Private Harbour Investment Management & Counsel, LLC Top Holdings and 13F Report (2025) About Private Harbour Investment Management & Counsel, LLCInvestment ActivityPrivate Harbour Investment Management & Counsel, LLC has $91.32 million in total holdings as of December 31, 2024.Private Harbour Investment Management & Counsel, LLC owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 5.89% of the portfolio was sold this quarter.This quarter, Private Harbour Investment Management & Counsel, LLC has purchased 38 new stocks and bought additional shares in 0 stocks.Private Harbour Investment Management & Counsel, LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Gold Trust $10,291,990NVIDIA $8,816,541Microsoft $5,294,883Exxon Mobil $5,014,376Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $4,927,289 Largest New Holdings this Quarter WESCO International $1,575,981 Holding Largest Purchases this Quarter WESCO International 8,709 shares (about $1.58M) Largest Sales this Quarter NVIDIA 3,480 shares (about $467.33K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 35,556 shares (about $461.87K)iShares Gold Trust 8,056 shares (about $398.85K)Microsoft 737 shares (about $310.65K)Alphabet 1,600 shares (about $302.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Harbour Investment Management & Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$10,291,990$398,853 ▼-3.7%207,87711.3%FinanceNVDANVIDIA$8,816,541$467,329 ▼-5.0%65,6539.7%Computer and TechnologyMSFTMicrosoft$5,294,883$310,646 ▼-5.5%12,5625.8%Computer and TechnologyXOMExxon Mobil$5,014,376$243,861 ▼-4.6%46,6155.5%Oils/EnergyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,927,289$461,872 ▼-8.6%379,3145.4%ManufacturingAAPLApple$4,918,249$248,417 ▼-4.8%19,6405.4%Computer and TechnologyGOOGLAlphabet$3,709,523$302,880 ▼-7.5%19,5964.1%Computer and TechnologyCHKPCheck Point Software Technologies$3,548,047$267,541 ▼-7.0%19,0043.9%Computer and TechnologyETNEaton$3,455,099$128,434 ▼-3.6%10,4113.8%Industrial ProductsAMZNAmazon.com$3,323,978$148,527 ▼-4.3%15,1513.6%Retail/WholesaleTJXTJX Companies$2,954,529$174,570 ▼-5.6%24,4563.2%Retail/WholesalePGProcter & Gamble$2,546,268$77,119 ▼-2.9%15,1882.8%Consumer StaplesPROSHARES TR$2,342,175$107,076 ▼-4.4%62,6252.6%SHORT QQQZTSZoetis$2,329,084$144,356 ▼-5.8%14,2952.6%MedicalWMTWalmart$2,263,539$108,420 ▼-4.6%25,0532.5%Retail/WholesaleVVisa$2,250,837$109,666 ▼-4.6%7,1222.5%Business ServicesVRTXVertex Pharmaceuticals$2,050,548$88,997 ▼-4.2%5,0922.2%MedicalCVXChevron$2,046,010$88,932 ▼-4.2%14,1262.2%Oils/EnergyGLDSPDR Gold Shares$1,944,062$5,327 ▼-0.3%8,0292.1%FinanceABTAbbott Laboratories$1,661,586$75,218 ▼-4.3%14,6901.8%MedicalSYKStryker$1,631,027$95,413 ▼-5.5%4,5301.8%MedicalSTZConstellation Brands$1,600,924$70,278 ▼-4.2%7,2441.8%Consumer StaplesWCCWESCO International$1,575,981$1,575,981 ▲New Holding8,7091.7%Computer and TechnologyPEPPepsiCo$1,507,979$49,724 ▼-3.2%9,9171.7%Consumer StaplesBDXBecton, Dickinson and Company$1,430,188$56,264 ▼-3.8%6,3041.6%MedicalSTESTERIS$1,070,762$57,557 ▼-5.1%5,2091.2%MedicalLHXL3Harris Technologies$1,008,503$32,804 ▼-3.2%4,7961.1%AerospaceGOOGAlphabet$972,768$63,226 ▼-6.1%5,1081.1%Computer and TechnologyWECWEC Energy Group$882,095$17,491 ▼-1.9%9,3801.0%UtilitiesSDSProShares UltraShort S&P500$857,415$41,346 ▼-4.6%43,5900.9%ETFTIPiShares TIPS Bond ETF$671,798$79,913 ▼-10.6%6,3050.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$625,5860.0%12,9200.7%ManufacturingTSLATesla$565,3760.0%1,4000.6%Auto/Tires/TrucksKNKnowles$536,795$52,416 ▼-8.9%26,9340.6%Computer and TechnologyEPDEnterprise Products Partners$340,2560.0%10,8500.4%Oils/EnergyAFLAflac$206,8800.0%2,0000.2%FinanceNEOGNeogen$144,345$1,602 ▼-1.1%11,8900.2%MedicalEQCEquity Commonwealth$0$537,041 ▼-100.0%00.0%FinanceNEMNewmont$0$269,335 ▼-100.0%00.0%Basic MaterialsShowing 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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