Harbor Group, Inc. Purchases in Q1 2025

Harbor Group, Inc.

  • $497 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
646K
+ 942.1%
$36.91 - $41.03 $23.9M - $26.5M
715K $28.6M
PVAL
Putnam ETF Tr Putnam Focused L
397K
+ 112.49%
$36.8 - $39.59 $14.6M - $15.7M
749K $28.2M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
249K
+ 97.78%
$51.3 - $56.76 $12.8M - $14.2M
505K $26.5M
AVUV
American Centy ETF Tr Avantis

ETFs
102K
+ 65.27%
$84.95 - $100.62 $8.67M - $10.3M
259K $22.5M
BKCI
Bny Mellon ETF Tr Concentrated
141K
+ 20.44%
$47.19 - $50.41 $6.65M - $7.1M
830K $40M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
27.6K
+ 7.23%
N/A
409K $35.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
30.7K
+ 3.42%
$45.56 - $47.23 $1.4M - $1.45M
926K $43.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.6K
+ 2.57%
$44.41 - $45.98 $1.05M - $1.08M
942K $42.9M
EFV
Msci Eafe Value ETF

ETFs
9.99K
+ 17.33%
$51.88 - $60.73 $518K - $607K
67.6K $4.02M
GIB
Cgi Inc

Technology
7.37K
New
$98.12 - $122.43 $723K - $902K
7.37K $735K
AVEM
American Centy ETF Tr Avantis

ETFs
9.68K
New
$57.11 - $62.4 $553K - $604K
9.68K $583K
AVIV
American Centy ETF Tr Avantis
9.64K
New
$51.51 - $58.54 $496K - $564K
9.64K $550K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.1K
+ 3.17%
$49.78 - $53.19 $700K - $748K
458K $23.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.65K
New
$75.32 - $84.77 $275K - $309K
3.65K $300K
ABT
Abbott Laboratories

Healthcare
1.69K
New
$111.1 - $140.22 $188K - $237K
1.69K $224K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.12K
New
$182.82 - $196.21 $204K - $219K
1.12K $207K
LLY
Eli Lilly & CO

Healthcare
250
New
$725.72 - $929.72 $181K - $232K
250 $206K
CVX
Chevron Corp

Energy
1.21K
New
$146.71 - $167.97 $178K - $203K
1.21K $202K
DFAX
Dimensional ETF Tr
223
+ 0.19%
$24.45 - $27.2 $5.45K - $6.07K
120K $3.17M
T
At&T Inc.

Communication Services
14
+ 0.06%
$21.56 - $28.28 $302 - $396
23K $650K
IWB
Ishares Tr Russell 1000 ETF

ETFs
313
+ 16.12%
$302.31 - $337.54 $94.6K - $106K
2.26K $687K
VZ
Verizon Communications Inc

Communication Services
37
+ 0.47%
$37.81 - $46.49 $1.4K - $1.72K
7.96K $361K
IWF
Ishares Russell 1000 Gr ETF

ETFs
233
+ 19.37%
$360.07 - $417.26 $83.9K - $97.2K
1.44K $517K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$225.19 - $279.95 $225 - $280
3.99K $978K
VTV
Vanguard Value ETF

ETFs
76
+ 4.37%
$167.73 - $179.21 $12.7K - $13.6K
1.82K $310K
AOR
Ishares Tr Core Growth Allocat

ETFs
54
+ 0.19%
$56.63 - $59.39 $3.06K - $3.21K
28.1K $1.62M
REET
Ishares Global Reit ETF

ETFs
45
+ 0.17%
$23.24 - $25.16 $1.05K - $1.13K
27K $650K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
38
+ 0.73%
$50.72 - $50.92 $1.93K - $1.93K
5.23K $265K
T Rowe Price ETF Inc
15.3K
New
N/A
15.3K $0
Vanguard Malvern Fds
7.31K
New
N/A
7.31K $0
Fidelity Covington Trust
3
+ 0.03%
N/A
8.83K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.17%
$408.78 - $448.82 $409 - $449
596 $250K
EBTC
Enterprise Bancorp Inc

Financial Services
1
+ 0.02%
$37.23 - $44.37 $37.2 - $44.4
5.14K $199K
FNDX
Schwab Fundamental U S Large C

ETFs
263
+ 0.41%
$23.03 - $25.01 $6.06K - $6.58K
64.4K $1.51M
AXP
American Express CO

Financial Services
2
+ 0.21%
$255.39 - $325.87 $511 - $652
960 $258K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.4%
$423.19 - $506.29 $1.27K - $1.52K
752 $335K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.1%
$120.29 - $134.6 $481 - $538
3.94K $478K
QQQ
Invesco Qqq Trust, Series 1

ETFs
96
+ 5.02%
$468.34 - $539.52 $45K - $51.8K
2.01K $942K
CSX
Csx Corp

Industrials
9
+ 0.06%
$29.11 - $33.67 $262 - $303
14.6K $428K
NVDA
Nvidia Corp

Technology
5
+ 0.21%
$106.98 - $149.43 $535 - $747
2.35K $255K
CAT
Caterpillar Inc

Industrials
1
+ 0.02%
$326.75 - $407.63 $327 - $408
4.86K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 4.12%
$554.06 - $615.85 $595K - $661K
27.1K $15.1M
AAPL
Apple Inc.

Technology
5
+ 0.05%
$209.68 - $247.1 $1.05K - $1.24K
9.32K $2.07M
TCHP
T Rowe Price Exchange Traded F

Technology
26K
+ 6.92%
$37.86 - $44.2 $984K - $1.15M
402K $15.3M
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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