Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
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 :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

    
Holdings Found : 55     View All Holdings Currently Viewing:  ALL     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
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... - $63.76 $36,121,000 563,074 % -4,093,000 -124,936 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... - $0.00 $14,609,000 88,889 % 1,371,000 -1,081 0    N/A
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... - $102.57 $14,576,000 140,439 % -5,551,000 -74,115 0    N/A
   (CGXU)1 Year Chart         CGXU Capital Group International... - $0.00 $14,343,000 556,376 % -2,779,000 -160,922 0    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... New $44.25 $13,831,000 311,501 % 13,831,000 311,501 0    N/A
   (HYBL)1 Year Chart         HYBL Spdr Blackstone High Income... - $0.00 $13,454,000 474,076 % 275,000 5,556 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond - $96.44 $13,450,000 137,334 % 9,000 1,905 0    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... - $0.00 $13,223,000 262,099 % 327,000 5,365 0    N/A
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... - $0.00 $8,007,000 201,130 % 1,069,000 -215 0    N/A
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf - $0.00 $7,380,000 105,111 % 6,076,000 83,762 0    N/A
   (LRGF)1 Year Chart         LRGF Ishares Factorselect Msci U... New $53.48 $7,285,000 135,379 % 7,285,000 135,379 0    N/A
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... - $101.51 $6,802,000 64,763 % -187,000 207 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $412.32 $5,717,000 13,588 % 852,000 651 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $184.57 $4,711,000 27,471 % -171,000 2,112 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $887.47 $3,631,000 4,018 % 2,240,000 1,210 0    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs New $106.65 $3,460,000 31,767 % 3,460,000 31,767 0    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres - $90.63 $3,459,000 36,557 % -7,342,000 -72,681 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $189.50 $3,415,000 18,932 % 564,000 168 0    N/A
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... - $0.00 $3,406,000 146,616 % 16,000 976 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $197.50 $3,396,000 16,955 % 534,000 132 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $169.96 $3,163,000 20,959 % 277,000 302 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $475.42 $1,896,000 3,905 % 527,000 36 0    N/A
   (FDX)1 Year Chart         FDX Fedex Corp - $262.06 $1,739,000 6,001 % -672,000 -3,529 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd - $48.48 $1,698,000 30,976 % 260,000 3,343 0    N/A
   (CGMU)1 Year Chart         CGMU Capital Group Municipal Inc... - $0.00 $1,544,000 57,178 % 580,000 21,567 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers New $262.05 $1,368,000 5,056 % 1,368,000 5,056 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $267.95 $1,127,000 3,996 % -58,000 0 0    N/A
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... - $0.00 $970,000 19,358 % -28,000 -599 0    N/A
   (IBMM)1 Year Chart         IBMM Ishares Ibonds Dec 2024 Ter... - $0.00 $899,000 34,646 % -30,000 -1,163 0    N/A
   (IBMP)1 Year Chart         IBMP Ishares Ibonds Dec 2027 Ter... - $0.00 $898,000 35,658 % 58,000 2,591 0    N/A
   (IBMO)1 Year Chart         IBMO Ishares Ibonds Dec 2026 Ter... - $0.00 $828,000 32,645 % -102,000 -3,819 0    N/A
   (IBMN)1 Year Chart         IBMN Ishares Ibonds Dec 2025 Ter... - $0.00 $827,000 31,245 % -50,000 -1,794 0    N/A
   (IBMQ)1 Year Chart         IBMQ Ishares Ibonds Dec 2028 Ter... - $0.00 $788,000 31,188 % -44,000 -1,319 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $118.44 $759,000 6,525 % 113,000 69 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $336.22 $480,000 1,423 % 49,000 0 0    N/A
   (BSMR)1 Year Chart         BSMR Invesco Bulletshares 2027 M... - $0.00 $468,000 19,773 % -5,000 0 0    N/A
   (BSMQ)1 Year Chart         BSMQ Invesco Bulletshares 2026 M... - $0.00 $465,000 19,739 % -4,000 0 0    N/A
   (BSMS)1 Year Chart         BSMS Invesco Bulletshares 2028 M... - $0.00 $465,000 19,804 % -5,000 0 0    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... - $0.00 $451,000 8,886 % 0 0 0    N/A
   (BSMT)1 Year Chart         BSMT Invesco Bulletshares 2029 M... - $0.00 $422,000 18,167 % -5,000 0 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $116.64 $421,000 3,348 % 76,000 79 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $178.06 $408,000 2,328 % -32,000 -262 0    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... - $28.63 $370,000 12,686 % 36,000 0 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $181.25 $353,000 1,830 % -124,000 0 0    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth - $57.62 $317,000 5,465 % 23,000 1 0    N/A
   (MPLX)1 Year Chart         MPLX Mplx Lp - $41.65 $293,000 7,059 % 34,000 0 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx - $82.32 $253,000 3,014 % 24,000 66 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... - $107.05 $222,000 2,060 % -1,000 0 0    N/A
   (OKE)1 Year Chart         OKE ONEOK Inc New $80.03 $221,000 2,761 % 221,000 2,761 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc New $60.24 $219,000 3,639 % 219,000 3,639 0    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... New $0.00 $215,000 1,146 % 215,000 1,146 0    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf Closed $0.00 $0 0 0% -6,532,000 -136,490 0    N/A
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... Closed $0.00 $0 0 0% -3,343,000 -140,098 0    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc Closed $206.33 $0 0 0% -1,415,000 -8,730 0    Semiconductor Equipme...
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef Closed $0.00 $0 0 0% -2,485,000 -89,903 0    N/A
      55 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us