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Asset Manager ← All Institutions

HARBOUR INVESTMENTS, INC.

Q2 2025 · Filed 2025-07-28
Market Value
$3.9B
+12.6%
Holdings
3,537
+45
New Purchases
184
Added To
1,282
Closed
139
Reduced
940
Top 10 Concentration
23.5%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SDVY 2.57% 0.48% +2.09% $100M
VOO 6.04% 5.29% +0.75% $235M
QQQ 3.71% 3.23% +0.48% $144M
NVDA 1.02% 0.78% +0.24% $40M
PDEC 0.32% 0.11% +0.21% $12M
PAPR 0.18% 0.02% +0.16% $7M
VXF 0.47% 0.32% +0.15% $18M
VGT 1.05% 0.91% +0.14% $41M
AVEM 1.02% 0.89% +0.13% $40M
MSFT 0.84% 0.72% +0.12% $33M
IDMO 0.15% 0.04% +0.11% $6M
SMH 0.43% 0.33% +0.10% $17M
SPMO 0.33% 0.23% +0.09% $13M
CGBL 0.38% 0.29% +0.09% $15M
COWG 0.31% 0.22% +0.08% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CALF 0.05% 2.05% -2.00% $2M
UCON 1.71% 2.39% -0.68% $66M
SCHD 1.30% 1.94% -0.64% $50M
AAPL 1.46% 1.85% -0.39% $57M
CGCP 1.14% 1.39% -0.25% $44M
FTCS 1.37% 1.57% -0.19% $53M
FTCB 0.27% 0.41% -0.14% $10M
BRK-B 0.25% 0.39% -0.14% $10M
FVD 0.75% 0.88% -0.12% $29M
XSMO 0.01% 0.13% -0.12% $495K
PG 1.00% 1.11% -0.11% $39M
SPDW 0.20% 0.30% -0.10% $8M
COWZ 0.67% 0.77% -0.10% $26M
ULST 0.01% 0.11% -0.10% $423K
BND 0.83% 0.92% -0.09% $32M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.0B 26.8%
Large Cap 986 $1.5B 39.5%
Mid Cap 826 $770M 19.8%
Small Cap 966 $379M 9.7%
Micro Cap 680 $163M 4.2%

Portfolio Analytics

Avg Market Cap
$31.0B
Median Market Cap
$2.6B
Avg P/E
32.2
Median P/E
20.4
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
1,766
# ETFs / Funds
1,771

