Harbor Investment Advisory, LLC Incresed Positions in Q4 2024

Harbor Investment Advisory, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
3.06K
+ 1.02%
$180.88 - $232.93 $553K - $712K
302K $66.2M
GOOGL
Alphabet Inc.

Communication Services
1.28K
+ 0.75%
$161.86 - $196.66 $207K - $252K
173K $32.7M
NFLX
Netflix Inc

Communication Services
704
+ 3.79%
$687.65 - $936.56 $484K - $659K
19.3K $17.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.7K
+ 37.49%
$174.22 - $187.62 $3.42M - $3.69M
72.1K $12.6M
TSLA
Tesla, Inc.

Consumer Cyclical
4.18K
+ 41.39%
$213.65 - $479.86 $894K - $2.01M
14.3K $5.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.8K
+ 105.0%
$113.92 - $127.38 $2.37M - $2.65M
40.5K $4.67M
JPM
Jpmorgan Chase & CO

Financial Services
776
+ 1.13%
$205.18 - $250.29 $159K - $194K
69.3K $16.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.18K
+ 3.66%
$442.29 - $483.08 $3.62M - $3.95M
232K $105M
V
Visa Inc.

Financial Services
505
+ 1.27%
$273.87 - $320.91 $138K - $162K
40.3K $12.7M
AVGO
Broadcom Inc.

Technology
733
+ 2.96%
$159.67 - $250.0 $117K - $183K
25.5K $5.92M
EQIX
Equinix Inc

Real Estate
1.22K
+ 38.08%
$865.69 - $985.0 $1.06M - $1.2M
4.42K $4.17M
DLR
Digital Realty Trust, Inc.

Real Estate
5.79K
+ 53.73%
$156.46 - $195.69 $906K - $1.13M
16.6K $2.94M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.6K
+ 18.64%
$91.29 - $91.8 $1.06M - $1.06M
73.8K $6.74M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.41K
+ 278.26%
$98.47 - $109.35 $926K - $1.03M
12.8K $1.26M
HGER
Harbor ETF Tr All Weather Infl
38.7K
+ 470.7%
$21.78 - $23.27 $842K - $900K
46.9K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
697
+ 7.08%
$275.15 - $388.2 $192K - $271K
10.5K $3.61M
BX
Blackstone Inc.

Financial Services
587
+ 1.53%
$148.45 - $199.05 $87.1K - $117K
39K $6.73M
VUG
Vanguard Growth ETF

ETFs
281
+ 1.07%
$378.79 - $428.11 $106K - $120K
26.5K $10.9M
WMT
Walmart Inc.

Consumer Defensive
3.75K
+ 7.79%
$79.1 - $95.7 $297K - $359K
51.8K $4.68M
VO
Vanguard Mid Cap ETF

ETFs
2.78K
+ 77.34%
$261.5 - $284.63 $726K - $791K
6.37K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
949
+ 7.86%
$567.81 - $607.81 $539K - $577K
13K $7.63M
PDI
Pimco Dynamic Income Fund

Financial Services
37.2K
+ 385.02%
$18.33 - $20.85 $681K - $775K
46.8K $858K
VTI
Vanguard Total Stock Market Et

ETFs
1.27K
+ 2.88%
$280.04 - $302.45 $356K - $385K
45.5K $13.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.22K
+ 70.21%
$264.18 - $304.19 $585K - $674K
5.37K $1.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13K
+ 22.08%
$50.62 - $50.97 $659K - $664K
72K $3.65M
BK
Bank Of New York Mellon Corp

Financial Services
8K
+ 1955.99%
$70.82 - $81.87 $567K - $655K
8.41K $646K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
740
+ 3.93%
$521.84 - $558.82 $386K - $414K
19.6K $10.5M
GS
Goldman Sachs Group Inc

Financial Services
638
+ 20.77%
$486.1 - $608.57 $310K - $388K
3.71K $2.12M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3.98K
+ 54.7%
$154.42 - $163.91 $614K - $652K
11.2K $1.74M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.8K
+ 2551.41%
$24.82 - $25.48 $516K - $530K
21.6K $538K
IVV
Ishares Core S&P 500 ETF

ETFs
399
+ 2.04%
$570.51 - $610.59 $228K - $244K
19.9K $11.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.33K
+ 103.31%
$57.29 - $63.1 $477K - $526K
16.4K $941K
IWF
Ishares Russell 1000 Gr ETF

ETFs
189
+ 1.45%
$370.24 - $418.94 $70K - $79.2K
13.2K $5.31M
SPGI
S&P Global Inc.

Financial Services
858
+ 71.26%
$480.36 - $529.17 $412K - $454K
2.06K $1.03M
WDAY
Workday, Inc.

Technology
1.49K
+ 952.56%
$233.85 - $279.91 $348K - $416K
1.64K $423K
VOT
Vanguard Mid Cap Growth Index

ETFs
731
+ 3.76%
$241.48 - $274.89 $177K - $201K
20.2K $5.12M
META
Meta Platforms, Inc.

Communication Services
236
+ 1.71%
$554.08 - $632.68 $131K - $149K
14K $8.28M
PLTR
Palantir Technologies Inc.

Technology
3.39K
+ 106.14%
$36.46 - $82.38 $124K - $279K
6.58K $497K
LDOS
Leidos Holdings, Inc.

Technology
2.45K
+ 3500.0%
$143.17 - $201.39 $351K - $493K
2.52K $363K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.52K
+ 10.64%
$57.53 - $60.83 $490K - $519K
88.6K $5.1M
WFC
Wells Fargo & Company

Financial Services
2.8K
+ 30.49%
$54.98 - $77.35 $154K - $217K
12K $841K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.8K
+ 21.38%
N/A
61.2K $1.45M
EW
Edwards Lifesciences Corp

Healthcare
1.44K
+ 8.8%
$64.54 - $75.92 $93.1K - $109K
17.8K $1.32M
VRT
Vertiv Holdings CO

Industrials
2.73K
+ 162.98%
N/A
4.4K $381K
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 8.41%
N/A
16.8K $3.06M
GLDM
World Gold Trust

ETFs
4.78K
+ 2.91%
$50.76 - $55.23 $242K - $264K
169K $8.79M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.43K
+ 176.26%
$50.37 - $50.6 $223K - $224K
6.95K $349K
TMUS
T Mobile Us, Inc.

Communication Services
450
+ 5.43%
$206.1 - $246.94 $92.7K - $111K
8.74K $1.93M
JMBS
Janus Detroit Str Tr Henderson

ETFs
7.67K
+ 15.53%
$44.03 - $46.65 $338K - $358K
57K $2.52M
Activity Summary
Buys All Purchases 275 New Holdings 43 Increased Positions 232 Sells All Sells 270 Reductions 268 Sold out 2 Options Calls 1 Puts 3
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