Royal Harbor Partners, LLC Top Holdings and 13F Report (2025) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $264.86 million in total holdings as of December 31, 2024.Royal Harbor Partners, LLC owns shares of 44 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 23.00% of the portfolio was purchased this quarter.About 20.00% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 46 new stocks and bought additional shares in 17 stocks.Royal Harbor Partners, LLC sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $40,115,113iShares Flexible Income Active ETF $28,908,710JPMorgan Core Plus Bond ETF $28,897,085iShares U.S. Equity Factor Rotation Active ETF $16,444,075Capital Group Dividend Value ETF $16,038,646 Largest New Holdings this Quarter Capital Group Growth ETF $15,685,413 HoldingInvesco S&P 500 Equal Weight ETF $8,176,165 HoldingCapital Group Global Growth Equity ETF $8,100,281 HoldingiShares Core S&P Mid-Cap ETF $3,148,337 HoldingQuanta Services $508,603 Holding Largest Purchases this Quarter Capital Group Growth ETF 421,991 shares (about $15.69M)iShares Flexible Income Active ETF 251,164 shares (about $13.07M)JPMorgan Core Plus Bond ETF 208,507 shares (about $9.61M)Invesco S&P 500 Equal Weight ETF 46,660 shares (about $8.18M)Capital Group Global Growth Equity ETF 277,217 shares (about $8.10M) Largest Sales this Quarter J P MORGAN EXCHANGE TRADED F 257,828 shares (about $13.47M)iShares MSCI USA Min Vol Factor ETF 85,702 shares (about $7.61M)Global X U.S. Infrastructure Development ETF 7,427 shares (about $300.13K)JPMorgan Chase & Co. 698 shares (about $167.32K)NVIDIA 462 shares (about $62.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal Harbor Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$40,115,113$30,001 ▼-0.1%561,60015.1%ETFBINCiShares Flexible Income Active ETF$28,908,710$13,065,551 ▲82.5%555,72310.9%ETFJCPBJPMorgan Core Plus Bond ETF$28,897,085$9,605,917 ▲49.8%627,24310.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,444,075$40,744 ▼-0.2%320,8606.2%ETFCGDVCapital Group Dividend Value ETF$16,038,646$615,604 ▲4.0%454,8686.1%ETFCGGRCapital Group Growth ETF$15,685,413$15,685,413 ▲New Holding421,9915.9%ETFJ P MORGAN EXCHANGE TRADED F$8,311,826$13,471,514 ▼-61.8%159,0783.1%ACTIVE BOND ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$8,278,368$266,528 ▲3.3%71,8733.1%ETFRSPInvesco S&P 500 Equal Weight ETF$8,176,165$8,176,165 ▲New Holding46,6603.1%ETFQUALiShares MSCI USA Quality Factor ETF$8,128,996$302,736 ▲3.9%45,6483.1%ETFCGGOCapital Group Global Growth Equity ETF$8,100,281$8,100,281 ▲New Holding277,2173.1%ETFJPIEJPMorgan Income ETF$8,081,172$302,506 ▲3.9%177,1413.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$7,926,300$300,125 ▼-3.6%196,1473.0%ETFCGMUCapital Group Municipal Income ETF$7,692,471$6,999 ▼-0.1%285,7532.9%ETFAAPLApple$6,819,026$12,521 ▼-0.2%27,2302.6%Computer and TechnologyMSFTMicrosoft$5,004,470$210,329 ▲4.4%11,8731.9%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$4,336,572$129,905 ▲3.1%86,0941.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,995,768$159,400 ▲4.2%41,2361.5%FinanceAMZNAmazon.com$3,856,437$45,194 ▲1.2%17,5781.5%Retail/WholesaleGOOGLAlphabet$3,696,840$122,666 ▲3.4%19,5291.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,561,851$167,318 ▼-4.5%14,8591.3%FinanceUTESVirtus Reaves Utilities ETF$3,509,055$48,833 ▲1.4%55,0441.3%ETFNVDANVIDIA$3,358,593$62,042 ▼-1.8%25,0101.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,178,977$102,850 ▲3.3%56,2851.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,148,337$3,148,337 ▲New Holding50,5271.2%ETFCAPITAL GRP FIXED INCM ETF T$1,757,7550.0%67,6840.7%SHORT DURATION MMCDMcDonald's$1,158,4000.0%3,9960.4%Retail/WholesaleXOMExxon Mobil$977,125$93,474 ▲10.6%9,0840.4%Oils/EnergyIWFiShares Russell 1000 Growth ETF$571,4480.0%1,4230.2%ETFORCLOracle$544,7460.0%3,2690.2%Computer and TechnologyPWRQuanta Services$508,603$508,603 ▲New Holding1,6090.2%ConstructionJMSTJPMorgan Ultra-Short Municipal ETF$450,6090.0%8,8860.2%ETFLLYEli Lilly and Company$409,932$772 ▲0.2%5310.2%MedicalEPDEnterprise Products Partners$397,864$31 ▲0.0%12,6870.2%Oils/EnergyPEPPepsiCo$355,1190.0%2,3350.1%Consumer StaplesWMTWalmart$328,784$181 ▼-0.1%3,6390.1%Retail/WholesaleBABoeing$323,9100.0%1,8300.1%AerospaceDGROiShares Core Dividend Growth ETF$323,281$981 ▲0.3%5,2700.1%ETFMPLXMplx$287,112$50,732 ▼-15.0%5,9990.1%Oils/EnergyIWRiShares Russell Mid-Cap ETF$260,6030.0%2,9480.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$250,743$7,609,482 ▼-96.8%2,8240.1%ETFQGRWWisdomTree U.S. Quality Growth Fund$238,044$238,044 ▲New Holding4,8320.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$237,1300.0%1,1460.1%ETFSLBSchlumberger$232,882$5,291 ▼-2.2%6,0740.1%Oils/EnergyCAPITAL GROUP INTERNATIONAL$0$9,292,749 ▼-100.0%00.0%SHSCGXUCapital Group International Focus Equity ETF$0$7,909,519 ▼-100.0%00.0%ETFCAPITAL GROUP DIVIDEND GROWE$0$7,899,924 ▼-100.0%00.0%SHS ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$3,953,283 ▼-100.0%00.0%FinanceVHTVanguard Health Care ETF$0$1,476,753 ▼-100.0%00.0%ETFOKEONEOK$0$251,610 ▼-100.0%00.0%Oils/EnergyLMTLockheed Martin$0$224,705 ▼-100.0%00.0%AerospaceIVWiShares S&P 500 Growth ETF$0$215,725 ▼-100.0%00.0%ETFShowing 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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