HARBOR INVESTMENT ADVISORY, LLC Q3 2020 Filing

Filed October 23, 2020

Portfolio Value

$522.5M

Holdings

1,156

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (1,156 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
393,315$45.5M8.72%
2
AMZNAMAZON COM INC COM
11,738$37.0M7.07%
3
MSFTMICROSOFT CORP COM
87,628$18.4M3.53%
4
GOOGLALPHABET INC CAP STK CL A
10,782$15.8M3.02%
5
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
48,929$10.4M1.99%
6
UNHUNITEDHEALTH GROUP INC COM
31,596$9.9M1.89%
7
MAMASTERCARD INCORPORATED CL A
28,886$9.8M1.87%
8
IVVISHARES CORE S&P 500 ETF
28,837$9.7M1.85%
9
VVISA INC COM CL A
41,546$8.3M1.59%
10
PYPLPAYPAL HLDGS INC COM
41,505$8.2M1.57%
11
CRMSALESFORCE COM INC COM
30,999$7.8M1.49%
12
GOOGALPHABET INC CAP STK CL C
5,243$7.7M1.47%
13
AMGNAMGEN INC COM
29,222$7.4M1.42%
14
JNJJOHNSON & JOHNSON COM
44,812$6.7M1.28%
15
SBUXSTARBUCKS CORP COM
68,556$5.9M1.13%
16
METAFACEBOOK INC CL A
21,174$5.5M1.06%
17
IWNISHARES RUSSELL 2000 VALUE ETF
51,945$5.2M0.99%
18
DISDISNEY WALT CO COM DISNEY
41,033$5.1M0.97%
19
VNQVANGUARD REAL ESTATE ETF
61,922$4.9M0.94%
20
IWYISHARES RUSSELL TOP 200 GROWTH ETF
37,225$4.5M0.86%
21
JPMJPMORGAN CHASE & CO COM
46,642$4.5M0.86%
22
EFAISHARES MSCI EAFE ETF
66,889$4.3M0.81%
23
VICRVICOR CORP COM
54,400$4.2M0.81%
24
SPYSPDR S&P 500 ETF
11,813$4.0M0.76%Put
25
NKENIKE INC CL B
30,911$3.9M0.74%
26
TIPISHARES TIPS BOND ETF
29,802$3.8M0.72%Call
27
BLKCHFBLACKROCK INC COM
6,529$3.7M0.70%
28
AMTAMERICAN TOWER CORP NEW COM
15,060$3.6M0.70%
29
TROWT ROWE PRICE GROUP INC COM
27,865$3.6M0.68%
30
SHYISHARES 1-3 YEAR TREASURY BOND ETF
41,039$3.5M0.68%
31
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
32,102$3.5M0.66%
32
IWXISHARES RUSSELL TOP 200 VALUE ETF
66,144$3.4M0.65%
33
GQ9SPDR GOLD SHARES
18,743$3.3M0.64%
34
XYZSQUARE INC CL A
19,765$3.2M0.61%
35
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
100,724$3.2M0.61%
36
VUGVANGUARD GROWTH INDEX FUND
13,811$3.1M0.60%
37
PEPPEPSICO INC COM
22,063$3.1M0.59%
38
ABTABBOTT LABS COM
27,646$3.0M0.58%
39
IWOISHARES RUSSELL 2000 GROWTH ETF
13,573$3.0M0.58%
40
DOCUDOCUSIGN INC COM
13,809$3.0M0.57%
41
IWFISHARES RUSSELL 1000 GROWTH ETF
13,517$2.9M0.56%
42
HONHONEYWELL INTL INC COM
17,694$2.9M0.56%
43
PGPROCTER AND GAMBLE CO COM
20,831$2.9M0.55%
44
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
9,760$2.9M0.55%
45
HDHOME DEPOT INC COM
9,787$2.7M0.52%
46
GLDM1USDSPDR GOLD MINISHARES TRUST
139,801$2.6M0.50%
47
MRKMERCK & CO. INC COM
31,570$2.6M0.50%
48
BACBK OF AMERICA CORP COM
103,866$2.5M0.48%
49
