Harbor Group, Inc. Purchases in Q4 2025

Harbor Group, Inc.

  • $632 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
115K
+ 349.06%
$50.33 - $50.81 $5.79M - $5.85M
148K $7.49M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
101K
+ 13.95%
$54.74 - $57.0 $5.54M - $5.77M
827K $45.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
23.9K
+ 5.34%
N/A
472K $40.5M
BKCI
Bny Mellon ETF Tr Concentrated
37.8K
+ 4.17%
$51.05 - $53.08 $1.93M - $2.01M
944K $48.7M
PVAL
Putnam ETF Tr Putnam Focused L
21.8K
+ 2.64%
$41.58 - $44.36 $906K - $967K
848K $37.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23.2K
+ 2.85%
$43.84 - $45.35 $1.02M - $1.05M
837K $37.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.4K
+ 2.8%
$54.27 - $56.85 $726K - $761K
491K $27.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.3K
+ 2.76%
$47.34 - $48.01 $1.29M - $1.31M
1.02M $48.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.8K
+ 2.16%
$46.2 - $46.85 $1.01M - $1.02M
1.03M $47.7M
AVDV
American Centy ETF Tr Avantis

ETFs
10.5K
+ 30.05%
$87.37 - $90.92 $917K - $955K
45.4K $4.1M
TCHP
T Rowe Price Exchange Traded F

Technology
16K
+ 3.39%
$47.86 - $51.43 $767K - $824K
489K $23.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.35K
+ 96.86%
$76.84 - $80.86 $718K - $756K
19K $1.5M
AVEM
American Centy ETF Tr Avantis

ETFs
8.09K
+ 21.01%
$73.09 - $78.36 $591K - $634K
46.6K $3.62M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
760
New
$577.77 - $604.78 $439K - $460K
760 $445K
IVV
Ishares Core S&P 500 ETF

ETFs
296
+ 0.95%
$656.2 - $690.71 $194K - $204K
31.5K $21.3M
CAT
Caterpillar Inc

Industrials
13
+ 0.27%
$480.82 - $585.49 $6.25K - $7.61K
4.87K $2.69M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.94K
New
$92.34 - $95.43 $364K - $376K
3.94K $370K
CVX
Chevron Corp

Energy
2.11K
New
$148.9 - $157.72 $315K - $333K
2.11K $327K
XLK
Technology Sector Spdr

ETFs
1.01K
+ 100.2%
$278.39 - $304.13 $282K - $308K
2.03K $583K
GOOGL
Alphabet Inc.

Communication Services
960
New
$236.57 - $291.31 $227K - $280K
960 $265K
LLY
Eli Lilly & CO

Healthcare
251
New
$799.57 - $1025.28 $201K - $257K
251 $256K
TD
Toronto Dominion Bank

Financial Services
3.15K
New
$78.32 - $82.74 $247K - $261K
3.15K $256K
AVGO
Broadcom Inc.

Technology
738
New
$324.63 - $385.98 $240K - $285K
738 $252K
HDV
Ishares Core High Dividend ETF

ETFs
2.03K
New
$118.22 - $122.79 $240K - $249K
2.03K $248K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.8K
New
$136.06 - $140.64 $245K - $253K
1.8K $248K
MSFT
Microsoft Corp

Technology
449
+ 22.44%
$496.82 - $542.07 $223K - $243K
2.45K $1.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
993
+ 88.58%
$199.44 - $208.01 $198K - $207K
2.11K $432K
IWF
Ishares Russell 1000 Gr ETF

ETFs
408
+ 28.37%
$459.47 - $491.71 $187K - $201K
1.85K $869K
AAPL
Apple Inc.

Technology
209
+ 2.28%
$245.27 - $275.25 $51.3K - $57.5K
9.38K $2.51M
COST
Costco Wholesale Corp

Consumer Defensive
175
+ 48.21%
$910.94 - $954.99 $159K - $167K
538 $490K
ORCL
Oracle Corp

Technology
955
+ 102.69%
$217.57 - $313.0 $208K - $299K
1.89K $414K
EXAS
Exact Sciences Corp

Healthcare
2.07K
New
$56.19 - $69.63 $117K - $144K
2.07K $139K
SPYG
Spdr Portfolio

ETFs
533
+ 0.28%
$102.4 - $109.39 $54.6K - $58.3K
193K $20.2M
EFG
Msci Eafe Growth ETF

ETFs
441
+ 1.13%
$112.91 - $117.61 $49.8K - $51.9K
39.5K $4.53M
DFAX
Dimensional ETF Tr
127
+ 0.11%
$30.71 - $32.34 $3.9K - $4.11K
116K $3.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
295
+ 26.11%
$185.12 - $192.11 $54.6K - $56.7K
1.43K $266K
FNDX
Schwab Fundamental U S Large C

ETFs
554
+ 0.86%
$25.68 - $26.95 $14.2K - $14.9K
65K $1.73M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
251
+ 6.03%
$91.84 - $96.06 $23.1K - $24.1K
4.41K $418K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
624
+ 0.53%
$24.85 - $25.28 $15.5K - $15.8K
119K $2.98M
IEFA
Ishares Tr

ETFs
147
+ 1.54%
$86.09 - $89.88 $12.7K - $13.2K
9.72K $862K
HD
Home Depot, Inc.

Consumer Cyclical
161
+ 22.74%
$358.03 - $397.02 $57.6K - $63.9K
869 $311K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 1.23%
$589.5 - $635.77 $17.1K - $18.4K
2.39K $1.44M
XOM
Exxon Mobil Corp

Energy
6
+ 0.13%
$110.64 - $119.78 $664 - $719
4.78K $561K
AOR
Ishares Tr Core Growth Allocat

ETFs
213
+ 0.77%
$63.43 - $65.6 $13.5K - $14K
27.9K $1.81M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.15%
$185.98 - $199.58 $372 - $399
1.34K $267K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.31%
$66.1 - $71.61 $661 - $716
3.2K $226K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.31%
$59.18 - $62.09 $1.36K - $1.43K
7.55K $462K
IBM
International Business Machines Corp

Technology
1
+ 0.13%
$275.97 - $314.98 $276 - $315
766 $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.47%
$600.51 - $631.95 $3K - $3.16K
1.08K $667K
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 0
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