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
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| 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 | +19.71% | +7.97% | 658,032.1 | ||
BRK.B | Berkshire Hathaway Inc | 25,402 | 13,528.6 | -0.74% | 4.540 | -0.03% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
AMZN | Amazon.com Inc | 68,268 | 12,988.7 | +37.67% | 4.360 | +1.19% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
VGK | Vanguard FTSE Europe ETF | 172,323 | 12,098.8 | +2.11% | 4.060 | +0.08% | 0.060 | +11.63% | +25.19% | 25,619.5 | ||
AAPL | Apple Inc | 50,865 | 11,298.6 | -1.08% | 3.790 | -0.05% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
IVV | iShares Core S&P 500 ETF | 19,154 | 10,762.6 | +2.11% | 3.610 | +0.07% | 0.000 | +19.71% | +7.98% | 636,576.3 | ||
GOOGL | Alphabet Inc | 69,368 | 10,727.1 | +0.83% | 3.600 | +0.03% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
VWO | Vanguard FTSE Emerging Markets ETF | 235,948 | 10,679.0 | +3.59% | 3.580 | +0.12% | 0.010 | +15.62% | +15.71% | 85,768.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 153,933 | 8,982.0 | +5.32% | 3.010 | +0.15% | 0.010 | +16.64% | +3.13% | 97,920.0 | ||
VB | Vanguard Small Cap ETF | 40,153 | 8,903.9 | +3.81% | 2.990 | +0.11% | 0.020 | +18.28% | +2.64% | 61,525.5 |
HARBOR ADVISORY CORP /MA/'s Historical Top Holdings Breakdowns
HARBOR ADVISORY CORP /MA/'s Top Stock Picks
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| 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 | $185.89 | 4.54% | Reduce -80.48% | 5,205 | -21,456 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.19% | 190.26 ($217) 242.06 | $227.47 | 4.82% | 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 | $45.20 | 3.86% | Sold Out | 0 | -33,215 | |
PFE | Pfizer Inc | 2025-03-31 | Reduce Reduce | -0.30% | 25.01 ($26.17) 27.13 | $25.14 | -3.94% | Reduce -34.23% | 66,994 | -34,861 | |
FTSL | FIRST TR EXCHANGE4 | 2025-03-31 | Add Add | +0.18% | 45.65 ($46.12) 46.48 | $45.94 | -0.39% | 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 | $112.83 | -0.01% | 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 | $63.88 | 2.87% | 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 | $65.65 | 15.30% | 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 | $285.92 | 6.52% | 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 | $50.76 | 12.77% | Add 3.59% | 235,948 | 8,172 |
HARBOR ADVISORY CORP /MA/ Total Holding History ($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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