RH

Royal Harbor Partners, LLC

13F
Royal Harbor Partners, LLC
Last update 2025-04-29 46 Stocks (6 new)
Value $258.00 Mil Turnover 17 %
Countries:
Top Holdings: BINC(11.84%)JCPB(11.00%)CGDV(8.73%)SPTM(6.52%)DYNF(5.88%)
Summary Stock Picks Current Portfolio
Royal Harbor Partners, LLC 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
BINC
iShares Flexible Income Active ETF
583,682
30,573.3
+5.03%
11.840
+0.57%
0.340
+2.63%
+4.04%
10,404.0
 
JCPB
JPMorgan Core Plus Bond ETF
603,989
28,411.6
-3.71%
11.000
-0.40%
0.450
+1.38%
+3.80%
7,016.2
 
CGDV
Capital Group Dividend Value ETF
632,187
22,531.2
+38.98%
8.730
+2.45%
0.150
+19.11%
+17.13%
19,890.8
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
247,385
16,824.7
-55.95%
6.520
-8.48%
0.180
+16.09%
+8.33%
10,801.7
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
311,212
15,174.7
-3.01%
5.880
-0.19%
0.100
+17.26%
+9.86%
19,895.8
 
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
517,374
14,657.2
+86.63%
5.680
+2.64%
0.280
+16.26%
+12.08%
6,528.5
 
JBND
JP MORGAN ETF TRUS
164,649
8,812.0
+3.50%
3.410
+0.12%
0.450
+1.11%
+3.97%
2,382.4
 
JPIE
JPMorgan Income ETF
186,260
8,581.0
+5.15%
3.320
+0.16%
0.250
+2.19%
+4.11%
4,231.9
 
RSP
Invesco S&P 500 Equal Weight ETF
45,905
7,952.1
-1.62%
3.080
-0.05%
0.010
+11.87%
+7.57%
74,989.8
 
PWC
Invesco Dynamic Market ETF
164,870
7,864.5
New Holding
3.050
+3.05%
-
+5.95%
+3.60%
0
 

Royal Harbor Partners, LLC's Historical Top Holdings Breakdowns

Royal Harbor Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Reduce
Reduce
-8.48%
●
67.03 ($71.58) 74.61
$76.88
7.40%
Reduce -55.95%
247,385
-314,215
PWC
Invesco Dynamic Market ETF
2025-03-31
New Buy
New Buy
+3.05%
●
46.53 ($48.04) 49.09
$37.94
-21.02%
New holding
164,870
164,870
CGGR
Capital Group Growth ETF
2025-03-31
Reduce
Reduce
-2.90%
●
33.98 ($37.42) 39.84
$41.47
10.82%
Reduce -48.99%
215,268
-206,723
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-03-31
Add
Add
+2.64%
●
28.33 ($29.71) 30.84
$32.44
9.19%
Add 86.63%
517,374
240,157
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+2.58%
●
69.57 ($74.78) 78.65
$84.87
13.49%
New holding
88,045
88,045
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+2.45%
●
34.95 ($36.32) 37.36
$41.04
13.00%
Add 38.98%
632,187
177,319
IWB
iShares Russell 1000 ETF
2025-03-31
New Buy
New Buy
+2.37%
●
302.31 ($323.34) 337.54
$348.52
7.79%
New holding
19,958
19,958
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
New Buy
New Buy
+1.66%
●
100.59 ($101.89) 103.47
$102.84
0.93%
New holding
41,358
41,358
PAVE
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
2025-03-31
Reduce
Reduce
-1.65%
●
37.31 ($40.53) 43.82
$46.10
13.74%
Reduce -55.13%
88,003
-108,144
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.51%
●
95.85 ($97.76) 99.25
$98.29
0.54%
Sold Out
0
-41,236

Royal Harbor Partners, LLC Total Holding History ($B)

To

Royal Harbor Partners, LLC's Asset Allocation

To

Royal Harbor Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Royal Harbor Partners, LLC's Hypothetical Growth since 2025-03-31

Royal Harbor Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Royal Harbor Partners, LLC's Holdings Heat Map

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Royal Harbor Partners, LLC's Holdings Bubble Chart

Royal Harbor Partners, LLC News

  • 1

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