HARBOR INVESTMENT ADVISORY, LLC Q2 2022 Filing

Filed July 18, 2022

Portfolio Value

$624.1M

Holdings

1,379

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,379 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
376,596$51.5M8.25%
2
AMZNAMAZON COM INC COM
274,727$29.2M4.68%
3
MSFTMICROSOFT CORP COM
98,325$25.3M4.05%
4
GOOGLALPHABET INC CAP STK CL A
10,699$23.3M3.74%
5
UNHUNITEDHEALTH GROUP INC COM
34,189$17.6M2.81%
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
49,265$13.4M2.16%
7
GOOGALPHABET INC CAP STK CL C
5,064$11.1M1.77%
8
MAMASTERCARD INCORPORATED CL A
28,323$8.9M1.43%
9
IVVISHARES CORE S&P 500 ETF
23,462$8.9M1.43%
10
JNJJOHNSON & JOHNSON COM
49,404$8.8M1.41%
11
VVISA INC COM CL A
43,061$8.5M1.36%
12
IWNISHARES RUSSELL 2000 VALUE ETF
55,827$7.6M1.22%
13
VNQVANGUARD REAL ESTATE ETF
75,564$6.9M1.10%
14
AMGNAMGEN INC COM
27,125$6.6M1.06%
15
JPMJPMORGAN CHASE & CO COM
53,868$6.1M0.97%
16
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
42,646$5.7M0.92%
17
AMTAMERICAN TOWER CORP NEW COM
21,409$5.5M0.88%
18
VUGVANGUARD GROWTH INDEX FUND
22,419$5.0M0.80%
19
TROWT ROWE PRICE GROUP INC COM
43,816$5.0M0.80%
20
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
122,277$4.7M0.76%
21
GLDMSPDR GOLD MINISHARES TRUST
130,383$4.7M0.75%
22
VTVVANGUARD VALUE INDEX FUND
34,752$4.6M0.73%
23
EFAISHARES MSCI EAFE ETF
71,110$4.4M0.71%
24
BLKCHFBLACKROCK INC COM
7,278$4.4M0.71%
25
BXBLACKSTONE INC COM
48,586$4.4M0.71%
26
SBUXSTARBUCKS CORP COM
56,695$4.3M0.69%
27
HDHOME DEPOT INC COM
15,128$4.1M0.66%
28
IWYISHARES RUSSELL TOP 200 GROWTH ETF
31,056$3.9M0.62%
29
PEPPEPSICO INC COM
23,207$3.9M0.62%
30
CRMSALESFORCE INC COM
22,838$3.8M0.60%
31
VOEVANGUARD MID-CAP VALUE INDEX FUND
27,220$3.5M0.57%
32
BACBK OF AMERICA CORP COM
112,849$3.5M0.56%
33
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
18,502$3.5M0.56%
34
ABBVABBVIE INC COM
22,608$3.5M0.55%
35
XOMEXXON MOBIL CORP COM
39,725$3.4M0.55%
36
NKENIKE INC CL B
32,712$3.3M0.54%
37
PGPROCTER AND GAMBLE CO COM
23,174$3.3M0.53%
38
IWOISHARES RUSSELL 2000 GROWTH ETF
15,784$3.3M0.52%
39
IWXISHARES RUSSELL TOP 200 VALUE ETF
52,489$3.2M0.52%
40
SHYISHARES 1-3 YEAR TREASURY BOND ETF
38,872$3.2M0.52%
41
GQ9SPDR GOLD SHARES
19,003$3.2M0.51%
42
ABTABBOTT LABS COM
29,408$3.2M0.51%
43
SPYSPDR S&P 500 ETF
8,287$3.1M0.50%
44
IWFISHARES RUSSELL 1000 GROWTH ETF
14,211$3.1M0.50%
45
LLYLILLY ELI & CO COM
9,258$3.0M0.48%
46
CVXCHEVRON CORP NEW COM
20,309$2.9M0.47%
47
HONHONEYWELL INTL INC COM
16,539$2.9M0.46%
48
DISDISNEY WALT CO COM
30,122$2.8M0.46%
49
