The Analysis of HARBOR ADVISORY CORP /MA/'s Holdings
Currently, HARBOR ADVISORY CORP /MA/ holds 80 types of securities in its portfolio with a total value $338.2M. In the most recent quarter, they have increased their positions in IJR (+5.1K shares, valued at $602.9K), IJH (+9.0K shares, valued at $586.8K), IBDT (+20.5K shares, valued at $523.2K); decreased their positions in JPM (-2.0K shares, valued at $642.8K), ABBV (-1.5K shares, valued at $355.4K), GOOGL (-1.4K shares, valued at $343.3K); initiated new positions in IEFA (+2.4K shares, valued at $205.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS34.7K shares-0.25%2025-09-302025-11-12
GOOGL ALPHABET INC68.7K shares-2.01%2025-09-302025-11-12 AMZN AMAZON COM INC67.0K shares-0.39%2025-09-302025-11-12 FTSL FIRST TR EXCHANGE-TRADED FD309.0K shares2.93%2025-09-302025-11-12 VGK VANGUARD INTL EQUITY INDEX F174.0K shares0.68%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F241.5K shares2.40%2025-09-302025-11-12 IVV ISHARES TR18.9K shares-1.41%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL24.9K shares-1.17%2025-09-302025-11-12 AAPL APPLE INC47.7K shares-2.53%2025-09-302025-11-12 IJH ISHARES TR167.1K shares5.69%2025-09-302025-11-12 VB VANGUARD INDEX FDS42.7K shares2.81%2025-09-302025-11-12 SOXX ISHARES TR36.9K shares-0.45%2025-09-302025-11-12 IJR ISHARES TR83.6K shares6.46%2025-09-302025-11-12 VO VANGUARD INDEX FDS33.7K shares3.55%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.29.3K shares-6.51%2025-09-302025-11-12 MSFT MICROSOFT CORP17.3K shares-0.44%2025-09-302025-11-12 BIP BROOKFIELD INFRAST PARTNERS256.8K shares0.66%2025-09-302025-11-12 EEMS ISHARES INC123.3K shares2.03%2025-09-302025-11-12 FLRN SPDR SERIES TRUST242.2K shares1.17%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON34.4K shares-0.75%2025-09-302025-11-12 SCZ ISHARES TR71.4K shares4.37%2025-09-302025-11-12 IVOO VANGUARD ADMIRAL FDS INC49.4K shares-0.03%2025-09-302025-11-12 ABBV ABBVIE INC21.9K shares-6.56%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS114.6K shares-0.09%2025-09-302025-11-12 PFE PFIZER INC189.9K shares-0.02%2025-09-302025-11-12 IBDT ISHARES TR181.4K shares12.74%2025-09-302025-11-12 VIOO VANGUARD ADMIRAL FDS INC40.0K shares-0.03%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS88.9K shares-0.16%2025-09-302025-11-12 PEP PEPSICO INC29.6K shares1.19%2025-09-302025-11-12 IBDQ ISHARES TR162.1K shares0.00%2025-09-302025-11-12 ABT ABBOTT LABS28.8K shares-6.21%2025-09-302025-11-12 IJT ISHARES TR25.8K shares0.00%2025-09-302025-11-12 V VISA INC9.3K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC44.0K shares0.00%2025-09-302025-11-12 XSD SPDR SERIES TRUST7.5K shares-0.11%2025-09-302025-11-12 EFA ISHARES TR25.1K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC26.3K shares-0.02%2025-09-302025-11-12 LOW LOWES COS INC8.5K shares0.00%2025-09-302025-11-12 DGRO ISHARES TR30.7K shares-8.35%2025-09-302025-11-12 HD HOME DEPOT INC4.8K shares6.63%2025-09-302025-11-12 IBDU ISHARES TR78.8K shares0.00%2025-09-302025-11-12 EEM ISHARES TR34.0K shares-1.45%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR48.4K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC7.0K shares-2.10%2025-09-302025-11-12 CVX CHEVRON CORP NEW10.8K shares0.93%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP5.2K shares-8.31%2025-09-302025-11-12 IBDR ISHARES TR63.9K shares11.33%2025-09-302025-11-12 XOM EXXON MOBIL CORP12.2K shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO8.8K shares0.00%2025-09-302025-11-12 PFF ISHARES TR41.6K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS3.2K shares-1.07%2025-09-302025-11-12 BAC BANK AMERICA CORP20.6K shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-11-12 IBDS ISHARES TR37.5K shares7.14%2025-09-302025-11-12 BIPC BROOKFIELD INFRASTRUCTURE CO21.7K shares9.89%2025-09-302025-11-12 NVDA NVIDIA CORPORATION4.7K shares0.00%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC2.4K shares0.00%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS5.9K shares-2.47%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR794 shares0.38%2025-09-302025-11-12 GE GE AEROSPACE1.7K shares0.00%2025-09-302025-11-12 TDIV FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-09-302025-11-12 IWF ISHARES TR1.1K shares0.00%2025-09-302025-11-12 KO COCA COLA CO7.1K shares0.00%2025-09-302025-11-12 ACWX ISHARES TR6.9K shares0.00%2025-09-302025-11-12 VNQI VANGUARD INTL EQUITY INDEX F9.1K shares-15.78%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.6K shares0.00%2025-09-302025-11-12 XSOE WISDOMTREE TR10.7K shares0.00%2025-09-302025-11-12 SPYM SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-11-12 ASML ASML HOLDING N V295 shares0.00%2025-09-302025-11-12 META META PLATFORMS INC359 shares0.00%2025-09-302025-11-12 GEV GE VERNOVA INC428 shares0.00%2025-09-302025-11-12 IEMG ISHARES INC3.8K shares0.00%2025-09-302025-11-12 GWW GRAINGER W W INC255 shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO1.8K shares0.00%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.1K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR8.6K shares-16.40%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW227 shares0.00%2025-09-302025-11-12 IEFA ISHARES TR2.4K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available