Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2025) About Granite Harbor Advisors, Inc.Investment ActivityGranite Harbor Advisors, Inc. has $188.36 million in total holdings as of March 31, 2025.Granite Harbor Advisors, Inc. owns shares of 108 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 10.31% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Granite Harbor Advisors, Inc. has purchased 86 new stocks and bought additional shares in 58 stocks.Granite Harbor Advisors, Inc. sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $15,840,138iShares Core U.S. Aggregate Bond ETF $11,800,402iShares Core S&P 500 ETF $10,897,811Dimensional U.S. Small Cap ETF $10,475,490iShares National Muni Bond ETF $8,962,092 Largest New Holdings this Quarter 33939L662 - FlexShares High Yield Value-Scored Bond Index Fund $2,566,755 Holding33939L407 - FlexShares Global Upstream Natural Resources Index Fund $1,116,408 Holding33939L506 - FlexShares iBoxx 3 Year Target Duration TIPS Index Fund $851,618 Holding46436E163 - iShares iBonds Dec 2029 Term Muni Bond ETF $767,451 HoldingG8473T100 - STERIS $501,123 Holding Largest Purchases this Quarter FlexShares High Yield Value-Scored Bond Index Fund 63,565 shares (about $2.57M)FlexShares Global Upstream Natural Resources Index Fund 28,766 shares (about $1.12M)FlexShares iBoxx 3 Year Target Duration TIPS Index Fund 34,931 shares (about $851.62K)iShares Core U.S. Aggregate Bond ETF 8,430 shares (about $833.90K)iShares iBonds Dec 2029 Term Muni Bond ETF 30,649 shares (about $767.45K) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 22,336 shares (about $1.33M)iShares Core S&P 500 ETF 1,043 shares (about $586.05K)iShares iBonds Dec 2031 Term Corporate ETF 21,238 shares (about $440.69K)iShares iBonds Dec 2030 Term Corporate ETF 20,285 shares (about $440.59K)iShares iBonds Dec 2025 Term Corporate ETF 13,427 shares (about $337.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Harbor Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$15,840,138$614,286 ▲4.0%33,7808.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$11,800,402$833,898 ▲7.6%119,2926.3%FinanceIVViShares Core S&P 500 ETF$10,897,811$586,049 ▼-5.1%19,3955.8%ETFDFASDimensional U.S. Small Cap ETF$10,475,490$1,334,576 ▼-11.3%175,3225.6%ETFMUBiShares National Muni Bond ETF$8,962,092$726,271 ▲8.8%84,9974.8%ETFAAPLApple$7,592,539$615,737 ▲8.8%34,1814.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$6,485,524$138,622 ▼-2.1%130,2053.4%ETFNVDANVIDIA$5,882,312$668,161 ▲12.8%54,2753.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$5,717,098$148,052 ▲2.7%39,1563.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,415,279$17,771 ▲0.3%27,4252.9%FinanceAMZNAmazon.com$4,953,419$532,728 ▲12.1%26,0352.6%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$4,642,813$337,060 ▲7.8%60,6352.5%ETFGOOGLAlphabet$4,586,932$48,093 ▲1.1%29,6622.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,165,207$10,748 ▲0.3%31,7782.2%ETFMETAMeta Platforms$4,041,436$231,120 ▲6.1%7,0122.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,835,172$15,207 ▼-0.4%84,7362.0%ETFMSFTMicrosoft$3,599,347$739,916 ▲25.9%9,5881.9%Computer and TechnologyITMVanEck Intermediate Muni ETF$3,171,117$110,407 ▲3.6%69,6801.7%ETFXLPConsumer Staples Select Sector SPDR Fund$3,157,520$45,898 ▲1.5%38,6621.7%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$2,566,755$2,566,755 ▲New Holding63,5651.4%ETFVTVVanguard Value ETF$2,526,8410.0%14,6281.3%ETFBACBank of America$2,462,297$14,021 ▼-0.6%59,0051.3%FinanceBRK.BBerkshire Hathaway$2,261,335$189,066 ▲9.1%4,2461.2%FinanceXLEEnergy Select Sector SPDR Fund$1,980,235$561 ▲0.0%21,1901.1%ETFELVElevance Health$1,850,855$24,794 ▲1.4%4,2551.0%MedicalLLYEli Lilly and Company$1,721,196$696,242 ▲67.9%2,0840.9%MedicalJNJJohnson & Johnson$1,623,408$116,254 ▲7.7%9,7890.9%MedicalHONHoneywell International$1,515,328$44,469 ▲3.0%7,1560.8%Multi-Sector ConglomeratesHDHome Depot$1,485,115$54,977 ▲3.8%4,0520.8%Retail/WholesaleJPMJPMorgan Chase & Co.$1,445,520$83,891 ▲6.2%5,8930.8%FinanceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,250,779$65,880 ▲5.6%49,4770.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,240,819$267,309 ▼-17.7%51,3160.7%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,235,289$65,843 ▲5.6%48,3290.7%ETFXLUUtilities Select Sector SPDR Fund$1,217,240$710 ▲0.1%15,4370.6%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,145,991$65,855 ▲6.1%45,3140.6%ETFAPHAmphenol$1,122,245$2,492 ▼-0.2%17,1100.6%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$1,116,408$1,116,408 ▲New Holding28,7660.6%ETFXLBMaterials Select Sector SPDR Fund$1,079,832$7,824 ▲0.7%12,5590.