AQLTISHARES CORE MSCI EAFE ETF
47,332$2.8M0.45%
50
IWDISHARES RUSSELL 1000 VALUE ETF
18,804$2.7M0.44%
51
IJHISHARES S&P MIDCAP FUND
11,971$2.7M0.43%
52
REGNREGENERON PHARMACEUTICALS COM
4,391$2.6M0.42%
53
VICRVICOR CORP COM
46,600$2.5M0.41%
54
VOTVANGUARD MID-CAP GROWTH INDEX FUND
13,688$2.4M0.38%
55
DHRDANAHER CORPORATION COM
9,051$2.3M0.37%
56
YORWYORK WTR CO COM
56,249$2.3M0.36%
57
BMYBRISTOL-MYERS SQUIBB CO COM
29,153$2.2M0.36%
58
MRKMERCK & CO INC COM
24,249$2.2M0.35%
59
COSTCOSTCO WHSL CORP NEW COM
4,527$2.2M0.35%
60
WMTWALMART INC COM
17,469$2.1M0.34%
61
ORCLORACLE CORP COM
29,645$2.1M0.33%
62
RTXRAYTHEON TECHNOLOGIES CORP COM
21,457$2.1M0.33%
63
FDXFEDEX CORP COM
9,061$2.1M0.33%
64
INTCINTEL CORP COM
54,545$2.0M0.33%
65
BACVERIZON COMMUNICATIONS INC COM
38,765$2.0M0.32%
66
LOWLOWES COS INC COM
11,222$2.0M0.31%
67
PLDPROLOGIS INC. COM
16,425$1.9M0.31%
68
ICFISHARES COHEN & STEERS REIT ETF
31,114$1.9M0.30%
69
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
13,177$1.9M0.30%
70
PYPLPAYPAL HLDGS INC COM
26,876$1.9M0.30%
71
METAMETA PLATFORMS INC CL A
11,579$1.9M0.30%
72
CMCSACOMCAST CORP NEW CL A
46,722$1.8M0.29%
73
8CWCROWN CASTLE INTL CORP NEW COM
10,875$1.8M0.29%
74
IWSISHARES RUSSELL MID-CAP VALUE ETF
17,745$1.8M0.29%
75
QUSSPDR MSCI USA STRATEGICFACTORS ETF
16,625$1.8M0.29%
76
LMTLOCKHEED MARTIN CORP COM
4,092$1.8M0.28%
77
IWMISHARES RUSSELL 2000 ETF
10,080$1.7M0.27%
78
AQLTISHARES SELECT DIVIDEND ETF
14,376$1.7M0.27%
79
SUSUNCOR ENERGY INC NEW COM
47,924$1.7M0.27%
80
XLEENERGY SELECT SECTOR SPDR FUND
23,196$1.7M0.27%
81
TJXTJX COS INC NEW COM
29,651$1.7M0.27%
82
NOCNORTHROP GRUMMAN CORP COM
3,458$1.7M0.27%
83
NEENEXTERA ENERGY INC COM
20,767$1.6M0.26%
84
UNPUNION PAC CORP COM
7,534$1.6M0.26%
85
VOOVANGUARD S&P 500 ETF
4,546$1.6M0.25%
86
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
28,228$1.6M0.25%
87
TIPISHARES TIPS BOND ETF
13,731$1.6M0.25%
88
MRNAMODERNA INC COM
10,696$1.5M0.24%
89
SYKSTRYKER CORPORATION COM
7,649$1.5M0.24%
90
MARMARRIOTT INTL INC NEW CL A
11,127$1.5M0.24%
91
TSLATESLA INC COM
2,165$1.5M0.23%
92
GDXVANECK GOLD MINERS ETF
51,253$1.4M0.22%
93
MDTMEDTRONIC PLC SHS
15,447$1.4M0.22%
94
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
26,907$1.3M0.22%
95
MCDMCDONALDS CORP COM
5,359$1.3M0.21%
96
HDVISHARES CORE HIGH DIVIDEND ETF
12,890$1.3M0.21%
97
QCOMQUALCOMM INC COM
9,891$1.3M0.20%
98
BABOEING CO COM
9,116$1.2M0.20%Call
99
PFEPFIZER INC COM
23,162$1.2M0.19%
100
MDLZMONDELEZ INTL INC CL A
19,540$1.2M0.19%
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