Top Holdings (3,537 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 6.04% 413,827 $235M $568.03 $52M +58,420 +16.4%
2 QQQ 3.71% 261,408 $144M $551.64 $33M +23,724 +10.0%
3 SDVY 2.57% 2,835,642 $100M $35.28 $83M +2,340,638 +472.9%
4 BUFR 2.01% 2,460,370 $78M $31.80 $7M +76,117 +3.2%
5 IJH 1.96% 1,226,189 $76M $62.02 $10M +102,677 +9.1%
6 UCON 1.71% 2,664,732 $66M $24.89 -$16M -669,214 -20.1%
7 AAPL 1.46% 277,485 $57M $205.17 -$7M -10,050 -3.5%
8 FTCS 1.37% 587,586 $53M $90.89 -$656K -15,510 -2.6%
9 IVV 1.35% 84,658 $53M $620.90 $7M +4,364 +5.4%
10 SCHD 1.30% 1,903,535 $50M $26.50 -$17M -493,942 -20.6%
11 SCHX 1.29% 2,052,691 $50M $24.44 $5M -4,188 -0.2%
12 SPLG 1.23% 658,262 $48M $72.69 $3M -23,677 -3.5%
13 CGCP 1.14% 1,967,746 $44M $22.50 -$4M -166,653 -7.8%
14 SPY 1.07% 67,201 $42M $617.85 $6M +4,547 +7.3%
15 VGT 1.05% 61,339 $41M $663.28 $9M +3,631 +6.3%
16 NVDA 1.02% 251,273 $40M $157.99 $13M +2,789 +1.1%
17 AVEM 1.02% 576,603 $40M $68.54 $9M +68,396 +13.5%
18 PG 1.00% 243,127 $39M $159.32 $413K +18,257 +8.1%
19 RDVY 0.95% 589,845 $37M $62.74 $3M +16,169 +2.8%
20 MSFT 0.84% 65,734 $33M $497.41 $8M -936 -1.4%
21 BND 0.83% 437,003 $32M $73.63 $440K +4,926 +1.1%
22 VTI 0.78% 99,640 $30M $303.93 $4M +3,227 +3.4%
23 VUG 0.76% 67,718 $30M $438.40 $4M -689 -1.0%
24 FVD 0.75% 655,488 $29M $44.70 -$1M -24,048 -3.5%
25 COWZ 0.67% 473,783 $26M $55.10 -$501K -12,087 -2.5%
26 AMZN 0.67% 118,927 $26M $219.39 $2M -6,763 -5.4%
27 JPST 0.62% 473,102 $24M $50.68 $2M +36,606 +8.4%
28 LMBS 0.59% 469,605 $23M $49.26 $756K +14,432 +3.2%
29 CGDV 0.57% 559,204 $22M $39.49 $4M +64,918 +13.1%
30 SCHB 0.56% 922,179 $22M $23.83 $3M +30,182 +3.4%
31 VEA 0.54% 368,123 $21M $57.01 $3M +11,546 +3.2%
32 CGGR 0.53% 506,074 $21M $40.65 $4M +32,338 +6.8%
33 EDV 0.51% 297,297 $20M $67.30 $4M +70,340 +31.0%
34 MGV 0.49% 145,427 $19M $131.20 $461K +916 +0.6%
35 FTSM 0.48% 312,935 $19M $59.87 $3M +56,214 +21.9%
36 GLD 0.48% 61,398 $19M $304.83 $2M +2,598 +4.4%
37 VXF 0.47% 95,441 $18M $192.71 $7M +30,321 +46.6%
38 VXUS 0.47% 263,446 $18M $69.09 $4M +39,773 +17.8%
39 FBND 0.43% 367,659 $17M $45.75 $1M +22,902 +6.6%
40 SMH 0.43% 60,157 $17M $278.88 $5M +6,353 +11.8%
41 BALT 0.41% 491,944 $16M $32.08 $2M +37,427 +8.2%
42 FDL 0.40% 374,677 $16M $41.87 $446K +23,816 +6.8%
43 AGG 0.40% 157,991 $16M $99.20 $3M +25,725 +19.4%
44 CGUS 0.39% 412,211 $15M $36.93 $2M +1,969 +0.5%
45 AIRR 0.38% 179,730 $15M $81.40 $4M +21,555 +13.6%
46 CGBL 0.38% 436,456 $15M $33.44 $5M +118,535 +37.3%
47 SCHG 0.37% 493,656 $14M $29.21 $2M +10,926 +2.3%
48 MINT 0.37% 141,590 $14M $100.54 $4M +35,015 +32.9%
49 BUFD 0.36% 526,162 $14M $26.56 $2M +34,118 +6.9%
50 RDVI 0.36% 564,819 $14M $24.71 $2M +52,815 +10.3%
51 VTV 0.36% 78,686 $14M $176.74 $933K +3,578 +4.8%
52 SPMO 0.33% 112,714 $13M $112.47 $5M +25,716 +29.6%
53 VGSH 0.32% 214,051 $13M $58.78 $594K +9,801 +4.8%
54 PDEC 0.32% 309,329 $12M $40.01 $9M +209,594 +210.2%
