Harmony Asset Management LLC Portfolio Holdings

Harmony Asset Management LLC

  • $290 Billion
  • Q3 2025

Harmony Asset Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.2B, Apple Inc. with a value of $17.8B, Microsoft Corp with a value of $13.8B, Alphabet Inc. with a value of $12.1B, and Amazon Com Inc with a value of $11.9B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $267B to 290B.

Harmony Asset Management LLC is based out at Scottsdale, AZ

Below you can find more details about Harmony Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $290 Billion
Technology: $85.8 Billion
ETFs: $54.8 Billion
Financial Services: $36.3 Billion
Industrials: $26.5 Billion
Consumer Cyclical: $19.7 Billion
Communication Services: $19.6 Billion
Healthcare: $14.2 Billion
Energy: $9.69 Billion
Other: $7.96 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$20.2 Billion 6.94% of portfolio
108,040
Q3 2025 Added 0.41%
$4.3T
$17.8 Billion 6.13% of portfolio
69,954
Q3 2025 Added 0.41%
$3.78T
$13.8 Billion 4.76% of portfolio
26,665
Q3 2025 Added 0.34%
$1.65T
$12.1 Billion 4.15% of portfolio
49,574
Q3 2025 Added 0.17%
$2.39T
$11.9 Billion 4.08% of portfolio
53,971
Q3 2025 Added 0.91%
$971B
$7.33 Billion 2.52% of portfolio
9,602
Q3 2025 Added 1.08%
$533B
$6.95 Billion 2.39% of portfolio
20,362
Q3 2025 Added 1.7%
$593B
$6.36 Billion 2.19% of portfolio
22,614
Q3 2025 Added 0.23%
$181B
$6.18 Billion 2.13% of portfolio
63,050
Q3 2025 Added 0.4%
$367B
$6.1 Billion 2.1% of portfolio
15,060
Q3 2025 Added 3.66%
$258B
$5.21 Billion 1.79% of portfolio
31,135
Q3 2025 Added 0.57%
$1.37T
$4.83 Billion 1.66% of portfolio
6,575
Q3 2025 Added 126.96%
$100B
$4.64 Billion 1.6% of portfolio
17,187
Q3 2025 Added 1.09%
$61.4B
$4.54 Billion 1.56% of portfolio
22,303
Q3 2025 Added 0.11%
$45.2B
$3.55 Billion 1.22% of portfolio
59,486
Q3 2025 Added 0.83%
$881B
$3.3 Billion 1.14% of portfolio
10,460
Q3 2025 Added 4.07%
$25.7B
$2.88 Billion 0.99% of portfolio
17,276
Q3 2025 Reduced 1.14%
$40.4B
$2.47 Billion 0.85% of portfolio
19,476
Q3 2025 Reduced 2.0%
$84.9B
$2.39 Billion 0.82% of portfolio
14,177
Q2 2025 Added 1.44%
$17.2B
$2.33 Billion 0.8% of portfolio
21,025
Q3 2025 Added 7.0%
$414B
$2.3 Billion 0.79% of portfolio
9,932
Q3 2025 Added 0.01%
$11B
$2.26 Billion 0.78% of portfolio
100,126
Q3 2025 Reduced 0.48%
$31.5B
$2.21 Billion 0.76% of portfolio
30,284
Q3 2025 Reduced 38.89%
$57.4B
$2.2 Billion 0.76% of portfolio
55,976
Q3 2025 Added 28.09%
$265B
$2.16 Billion 0.74% of portfolio
2,710
Q3 2025 Reduced 0.62%
$61.6B
$2.15 Billion 0.74% of portfolio
75,989
Q3 2025 Reduced 3.8%
$27B
$2.11 Billion 0.73% of portfolio
9,585
Q3 2025 New
$10.7B
$2.09 Billion 0.72% of portfolio
90,930
Q3 2025 Added 0.01%
$9.65B
$1.98 Billion 0.68% of portfolio
11,855
Q3 2025 Reduced 4.24%
$98.1B
$1.64 Billion 0.57% of portfolio
9,612
Q2 2025 Added 0.01%
$115B
$1.63 Billion 0.56% of portfolio
3,323
Q3 2025 Added 8.77%
$490B
$1.56 Billion 0.54% of portfolio
13,795
Q3 2025 Added 0.91%
$9.52B
$1.54 Billion 0.53% of portfolio
10,867
Q3 2025 Reduced 0.6%
$522B
$1.54 Billion 0.53% of portfolio
8,314
Q3 2025 Reduced 6.56%
$268B
$1.5 Billion 0.52% of portfolio
8,994
Q3 2025 Reduced 24.21%
$266B
$1.5 Billion 0.52% of portfolio
5,313
Q3 2025 Added 44.22%
$303B
$1.46 Billion 0.5% of portfolio
9,374
Q3 2025 Reduced 35.19%
$84B
$1.35 Billion 0.47% of portfolio
7,038
Q3 2025 Reduced 11.39%
$96.4B
$1.35 Billion 0.47% of portfolio
10,933
Q3 2025 Added 11.58%
$23.3B
$1.29 Billion 0.44% of portfolio
48,900
Q3 2025 Added 114.0%
$8.02B
$1.28 Billion 0.44% of portfolio
12,638
Q3 2025 Added 16.39%
$190B
$1.15 Billion 0.4% of portfolio
11,317
Q3 2025 Reduced 0.79%
$413B
$1.14 Billion 0.39% of portfolio
22,111
Q3 2025 Added 10.95%
$140B
$1.09 Billion 0.37% of portfolio
2,909
Q3 2025 Added 13.59%
$172B
$1.08 Billion 0.37% of portfolio
24,671
Q3 2025 Added 0.71%
$183B
$1.05 Billion 0.36% of portfolio
3,737
Q2 2025 Added 12.32%
$197B
$1.02 Billion 0.35% of portfolio
4,984
Q2 2025 Reduced 17.4%
$169B
$980 Million 0.34% of portfolio
1,065
Q3 2025 Added 5.55%
$0
$992 Million 0.34% of portfolio
110,500
Q3 2025 Added 7.8%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $290 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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