Bar Harbor Wealth Management Incresed Positions in Q1 2025

Bar Harbor Wealth Management

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
61.7K
+ 198.35%
$63.29 - $81.72 $3.91M - $5.05M
92.9K $5.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.3K
+ 3.89%
$95.85 - $99.25 $2.14M - $2.22M
597K $58.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56.1K
+ 35.65%
$42.5 - $46.71 $2.38M - $2.62M
213K $9.67M
XOM
Exxon Mobil Corp

Energy
157
+ 0.07%
$105.44 - $118.93 $16.6K - $18.7K
235K $27.9M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
8.23K
+ 4.87%
$60.74 - $73.87 $500K - $608K
177K $13.1M
FAF
First American Financial Corp

Financial Services
29.5K
+ 30.49%
$57.7 - $66.47 $1.7M - $1.96M
126K $8.28M
HON
Honeywell International Inc

Industrials
10.7K
+ 237.31%
$202.75 - $226.52 $2.16M - $2.41M
15.1K $3.21M
VEA
Vanguard Ftse Developed Market

ETFs
13.5K
+ 3.09%
$47.4 - $52.99 $641K - $717K
451K $23.1M
D
Dominion Energy, Inc

Utilities
30.7K
+ 238.94%
$52.85 - $57.43 $1.62M - $1.76M
43.6K $2.44M
HPE
Hewlett Packard Enterprise CO

Technology
97.9K
+ 1041.7%
$14.77 - $24.42 $1.45M - $2.39M
107K $1.66M
WM
Waste Management Inc

Industrials
143
+ 0.52%
$200.54 - $233.78 $28.7K - $33.4K
27.8K $6.44M
ROK
Rockwell Automation, Inc

Industrials
6.25K
+ 18.94%
$255.29 - $303.75 $1.6M - $1.9M
39.3K $10.1M
XLU
Utilities Sector Spdr

ETFs
6.62K
+ 8.57%
$74.7 - $80.27 $495K - $531K
83.9K $6.54M
META
Meta Platforms, Inc.

Communication Services
1.31K
+ 24.46%
$576.36 - $736.67 $757K - $967K
6.68K $3.85M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.01%
$286.85 - $318.64 $1.43K - $1.59K
47.2K $14.4M
PLD
Prologis, Inc.

Real Estate
4.32K
+ 36.35%
$103.59 - $124.04 $448K - $536K
16.2K $1.81M
CB
Chubb LTD

Financial Services
9
+ 0.04%
$257.71 - $301.99 $2.32K - $2.72K
21.4K $6.47M
PM
Philip Morris International Inc.

Consumer Defensive
1.55K
+ 21.21%
$117.15 - $158.79 $182K - $246K
8.86K $1.41M
BHB
Bar Harbor Bankshares

Financial Services
30.1K
+ 7.02%
$29.04 - $33.44 $873K - $1.01M
458K $13.5M
UNP
Union Pacific Corp

Industrials
181
+ 0.4%
$225.21 - $254.42 $40.8K - $46.1K
45.8K $10.8M
EGP
Eastgroup Properties Inc

Real Estate
66
+ 0.28%
$155.63 - $187.46 $10.3K - $12.4K
23.3K $4.11M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
334
+ 0.09%
$51.52 - $52.37 $17.2K - $17.5K
377K $19.7M
SBUX
Starbucks Corp

Consumer Cyclical
312
+ 0.98%
$91.75 - $115.81 $28.6K - $36.1K
32.2K $3.16M
PHG
Koninklijke Philips Nv

Healthcare
8.49K
+ 2.76%
$24.92 - $28.61 $212K - $243K
317K $8.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
509
+ 5.64%
$283.24 - $338.07 $144K - $172K
9.53K $2.81M
T
At&T Inc.

Communication Services
234
+ 0.71%
$21.56 - $28.28 $5.05K - $6.62K
33.1K $935K
IEFA
Ishares Tr

ETFs
1.3K
+ 14.08%
$69.57 - $78.65 $90.2K - $102K
10.5K $794K
AWK
American Water Works Company, Inc.

Utilities
226
+ 7.44%
$121.01 - $149.31 $27.3K - $33.7K
3.27K $481K
LQD
Ishares Iboxx $ Investment Gra

ETFs
155
+ 0.33%
$105.1 - $109.61 $16.3K - $17K
46.7K $5.07M
DUK
Duke Energy Corp

Utilities
180
+ 3.77%
$105.87 - $121.97 $19.1K - $22K
4.95K $603K
VTI
Vanguard Total Stock Market Et

ETFs
407
+ 22.3%
$271.18 - $303.12 $110K - $123K
2.23K $610K
MTB
M&T Bank Corp

Financial Services
551
+ 23.5%
$170.47 - $201.98 $93.9K - $111K
2.9K $517K
NVS
Novartis Ag

Healthcare
230
+ 7.34%
$97.14 - $115.57 $22.3K - $26.6K
3.36K $374K
MO
Altria Group, Inc.

Consumer Defensive
112
+ 2.08%
$50.81 - $60.02 $5.69K - $6.72K
5.49K $329K
MCK
Mckesson Corp

Healthcare
10
+ 2.58%
$566.21 - $672.99 $5.66K - $6.73K
398 $267K
ELS
Equity Lifestyle Properties Inc

Real Estate
350
+ 0.54%
$64.36 - $69.32 $22.5K - $24.3K
65.2K $4.35M
HYG
Ishares Tr

ETFs
116
+ 1.5%
$78.51 - $80.11 $9.11K - $9.29K
7.86K $619K
STT
State Street Corp

Financial Services
314
+ 15.02%
$84.47 - $102.23 $26.5K - $32.1K
2.4K $215K
NVR
Nvr Inc

Consumer Cyclical
5
+ 16.67%
$7062.02 - $8382.63 $35.3K - $41.9K
35 $253K
ZTS
Zoetis Inc.

Healthcare
14
+ 0.97%
$156.48 - $175.67 $2.19K - $2.46K
1.45K $239K
ICLN
Ishares

ETFs
318
+ 2.35%
$10.94 - $11.86 $3.48K - $3.77K
13.9K $158K
Simplify Exchange Traded Fun
108K
+ 63.53%
N/A
279K $0
MET
Metlife Inc

Financial Services
4
+ 0.1%
$77.7 - $87.0 $311 - $348
3.91K $313K
FNLC
First Bancorp, Inc

Financial Services
488
+ 4.66%
$24.51 - $27.11 $12K - $13.2K
11K $271K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.78%
$472.29 - $575.13 $3.78K - $4.6K
457 $221K
GIS
General Mills Inc

Consumer Defensive
789
+ 4.44%
$57.56 - $65.3 $45.4K - $51.5K
18.6K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
237
+ 2.63%
$222.66 - $268.42 $52.8K - $63.6K
9.24K $2.16M
IFF
International Flavors & Fragrances Inc

Basic Materials
132
+ 0.56%
$76.48 - $87.72 $10.1K - $11.6K
23.5K $1.82M
SYY
Sysco Corp

Consumer Defensive
246
+ 0.2%
$70.0 - $77.13 $17.2K - $19K
126K $9.44M
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bar Harbor Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bar Harbor Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email