The Analysis of Royal Harbor Partners, LLC's Holdings
Currently, Royal Harbor Partners, LLC holds 50 types of securities in its portfolio with a total value $294.9M. In the most recent quarter, they have increased their positions in DYNF (+69.9K shares, valued at $4.1M), DFUS (+56.8K shares, valued at $4.1M), CGMU (+142.0K shares, valued at $3.9M); decreased their positions in SPTM (-8.8K shares, valued at $705.8K), JCPB (-12.1K shares, valued at $577.6K), BINC (-5.3K shares, valued at $280.4K); initiated new positions in EWJ (+2.7K shares, valued at $219.1K), XLK (+750 shares, valued at $211.4K), NMAX (+13.5K shares, valued at $167.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BINC BLACKROCK ETF TRUST II591.3K shares-0.88%2025-09-302025-10-22
JCPB J P MORGAN EXCHANGE TRADED F597.3K shares-1.99%2025-09-302025-10-22 CGDV CAPITAL GROUP DIVIDEND VALUE631.4K shares0.66%2025-09-302025-10-22 DYNF BLACKROCK ETF TRUST376.7K shares22.78%2025-09-302025-10-22 DFUS DIMENSIONAL ETF TRUST286.5K shares24.75%2025-09-302025-10-22 SPTM SPDR SERIES TRUST229.0K shares-3.68%2025-09-302025-10-22 IEFA ISHARES TR181.8K shares10.28%2025-09-302025-10-22 CGMU CAPITAL GRP FIXED INCM ETF T424.7K shares50.21%2025-09-302025-10-22 CGGO CAPITAL GROUP GBL GROWTH EQT284.8K shares0.84%2025-09-302025-10-22 GSLC GOLDMAN SACHS ETF TR69.0K shares0.66%2025-09-302025-10-22 JBND J P MORGAN EXCHANGE TRADED F164.7K shares-0.89%2025-09-302025-10-22 QUAL ISHARES TR44.9K shares2.08%2025-09-302025-10-22 JPIE J P MORGAN EXCHANGE TRADED F187.9K shares-0.84%2025-09-302025-10-22 DFAW DIMENSIONAL ETF TRUST109.5K shares6.70%2025-09-302025-10-22 MSFT MICROSOFT CORP11.6K shares0.60%2025-09-302025-10-22 AAPL APPLE INC21.3K shares-2.75%2025-09-302025-10-22 GLDM WORLD GOLD TR67.0K shares4.09%2025-09-302025-10-22 GOOGL ALPHABET INC18.7K shares0.99%2025-09-302025-10-22 XFIV BONDBLOXX ETF TRUST89.0K shares-0.67%2025-09-302025-10-22 STIP ISHARES TR41.8K shares-0.84%2025-09-302025-10-22 JPM JPMORGAN CHASE & CO.13.4K shares-0.06%2025-09-302025-10-22 UTES ETFIS SER TR I49.7K shares-1.11%2025-09-302025-10-22 IEI ISHARES TR34.1K shares2.01%2025-09-302025-10-22 IBIT ISHARES BITCOIN TRUST ETF54.2K shares3.24%2025-09-302025-10-22 AMZN AMAZON COM INC15.7K shares1.16%2025-09-302025-10-22 CGSM CAPITAL GRP FIXED INCM ETF T103.6K shares53.13%2025-09-302025-10-22 NVDA NVIDIA CORPORATION14.1K shares-1.47%2025-09-302025-10-22 PAVE GLOBAL X FDS41.3K shares0.79%2025-09-302025-10-22 MCD MCDONALDS CORP4.0K shares0.00%2025-09-302025-10-22 XOM EXXON MOBIL CORP9.3K shares0.43%2025-09-302025-10-22 ORCL ORACLE CORP3.4K shares-0.15%2025-09-302025-10-22 IWF ISHARES TR1.4K shares0.00%2025-09-302025-10-22 PWR QUANTA SVCS INC1.6K shares-0.62%2025-09-302025-10-22 JPST J P MORGAN EXCHANGE TRADED F12.9K shares0.00%2025-09-302025-10-22 LLY ELI LILLY & CO533 shares0.38%2025-09-302025-10-22 WMT WALMART INC3.9K shares-3.76%2025-09-302025-10-22 EPD ENTERPRISE PRODS PARTNERS L12.7K shares0.00%2025-09-302025-10-22 BA BOEING CO1.8K shares0.00%2025-09-302025-10-22 RSP INVESCO EXCHANGE TRADED FD T1.9K shares-5.40%2025-09-302025-10-22 DGRO ISHARES TR5.4K shares0.54%2025-09-302025-10-22 MTUM ISHARES TR1.1K shares0.00%2025-09-302025-10-22 IWR ISHARES TR3.0K shares0.00%2025-09-302025-10-22 QGRW WISDOMTREE TR4.5K shares-10.70%2025-09-302025-10-22 MPLX MPLX LP5.2K shares0.00%2025-09-302025-10-22 OKE ONEOK INC NEW3.3K shares0.00%2025-09-302025-10-22 EWJ ISHARES INC2.7K sharesnew addition2025-09-302025-10-22 XLK SELECT SECTOR SPDR TR750 sharesnew addition2025-09-302025-10-22 SLB SCHLUMBERGER LTD6.1K shares0.02%2025-09-302025-10-22 CSCO CISCO SYS INC3.0K shares0.00%2025-09-302025-10-22 NMAX NEWSMAX INC13.5K sharesnew addition2025-09-302025-10-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available