Holdings

Safe Harbor Fiduciary, LLC

As of Jun 30, 2026, Safe Harbor Fiduciary, LLC reported 30 positions worth US$46.4M. Largest: Apple Inc, Amazon.com, Inc. and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc23,619US$6.83M+521Jun 30, 2026
Amazon.com, Inc.12,930US$3.08M−153Jun 30, 2026
Microsoft Corp.7,190US$2.68M+1,083Jun 30, 2026
Advanced Micro Devices Inc4,344US$2.52M−3,432Jun 30, 2026
Cisco Systems, Inc.20,495US$2.41M−1,342Jun 30, 2026
Eli Lilly And Company1,960US$2.35M+99Jun 30, 2026
Abbvie Inc.8,362US$2.1M+1,892Jun 30, 2026
Monster Beverage Corporation20,843US$2MnewJun 30, 2026
Johnson & Johnson7,462US$1.9MnewJun 30, 2026
Bank Of America Corporation33,102US$1.89M+1,115Jun 30, 2026