HARBOR INVESTMENT ADVISORY, LLC Q3 2021 Filing

Filed October 12, 2021

Portfolio Value

$737.9M

Holdings

1,339

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (1,339 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
391,619$55.4M7.51%
2
AMZNAMAZON COM INC COM
14,794$48.6M6.59%
3
GOOGLALPHABET INC CAP STK CL A
10,917$29.2M3.96%
4
MSFTMICROSOFT CORP COM
97,965$27.6M3.74%
5
GOOGALPHABET INC CAP STK CL C
5,120$13.6M1.85%
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
48,950$13.4M1.81%
7
UNHUNITEDHEALTH GROUP INC COM
32,742$12.8M1.73%
8
IVVISHARES CORE S&P 500 ETF
25,848$11.1M1.51%
9
PYPLPAYPAL HLDGS INC COM
42,284$11.0M1.49%
10
MAMASTERCARD INCORPORATED CL A
28,856$10.0M1.36%
11
VVISA INC COM CL A
44,209$9.8M1.33%
12
IWNISHARES RUSSELL 2000 VALUE ETF
56,286$9.0M1.22%
13
CRMSALESFORCE COM INC COM
32,322$8.8M1.19%
14
JPMJPMORGAN CHASE & CO COM
52,594$8.6M1.17%
15
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
54,965$8.2M1.12%
16
SBUXSTARBUCKS CORP COM
73,461$8.1M1.10%
17
JNJJOHNSON & JOHNSON COM
49,273$8.0M1.08%
18
METAFACEBOOK INC CL A
22,769$7.7M1.05%
19
DISDISNEY WALT CO COM
45,272$7.7M1.04%
20
VNQVANGUARD REAL ESTATE ETF
70,876$7.2M0.98%
21
BLKCHFBLACKROCK INC COM
7,456$6.3M0.85%
22
VICRVICOR CORP COM
46,300$6.2M0.84%
23
AMGNAMGEN INC COM
28,837$6.1M0.83%
24
TROWT ROWE PRICE GROUP INC COM
29,447$5.8M0.78%
25
AMTAMERICAN TOWER CORP NEW COM
20,954$5.6M0.75%
26
EFAISHARES MSCI EAFE ETF
70,192$5.5M0.74%
27
VUGVANGUARD GROWTH INDEX FUND
18,029$5.2M0.71%
28
MRNAMODERNA INC COM
13,024$5.0M0.68%
29
NKENIKE INC CL B
33,232$4.8M0.65%
30
BXBLACKSTONE INC COM
41,068$4.8M0.65%
31
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
121,620$4.8M0.65%
32
HDHOME DEPOT INC COM
14,309$4.7M0.64%
33
IWYISHARES RUSSELL TOP 200 GROWTH ETF
29,892$4.6M0.62%
34
BACBK OF AMERICA CORP COM
104,727$4.4M0.60%
35
IWOISHARES RUSSELL 2000 GROWTH ETF
14,083$4.1M0.56%
36
SPYSPDR S&P 500 ETF
9,537$4.1M0.55%Put
37
HONHONEYWELL INTL INC COM
18,850$4.0M0.54%
38
DOCUDOCUSIGN INC COM
15,280$3.9M0.53%
39
IWXISHARES RUSSELL TOP 200 VALUE ETF
59,377$3.9M0.53%
40
IWFISHARES RUSSELL 1000 GROWTH ETF
13,801$3.8M0.51%
41
XYZSQUARE INC CL A
15,317$3.7M0.50%
42
VOEVANGUARD MID-CAP VALUE INDEX FUND
24,602$3.4M0.47%
43
VTVVANGUARD VALUE INDEX FUND
25,189$3.4M0.46%
44
PEPPEPSICO INC COM
22,672$3.4M0.46%
45
ABTABBOTT LABS COM
27,940$3.3M0.45%
46
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
14,830$3.3M0.45%
47
ORCLORACLE CORP COM
36,287$3.2M0.43%
48
AQLTISHARES CORE MSCI EAFE ETF
40,574$3.0M0.41%
49
