77 is the total number of securities Granite Harbor Advisors, Inc. has owned. The longest Granite Harbor Advisors, Inc. has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 4 | 4 | 9.10% | 9.55% | 10.10% | Q4 2022 | Q3 2023 | 4 |
DFAS | DIMENSIONAL ETF TRUST | 4 | 4 | 7.31% | 7.74% | 8.14% | Q4 2022 | Q3 2023 | 4 |
AGG | ISHARES TR | 4 | 4 | 6.62% | 7.11% | 7.70% | Q4 2022 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 6.31% | 6.62% | 6.77% | Q4 2022 | Q3 2023 | 4 |
MUB | ISHARES TR | 4 | 4 | 4.23% | 4.61% | 5.13% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 2.92% | 3.52% | 3.83% | Q4 2022 | Q3 2023 | 4 |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 3.15% | 3.48% | 4.04% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 2.86% | 3.25% | 3.86% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 4 | 4 | 0.43% | 3.04% | 6.38% | Q4 2022 | Q3 2023 | 4 |
XLY | SELECT SECTOR SPDR TR | 4 | 4 | 2.87% | 2.97% | 3.07% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 2.73% | 2.94% | 3.12% | Q4 2022 | Q3 2023 | 4 |
BIV | VANGUARD BD INDEX FDS | 4 | 4 | 2.63% | 2.83% | 3.07% | Q4 2022 | Q3 2023 | 4 |
XLI | SELECT SECTOR SPDR TR | 4 | 4 | 2.29% | 2.48% | 2.77% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 1.86% | 2.28% | 2.67% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 1.42% | 1.91% | 2.24% | Q4 2022 | Q3 2023 | 4 |
XLP | SELECT SECTOR SPDR TR | 4 | 4 | 1.68% | 1.90% | 2.25% | Q4 2022 | Q3 2023 | 4 |
ITM | VANECK ETF TRUST | 4 | 4 | 1.71% | 1.88% | 2.12% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 1.62% | 1.83% | 2.18% | Q4 2022 | Q3 2023 | 4 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 1.18% | 1.54% | 1.96% | Q4 2022 | Q3 2023 | 4 |
ANTM | ELEVANCE HEALTH INC | 4 | 4 | 1.22% | 1.52% | 1.96% | Q4 2022 | Q3 2023 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.74% | 1.29% | 1.65% | Q4 2022 | Q3 2023 | 4 |
BAC | BANK AMERICA CORP | 4 | 4 | 1.20% | 1.29% | 1.48% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 4 | 4 | 0.67% | 1.25% | 1.60% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.79% | 1.20% | 1.38% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.90% | 1.00% | 1.19% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 0.86% | 0.92% | 1.01% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.80% | 0.87% | 0.98% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.78% | 0.81% | 0.86% | Q4 2022 | Q3 2023 | 4 |
APH | AMPHENOL CORP NEW | 4 | 4 | 0.63% | 0.79% | 0.90% | Q4 2022 | Q3 2023 | 4 |
EMR | EMERSON ELEC CO | 4 | 4 | 0.60% | 0.75% | 0.96% | Q4 2022 | Q3 2023 | 4 |
XLB | SELECT SECTOR SPDR TR | 4 | 4 | 0.69% | 0.75% | 0.84% | Q4 2022 | Q3 2023 | 4 |
NEE | NEXTERA ENERGY INC | 4 | 4 | 0.54% | 0.71% | 0.89% | Q4 2022 | Q3 2023 | 4 |
IBDS | ISHARES TR | 4 | 4 | 0.59% | 0.70% | 0.84% | Q4 2022 | Q3 2023 | 4 |
XLU | SELECT SECTOR SPDR TR | 4 | 4 | 0.60% | 0.69% | 0.84% | Q4 2022 | Q3 2023 | 4 |
ACWV | ISHARES INC | 4 | 4 | 0.59% | 0.66% | 0.76% | Q4 2022 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.57% | 0.61% | 0.63% | Q4 2022 | Q3 2023 | 4 |
IBDQ | ISHARES TR | 4 | 4 | 0.56% | 0.58% | 0.59% | Q4 2022 | Q3 2023 | 4 |
IBDP | ISHARES TR | 4 | 4 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q3 2023 | 4 |
IBDO | ISHARES TR | 4 | 4 | 0.53% | 0.57% | 0.63% | Q4 2022 | Q3 2023 | 4 |
IBMP | ISHARES TR | 4 | 4 | 0.40% | 0.53% | 0.64% | Q4 2022 | Q3 2023 | 4 |
IBMM | ISHARES TR | 4 | 4 | 0.39% | 0.52% | 0.62% | Q4 2022 | Q3 2023 | 4 |
IBMO | ISHARES TR | 4 | 4 | 0.39% | 0.52% | 0.63% | Q4 2022 | Q3 2023 | 4 |
IBMN | ISHARES TR | 4 | 4 | 0.38% | 0.51% | 0.62% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.48% | 0.50% | 0.51% | Q4 2022 | Q3 2023 | 4 |
IBML | ISHARES TR | 4 | 4 | 0.35% | 0.49% | 0.58% | Q4 2022 | Q3 2023 | 4 |
TTD | THE TRADE DESK INC | 4 | 4 | 0.41% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
IBDR | ISHARES TR | 4 | 4 | 0.40% | 0.46% | 0.52% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.42% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 0.34% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.33% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
MA | MASTERCARD INCORPORATED | 4 | 4 | 0.33% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
IBDT | ISHARES TR | 4 | 4 | 0.34% | 0.35% | 0.35% | Q4 2022 | Q3 2023 | 4 |
IAU | ISHARES GOLD TR | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.28% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.24% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
EW | EDWARDS LIFESCIENCES CORP | 4 | 4 | 0.21% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
IBTF | ISHARES TR | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
IBTE | ISHARES TR | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
IBTG | ISHARES TR | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
IBTH | ISHARES TR | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
MDY | SPDR S&P MIDCAP 400 ET... | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
IBTD | ISHARES TR | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SCZ | ISHARES TR | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
PCY | INVESCO EXCH TRADED FD... | 3 | 3 | 0.18% | 0.90% | 1.36% | Q4 2022 | Q2 2023 | 3 |
WMT | WALMART INC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.19% | 0.23% | 0.29% | Q1 2023 | Q3 2023 | 3 |
PG | PROCTER AND GAMBLE CO | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
IBTI | ISHARES TR | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
IBDU | ISHARES TR | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
IBDV | ISHARES TR | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
LLY | LILLY ELI & CO | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 | |
HSY | HERSHEY CO | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q2 2023 | 2 |
CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, DIMENSIONAL ETF TRUST, and ISHARES TR, are the highest-conviction holdings of Granite Harbor Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Granite Harbor Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Granite Harbor Advisors, Inc. owns currently or has owned in the past.