Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2025) About Granite Harbor Advisors, Inc.Investment ActivityGranite Harbor Advisors, Inc. has $180.80 million in total holdings as of December 31, 2024.Granite Harbor Advisors, Inc. owns shares of 86 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.59% of the portfolio was purchased this quarter.About 2.04% of the portfolio was sold this quarter.This quarter, Granite Harbor Advisors, Inc. has purchased 91 new stocks and bought additional shares in 59 stocks.Granite Harbor Advisors, Inc. sold shares of 17 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invesco QQQ $16,599,421Dimensional U.S. Small Cap ETF $12,863,583iShares Core S&P 500 ETF $12,031,429iShares Core U.S. Aggregate Bond ETF $10,742,567iShares National Muni Bond ETF $8,322,522 Largest New Holdings this Quarter Wells Fargo & Company $226,454 HoldingInvesco NASDAQ 100 ETF $209,398 HoldingAccenture $200,520 Holding Largest Purchases this Quarter Invesco QQQ 2,223 shares (about $1.14M)iShares National Muni Bond ETF 10,141 shares (about $1.08M)iShares iBonds Dec 2028 Term Muni Bond ETF 29,515 shares (about $743.19K)iShares iBonds Dec 2027 Term Muni Bond ETF 20,504 shares (about $515.47K)iShares iBonds Dec 2026 Term Muni Bond ETF 19,470 shares (about $495.71K) Largest Sales this Quarter iShares Core S&P 500 ETF 533 shares (about $313.77K)Amazon.com 279 shares (about $61.21K)JPMorgan Chase & Co. 240 shares (about $57.53K)Bank of America 1,181 shares (about $51.91K)Amphenol 698 shares (about $48.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Harbor Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$16,599,421$1,136,449 ▲7.3%32,4709.2%FinanceDFASDimensional U.S. Small Cap ETF$12,863,583$207,605 ▲1.6%197,6587.1%ETFIVViShares Core S&P 500 ETF$12,031,429$313,766 ▼-2.5%20,4386.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,742,567$337,019 ▲3.2%110,8625.9%FinanceMUBiShares National Muni Bond ETF$8,322,522$1,080,525 ▲14.9%78,1094.6%ETFAAPLApple$7,865,520$25,794 ▲0.3%31,4094.4%Computer and TechnologyNVDANVIDIA$6,460,676$41,361 ▼-0.6%48,1103.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$6,427,303$201,101 ▲3.2%132,9883.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$6,132,573$227,714 ▲3.9%27,3353.4%FinanceGOOGLAlphabet$5,556,144$29,341 ▲0.5%29,3513.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$5,247,255$370,755 ▲7.6%38,1422.9%ETFAMZNAmazon.com$5,097,527$61,210 ▼-1.2%23,2352.8%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$4,202,295$143,781 ▲3.5%56,2332.3%ETFXLIIndustrial Select Sector SPDR Fund$4,176,282$193,029 ▲4.8%31,6962.3%ETFMETAMeta Platforms$3,870,807$35,716 ▼-0.9%6,6112.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,746,591$15,282 ▼-0.4%85,0722.1%ETFMSFTMicrosoft$3,210,686$63,649 ▲2.0%7,6171.8%Computer and TechnologyITMVanEck Intermediate Muni ETF$3,100,389$451,547 ▲17.0%67,2541.7%ETFXLPConsumer Staples Select Sector SPDR Fund$2,995,030$195,974 ▲7.0%38,1001.7%ETFBACBank of America$2,608,052$51,905 ▼-2.0%59,3411.4%FinanceVTVVanguard Value ETF$2,476,5200.0%14,6281.4%ETFXLEEnergy Select Sector SPDR Fund$1,814,582$70,925 ▲4.1%21,1841.0%ETFBRK.BBerkshire Hathaway$1,763,712$30,823 ▲1.8%3,8911.0%FinanceHONHoneywell International$1,569,085$3,163 ▲0.2%6,9460.9%Multi-Sector ConglomeratesELVElevance Health$1,548,679$83,742 ▲5.7%4,1980.9%MedicalHDHome Depot$1,517,954$17,895 ▼-1.2%3,9020.8%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,494,405$144,023 ▲10.7%62,3710.8%ETFJPMJPMorgan Chase & Co.$1,330,598$57,529 ▼-4.1%5,5510.7%FinanceJNJJohnson & Johnson$1,314,307$62,765 ▲5.0%9,0880.7%MedicalAPHAmphenol$1,190,929$48,476 ▼-3.9%17,1480.7%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,178,337$515,471 ▲77.8%46,8710.7%ETFXLUUtilities Select Sector SPDR Fund$1,167,745$47,836 ▲4.3%15,4280.6%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,164,871$495,706 ▲74.1%45,7530.6%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,075,438$743,188 ▲223.7%42,7100.6%ETFXLBMaterials Select Sector SPDR Fund$1,049,056$61,338 ▲6.2%12,4680.