Royal Harbor Partners

Royal Harbor Partners as of Dec. 31, 2024

Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 44 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 15.1 $40M 562k 71.43
Blackrock Etf Trust Ii Ishares Flexible (BINC) 10.9 $29M 556k 52.02
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.9 $29M 627k 46.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.2 $16M 321k 51.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.1 $16M 455k 35.26
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.9 $16M 422k 37.17
J P Morgan Exchange Traded F Active Bond Etf (JBND) 3.1 $8.3M 159k 52.25
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.1 $8.3M 72k 115.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $8.2M 47k 175.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $8.1M 46k 178.08
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.1 $8.1M 277k 29.22
J P Morgan Exchange Traded F Income Etf (JPIE) 3.1 $8.1M 177k 45.62
Global X Fds Us Infr Dev Etf (PAVE) 3.0 $7.9M 196k 40.41
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.9 $7.7M 286k 26.92
Apple (AAPL) 2.6 $6.8M 27k 250.42
Microsoft Corporation (MSFT) 1.9 $5.0M 12k 421.50
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $4.3M 86k 50.37
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $4.0M 41k 96.90
Amazon (AMZN) 1.5 $3.9M 18k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.7M 20k 189.30
JPMorgan Chase & Co. (JPM) 1.3 $3.6M 15k 239.71
Etfis Ser Tr I Virtus Reaves Ut (UTES) 1.3 $3.5M 55k 63.75
NVIDIA Corporation (NVDA) 1.3 $3.4M 25k 134.29
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $3.2M 56k 56.48
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $3.1M 51k 62.31
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.7 $1.8M 68k 25.97
McDonald's Corporation (MCD) 0.4 $1.2M 4.0k 289.89
Exxon Mobil Corporation (XOM) 0.4 $977k 9.1k 107.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $571k 1.4k 401.58
Oracle Corporation (ORCL) 0.2 $545k 3.3k 166.64
Quanta Services (PWR) 0.2 $509k 1.6k 316.10
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $451k 8.9k 50.71
Eli Lilly & Co. (LLY) 0.2 $410k 531.00 772.00
Enterprise Products Partners (EPD) 0.2 $398k 13k 31.36
Pepsi (PEP) 0.1 $355k 2.3k 152.09
Wal-Mart Stores (WMT) 0.1 $329k 3.6k 90.35
Boeing Company (BA) 0.1 $324k 1.8k 177.00
Ishares Tr Core Div Grwth (DGRO) 0.1 $323k 5.3k 61.34
MPLX Com Unit Rep Ltd (MPLX) 0.1 $287k 6.0k 47.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $261k 2.9k 88.40
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $251k 2.8k 88.79
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $238k 4.8k 49.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $237k 1.1k 206.92
Schlumberger Com Stk (SLB) 0.1 $233k 6.1k 38.34