$204 Million is the total value of Royal Harbor Partners, LLC's 71 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -3,012 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,491 | -100.0% | -0.12% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,533 | -100.0% | -0.56% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -23,547 | -100.0% | -0.66% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -4,157 | -100.0% | -1.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -11,158 | -100.0% | -1.07% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -8,116 | -100.0% | -1.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 16 | Q3 2023 | 21.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.8% |
| ALPHABET INC | 16 | Q3 2023 | 2.5% |
| MCDONALDS CORP | 16 | Q3 2023 | 0.9% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 0.9% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 0.6% |
| BOEING CO | 16 | Q3 2023 | 0.6% |
View Royal Harbor Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-02-02 |
View Royal Harbor Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.