HARBOUR INVESTMENTS, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HI HARBOUR INVESTMENTS, INC. | Institutional Filer | ▲ 14.63% | $6.48B | 4673 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4768)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | — | 395K | $236.1M | 3.18% |
| 2 | QQQ | Invesco QQQ Trust | — | 278K | $160.6M | 2.16% |
| 3 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | — | 3.8M | $151.0M | 2.03% |
| 4 | AAPL | Apple Inc. | Technology | 460K | $116.6M | 1.57% |
| 5 | UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | — | 4.1M | $102.1M | 1.37% |
| 6 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | — | 1.1M | $92.5M | 1.25% |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | — | 2.6M | $88.4M | 1.19% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 1.3M | $84.9M | 1.14% |
| 9 | IVV | ISHARES CORE S&P 500 ETF | — | 123K | $80.6M | 1.09% |
| 10 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | — | 3.2M | $71.9M | 0.97% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 97K | $63.2M | 0.85% |
| 12 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | — | 887K | $60.6M | 0.82% |
| 13 | IVW | ISHARES S&P 500 GROWTH ETF | — | 533K | $60.3M | 0.81% |
| 14 | IVE | ISHARES S&P 500 VALUE ETF | — | 283K | $59.7M | 0.80% |
| 15 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 1.9M | $59.1M | 0.80% |
Showing 1 to 15 of 1000 holdings