Safe Harbor Fiduciary, LLC Purchases in Q2 2025

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
100K
New
$51.14 - $57.0 $5.13M - $5.71M
100K $5.7B
QDPL
Pacer Fds Tr Metaurus Us Large
103K
New
$32.46 - $39.77 $3.35M - $4.11M
103K $4.08B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
61.8K
New
$47.42 - $51.67 $2.93M - $3.19M
61.8K $3.14B
IWM
Ishares Russell 2000 ETF

ETFs
14K
+ 127427.27%
$174.82 - $215.79 $2.45M - $3.02M
14K $3.03B
LHX
L3 Harris Technologies, Inc.

Industrials
6.02K
New
$200.21 - $256.99 $1.21M - $1.55M
6.02K $1.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 9.51%
$416.06 - $551.64 $419K - $555K
11.6K $6.39B
CSCO
Cisco Systems, Inc.

Technology
19.5K
+ 205.68%
$53.19 - $69.38 $1.04M - $1.35M
28.9K $2.01B
NOC
Northrop Grumman Corp

Industrials
2.73K
New
$456.3 - $540.39 $1.24M - $1.47M
2.73K $1.36B
LMT
Lockheed Martin Corp

Industrials
2.79K
+ 1767.09%
$430.82 - $486.45 $1.2M - $1.36M
2.95K $1.37B
FDX
Fedex Corp

Industrials
5.38K
New
$198.07 - $245.17 $1.06M - $1.32M
5.38K $1.22B
ABT
Abbott Laboratories

Healthcare
8.29K
+ 1141.87%
$123.95 - $138.08 $1.03M - $1.14M
9.02K $1.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.6K
+ 73769.44%
$24.32 - $27.87 $646K - $740K
26.6K $705M
ITA
Ishares Tr

ETFs
3.25K
+ 319.98%
$135.31 - $188.64 $440K - $613K
4.27K $805M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 12.36%
$167.32 - $223.3 $214K - $286K
11.6K $2.55B
ALLY
Ally Financial Inc.

Financial Services
11.9K
New
$30.09 - $38.95 $359K - $464K
11.9K $464M
NVS
Novartis Ag

Healthcare
3.6K
New
$101.96 - $121.01 $367K - $435K
3.6K $435M
Tidal Tr Ii
24.1K
New
N/A
24.1K $427M
ABBV
Abb Vie Inc.

Healthcare
2.25K
New
$170.16 - $206.27 $383K - $464K
2.25K $418M
IYF
Ishares Tr

ETFs
3.3K
+ 15723.81%
$99.23 - $120.99 $328K - $400K
3.32K $402M
VCR
Vanguard Consumer Discretionar

ETFs
1.07K
+ 17766.67%
$290.42 - $364.35 $310K - $388K
1.07K $388M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.35K
+ 17.78%
$83.97 - $92.85 $365K - $404K
28.8K $2.54B
NVDA
Nvidia Corp

Technology
1.5K
+ 156.86%
$94.31 - $157.99 $141K - $237K
2.45K $388M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.44K
+ 1146.48%
$38.9 - $83.0 $95K - $203K
2.66K $220M
VZ
Verizon Communications Inc

Communication Services
5.26K
+ 49.81%
$41.67 - $45.62 $219K - $240K
15.8K $684M
ITW
Illinois Tool Works Inc

Industrials
835
+ 9.08%
$218.41 - $252.43 $182K - $211K
10K $2.48B
PNC
Pnc Financial Services Group, Inc.

Financial Services
278
+ 2.47%
$149.76 - $186.42 $41.6K - $51.8K
11.5K $2.15B
HON
Honeywell International Inc

Industrials
19
+ 0.28%
$182.86 - $232.88 $3.47K - $4.42K
6.7K $1.56B
AEM
Agnico Eagle Mines LTD

Basic Materials
1K
New
$99.48 - $124.46 $99.5K - $124K
1K $119M
AAPL
Apple Inc.

Technology
2.31K
+ 10.78%
$172.42 - $223.89 $398K - $517K
23.7K $4.87B
KR
Kroger CO

Consumer Defensive
1.5K
New
$64.62 - $74.0 $96.9K - $111K
1.5K $108M
QLD
Proshares Ultra Qqq

ETFs
83
+ 3.46%
$69.34 - $117.71 $5.76K - $9.77K
2.48K $292M
DOW
Dow Inc.

Basic Materials
6.56K
+ 48.09%
$25.81 - $34.89 $169K - $229K
20.2K $535M
AMT
American Tower Corp

Real Estate
179
+ 3.37%
$203.96 - $228.19 $36.5K - $40.8K
5.48K $1.21B
Healthcare Rlty Tr
4.57K
+ 18.87%
N/A
28.8K $456M
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 2.83%
$451.58 - $565.94 $7.68K - $9.62K
617 $335M
Ea Series Trust
830
+ 1.89%
N/A
44.6K $1.13B
HSY
Hershey CO

Consumer Defensive
273
+ 10.8%
$151.29 - $173.13 $41.3K - $47.3K
2.8K $465M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
276
+ 21.77%
$58.41 - $72.69 $16.1K - $20.1K
1.54K $112M
PYPL
Pay Pal Holdings, Inc.

Financial Services
81
+ 3.68%
$57.41 - $74.81 $4.65K - $6.06K
2.28K $170M
AAPU
Direxion Shs ETF Tr Daily Aapl
1.1K
New
N/A
1.1K $24.2M
Graniteshares ETF Tr
302
New
N/A
302 $21.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
178
New
$90.56 - $109.49 $16.1K - $19.5K
178 $19.5M
Super Micro Computer Inc
275
New
N/A
275 $13.5M
AMD
Advanced Micro Devices Inc

Technology
90
+ 1000.0%
$78.21 - $143.81 $7.04K - $12.9K
99 $14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
195
+ 16.43%
$32.66 - $40.75 $6.37K - $7.95K
1.38K $56M
NET
Cloudflare, Inc.

Technology
65
New
$97.08 - $195.83 $6.31K - $12.7K
65 $12.7M
ZS
Zscaler, Inc.

Technology
40
New
$174.67 - $315.32 $6.99K - $12.6K
40 $12.6M
NOW
Service Now, Inc.

Technology
12
New
$721.65 - $1040.18 $8.66K - $12.5K
12 $12.3M
ROBO
Robo Global Robotics And Autom

ETFs
200
New
$43.89 - $59.78 $8.78K - $12K
200 $12M
Activity Summary
Buys All Purchases 100 New Holdings 44 Increased Positions 56 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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