Harmony Asset Management LLC Incresed Positions in Q3 2025

Harmony Asset Management LLC

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
818
+ 13.22%
$72.57 - $74.72 $59.4K - $61.1K
7.01K $521M
KLAC
Kla Corp

Technology
1
+ 0.32%
$843.9 - $1078.6 $844 - $1.08K
316 $341M
MRVL
Marvell Technology, Inc.

Technology
20
+ 0.25%
$62.31 - $84.07 $1.25K - $1.68K
8.14K $684M
GLD
Spdr Gold Trust

ETFs
39
+ 4.97%
$300.96 - $355.47 $11.7K - $13.9K
824 $293M
BA
Boeing CO

Industrials
75
+ 1.84%
$209.79 - $237.38 $15.7K - $17.8K
4.14K $894M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
200
+ 2.52%
$42.26 - $47.16 $8.45K - $9.43K
8.13K $377M
BNDX
Vanguard Total International B

ETFs
789
+ 13.74%
$49.0 - $49.51 $38.7K - $39.1K
6.53K $323M
BHP
Bhp Group LTD

Basic Materials
2
+ 0.04%
$48.67 - $56.22 $97.3 - $112
4.82K $269M
VCIT
Vanguard Intermediate Term Cor

ETFs
341
+ 5.48%
$81.75 - $84.54 $27.9K - $28.8K
6.57K $552M
XLF
Financial Sector Spdr

ETFs
267
+ 2.86%
$51.37 - $54.25 $13.7K - $14.5K
9.59K $516M
VZ
Verizon Communications Inc

Communication Services
174
+ 0.71%
$40.84 - $45.06 $7.11K - $7.84K
24.7K $1.08B
PR
Permian Resources Corporation

Energy
2.08K
+ 17.67%
$12.8 - $14.51 $26.7K - $30.2K
13.9K $178M
TFC
Truist Financial Corp

Financial Services
9
+ 0.17%
$42.83 - $47.07 $385 - $424
5.36K $245M
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.41%
$94.4 - $104.27 $944 - $1.04K
2.44K $251M
GILD
Gilead Sciences, Inc.

Healthcare
27
+ 0.71%
$108.22 - $120.47 $2.92K - $3.25K
3.85K $427M
EPD
Enterprise Products Partners L.P.

Energy
7
+ 0.09%
$30.74 - $32.14 $215 - $225
8.19K $256M
ET
Energy Transfer LP

Energy
225
+ 1.22%
$17.11 - $18.16 $3.85K - $4.09K
18.7K $322M
PANW
Palo Alto Networks Inc

Technology
25
+ 0.11%
$167.06 - $208.19 $4.18K - $5.2K
22.3K $4.54B
CME
Cme Group Inc.

Financial Services
186
+ 1.09%
$258.83 - $287.1 $48.1K - $53.4K
17.2K $4.64B
NOW
Service Now, Inc.

Technology
56
+ 5.55%
$850.86 - $1044.69 $47.6K - $58.5K
1.07K $980M
NFLX
Netflix Inc

Communication Services
3
+ 0.65%
$1147.87 - $1297.18 $3.44K - $3.89K
468 $561M
LLY
Eli Lilly & CO

Healthcare
103
+ 1.08%
$625.65 - $812.69 $64.4K - $83.7K
9.6K $7.33B
V
Visa Inc.

Financial Services
340
+ 1.7%
$332.09 - $358.86 $113K - $122K
20.4K $6.95B
CARR
Carrier Global Corp

Industrials
491
+ 0.83%
$58.75 - $80.73 $28.8K - $39.6K
59.5K $3.55B
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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