GLDM1USDSPDR GOLD MINISHARES TRUST
171,499$3.0M0.41%
50
PGPROCTER AND GAMBLE CO COM
21,403$3.0M0.41%
51
REGNREGENERON PHARMACEUTICALS COM
4,889$3.0M0.40%
52
IWDISHARES RUSSELL 1000 VALUE ETF
18,848$3.0M0.40%
53
IJHISHARES S&P MIDCAP FUND
10,348$2.7M0.37%
54
TIPISHARES TIPS BOND ETF
21,088$2.7M0.36%
55
INTCINTEL CORP COM
49,615$2.6M0.36%
56
DHRDANAHER CORPORATION COM
8,653$2.6M0.36%
57
VOTVANGUARD MID-CAP GROWTH INDEX FUND
11,083$2.6M0.35%
58
ABBVABBVIE INC COM
24,200$2.6M0.35%
59
GQ9SPDR GOLD SHARES
15,592$2.6M0.35%
60
CMCSACOMCAST CORP NEW CL A
44,683$2.5M0.34%
61
NFLXNETFLIX INC COM
4,036$2.5M0.33%
62
YORWYORK WTR CO COM
56,249$2.5M0.33%
63
FDXFEDEX CORP COM
11,115$2.4M0.33%
64
LOWLOWES COS INC COM
11,637$2.4M0.32%
65
WMTWALMART INC COM
16,357$2.3M0.31%
66
IWMISHARES RUSSELL 2000 ETF
10,234$2.2M0.30%
67
LLYLILLY ELI & CO COM
9,481$2.2M0.30%
68
ICFISHARES COHEN & STEERS REIT ETF
31,202$2.0M0.28%
69
TJXTJX COS INC NEW COM
30,783$2.0M0.28%
70
IWSISHARES RUSSELL MID-CAP VALUE ETF
17,713$2.0M0.27%
71
BABOEING CO COM
8,927$2.0M0.27%
72
SYKSTRYKER CORPORATION COM
7,260$1.9M0.26%
73
SHOPSHOPIFY INC CL A
1,383$1.9M0.25%
74
SHYISHARES 1-3 YEAR TREASURY BOND ETF
21,745$1.9M0.25%
75
BACVERIZON COMMUNICATIONS INC COM
34,655$1.9M0.25%
76
LULULULULEMON ATHLETICA INC COM
4,612$1.9M0.25%
77
MDTMEDTRONIC PLC SHS
14,789$1.9M0.25%
78
RTXRAYTHEON TECHNOLOGIES CORP COM
21,444$1.8M0.25%
79
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
16,074$1.8M0.24%
80
BMYBRISTOL-MYERS SQUIBB CO COM
30,113$1.8M0.24%
81
MRKMERCK & CO INC COM
23,572$1.8M0.24%
82
TSLATESLA INC COM
2,252$1.7M0.24%
83
VOOVANGUARD S&P 500 ETF
4,351$1.7M0.23%
84
COSTCOSTCO WHSL CORP NEW COM
3,675$1.7M0.22%
85
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,625$1.6M0.22%
86
FIGSFIGS INC CL A
42,143$1.6M0.21%
87
KNOWLEDGE LEADERS DEVELOPED WORLD ETF
33,127$1.6M0.21%
88
MARMARRIOTT INTL INC NEW CL A
10,469$1.6M0.21%
89
8CWCROWN CASTLE INTL CORP NEW COM
8,837$1.5M0.21%
90
TXRHTEXAS ROADHOUSE INC COM
16,495$1.5M0.20%
91
CSCOCISCO SYS INC COM
27,663$1.5M0.20%
92
UNPUNION PAC CORP COM
7,636$1.5M0.20%
93
LMTLOCKHEED MARTIN CORP COM
4,226$1.5M0.20%
94
SUSUNCOR ENERGY INC NEW COM
69,441$1.4M0.20%
95
NXPINXP SEMICONDUCTORS N V COM
7,322$1.4M0.19%
96
NEENEXTERA ENERGY INC COM
17,774$1.4M0.19%
97
GDXVANECK GOLD MINERS ETF
47,350$1.4M0.19%
98
CVXCHEVRON CORP NEW COM
13,718$1.4M0.19%
99
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
18,202$1.4M0.18%
100
ZTSZOETIS INC CL A
6,948$1.3M0.18%
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