HARBOR INVESTMENT ADVISORY, LLC Q1 2022 Filing

Filed April 20, 2022

Portfolio Value

$754.4M

Holdings

1,366

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (1,366 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
382,953$66.9M8.86%
2
AMZNAMAZON COM INC COM
14,850$48.4M6.42%
3
MSFTMICROSOFT CORP COM
98,961$30.5M4.04%
4
GOOGLALPHABET INC CAP STK CL A
10,667$29.7M3.93%
5
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
49,381$17.4M2.31%
6
UNHUNITEDHEALTH GROUP INC COM
32,851$16.8M2.22%
7
GOOGALPHABET INC CAP STK CL C
5,086$14.2M1.88%
8
IVVISHARES CORE S&P 500 ETF
23,965$10.9M1.44%
9
MAMASTERCARD INCORPORATED CL A
28,379$10.1M1.34%
10
VVISA INC COM CL A
43,755$9.7M1.29%
11
IWNISHARES RUSSELL 2000 VALUE ETF
55,590$9.0M1.19%
12
JNJJOHNSON & JOHNSON COM
49,153$8.7M1.15%
13
VNQVANGUARD REAL ESTATE ETF
75,714$8.2M1.09%
14
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
49,476$7.8M1.03%
15
JPMJPMORGAN CHASE & CO COM
55,121$7.5M1.00%
16
TROWT ROWE PRICE GROUP INC COM
44,711$6.8M0.90%
17
AMGNAMGEN INC COM
27,637$6.7M0.89%
18
VUGVANGUARD GROWTH INDEX FUND
21,427$6.2M0.82%
19
BLKCHFBLACKROCK INC COM
7,787$6.0M0.79%
20
SBUXSTARBUCKS CORP COM
62,911$5.7M0.76%
21
BXBLACKSTONE INC COM
43,660$5.5M0.73%
22
DISDISNEY WALT CO COM
40,296$5.5M0.73%
23
AMTAMERICAN TOWER CORP NEW COM
21,193$5.3M0.71%
24
EFAISHARES MSCI EAFE ETF
71,721$5.3M0.70%
25
CRMSALESFORCE INC COM
24,712$5.2M0.70%
26
VTVVANGUARD VALUE INDEX FUND
34,593$5.1M0.68%
27
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
120,141$5.1M0.67%
28
GLDMSPDR GOLD MINISHARES TRUST
124,138$4.8M0.63%
29
IWYISHARES RUSSELL TOP 200 GROWTH ETF
29,666$4.7M0.62%
30
BACBK OF AMERICA CORP COM
111,901$4.6M0.61%
31
NKENIKE INC CL B
33,016$4.4M0.59%
32
HDHOME DEPOT INC COM
14,551$4.4M0.58%
33
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
18,716$4.3M0.56%
34
SPYSPDR S&P 500 ETF
9,237$4.2M0.55%
35
IWOISHARES RUSSELL 2000 GROWTH ETF
15,948$4.1M0.54%
36
VOEVANGUARD MID-CAP VALUE INDEX FUND
27,219$4.1M0.54%
37
ABBVABBVIE INC COM
23,783$3.9M0.51%
38
PEPPEPSICO INC COM
22,762$3.8M0.51%
39
IWFISHARES RUSSELL 1000 GROWTH ETF
13,452$3.7M0.50%
40
IWXISHARES RUSSELL TOP 200 VALUE ETF
52,489$3.7M0.48%
41
PYPLPAYPAL HLDGS INC COM
30,185$3.5M0.46%
42
PGPROCTER AND GAMBLE CO COM
22,754$3.5M0.46%
43
GQ9SPDR GOLD SHARES
19,135$3.5M0.46%
44
ABTABBOTT LABS COM
29,085$3.4M0.46%
45
CVXCHEVRON CORP NEW COM
20,467$3.3M0.44%
46
IJHISHARES S&P MIDCAP FUND
12,400$3.3M0.44%
47
HONHONEYWELL INTL INC COM
17,071$3.3M0.44%
48
REGNREGENERON PHARMACEUTICALS COM
