The Analysis of Granite Harbor Advisors, Inc.'s Holdings

Currently, Granite Harbor Advisors, Inc. holds 128 types of securities in its portfolio with a total value $237.9M. In the most recent quarter, they have increased their positions in IWF (+6.9K shares, valued at $3.3M), AGG (+28.6K shares, valued at $2.9M), IWD (+12.3K shares, valued at $2.5M); decreased their positions in DFAS (-47.9K shares, valued at $3.3M), VWO (-15.4K shares, valued at $833.0K), IVV (-1.1K shares, valued at $712.1K); initiated new positions in IWF (+6.9K shares, valued at $3.3M), IWD (+12.3K shares, valued at $2.5M), EFA (+16.0K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR33.9K shares0.64%2025-09-302025-10-22

AGG ISHARES TR147.9K shares23.93%2025-09-302025-10-22

IVV ISHARES TR16.8K shares-5.94%2025-09-302025-10-22

NVDA NVIDIA CORPORATION57.0K shares0.78%2025-09-302025-10-22

MUB ISHARES TR93.5K shares-0.09%2025-09-302025-10-22

AAPL APPLE INC36.9K shares1.83%2025-09-302025-10-22

DFAS DIMENSIONAL ETF TRUST136.1K shares-26.05%2025-09-302025-10-22

GOOGL ALPHABET INC30.9K shares-0.95%2025-09-302025-10-22

Sponsored

XLF SELECT SECTOR SPDR TR126.4K shares0.56%2025-09-302025-10-22

XLY SELECT SECTOR SPDR TR27.0K shares0.99%2025-09-302025-10-22

AMZN AMAZON COM INC27.2K shares2.48%2025-09-302025-10-22

MSFT MICROSOFT CORP11.5K shares6.40%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR39.4K shares1.74%2025-09-302025-10-22

META META PLATFORMS INC7.0K shares-0.58%2025-09-302025-10-22

BIV VANGUARD BD INDEX FDS63.3K shares5.66%2025-09-302025-10-22

XLI SELECT SECTOR SPDR TR30.9K shares1.07%2025-09-302025-10-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F67.3K shares-18.60%2025-09-302025-10-22

ITM VANECK ETF TRUST77.4K shares-0.73%2025-09-302025-10-22

IWF ISHARES TR6.9K sharesnew addition2025-09-302025-10-22

XLP SELECT SECTOR SPDR TR38.2K shares1.18%2025-09-302025-10-22

BAC BANK AMERICA CORP57.8K shares-1.05%2025-09-302025-10-22

HYGV FLEXSHARES TR60.8K shares-4.27%2025-09-302025-10-22

IWD ISHARES TR12.3K sharesnew addition2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares6.27%2025-09-302025-10-22

Sponsored

JNJ JOHNSON & JOHNSON11.6K shares12.25%2025-09-302025-10-22

IBDS ISHARES TR85.4K shares7.79%2025-09-302025-10-22

APH AMPHENOL CORP NEW16.5K shares-3.25%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.6.2K shares3.01%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR21.1K shares1.37%2025-09-302025-10-22

HD HOME DEPOT INC4.2K shares0.48%2025-09-302025-10-22

DHI D R HORTON INC9.7K shares101.76%2025-09-302025-10-22

AVGO BROADCOM INC5.0K shares2.34%2025-09-302025-10-22

Sponsored

LLY ELI LILLY & CO2.1K shares0.19%2025-09-302025-10-22

EFA ISHARES TR16.0K sharesnew addition2025-09-302025-10-22

IBMP ISHARES TR58.8K shares30.08%2025-09-302025-10-22

IBMO ISHARES TR58.3K shares30.15%2025-09-302025-10-22

HON HONEYWELL INTL INC7.1K shares-0.75%2025-09-302025-10-22

ELV ELEVANCE HEALTH INC FORMERLY4.4K shares6.06%2025-09-302025-10-22

IBMQ ISHARES TR54.6K shares32.98%2025-09-302025-10-22

IBMN ISHARES TR50.9K shares29.21%2025-09-302025-10-22

Sponsored

IBDT ISHARES TR49.6K shares0.61%2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR14.2K shares-4.42%2025-09-302025-10-22

GUNR FLEXSHARES TR28.2K shares0.00%2025-09-302025-10-22

WMT WALMART INC11.7K shares7.85%2025-09-302025-10-22

IBDR ISHARES TR48.8K shares0.65%2025-09-302025-10-22

XLB SELECT SECTOR SPDR TR12.5K shares1.96%2025-09-302025-10-22

MA MASTERCARD INCORPORATED2.0K shares6.27%2025-09-302025-10-22

V VISA INC3.3K shares7.09%2025-09-302025-10-22

Sponsored

NEE NEXTERA ENERGY INC14.6K shares3.32%2025-09-302025-10-22

IBMR ISHARES TR41.8K shares36.40%2025-09-302025-10-22

IBDU ISHARES TR44.7K shares2.27%2025-09-302025-10-22

IBDW ISHARES TR42.6K shares0.00%2025-09-302025-10-22

IBDV ISHARES TR40.7K shares0.00%2025-09-302025-10-22

EMR EMERSON ELEC CO6.7K shares-5.93%2025-09-302025-10-22

IBTI ISHARES TR38.8K shares1.34%2025-09-302025-10-22

IBTH ISHARES TR38.4K shares1.35%2025-09-302025-10-22

Sponsored

IBTF ISHARES TR35.9K shares1.15%2025-09-302025-10-22

ACWV ISHARES INC7.0K shares0.00%2025-09-302025-10-22

MCD MCDONALDS CORP2.7K shares3.72%2025-09-302025-10-22

IBTG ISHARES TR35.8K shares1.41%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-09-302025-10-22