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,008,309$350,653 ▲53.3%37,8850.6%ETFNEENextEra Energy$985,949$2,294 ▲0.2%13,7530.5%UtilitiesLLYEli Lilly and Company$958,052$3,860 ▲0.4%1,2410.5%MedicalIBDQiShares iBonds Dec 2025 Term Corporate ETF$917,582$132,690 ▲16.9%36,6300.5%ETFEMREmerson Electric$909,646$9,790 ▼-1.1%7,3400.5%Industrial ProductsIBDTiShares iBonds Dec 2028 Term Corporate ETF$897,097$125,770 ▲16.3%36,0280.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$835,518$123,046 ▲17.3%34,7120.5%ETFTTDTrade Desk$831,1720.0%7,0720.5%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$825,505$235,742 ▲40.0%35,3990.5%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$824,630$244,031 ▲42.0%37,1510.5%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$822,688$236,791 ▲40.4%36,0670.5%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$822,414$245,386 ▲42.5%37,5470.5%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$762,831$1,092 ▼-0.1%6,9860.4%ETFWMTWalmart$753,609$18,522 ▲2.5%8,3410.4%Retail/WholesaleMCDMcDonald's$733,832$5,219 ▲0.7%2,5310.4%Retail/WholesaleMAMastercard$729,826$3,686 ▲0.5%1,3860.4%Business ServicesSPYSPDR S&P 500 ETF Trust$710,915$586 ▲0.1%1,2130.4%FinanceAVGOBroadcom$702,243$927 ▼-0.1%3,0290.4%Computer and TechnologyCSCOCisco Systems$698,080$21,134 ▼-2.9%11,7920.4%Computer and TechnologyVVisa$677,254$10,429 ▲1.6%2,1430.4%Business ServicesIBDViShares iBonds Dec 2030 Term Corporate ETF$669,358$109,940 ▲19.7%31,3370.4%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$667,114$213,492 ▲47.1%32,7820.4%ETFDHID.R. Horton$646,2480.0%4,6220.4%ConstructionXOMExxon Mobil$622,292$123,813 ▲24.8%5,7850.3%Oils/EnergyUNHUnitedHealth Group$566,053$11,635 ▲2.1%1,1190.3%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$553,105$110,010 ▲24.8%24,2590.3%ETFVBVanguard Small-Cap ETF$485,7690.0%2,0220.3%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$454,037$186,648 ▲69.8%21,2900.3%ManufacturingPGProcter & Gamble$450,979$11,065 ▲2.5%2,6900.2%Consumer StaplesCVXChevron$447,354$1,303 ▲0.3%3,0890.2%Oils/EnergyVOVanguard Mid-Cap ETF$436,317$12,413 ▼-2.8%1,6520.2%ETFDFGRDimensional Global Real Estate ETF$367,470$19,436 ▼-5.0%14,3880.2%ETFEOGEOG Resources$360,385$1,226 ▲0.3%2,9400.2%Oils/EnergyEWEdwards Lifesciences$335,134$4,220 ▲1.3%4,5270.2%MedicalCOSTCostco Wholesale$328,9410.0%3590.2%Retail/WholesaleABBVAbbVie$325,013$5,153 ▲1.6%1,8290.2%MedicalKOCoca-Cola$305,969$7,472 ▲2.5%4,9140.2%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$296,2040.0%5200.2%ETFVTIVanguard Total Stock Market ETF$294,1570.0%1,0150.2%ETFMRKMerck & Co., Inc.$280,633$6,367 ▲2.3%2,8210.2%MedicalVIGVanguard Dividend Appreciation ETF$280,468$2,350 ▲0.8%1,4320.2%ETFORCLOracle$275,456$9,332 ▼-3.3%1,6530.2%Computer and TechnologyLINDE PLC$252,877$2,093 ▲0.8%6040.1%SHSCRMSalesforce$248,407$669 ▲0.3%7430.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$238,050$6,540 ▲2.8%4,2220.1%ETFWFCWells Fargo & Company$226,454$226,454 ▲New Holding3,2240.1%FinancePEPPepsiCo$221,095$3,497 ▼-1.6%1,4540.1%Consumer StaplesDEDeere & Company$218,362$2,120 ▲1.0%5150.1%Industrial ProductsSTZConstellation Brands$218,073$7,954 ▲3.8%9870.1%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$209,398$209,398 ▲New Holding9950.1%ETFACNAccenture$200,520$200,520 ▲New Holding5700.1%Computer and TechnologyIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$726,628 ▼-100.0%00.0%ETFIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$0$645,062 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$522,360 ▼-100.0%00.0%ManufacturingADBEAdobe$0$226,270 ▼-100.0%00.0%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$0$221,361 ▼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$212,863 ▼-100.0%00.0%ETFPFEPfizer$0$209,410 ▼-100.0%00.0%MedicalMDLZMondelez International$0$207,823 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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