Royal Harbor Partners, LLC Top Holdings and 13F Report (2025) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $258.19 million in total holdings as of March 31, 2025.Royal Harbor Partners, LLC owns shares of 46 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 17.46% of the portfolio was purchased this quarter.About 17.19% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 44 new stocks and bought additional shares in 13 stocks.Royal Harbor Partners, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Flexible Income Active ETF $30,573,263JPMorgan Core Plus Bond ETF $28,411,643Capital Group Dividend Value ETF $22,531,145SPDR Portfolio S&P 1500 Composite Stock Market ETF $16,824,686iShares U.S. Equity Factor Rotation Active ETF $15,174,697 Largest New Holdings this Quarter 46137V712 - Invesco Bloomberg MVP Multi-factor ETF $7,864,464 Holding46432F842 - iShares Core MSCI EAFE ETF $6,660,604 Holding464287622 - iShares Russell 1000 ETF $6,121,917 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $4,279,312 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $3,820,841 Holding Largest Purchases this Quarter Invesco Bloomberg MVP Multi-factor ETF 164,870 shares (about $7.86M)Capital Group Global Growth Equity ETF 240,157 shares (about $6.80M)iShares Core MSCI EAFE ETF 88,045 shares (about $6.66M)Capital Group Dividend Value ETF 177,319 shares (about $6.32M)iShares Russell 1000 ETF 19,958 shares (about $6.12M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 314,215 shares (about $21.37M)Capital Group Growth ETF 206,723 shares (about $7.08M)Global X U.S. Infrastructure Development ETF 108,144 shares (about $4.08M)JPMorgan Core Plus Bond ETF 23,254 shares (about $1.09M)iShares U.S. Equity Factor Rotation Active ETF 9,648 shares (about $470.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal Harbor Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBINCiShares Flexible Income Active ETF$30,573,263$1,464,492 ▲5.0%583,68211.8%ETFJCPBJPMorgan Core Plus Bond ETF$28,411,643$1,093,868 ▼-3.7%603,98911.0%ETFCGDVCapital Group Dividend Value ETF$22,531,145$6,319,649 ▲39.0%632,1878.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$16,824,686$21,369,803 ▼-55.9%247,3856.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$15,174,697$470,436 ▼-3.0%311,2125.9%ETFCGGOCapital Group Global Growth Equity ETF$14,657,205$6,803,648 ▲86.6%517,3745.7%ETFJ P MORGAN EXCHANGE TRADED F$8,812,014$298,160 ▲3.5%164,6493.4%ACTIVE BOND ETFJPIEJPMorgan Income ETF$8,580,998$420,112 ▲5.1%186,2603.3%ETFRSPInvesco S&P 500 Equal Weight ETF$7,952,073$130,788 ▼-1.6%45,9053.1%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$7,864,464$7,864,464 ▲New Holding164,8703.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,655,051$256,706 ▼-3.2%69,5413.0%ETFCGMUCapital Group Municipal Income ETF$7,630,853$33,042 ▼-0.4%284,5213.0%ETFQUALiShares MSCI USA Quality Factor ETF$7,571,750$228,991 ▼-2.9%44,3082.9%ETFCGGRCapital Group Growth ETF$7,372,936$7,080,269 ▼-49.0%215,2682.9%ETFIEFAiShares Core MSCI EAFE ETF$6,660,604$6,660,604 ▲New Holding88,0452.6%ETFIWBiShares Russell 1000 ETF$6,121,917$6,121,917 ▲New Holding19,9582.4%ETFAAPLApple$5,778,087$270,556 ▼-4.5%26,0122.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$4,963,985$605,031 ▲13.9%98,0441.9%ETFMSFTMicrosoft$4,394,691$62,315 ▼-1.4%11,7071.7%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$4,279,312$4,279,312 ▲New Holding41,3581.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,820,841$3,820,841 ▲New Holding32,3431.5%ETFJPMJPMorgan Chase & Co.$3,334,118$310,795 ▼-8.5%13,5921.3%FinancePAVEGlobal X U.S. Infrastructure Development ETF$3,320,356$4,080,277 ▼-55.1%88,0031.3%ETFUTESVirtus Reaves Utilities ETF$3,306,293$249,550 ▼-7.0%51,1811.3%ETFCOWZPacer US Cash Cows 100 ETF$3,011,526$70,640 ▼-2.3%54,9951.2%ETFAMZNAmazon.com$2,974,335$370,056 ▼-11.1%15,6331.2%Retail/WholesaleGOOGLAlphabet$2,884,036$135,929 ▼-4.5%18,6501.1%Computer and TechnologyNVDANVIDIA$2,572,616$137,968 ▼-5.1%23,7371.0%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$1,760,4640.0%67,6840.7%SHORT DURATION MMCDMcDonald's$1,261,975$13,744 ▲1.1%4,0400.5%Retail/WholesaleXOMExxon Mobil$1,102,362$22,002 ▲2.0%9,2690.4%EnergyIWFiShares Russell 1000 Growth ETF$513,8310.0%1,4230.2%ETFORCLOracle$474,515$17,476 ▲3.8%3,3940.2%Computer and TechnologyLLYEli Lilly and Company$438,5580.0%5310.2%MedicalEPDEnterprise Products Partners$433,100$34 ▼0.0%12,6860.2%EnergyPWRQuanta Services$409,170$254 ▲0.1%1,6100.2%ConstructionWMTWalmart$339,133$19,665 ▲6.2%3,8630.1%Retail/WholesaleOKEONEOK$331,891$331,891 ▲New Holding3,3450.1%EnergyDGROiShares Core Dividend Growth ETF$327,257$1,668 ▲0.5%5,2970.1%ETFBABoeing$312,1070.0%1,8300.1%AerospaceMPLXMplx$278,036$43,030 ▼-13.4%5,1950.1%EnergySLBSchlumberger$253,9040.0%6,0740.1%EnergyIWRiShares Russell Mid-Cap ETF$250,7860.0%2,9480.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$231,6410.0%1,1460.1%ETFQGRWWisdomTree U.S. Quality Growth Fund$228,473$16,332 ▲7.7%5,2040.1%ETFPEPPepsiCo$204,126$146,083 ▼-41.7%1,3610.1%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$0$3,995,768 ▼-100.0%00.0%FinanceIJHiShares Core S&P Mid-Cap ETF$0$3,148,337 ▼-100.0%00.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$450,609 ▼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$250,743 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