55 LLY 0.32% 15,858 $12M $779.53 $2M +3,074 +24.1%
56 BUFQ 0.32% 371,830 $12M $33.20 $2M +13,218 +3.7%
57 COWG 0.31% 340,758 $12M $35.11 $4M +90,335 +36.1%
58 ESGU 0.31% 87,900 $12M $135.30 $1M +1,005 +1.2%
59 VIG 0.30% 56,682 $12M $204.67 $586K -101 -0.2%
60 RWL 0.30% 110,982 $12M $104.29 $981K +4,344 +4.1%
61 GDX 0.29% 214,653 $11M $52.06 $888K -9,123 -4.1%
62 FIXD 0.29% 252,649 $11M $43.89 -$1M -26,886 -9.6%
63 SPYG 0.28% 115,737 $11M $95.32 $4M +28,755 +33.1%
64 JPM 0.28% 37,909 $11M $289.91 $2M +1,464 +4.0%
65 VGLT 0.28% 195,746 $11M $56.12 $264K +9,651 +5.2%
66 JEPI 0.28% 192,783 $11M $56.85 $246K +5,284 +2.8%
67 VGK 0.27% 136,233 $11M $77.50 $1M +6,536 +5.0%
68 FTCB 0.27% 495,380 $10M $21.06 -$4M -184,396 -27.1%
69 COST 0.26% 10,381 $10M $989.94 $355K -110 -1.1%
70 VWO 0.26% 207,057 $10M $49.46 $1M +6,203 +3.1%
71 IVW 0.26% 92,584 $10M $110.10 $592K -10,848 -10.5%
72 IVE 0.26% 52,134 $10M $195.42 $151K -529 -1.0%
73 IJR 0.26% 92,559 $10M $109.29 $144K -2,801 -2.9%
74 META 0.25% 13,283 $10M $738.07 $3M +1,883 +16.5%
75 BRK-B 0.25% 19,872 $10M $485.77 -$4M -5,481 -21.6%
76 CLIP 0.25% 95,649 $10M $100.42 -$327K -3,239 -3.3%
77 FSK 0.24% 457,060 $9M $20.75 $265K +16,997 +3.9%
78 XLSR 0.24% 172,402 $9M $54.92 $702K -259 -0.1%
79 RSP 0.24% 51,830 $9M $181.74 $708K +1,540 +3.1%
80 MTUM 0.24% 38,889 $9M $240.32 $2M +4,716 +13.8%
81 BOND 0.24% 101,210 $9M $92.18 $163K +2,076 +2.1%
82 JAAA 0.24% 183,007 $9M $50.75 $582K +11,331 +6.6%
83 FXO 0.23% 160,373 $9M $56.06 $704K +4,023 +2.6%
84 GOOGL 0.23% 50,468 $9M $176.23 $576K -3,321 -6.2%
85 QUAL 0.23% 48,539 $9M $182.82 $1M +4,200 +9.5%
86 MBB 0.22% 91,135 $9M $93.89 $152K +1,518 +1.7%
87 PLTR 0.21% 60,977 $8M $136.32 $4M +7,646 +14.3%
88 LGOV 0.21% 383,976 $8M $21.42 -$191K -7,469 -1.9%
89 VYM 0.21% 60,572 $8M $133.31 $298K +269 +0.5%
90 SPDW 0.20% 194,361 $8M $40.49 -$3M -94,710 -32.8%
91 GOOG 0.20% 44,350 $8M $177.39 $797K -906 -2.0%
92 AVGO 0.20% 28,337 $8M $275.65 $3M +1,280 +4.7%
93 QYLD 0.20% 466,659 $8M $16.72 $1M +67,492 +16.9%
94 SPHQ 0.20% 109,242 $8M $71.26 $509K -424 -0.4%
95 XLF 0.20% 147,603 $8M $52.37 $3M +48,831 +49.4%
96 BUFF 0.20% 164,210 $8M $47.00 $554K +1,734 +1.1%
97 KNG 0.20% 156,428 $8M $49.10 $457K +13,439 +9.4%
98 SPEM 0.20% 177,710 $8M $42.74 -$462K -26,936 -13.2%
99 VO 0.19% 27,086 $8M $279.83 $1M +2,414 +9.8%
100 CGMS 0.19% 271,768 $8M $27.62 $400K +11,472 +4.4%

New Positions

SymbolValue% Port
THRO $3M 0.07%
IMAY $1M 0.04%
AUSF $1M 0.03%
TAFI $860K 0.02%
ESN $691K 0.02%
ADMA $648K 0.02%
RWX $640K 0.02%
B $380K 0.01%
BFRZ $363K 0.01%
COOP $347K 0.01%
PSH $299K 0.01%
BAI $288K 0.01%
TAPR $277K 0.01%
VUSB $257K 0.01%
STRK $244K 0.01%

Sold Out Positions

SymbolValue% Port
RH —%
ENVA —%
TPVG —%
GMED —%
BFH —%
FLC —%
BCSF —%
CPRI —%
CRI —%
AEO —%
WHD —%
AROC —%
GIL —%
KVYO —%
DAR —%
View SEC EDGAR Filings for HARBOUR INVESTMENTS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms