Royal Harbor Partners

Latest statistics and disclosures from Royal Harbor Partners's latest quarterly 13F-HR filing:

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Positions held by Royal Harbor Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI) 12.6 $20M +35% 373k 54.49
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 9.3 $15M -2% 199k 76.13
Ishares Tr Ibonds Dec25 Etf (IBDQ) 6.0 $9.7M +7% 398k 24.32
Goldman Sachs Etf Tr Activebeta Us (GSSC) 4.3 $6.9M -2% 126k 54.61
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $6.3M NEW 26k 241.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.6 $5.8M NEW 41k 141.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $5.0M NEW 50k 99.56
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.0 $4.8M +5% 96k 50.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $4.8M +6% 65k 73.63
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $4.8M +6% 49k 96.99
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.0M +76% 23k 174.36
Apple (AAPL) 2.4 $3.9M +6% 30k 129.93
Microsoft Corporation (MSFT) 1.9 $3.1M -4% 13k 239.82
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.0M 33k 88.23

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Cisco Systems (CSCO) 1.6 $2.6M -7% 55k 47.64
Ishares Tr Ibonds 23 Trm Ts (IBTD) 1.5 $2.5M +11% 101k 24.70
Ishares Tr Ibonds 25 Trm Ts (IBTF) 1.5 $2.5M +11% 106k 23.28
Ishares Tr Ibonds 24 Trm Ts (IBTE) 1.5 $2.5M +11% 104k 23.85
Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.5 $2.5M +11% 109k 22.71
JPMorgan Chase & Co. (JPM) 1.5 $2.5M -6% 18k 134.10
International Business Machines (IBM) 1.5 $2.4M -6% 17k 140.89
Amgen (AMGN) 1.5 $2.4M -7% 9.1k 262.64
Ishares Tr Ibonds 27 Trm Ts (IBTH) 1.5 $2.4M +8% 108k 22.25
Bank of America Corporation (BAC) 1.4 $2.3M -5% 71k 33.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.3M -4% 7.4k 308.90
UnitedHealth (UNH) 1.4 $2.2M -4% 4.1k 530.18
McKesson Corporation (MCK) 1.3 $2.2M -6% 5.7k 375.12
Pioneer Natural Resources (PXD) 1.3 $2.1M -2% 9.2k 228.38
Schlumberger Com Stk (SLB) 1.3 $2.0M -13% 38k 53.46
FedEx Corporation (FDX) 1.2 $1.9M 11k 173.20
Eli Lilly & Co. (LLY) 1.0 $1.7M -7% 4.6k 365.84
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.4M -25% 29k 50.53
Deere & Company (DE) 0.8 $1.3M -7% 3.1k 428.76
Freeport-mcmoran CL B (FCX) 0.8 $1.3M -6% 35k 38.00
Archer Daniels Midland Company (ADM) 0.8 $1.3M -9% 14k 92.85
Exxon Mobil Corporation (XOM) 0.8 $1.2M -12% 11k 110.30
Bunge (BG) 0.8 $1.2M -4% 12k 99.77
McDonald's Corporation (MCD) 0.7 $1.2M 4.5k 263.53
Home Depot (HD) 0.7 $1.1M -5% 3.6k 315.86
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.0M -2% 1.9k 546.40
Applied Materials (AMAT) 0.6 $964k 9.9k 97.38
Ishares U S Etf Tr Blackrock Short (MEAR) 0.6 $958k NEW 19k 49.72
Ishares Tr Ibonds Dec2023 (IBML) 0.5 $883k +86% 35k 25.35
Ishares Tr Ibonds Dec (IBMM) 0.5 $883k +51% 34k 25.75
Ishares Tr Ibonds Dec 27 (IBMP) 0.5 $820k +53% 33k 25.07
Ishares Tr Ibonds Dec 28 (IBMQ) 0.5 $817k +50% 33k 25.09
Ishares Tr Ibonds Dec 26 (IBMO) 0.5 $813k +50% 32k 25.21
Ishares Tr Ibonds Dec 25 (IBMN) 0.5 $810k +49% 31k 26.37
Pepsi (PEP) 0.4 $617k 3.4k 180.65
Wal-Mart Stores (WMT) 0.3 $528k 3.7k 141.79
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.3 $465k -16% 20k 23.52
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.3 $464k -16% 20k 23.51
Abbvie (ABBV) 0.3 $462k 2.9k 161.61
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.3 $460k -16% 20k 23.23
Johnson & Johnson (JNJ) 0.3 $448k 2.5k 176.68
Pfizer (PFE) 0.3 $423k 8.2k 51.24
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.3 $416k -17% 18k 22.90
Boeing Company (BA) 0.2 $349k 1.8k 190.49
Abbott Laboratories (ABT) 0.2 $310k 2.8k 109.78
Enterprise Products Partners (EPD) 0.2 $306k 13k 24.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $305k NEW 1.4k 214.24
Oracle Corporation (ORCL) 0.2 $282k 3.4k 81.74
Ishares Tr Core Div Grwth (DGRO) 0.2 $273k 5.5k 50.00
Nextera Energy (NEE) 0.2 $254k -44% 3.0k 83.60
Devon Energy Corporation (DVN) 0.2 $252k +2% 4.1k 61.51
Coca-Cola Company (KO) 0.1 $222k NEW 3.5k 63.61
Ishares Tr National Mun Etf (MUB) 0.1 $217k 2.1k 105.52
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $208k NEW 4.1k 50.21
MPLX Com Unit Rep Ltd (MPLX) 0.1 $203k NEW 6.2k 32.84

Past Filings by Royal Harbor Partners

SEC 13F filings are viewable for Royal Harbor Partners going back to 2019