The Analysis of Harpswell Capital Advisors, LLC's Holdings


Currently, Harpswell Capital Advisors, LLC holds 35 types of securities in its portfolio with a total value $104.9M. In the most recent quarter, they have increased their positions in VSGX (+573.8K shares, valued at $39.8M), ESGV (+132.2K shares, valued at $15.7M), CGDV (+172.5K shares, valued at $7.2M); initiated new positions in VSGX (+573.8K shares, valued at $39.8M), ESGV (+132.2K shares, valued at $15.7M), CGDV (+172.5K shares, valued at $7.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VSGX VANGUARD WORLD FD573.8K sharesnew addition2025-09-302025-11-06history
ESGV VANGUARD WORLD FD132.2K sharesnew addition2025-09-302025-11-06history
CGDV CAPITAL GROUP DIVIDEND VALUE172.5K sharesnew addition2025-09-302025-11-06history
CGGR CAPITAL GROUP GROWTH ETF132.1K sharesnew addition2025-09-302025-11-06history
VT VANGUARD INTL EQUITY INDEX F40.1K sharesnew addition2025-09-302025-11-06history
EDV VANGUARD WORLD FD60.4K sharesnew addition2025-09-302025-11-06history
VSS VANGUARD INTL EQUITY INDEX F26.9K sharesnew addition2025-09-302025-11-06history
BND VANGUARD BD INDEX FDS50.5K sharesnew addition2025-09-302025-11-06history
Sponsored
CATH GLOBAL X FDS22.8K sharesnew addition2025-09-302025-11-06history
XBI SPDR SERIES TRUST16.8K sharesnew addition2025-09-302025-11-06history
INDA ISHARES TR32.0K sharesnew addition2025-09-302025-11-06history
MGV VANGUARD WORLD FD8.5K sharesnew addition2025-09-302025-11-06history
VEU VANGUARD INTL EQUITY INDEX F15.6K sharesnew addition2025-09-302025-11-06history
VBR VANGUARD INDEX FDS5.1K sharesnew addition2025-09-302025-11-06history
VEA VANGUARD TAX-MANAGED FDS17.5K sharesnew addition2025-09-302025-11-06history
VTV VANGUARD INDEX FDS5.0K sharesnew addition2025-09-302025-11-06history
Sponsored
VYMI VANGUARD WHITEHALL FDS11.0K sharesnew addition2025-09-302025-11-06history
DLN WISDOMTREE TR10.0K sharesnew addition2025-09-302025-11-06history
IVV ISHARES TR1.1K sharesnew addition2025-09-302025-11-06history
CEFA GLOBAL X FDS20.0K sharesnew addition2025-09-302025-11-06history
SPYD SPDR SERIES TRUST16.0K sharesnew addition2025-09-302025-11-06history
DVY ISHARES TR4.0K sharesnew addition2025-09-302025-11-06history
EAGG ISHARES TR11.3K sharesnew addition2025-09-302025-11-06history
VOE VANGUARD INDEX FDS2.7K sharesnew addition2025-09-302025-11-06history
Sponsored
DIVD EA SERIES TRUST12.0K sharesnew addition2025-09-302025-11-06history
VOO VANGUARD INDEX FDS683 sharesnew addition2025-09-302025-11-06history
AGG ISHARES TR4.0K sharesnew addition2025-09-302025-11-06history
VNQ VANGUARD INDEX FDS4.0K sharesnew addition2025-09-302025-11-06history
CGDG CAPITAL GROUP DIVIDEND GROWE10.2K sharesnew addition2025-09-302025-11-06history
IJH ISHARES TR4.2K sharesnew addition2025-09-302025-11-06history
NULV NUSHARES ETF TR5.5K sharesnew addition2025-09-302025-11-06history
MGK VANGUARD WORLD FD500 sharesnew addition2025-09-302025-11-06history
Sponsored
XIFR XPLR INFRASTRUCTURE LP13.2K sharesnew addition2025-09-302025-11-06history
DNP DNP SELECT INCOME FD INC10.0K sharesnew addition2025-09-302025-11-06history
CLPR CLIPPER RLTY INC18.9K sharesnew addition2025-09-302025-11-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available