HA
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HARBOR ADVISORY CORP /MA/13F | |
| HARBOR ADVISORY CORP /MA/ | |
| Last update 2025-05-13 | 83 Stocks (1 new) |
| Value $298.00 Mil | Turnover 3 % |
HARBOR ADVISORY CORP /MA/ Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 35,066 | 18,020.8 | -1.49% | 6.050 | -0.09% | 0.000 | +17.21% | +7.08% | 654,655.2 | ||
BRK.B | Berkshire Hathaway Inc | 25,402 | 13,528.6 | -0.74% | 4.540 | -0.03% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
AMZN | Amazon.com Inc | 68,268 | 12,988.7 | +37.67% | 4.360 | +1.19% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
VGK | Vanguard FTSE Europe ETF | 172,323 | 12,098.8 | +2.11% | 4.060 | +0.08% | 0.060 | +15.59% | +24.87% | 25,346.5 | ||
AAPL | Apple Inc | 50,865 | 11,298.6 | -1.08% | 3.790 | -0.05% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
IVV | iShares Core S&P 500 ETF | 19,154 | 10,762.6 | +2.11% | 3.610 | +0.07% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
GOOGL | Alphabet Inc | 69,368 | 10,727.1 | +0.83% | 3.600 | +0.03% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
VWO | Vanguard FTSE Emerging Markets ETF | 235,948 | 10,679.0 | +3.59% | 3.580 | +0.12% | 0.010 | +15.39% | +13.04% | 84,631.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 153,933 | 8,982.0 | +5.32% | 3.010 | +0.15% | 0.010 | +17.05% | +2.42% | 96,994.3 | ||
VB | Vanguard Small Cap ETF | 40,153 | 8,903.9 | +3.81% | 2.990 | +0.11% | 0.020 | +18.12% | +1.59% | 60,849.6 |
HARBOR ADVISORY CORP /MA/'s Historical Top Holdings Breakdowns
HARBOR ADVISORY CORP /MA/'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -1.23% | 169.43 ($177.82) 182.84 | $184.42 | 3.71% | Reduce -80.48% | 5,205 | -21,456 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.19% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Add 37.67% | 68,268 | 18,680 | |
ENB | Enbridge Inc | 2025-03-31 | Sold Out Sold Out | -0.46% | 41.54 ($43.52) 45.45 | $44.55 | 2.37% | Sold Out | 0 | -33,215 | |
PFE | Pfizer Inc | 2025-03-31 | Reduce Reduce | -0.30% | 25.01 ($26.17) 27.13 | $25.65 | -1.99% | Reduce -34.23% | 66,994 | -34,861 | |
FTSL | FIRST TR EXCHANGE4 | 2025-03-31 | Add Add | +0.18% | 45.65 ($46.12) 46.48 | $46.07 | -0.11% | Add 10.23% | 128,074 | 11,889 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.16% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Add 6.44% | 75,683 | 4,577 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.15% | 57.21 ($62.1) 65.8 | $63.44 | 2.16% | Add 5.32% | 153,933 | 7,771 | |
EEMS |
iShares MSCI Emerging Markets Small-Cap ETF
iShares MSCI Emerging Markets Small-Cap ETF
| 2025-03-31 | Add Add | +0.12% | 55.05 ($56.94) 58.37 | $64.68 | 13.59% | Add 5.46% | 119,069 | 6,169 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.12% | 251.87 ($268.43) 277.95 | $282.23 | 5.14% | Add 4.76% | 31,319 | 1,423 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.12% | 42.5 ($45.01) 46.71 | $49.59 | 10.18% | Add 3.59% | 235,948 | 8,172 |
HARBOR ADVISORY CORP /MA/ Total Holding History ($B)
HARBOR ADVISORY CORP /MA/'s Asset Allocation
HARBOR ADVISORY CORP /MA/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HARBOR ADVISORY CORP /MA/'s Hypothetical Growth since 2025-03-31
HARBOR ADVISORY CORP /MA/'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HARBOR ADVISORY CORP /MA/'s Holdings Heat Map
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HARBOR ADVISORY CORP /MA/'s Holdings Bubble Chart
HARBOR ADVISORY CORP /MA/ News
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