Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Royal Harbor Partners LLC
  City: HOUSTON
  State: TX
  Zip: 77034
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $229,418,000
  Total Value Change : $14,152,000
  Securities Held Change : 3
   
All Securities Held : 52
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 21
  Unchanged Positions : 11
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 5 New $45.01 $13,831,000 311,501 6.03% 13,831,000 311,501 3.461    N/A
   (LRGF)1 Year Chart         LRGF Ishares Factorselect Msci U... 11 New $54.17 $7,285,000 135,379 3.18% 7,285,000 135,379 0.056    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 16 New $106.89 $3,460,000 31,767 1.51% 3,460,000 31,767 0.008    Closed - End Fund - E...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 26 New $262.45 $1,368,000 5,056 0.6% 1,368,000 5,056 0.009    Closed - End Fund - E...
   (OKE)1 Year Chart         OKE ONEOK Inc 49 New $81.00 $221,000 2,761 0.1% 221,000 2,761 0.001    Gas Utilities
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 50 New $60.24 $219,000 3,639 0.1% 219,000 3,639 0    Discount, Variety Stores
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 51 New $0.00 $215,000 1,146 0.09% 215,000 1,146 0    N/A

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results