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  Name: Royal Harbor Partners LLC
  City: HOUSTON
  State: TX
  Zip: 77034
   
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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

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Holdings Found : 11     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (MCD)1 Year Chart         MCD McDonalds Corp 27 - $272.38 $1,127,000 3,996 0.49% -58,000 0 0.001    Restaurants
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 35 - $342.87 $480,000 1,423 0.21% 49,000 0 0.001    Closed - End Fund - E...
   (BSMR)1 Year Chart         BSMR Invesco Bulletshares 2027 M... 36 - $0.00 $468,000 19,773 0.2% -5,000 0 0.022    N/A
   (BSMQ)1 Year Chart         BSMQ Invesco Bulletshares 2026 M... 38 - $0.00 $465,000 19,739 0.2% -4,000 0 0    N/A
   (BSMS)1 Year Chart         BSMS Invesco Bulletshares 2028 M... 37 - $0.00 $465,000 19,804 0.2% -5,000 0 0.241    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 39 - $0.00 $451,000 8,886 0.2% 0 0 0.002    N/A
   (BSMT)1 Year Chart         BSMT Invesco Bulletshares 2029 M... 40 - $0.00 $422,000 18,167 0.18% -5,000 0 0.202    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 43 - $28.56 $370,000 12,686 0.16% 36,000 0 0.001    Independent Oil & Gas
   (BA)1 Year Chart         BA Boeing Co 44 - $184.95 $353,000 1,830 0.15% -124,000 0 0    Aerospace/Defense - M...
   (MPLX)1 Year Chart         MPLX Mplx Lp 46 - $40.45 $293,000 7,059 0.13% 34,000 0 0.001    Oil & Gas Pipelines &...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 48 - $106.61 $222,000 2,060 0.1% -1,000 0 0    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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