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,079,229$65,805 ▲6.5%40,3450.6%ETFNEENextEra Energy$992,906$17,936 ▲1.8%14,0060.5%UtilitiesVVisa$976,359$225,341 ▲30.0%2,7860.5%Business ServicesMAMastercard$946,603$186,909 ▲24.6%1,7270.5%Business ServicesWMTWalmart$877,637$145,380 ▲19.9%9,9970.5%Retail/WholesaleTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$851,618$851,618 ▲New Holding34,9310.5%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$835,4210.0%37,5470.4%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$832,9250.0%37,1510.4%ManufacturingMCDMcDonald's$823,001$32,483 ▲4.1%2,6350.4%Retail/WholesaleIBTFiShares iBonds Dec 2025 Term Treasury ETF$817,599$9,675 ▼-1.2%34,9850.4%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$812,9180.0%6,9860.4%ETFEMREmerson Electric$810,020$5,263 ▲0.7%7,3880.4%IndustrialsIBTGiShares iBonds Dec 2026 Term Treasury ETF$789,641$37,736 ▼-4.6%34,4220.4%ManufacturingCSCOCisco Systems$783,711$56,032 ▲7.7%12,7000.4%Computer and TechnologyAVGOBroadcom$779,722$272,576 ▲53.7%4,6570.4%Computer and TechnologyIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$767,451$767,451 ▲New Holding30,6490.4%ETFUNHUnitedHealth Group$681,853$95,836 ▲16.4%1,3020.4%MedicalSPYSPDR S&P 500 ETF Trust$678,5400.0%1,2130.4%FinanceDHID.R. Horton$613,529$25,935 ▲4.4%4,8260.3%ConstructionIBDTiShares iBonds Dec 2028 Term Corporate ETF$588,962$321,105 ▼-35.3%23,3160.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$583,555$337,689 ▼-36.7%23,2030.3%ETFXOMExxon Mobil$565,631$122,379 ▼-17.8%4,7560.3%EnergyPGProcter & Gamble$530,858$72,428 ▲15.8%3,1150.3%Consumer StaplesIBDRiShares iBonds Dec 2026 Term Corporate ETF$516,956$323,421 ▼-38.5%21,3530.3%ETFSTESTERIS$501,123$501,123 ▲New Holding2,2110.3%MedicalCOSTCostco Wholesale$487,077$147,542 ▲43.5%5150.3%Retail/WholesaleIBTJiShares iBonds Dec 2029 Term Treasury ETF$478,766$15,283 ▲3.3%21,9920.3%ManufacturingCVXChevron$458,242$58,556 ▼-11.3%2,7390.2%EnergyABBVAbbVie$451,516$68,304 ▲17.8%2,1550.2%MedicalVBVanguard Small-Cap ETF$448,3080.0%2,0220.2%ETFTTDTrade Desk$407,719$20,739 ▲5.4%7,4510.2%Computer and TechnologyVOVanguard Mid-Cap ETF$400,552$26,635 ▼-6.2%1,5490.2%ETFKOCoca-Cola$395,799$43,834 ▲12.5%5,5260.2%Consumer StaplesEOGEOG Resources$389,080$12,055 ▲3.2%3,0340.2%EnergyDFGRDimensional Global Real Estate ETF$377,8290.0%14,3880.2%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$368,055$368,055 ▲New Holding18,7210.2%ManufacturingEWEdwards Lifesciences$361,603$33,486 ▲10.2%4,9890.2%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$352,918$208,193 ▼-37.1%15,2580.2%ETFGOOGAlphabet$336,363$336,363 ▲New Holding2,1530.2%Computer and TechnologyLINDE PLC$334,330$53,083 ▲18.9%7180.2%SHSMRKMerck & Co., Inc.$328,791$75,578 ▲29.8%3,6630.2%MedicalDEDeere & Company$296,333$54,476 ▲22.5%6310.2%IndustrialsORCLOracle$295,139$64,033 ▲27.7%2,1110.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$279,195$1,358 ▲0.5%1,4390.1%ETFCRMSalesforce$277,484$78,093 ▲39.2%1,0340.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$277,4300.0%5200.1%ETFAMEAMETEK$269,227$269,227 ▲New Holding1,5640.1%Computer and TechnologyLOWLowe's Companies$265,416$265,416 ▲New Holding1,1380.1%Retail/WholesalePEPPepsiCo$259,246$41,233 ▲18.9%1,7290.1%Consumer StaplesACNAccenture$249,008$71,145 ▲40.0%7980.1%Computer and TechnologyPFEPfizer$246,508$246,508 ▲New Holding9,7280.1%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$240,049$440,589 ▼-64.7%11,0520.1%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$239,538$440,689 ▼-64.8%11,5440.1%ETFWFCWells Fargo & Company$238,774$7,323 ▲3.2%3,3260.1%FinanceRTXRTX$235,117$235,117 ▲New Holding1,7750.1%AerospaceADBEAdobe$232,419$232,419 ▲New Holding6060.1%Computer and TechnologyGEGE Aerospace$231,373$231,373 ▲New Holding1,1560.1%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$224,093$5,488 ▲2.5%4,3280.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$221,757$221,757 ▲New Holding8,4640.1%ETFNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$216,611$216,611 ▲New Holding3,7580.1%ETFNFLXNetflix$213,549$213,549 ▲New Holding2290.1%Consumer DiscretionaryMDLZMondelez International$210,810$210,810 ▲New Holding3,1070.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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