Royal Harbor Partners

Royal Harbor Partners as of March 31, 2025

Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Etf Trust Ii Ishares Flexible (BINC) 11.8 $31M 584k 52.38
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 11.0 $28M 604k 47.04
Capital Group Dividend Value Shs Creation Uni (CGDV) 8.7 $23M 632k 35.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 6.5 $17M 247k 68.01
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.9 $15M 311k 48.76
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 5.7 $15M 517k 28.33
J P Morgan Exchange Traded F Active Bond Etf (JBND) 3.4 $8.8M 165k 53.52
J P Morgan Exchange Traded F Income Etf (JPIE) 3.3 $8.6M 186k 46.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $8.0M 46k 173.23
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) 3.0 $7.9M 165k 47.70
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.0 $7.7M 70k 110.08
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 3.0 $7.6M 285k 26.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $7.6M 44k 170.89
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.9 $7.4M 215k 34.25
Ishares Tr Core Msci Eafe (IEFA) 2.6 $6.7M 88k 75.65
Ishares Tr Rus 1000 Etf (IWB) 2.4 $6.1M 20k 306.74
Apple (AAPL) 2.2 $5.8M 26k 222.13
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $5.0M 98k 50.63
Microsoft Corporation (MSFT) 1.7 $4.4M 12k 375.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $4.3M 41k 103.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.5 $3.8M 32k 118.14
JPMorgan Chase & Co. (JPM) 1.3 $3.3M 14k 245.30
Global X Fds Us Infr Dev Etf (PAVE) 1.3 $3.3M 88k 37.73
Etfis Ser Tr I Virtus Reaves Ut (UTES) 1.3 $3.3M 51k 64.60
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $3.0M 55k 54.76
Amazon (AMZN) 1.2 $3.0M 16k 190.26
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.9M 19k 154.64
NVIDIA Corporation (NVDA) 1.0 $2.6M 24k 108.38
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.7 $1.8M 68k 26.01
McDonald's Corporation (MCD) 0.5 $1.3M 4.0k 312.37
Exxon Mobil Corporation (XOM) 0.4 $1.1M 9.3k 118.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $514k 1.4k 361.09
Oracle Corporation (ORCL) 0.2 $475k 3.4k 139.81
Eli Lilly & Co. (LLY) 0.2 $439k 531.00 825.91
Enterprise Products Partners (EPD) 0.2 $433k 13k 34.14
Quanta Services (PWR) 0.2 $409k 1.6k 254.14
Wal-Mart Stores (WMT) 0.1 $339k 3.9k 87.79
Oneok (OKE) 0.1 $332k 3.3k 99.22
Ishares Tr Core Div Grwth (DGRO) 0.1 $327k 5.3k 61.78
Boeing Company (BA) 0.1 $312k 1.8k 170.55
MPLX Com Unit Rep Ltd (MPLX) 0.1 $278k 5.2k 53.52
Schlumberger Com Stk (SLB) 0.1 $254k 6.1k 41.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $251k 2.9k 85.07
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $232k 1.1k 202.13
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $229k 5.2k 43.90
Pepsi (PEP) 0.1 $204k 1.4k 149.98