CSCO CISCO SYS INC11.4K shares-0.89%2025-09-302025-10-22

XOM EXXON MOBIL CORP6.5K shares11.30%2025-09-302025-10-22

TDTT FLEXSHARES TR29.6K shares-6.99%2025-09-302025-10-22

Sponsored

IBDX ISHARES TR26.6K shares0.00%2025-09-302025-10-22

IBDY ISHARES TR25.3K shares0.00%2025-09-302025-10-22

ORCL ORACLE CORP2.3K shares0.00%2025-09-302025-10-22

ABBV ABBVIE INC2.8K shares11.05%2025-09-302025-10-22

UNH UNITEDHEALTH GROUP INC1.9K shares4.45%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO4.1K shares8.56%2025-09-302025-10-22

IWP ISHARES TR4.1K sharesnew addition2025-09-302025-10-22

GOOG ALPHABET INC2.3K shares9.42%2025-09-302025-10-22

Sponsored

COST COSTCO WHSL CORP NEW614 shares6.97%2025-09-302025-10-22

IWS ISHARES TR4.0K sharesnew addition2025-09-302025-10-22

CVX CHEVRON CORP NEW3.6K shares8.70%2025-09-302025-10-22

VCIT VANGUARD SCOTTSDALE FDS6.7K sharesnew addition2025-09-302025-10-22

STE STERIS PLC2.2K shares0.00%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS2.5K shares73.25%2025-09-302025-10-22

IBTJ ISHARES TR24.5K shares6.95%2025-09-302025-10-22

IBDQ ISHARES TR20.8K shares-5.77%2025-09-302025-10-22

Sponsored

VB VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-22

KO COCA COLA CO7.6K shares14.56%2025-09-302025-10-22

IWO ISHARES TR1.5K sharesnew addition2025-09-302025-10-22

IWN ISHARES TR2.7K sharesnew addition2025-09-302025-10-22

VO VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-22

BP BP PLC12.8K sharesnew addition2025-09-302025-10-22

MRK MERCK & CO INC5.1K shares10.29%2025-09-302025-10-22

LIN LINDE PLC841 shares2.94%2025-09-302025-10-22

Sponsored

GE GE AEROSPACE1.3K shares8.63%2025-09-302025-10-22

PFE PFIZER INC15.5K shares12.54%2025-09-302025-10-22

TSLA TESLA INC871 shares7.13%2025-09-302025-10-22

EOG EOG RES INC3.3K shares6.45%2025-09-302025-10-22

IBTK ISHARES TR18.7K shares0.00%2025-09-302025-10-22

EW EDWARDS LIFESCIENCES CORP4.7K shares-0.51%2025-09-302025-10-22

RTX RTX CORPORATION2.2K shares11.20%2025-09-302025-10-22

PEP PEPSICO INC2.5K shares9.16%2025-09-302025-10-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC696 shares26.55%2025-09-302025-10-22

GS GOLDMAN SACHS GROUP INC418 shares1.70%2025-09-302025-10-22

WFC WELLS FARGO CO NEW3.9K shares3.79%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC7.3K shares23.76%2025-09-302025-10-22

MS MORGAN STANLEY2.0K shares2.20%2025-09-302025-10-22

DE DEERE & CO685 shares2.54%2025-09-302025-10-22

MDY SPDR S&P MIDCAP 400 ETF TR510 shares0.00%2025-09-302025-10-22

LOW LOWES COS INC1.2K shares-3.98%2025-09-302025-10-22

Sponsored

ABT ABBOTT LABS2.2K shares22.38%2025-09-302025-10-22

CAT CATERPILLAR INC620 shares4.55%2025-09-302025-10-22

AME AMETEK INC1.6K shares0.00%2025-09-302025-10-22

ADBE ADOBE INC827 shares9.54%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO873 shares3.07%2025-09-302025-10-22

BLK BLACKROCK INC247 shares6.01%2025-09-302025-10-22

HSY HERSHEY CO1.5K shares19.95%2025-09-302025-10-22

NFLX NETFLIX INC227 shares-0.87%2025-09-302025-10-22

Sponsored

CRM SALESFORCE INC1.1K shares-0.78%2025-09-302025-10-22

NKE NIKE INC3.9K shares1.47%2025-09-302025-10-22

JEPQ J P MORGAN EXCHANGE TRADED F4.6K shares2.55%2025-09-302025-10-22

TTD THE TRADE DESK INC5.4K shares-27.81%2025-09-302025-10-22

VLO VALERO ENERGY CORP1.5K sharesnew addition2025-09-302025-10-22

INTC INTEL CORP7.5K sharesnew addition2025-09-302025-10-22

QQQM INVESCO EXCH TRADED FD TR II995 shares0.00%2025-09-302025-10-22

UNP UNION PAC CORP998 shares4.50%2025-09-302025-10-22

Sponsored

ACN ACCENTURE PLC IRELAND928 shares1.87%2025-09-302025-10-22

SCZ ISHARES TR2.9K shares-10.00%2025-09-302025-10-22

XLG INVESCO EXCHANGE TRADED FD T3.8K shares0.16%2025-09-302025-10-22

MDLZ MONDELEZ INTL INC3.4K shares-0.77%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-09-302025-10-22

NFRA FLEXSHARES TR3.2K sharesnew addition2025-09-302025-10-22

CMCSA COMCAST CORP NEW6.4K shares9.49%2025-09-302025-10-22

IOO ISHARES TR1.7K sharesnew addition2025-09-302025-10-22

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available