Royal Harbor Partners, LLC Portfolio Holdings

Royal Harbor Partners, LLC

  • $214 Million
  • Q4 2024

Royal Harbor Partners, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $214 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $40.1M, J P Morgan Exchange Traded Fd with a value of $28.9M, Blackrock ETF Tr U S Equity Fa with a value of $16.4M, Capital Group Divid Value ETF with a value of $16M, and Capital Group Growth ETF Shs C with a value of $15.7M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $188M to 214M.

Below you can find more details about Royal Harbor Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $214 Million
ETFs: $175 Million
Technology: $15.7 Million
Consumer Cyclical: $5.01 Million
Communication Services: $3.7 Million
Financial Services: $3.56 Million
Energy: $1.89 Million
Industrials: $831,000
Consumer Defensive: $683,000
Other: $409,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $214 Million
  • Prior Value $188 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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