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CIK: 0001801876
Total reported value
$322.7M
$322.7M
48 檔
32.3%
At the close of Q2 2024, Royal Harbor Partners, LLC disclosed equity holdings valued at approximately $322.7M, spread across 48 reported holdings.
During Q2 2024, Royal Harbor Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 15.24% | +0.16% | -1.45% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.61% | +0.10% | +74.48% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.60% | -0.75% | — | |
| 4 | CGXU | Cap Group Intl Focus | ETF-Other | 6.40% | — | +8.09% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.31% | — | +0.44% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.28% | +0.05% | +0.97% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.16% | +0.43% | +1.85% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.29% | — | +0.75% | |
| 9 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 3.26% | — | -41.24% | |
| 10 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.18% | — | +1.98% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.12% | +0.27% | -43.03% | |
| 12 | PAVE | Global X US Infrastructure | ETF-Other | 3.08% | +0.02% | +0.11% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.01% | -0.25% | — | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.94% | -0.64% | — | |
| 15 | CGMU | Cap Group Municipal Income | ETF-Other | 2.92% | -4.17% | EXIT | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.04% | +3.50% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.25% | -17.62% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.52% | — | -72.49% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.46% | — | +3.58% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.02% | -11.36% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | -9.19% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.05% | +549.58% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.03% | -6.92% | |
| 24 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.15% | -0.07% | — | |
| 25 | SLB | Slb LTD | Stock-Energy | 0.68% | -0.10% | EXIT | |
| 26 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.67% | -0.99% | EXIT | |
| 27 | VHT | Vanguard Health Care ETF | ETF-Other | 0.57% | — | +2.51% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.09% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.18% | -1.29% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | +0.01% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.04% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.02% | -2.36% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.19% | — | — | |
| 34 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.18% | — | -8.75% | |
| 35 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.18% | — | -8.75% | |
| 36 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.17% | — | -8.75% | |
| 37 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 38 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.17% | — | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | — | — | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.15% | -0.02% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.14% | — | — | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.13% | +0.07% | NEW | |
| 43 | MPLX | Mplx LP | Stock-Energy | 0.12% | -0.01% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.02% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.10% | — | -2.19% | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.09% | -0.01% | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.09% | +0.03% | — | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | — | — |
According to official SEC Form 13F filings, Royal Harbor Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 48 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, JBND, JCPB) accounted for 32.3% of total reported equity market value during Q2 2024.
During Q2 2024, Royal Harbor Partners, LLC's top holdings by market value included SPTM (15.2%)、JBND (7.6%)、JCPB (7.6%). The largest single position, SPTM, represented 15.2% of total portfolio value.
In Q2 2024, Royal Harbor Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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