Managed by Safe Harbor Wealth Advisors, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $11.2M | 289.0K | 0.00% | — |
| 2 | ? N/A — | $10.8M | 375.3K | 0.00% | — |
| 3 | ? N/A — | $8M | 383.3K | 0.00% | — |
| 4 | ? N/A — | $7.5M | 254.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $5.6M |
| 124.5K |
| 0.00% |
| — |
| 6 | ? N/A — | $5.5M | 163.6K | 0.00% | — |
| 7 | D DIA — | $3.4M | 42.4K | 0.00% | — |
| 8 | ? N/A — | $2.7M | 100.8K | 0.00% | — |
| 9 | ? N/A — | $2.7M | 90.9K | 0.00% | — |
| 10 | D DSL — | $2.4M | 47.0K | 0.00% | — |
| 11 | I IAU — | $2.1M | 19.0K | 0.00% | — |
| 12 | A AEP — | $1.6M | 13.6K | 0.00% | — |
| 13 | N NVDA — | $1.5M | 8.0K | 0.00% | — |
| 14 | A AMZN — | $1.4M | 6.8K | 0.00% | — |
| 15 | M MSFT — | $1.2M | 3.0K | 0.00% | — |
| 16 | A AAPL — | $1.2M | 4.5K | 0.00% | — |
| 17 | G GOOG — | $1.2M | 3.7K | 0.00% | — |
| 18 | ? N/A — | $1.1M | 22.7K | 0.00% | — |
| 19 | D DIA — | $972K | 10.6K | 0.00% | — |
| 20 | M META — | $971K | 1.5K | 0.00% | — |