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| Name: |
Royal Harbor Partners LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77034 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HYBL |
Spdr Blackstone High Income... |
6 |
- |
$0.00 |
$13,454,000 |
474,076 |
5.86% |
275,000 |
5,556 |
10.999 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
7 |
- |
$96.52 |
$13,450,000 |
137,334 |
5.86% |
9,000 |
1,905 |
0.002 |
Closed - End Fund - E... |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
8 |
- |
$0.00 |
$13,223,000 |
262,099 |
5.76% |
327,000 |
5,365 |
0.029 |
N/A |
|
|
JGRO |
Jpmorgan Active Growth Etf |
10 |
- |
$0.00 |
$7,380,000 |
105,111 |
3.22% |
6,076,000 |
83,762 |
0.117 |
N/A |
|
|
TLH |
iShares Barclays 10-20 Year... |
12 |
- |
$101.49 |
$6,802,000 |
64,763 |
2.96% |
-187,000 |
207 |
0.069 |
Closed - End Fund - E... |
|
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MSFT |
Microsoft Corp |
13 |
- |
$415.13 |
$5,717,000 |
13,588 |
2.49% |
852,000 |
651 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
14 |
- |
$192.25 |
$4,711,000 |
27,471 |
2.05% |
-171,000 |
2,112 |
0 |
Personal Computers |
|
|
NVDA |
NVIDIA Corporation |
15 |
- |
$1,096.33 |
$3,631,000 |
4,018 |
1.58% |
2,240,000 |
1,210 |
0 |
Semiconductor - Speci... |
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AMZN |
Amazon.com Inc |
18 |
- |
$176.44 |
$3,415,000 |
18,932 |
1.49% |
564,000 |
168 |
0 |
Internet Software & S... |
|
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IBTF |
Ishares Ibonds Dec 2025 Ter... |
19 |
- |
$0.00 |
$3,406,000 |
146,616 |
1.48% |
16,000 |
976 |
0.163 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
20 |
- |
$202.63 |
$3,396,000 |
16,955 |
1.48% |
534,000 |
132 |
0.001 |
Domestic Money Center... |
|
|
GOOGL |
Alphabet Inc |
21 |
- |
$172.50 |
$3,163,000 |
20,959 |
1.38% |
277,000 |
302 |
0 |
Search Engines & Info... |
|
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FB |
Meta Platforms Inc |
22 |
- |
$466.83 |
$1,896,000 |
3,905 |
0.83% |
527,000 |
36 |
0 |
Internet Service Prov... |
|
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SLB |
Schlumberger Ltd |
24 |
- |
$45.89 |
$1,698,000 |
30,976 |
0.74% |
260,000 |
3,343 |
0.002 |
Oil & Gas Equipment &... |
|
|
CGMU |
Capital Group Municipal Inc... |
25 |
- |
$0.00 |
$1,544,000 |
57,178 |
0.67% |
580,000 |
21,567 |
0.064 |
N/A |
|
|
IBMP |
Ishares Ibonds Dec 2027 Ter... |
30 |
- |
$0.00 |
$898,000 |
35,658 |
0.39% |
58,000 |
2,591 |
0.04 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
34 |
- |
$117.26 |
$759,000 |
6,525 |
0.33% |
113,000 |
69 |
0 |
Integrated Oil & Gas |
|
|
ORCL |
Oracle Corp |
41 |
- |
$117.19 |
$421,000 |
3,348 |
0.18% |
76,000 |
79 |
0 |
Application Software |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
47 |
- |
$81.91 |
$253,000 |
3,014 |
0.11% |
24,000 |
66 |
0.001 |
Closed - End Fund - E... |
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