Stage Harbor Financial, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $18.6B, Vanguard Growth ETF with a value of $15.7B, Dimensional ETF Trust with a value of $13.1B, Ishares Russell 1000 Gr ETF with a value of $7.16B, and Vanguard Mun Bd Fds Tax Exempt with a value of $5.63B.
Examining the 13F form we can see an increase of $5.12B in the current position value, from $110B to 115B.
Stage Harbor Financial, LLC is based out at Needham, MA
Below you can find more details about Stage Harbor Financial, LLC portfolio as well as his latest detailed transactions.
