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CIK: 0001801876
Total reported value
$322.7M
$322.7M
46 檔
35.2%
In Q1 2025, Royal Harbor Partners, LLC's U.S. equity holdings reached a combined market value of $322.7M, distributed across 46 disclosed stock positions.
In Q1 2025, Royal Harbor Partners, LLC displayed an active expansion posture, initiating 46 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 11.84% | -0.64% | +5.03% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 11.00% | -0.75% | -3.71% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 8.73% | +0.34% | +38.98% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.52% | +0.16% | -55.95% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.88% | +0.43% | -3.01% | |
| 6 | CGGO | Cap Group Global Growth | ETF-Other | 5.68% | — | +86.63% | |
| 7 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.41% | +0.10% | +3.50% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.32% | -0.25% | +5.15% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.08% | +0.04% | -1.62% | |
| 10 | BMVP | Invesco Bloomberg Mvp Multi- | ETF-Other | 3.05% | — | — | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.96% | +0.05% | -3.24% | |
| 12 | CGMU | Cap Group Municipal Income | ETF-Other | 2.96% | -4.17% | EXIT | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.93% | — | -2.94% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 2.86% | — | -48.99% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.58% | -0.21% | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.37% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.04% | -4.47% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.92% | +0.27% | +13.88% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.25% | -1.40% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.66% | -0.14% | — | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.48% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.03% | -8.53% | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 1.29% | +0.02% | -55.13% | |
| 24 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.28% | -0.07% | -7.02% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.17% | — | -2.29% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.03% | -11.06% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.02% | -4.50% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.05% | -5.09% | |
| 29 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.68% | -0.99% | EXIT | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.09% | +1.10% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.18% | +2.04% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.02% | +3.82% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.04% | — | |
| 35 | EPD | Enterprise Products Partners | Stock-Energy | 0.17% | -0.02% | -0.01% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.16% | -0.02% | +0.06% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.02% | +6.16% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.13% | -0.01% | — | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.13% | +0.07% | NEW | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.12% | — | — | |
| 41 | MPLX | Mplx LP | Stock-Energy | 0.11% | -0.01% | -13.40% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.10% | -0.10% | EXIT | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.10% | — | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.09% | +0.03% | — | |
| 45 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.09% | — | +7.70% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | — | -41.71% |
According to official SEC Form 13F filings, Royal Harbor Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 46 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BINC, JCPB, CGDV) accounted for 35.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BINC
市值: $30.6M
During Q1 2025, Royal Harbor Partners, LLC's top holdings by market value included BINC (11.8%)、JCPB (11.0%)、CGDV (8.7%). The largest single position, BINC, represented 11.8% of total portfolio value.
In Q1 2025, Royal Harbor Partners, LLC made 46 total portfolio adjustments, initiating 46 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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