BXBLACKSTONE GROUP INC COM CL A
46,918$2.4M0.47%
50
VOEVANGUARD MID-CAP VALUE INDEX FUND
23,679$2.4M0.46%
51
BACVERIZON COMMUNICATIONS INC COM
40,251$2.4M0.46%
52
YORWYORK WTR CO COM
56,025$2.4M0.45%
53
INTCINTEL CORP COM
45,326$2.3M0.45%
54
AQLTISHARES CORE MSCI EAFE ETF
38,137$2.3M0.44%
55
CSCOCISCO SYS INC COM
57,675$2.3M0.43%
56
ABBVABBVIE INC COM
25,260$2.2M0.42%
57
IWDISHARES RUSSELL 1000 VALUE ETF
18,713$2.2M0.42%
58
AQLTISHARES SELECT DIVIDEND ETF
26,757$2.2M0.42%
59
TAT&T INC COM
71,908$2.0M0.39%
60
VOTVANGUARD MID-CAP GROWTH INDEX FUND
11,382$2.0M0.39%
61
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
12,002$2.0M0.39%
62
CMCSACOMCAST CORP NEW CL A
43,583$2.0M0.39%
63
NFLXNETFLIX INC COM
3,854$1.9M0.37%
64
ORCLORACLE CORP COM
31,703$1.9M0.36%
65
LMTLOCKHEED MARTIN CORP COM
4,636$1.8M0.34%
66
WMTWALMART INC COM
12,590$1.8M0.34%
67
TJXTJX COS INC NEW COM
31,191$1.7M0.33%
68
BMYBRISTOL-MYERS SQUIBB CO COM
28,586$1.7M0.33%
69
IWMISHARES RUSSELL 2000 ETF
10,987$1.6M0.32%
70
LOWLOWES COS INC COM
9,687$1.6M0.31%
71
ICFISHARES COHEN & STEERS REIT ETF
15,641$1.6M0.31%
72
SYKSTRYKER CORPORATION COM
7,431$1.5M0.30%
73
IJHISHARES S&P MIDCAP FUND
8,231$1.5M0.29%
74
UNPUNION PAC CORP COM
7,561$1.5M0.28%
75
FDXFEDEX CORP COM
5,838$1.5M0.28%
76
LTCLTC PPTYS INC COM
39,277$1.4M0.26%
77
BABOEING CO COM
8,206$1.4M0.26%
78
TSLATESLA INC COM
3,120$1.3M0.26%Put
79
LULULULULEMON ATHLETICA INC COM
4,066$1.3M0.26%
80
DPZDOMINOS PIZZA INC COM
3,137$1.3M0.26%
81
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,193$1.3M0.25%
82
0VVBVIACOMCBS INC CL B
46,252$1.3M0.25%
83
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
18,394$1.3M0.24%
84
NEENEXTERA ENERGY INC COM
4,599$1.3M0.24%
85
VOOVANGUARD S&P 500 ETF
4,130$1.3M0.24%
86
KNOWLEDGE LEADERS DEVELOPED WORLD ETF
33,570$1.3M0.24%
87
MDTMEDTRONIC PLC SHS
12,023$1.2M0.24%
88
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
14,248$1.2M0.23%Call
89
TDOCTELADOC HEALTH INC COM
5,335$1.2M0.22%Call
90
NTESNETEASE INC SPONSORED ADS
2,534$1.2M0.22%
91
MMM3M CO COM
7,167$1.1M0.22%
92
RTXRAYTHEON TECHNOLOGIES CORP COM
19,898$1.1M0.22%
93
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
11,168$1.1M0.22%
94
SHOPSHOPIFY INC CL A
1,100$1.1M0.22%
95
HDVISHARES CORE HIGH DIVIDEND ETF
13,647$1.1M0.21%
96
MCDMCDONALDS CORP COM
4,991$1.1M0.21%
97
NXPINXP SEMICONDUCTORS N V COM
8,733$1.1M0.21%
98
GLWCORNING INC COM
33,452$1.1M0.21%
99
COSTCOSTCO WHSL CORP NEW COM
2,943$1.0M0.20%
100
TXRHTEXAS ROADHOUSE INC COM
17,018$1.0M0.20%
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