4,735$3.3M0.44%
49
VICRVICOR CORP COM
46,600$3.3M0.44%
50
AQLTISHARES CORE MSCI EAFE ETF
46,512$3.2M0.43%
51
IWDISHARES RUSSELL 1000 VALUE ETF
18,752$3.1M0.41%
52
VOTVANGUARD MID-CAP GROWTH INDEX FUND
13,780$3.1M0.41%
53
DHRDANAHER CORPORATION COM
9,732$2.9M0.38%
54
WMTWALMART INC COM
18,786$2.8M0.37%
55
PLDPROLOGIS INC. COM
16,870$2.7M0.36%
56
INTCINTEL CORP COM
54,865$2.7M0.36%
57
LLYLILLY ELI & CO COM
9,271$2.7M0.35%
58
XOMEXXON MOBIL CORP COM
31,971$2.6M0.35%
59
METAMETA PLATFORMS INC CL A
11,438$2.5M0.34%
60
YORWYORK WTR CO COM
56,249$2.5M0.34%
61
ORCLORACLE CORP COM
29,959$2.5M0.33%
62
TSLATESLA INC COM
2,295$2.5M0.33%
63
IWMISHARES RUSSELL 2000 ETF
11,835$2.4M0.32%
64
FDXFEDEX CORP COM
9,947$2.3M0.31%
65
LOWLOWES COS INC COM
11,164$2.3M0.30%
66
BMYBRISTOL-MYERS SQUIBB CO COM
30,527$2.2M0.30%
67
ICFISHARES COHEN & STEERS REIT ETF
31,114$2.2M0.29%
68
COSTCOSTCO WHSL CORP NEW COM
3,741$2.2M0.29%
69
TIPISHARES TIPS BOND ETF
17,084$2.1M0.28%
70
IWSISHARES RUSSELL MID-CAP VALUE ETF
17,745$2.1M0.28%
71
CMCSACOMCAST CORP NEW CL A
44,847$2.1M0.28%
72
RTXRAYTHEON TECHNOLOGIES CORP COM
20,963$2.1M0.28%
73
UNPUNION PAC CORP COM
7,537$2.1M0.27%
74
QUSSPDR MSCI USA STRATEGICFACTORS ETF
16,274$2.0M0.27%
75
MARMARRIOTT INTL INC NEW CL A
11,518$2.0M0.27%
76
BABOEING CO COM
10,446$2.0M0.27%Call
77
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
12,297$2.0M0.26%
78
SYKSTRYKER CORPORATION COM
7,348$2.0M0.26%
79
MDTMEDTRONIC PLC SHS
17,550$1.9M0.26%
80
MRNAMODERNA INC COM
11,211$1.9M0.26%
81
VOOVANGUARD S&P 500 ETF
4,566$1.9M0.25%
82
NVDANVIDIA CORPORATION COM
6,853$1.9M0.25%
83
SUSUNCOR ENERGY INC NEW COM
56,913$1.9M0.25%
84
QCOMQUALCOMM INC COM
12,093$1.8M0.24%
85
8CWCROWN CASTLE INTL CORP NEW COM
9,951$1.8M0.24%
86
MRKMERCK & CO INC COM
22,354$1.8M0.24%
87
LMTLOCKHEED MARTIN CORP COM
4,077$1.8M0.24%
88
TJXTJX COS INC NEW COM
29,315$1.8M0.24%
89
GDXVANECK GOLD MINERS ETF
46,273$1.8M0.24%
90
BACVERIZON COMMUNICATIONS INC COM
34,360$1.8M0.23%
91
AQLTISHARES SELECT DIVIDEND ETF
12,492$1.6M0.21%
92
XLEENERGY SELECT SECTOR SPDR FUND
20,732$1.6M0.21%
93
NEENEXTERA ENERGY INC COM
18,653$1.6M0.21%
94
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
17,272$1.5M0.21%
95
NOCNORTHROP GRUMMAN CORP COM
3,459$1.5M0.21%
96
ZTSZOETIS INC CL A
8,176$1.5M0.20%
97
CSCOCISCO SYS INC COM
27,554$1.5M0.20%
98
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
25,683$1.5M0.20%
99
LULULULULEMON ATHLETICA INC COM
3,875$1.4M0.19%
100
AVGOBROADCOM INC COM
2,214$1.4M0.18%
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