The Analysis of HARBOR INVESTMENT ADVISORY, LLC's Holdings
Currently, HARBOR INVESTMENT ADVISORY, LLC holds 1171 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in MAR (+14.9K shares, valued at $3.9M), GDXJ (+22.8K shares, valued at $2.3M), RISR (+60.1K shares, valued at $2.2M); decreased their positions in ZION (-60.7K shares, valued at $3.4M), UNH (-7.0K shares, valued at $2.4M), JEPI (-24.5K shares, valued at $1.4M); initiated new positions in XBIL (+15.0K shares, valued at $754.0K), CAI (+15.7K shares, valued at $473.4K), GPIX (+5.8K shares, valued at $303.7K).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF64.4K shares1409.33%2025-09-302025-10-27
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JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL4.7K sharesnew addition2025-09-302025-10-27
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ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER4.0K sharesnew addition2025-09-302025-10-27
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RBIL F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF2.0K sharesnew addition2025-09-302025-10-27
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Call Option Holdings
Put Option Holdings