11.12%
$233.85 - $279.91 $35.5K - $42.5K
1.52K $392M
ZS
Zscaler, Inc.

Technology
200
+ 10.0%
$166.99 - $211.99 $33.4K - $42.4K
2.2K $397M
QCOM
Qualcomm Inc

Technology
529
+ 27.81%
$150.4 - $178.04 $79.6K - $94.2K
2.43K $373M
BKR
Baker Hughes CO

Energy
90
+ 0.99%
$35.98 - $44.88 $3.24K - $4.04K
9.19K $377M
XLU
Utilities Sector Spdr

ETFs
1.02K
+ 17.07%
$74.89 - $82.93 $76.1K - $84.3K
6.97K $528M
XLK
Technology Sector Spdr

ETFs
67
+ 5.2%
$220.26 - $241.44 $14.8K - $16.2K
1.36K $315M
VB
Vanguard Small Cap ETF

ETFs
57
+ 2.94%
$233.76 - $261.58 $13.3K - $14.9K
1.99K $479M
PFE
Pfizer Inc

Healthcare
2.04K
+ 13.68%
$24.8 - $30.19 $50.6K - $61.6K
17K $450M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
6.8K
+ 6.43%
$8.51 - $9.15 $57.9K - $62.2K
113K $966M
VIG
Vanguard Dividend Appreciation

ETFs
105
+ 1.65%
N/A
6.45K $1.26B
SPMD
Spdr Portfolio

ETFs
60
+ 0.86%
$54.13 - $59.56 $3.25K - $3.57K
7.01K $383M
MMM
3 M CO

Industrials
200
+ 6.24%
$124.74 - $137.12 $24.9K - $27.4K
3.41K $440M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.63K
+ 189.86%
$26.93 - $84.95 $179K - $563K
10.1K $277M
DHR
Danaher Corp

Healthcare
179
+ 12.65%
$226.16 - $274.52 $40.5K - $49.1K
1.59K $366M
VTV
Vanguard Value ETF

ETFs
12
+ 0.18%
$168.32 - $181.87 $2.02K - $2.18K
6.72K $1.14B
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 1.28%
$501.29 - $612.85 $2.51K - $3.06K
396 $206M
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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