HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPTM) |
688,010 | +18,710 | $40,214 |
| SPTM | 688,010 | +18,710 | $40,214 |
| GOLDMAN SACHS ETF TR (GSLC) |
214,554 | +7,649 | $20,127 |
| GSLC | 214,554 | +7,649 | $20,127 |
| CAPITAL GROUP INTL FOCUS EQT |
717,298 | +199,332 | $17,122 |
| CGXU | 717,298 | +199,332 | $17,122 |
| ISHARES TR (AGG) |
135,429 | +2,585 | $13,441 |
| AGG | 135,429 | +2,585 | $13,441 |
| ISHARES TR (QUAL) |
89,970 | +5,437 | $13,238 |
| QUAL | 89,970 | +5,437 | $13,238 |
| SSGA ACTIVE TR |
468,520 | +17,525 | $13,179 |
| HYBL | 468,520 | +17,525 | $13,179 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
256,734 | +5,162 | $12,896 |
| JPST | 256,734 | +5,162 | $12,896 |
| ISHARES TR (TLT) |
109,238 | +3,996 | $10,801 |
| TLT | 109,238 | +3,996 | $10,801 |
| ISHARES TR (TLH) |
64,556 | +4,208 | $6,989 |
| TLH | 64,556 | +4,208 | $6,989 |
| GLOBAL X FDS |
201,345 | +201,345 | $6,938 |
| PAVE | 201,345 | +201,345 | $6,938 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
136,490 | +14,896 | $6,532 |
| JQUA | 136,490 | +14,896 | $6,532 |
| APPLE INC |
25,359 | -229 | $4,882 |
| AAPL | 25,359 | -229 | $4,882 |
| MICROSOFT CORP |
12,937 | +1,497 | $4,865 |
| MSFT | 12,937 | +1,497 | $4,865 |
| ISHARES TR (IBTF) |
145,640 | -2,444 | $3,390 |
| IBTF | 145,640 | -2,444 | $3,390 |
| J P MORGAN EXCHANGE TRADED F (JBND) |
63,667 | +63,667 | $3,374 |
| JBND | 63,667 | +63,667 | $3,374 |
| ISHARES TR (IBTE) |
140,098 | -4,400 | $3,343 |
| IBTE | 140,098 | -4,400 | $3,343 |
| ALPHABET INC |
20,657 | -207 | $2,886 |
| GOOGL | 20,657 | -207 | $2,886 |
| JPMORGAN CHASE & CO |
16,823 | +532 | $2,862 |
| JPM | 16,823 | +532 | $2,862 |
| AMAZON COM INC |
18,764 | +18,764 | $2,851 |
| AMZN | 18,764 | +18,764 | $2,851 |
| BLACKSTONE SECD LENDING FD |
89,903 | -176,478 | $2,485 |
| BXSL | 89,903 | -176,478 | $2,485 |
| FEDEX CORP |
9,530 | +374 | $2,411 |
| FDX | 9,530 | +374 | $2,411 |
| SCHLUMBERGER LTD |
27,633 | -1,268 | $1,438 |
| SLB | 27,633 | -1,268 | $1,438 |
| APPLIED MATLS INC |
8,730 | +155 | $1,415 |
| AMAT | 8,730 | +155 | $1,415 |
| NVIDIA CORPORATION |
2,808 | +2,808 | $1,391 |
| NVDA | 2,808 | +2,808 | $1,391 |
| META PLATFORMS INC |
3,869 | +3,869 | $1,369 |
| META | 3,869 | +3,869 | $1,369 |
| J P MORGAN EXCHANGE TRADED F (JGRO) |
21,349 | +21,349 | $1,304 |
| JGRO | 21,349 | +21,349 | $1,304 |
| MCDONALDS CORP |
3,996 | -3 | $1,185 |
| MCD | 3,996 | -3 | $1,185 |
| ISHARES U S ETF TR (MEAR) |
19,957 | -423 | $998 |
| MEAR | 19,957 | -423 | $998 |
| CAPITAL GRP FIXED INCM ETF T (CGMU) |
35,611 | +35,611 | $964 |
| CGMU | 35,611 | +35,611 | $964 |
| ISHARES TR (IBMO) |
36,464 | -823 | $930 |
| IBMO | 36,464 | -823 | $930 |
| ISHARES TR (IBMM) |
35,809 | -902 | $929 |
| IBMM | 35,809 | -902 | $929 |
| ISHARES TR (IBMN) |
33,039 | -2,369 | $877 |
| IBMN | 33,039 | -2,369 | $877 |
| ISHARES TR (IBMP) |
33,067 | -4,611 | $840 |
| IBMP | 33,067 | -4,611 | $840 |
| ISHARES TR (IBMQ) |
32,507 | -4,606 | $832 |
| IBMQ | 32,507 | -4,606 | $832 |
| EXXON MOBIL CORP |
6,456 | -82 | $646 |
| XOM | 6,456 | -82 | $646 |
| BOEING CO |
1,830 | -82 | $477 |
| BA | 1,830 | -82 | $477 |
| INVESCO EXCH TRD SLF IDX FD |
19,773 | UNCH | $473 |
| BSMR | 19,773 | UNCH | $473 |
| INVESCO EXCH TRD SLF IDX FD |
19,804 | UNCH | $470 |
| BSMS | 19,804 | UNCH | $470 |
| INVESCO EXCH TRD SLF IDX FD |
19,739 | UNCH | $469 |
| BSMQ | 19,739 | UNCH | $469 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
8,886 | UNCH | $451 |
| JMST | 8,886 | UNCH | $451 |
| PEPSICO INC |
2,590 | -87 | $440 |
| PEP | 2,590 | -87 | $440 |
| ISHARES TR (IWF) |
1,423 | UNCH | $431 |
| IWF | 1,423 | UNCH | $431 |
| INVESCO EXCH TRD SLF IDX FD |
18,167 | UNCH | $427 |
| BSMT | 18,167 | UNCH | $427 |
| ORACLE CORP |
3,269 | -10 | $345 |
| ORCL | 3,269 | -10 | $345 |
| ENTERPRISE PRODS PARTNERS L |
12,686 | UNCH | $334 |
| EPD | 12,686 | UNCH | $334 |
| ISHARES TR (DGRO) |
5,464 | +3 | $294 |
| DGRO | 5,464 | +3 | $294 |
| MPLX LP |
7,059 | UNCH | $259 |
| MPLX | 7,059 | UNCH | $259 |
| ISHARES TR (IWR) |
2,948 | UNCH | $229 |
| IWR | 2,948 | UNCH | $229 |
See Full List: All Stocks Held By Royal Harbor Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Royal Harbor Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $215,266 At 09/30/2023: $192,065 Royal Harbor Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Royal Harbor Partners LLC 13F filings. Link to 13F filings: SEC filings |
