Harbor-Advisory-Corp-Ma
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "ABT", "ABBV", "GOOGL", null, "AVGO", "LOW", null, "HD", null, null, "MCD", "EMR", "META", null, "IJH", null, null, "MSFT", "GE", "IJR", "EEM", "IWF", "PEP", "IEMG", null, "IVV", "AAPL", "SPY", "NVDA", "PFE", "PG", "MRK", null, "SPDW", null, "SPLG", "IBM", "TMO", "VNQ", "VO", "IVOO", "VWO", "WY", null, "BIPC", null, "AMZN", "VGK", "VNQI", null, "VB", "VOO", "V", null, "SCHD", null, "DGRO", "GWW", null, "BAC", "BRK-B", "BIP", "CVX", "CSCO", "KO", "COST", "RSP", "IJT", null, "EFA", "MDY", "DIS", "GOOG", "XOM", "JNJ", "PM", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 83
- Total Value
- 297916125
- Accession Number
- 0001765380-25-000220
- Form Type
- 13F-HR
- Manager Name
- Harbor-Advisory-Corp-Ma
Data Enrichment
73% identified61 identified22 unidentified
Holdings
83 positions • $297.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 359 | QoQ 0.00% (-0)YoY NEW(+359) | All Managers (Combined) | $206.9K | 0.1% ($206.9K/$297.9M) | YoY NEW(+$206.9K) | |
| 3.8K | QoQ NEW(+3.8K) YoY NEW(+3.8K) | All Managers (Combined) | $205.6K | 0.1% ($205.6K/$297.9M) | QoQ NEW(+$205.6K) YoY NEW(+$205.6K) | |
| 1.8K | All Managers (Combined) | $200.9K | 0.1% ($200.9K/$297.9M) |