HARBOR INVESTMENT ADVISORY, LLC Q4 2019 Filing

Filed January 16, 2020

Portfolio Value

$434.3M

Holdings

1,043

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (1,043 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
102,533$30.1M6.93%
2
AMZNAMAZON COM INC COM
11,237$20.8M4.78%
3
GOOGLALPHABET INC CAP STK CL A
11,002$14.7M3.39%
4
MSFTMICROSOFT CORP COM
79,829$12.6M2.90%Call
5
MAMASTERCARD INC CL A
34,027$10.2M2.34%
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
44,034$10.0M2.30%
7
IVVISHARES CORE S&P 500 ETF
29,175$9.4M2.17%
8
UNHUNITEDHEALTH GROUP INC COM
31,856$9.4M2.16%Call
9
VVISA INC COM CL A
43,758$8.2M1.89%
10
GOOGALPHABET INC CAP STK CL C
5,721$7.6M1.76%
11
AMGNAMGEN INC COM
29,425$7.1M1.63%
12
JPMJPMORGAN CHASE & CO COM
46,703$6.5M1.50%
13
SBUXSTARBUCKS CORP COM
65,808$5.8M1.33%
14
DISDISNEY WALT CO COM DISNEY
39,978$5.8M1.33%
15
CRMSALESFORCE COM INC COM
34,403$5.6M1.29%
16
JNJJOHNSON & JOHNSON COM
37,078$5.4M1.25%
17
VNQVANGUARD REAL ESTATE ETF
55,929$5.2M1.20%
18
PYPLPAYPAL HLDGS INC COM
42,025$4.5M1.05%
19
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
37,104$4.3M0.99%
20
EFAISHARES MSCI EAFE ETF
59,307$4.1M0.95%
21
BLKCHFBLACKROCK INC COM
8,151$4.1M0.94%
22
BACBANK AMER CORP COM
109,517$3.9M0.89%
23
METAFACEBOOK INC CL A
18,577$3.8M0.88%
24
AMTAMERICAN TOWER CORP NEW COM
15,576$3.6M0.82%
25
TROWT ROWE PRICE GROUP INC COM
28,941$3.5M0.81%
26
TAT&T INC COM
89,473$3.5M0.81%
27
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
95,187$3.4M0.79%
28
BABOEING CO COM
10,223$3.3M0.77%Call
29
NKENIKE INC CL B
31,934$3.2M0.74%
30
IWDISHARES RUSSELL 1000 VALUE ETF
22,302$3.0M0.70%
31
HONHONEYWELL INTL INC COM
17,086$3.0M0.70%
32
SHYISHARES 1-3 YEAR TREASURY BOND ETF
31,434$2.7M0.61%
33
IWYISHARES RUSSELL TOP 200 GROWTH ETF
27,447$2.7M0.61%
34
IJHISHARES S&P MIDCAP FUND
12,878$2.7M0.61%
35
PEPPEPSICO INC COM
19,308$2.6M0.61%
36
CSCOCISCO SYS INC COM
54,314$2.6M0.60%
37
AQLTISHARES CORE MSCI EAFE ETF
39,496$2.6M0.59%
38
INTCINTEL CORP COM
43,005$2.6M0.59%
39
YORWYORK WTR CO COM
55,354$2.6M0.59%
40
VICRVICOR CORP COM
52,800$2.5M0.57%
41
IWXISHARES RUSSELL TOP 200 VALUE ETF
41,847$2.4M0.56%
42
IWOISHARES RUSSELL 2000 GROWTH ETF
11,226$2.4M0.55%
43
IWFISHARES RUSSELL 1000 GROWTH ETF
13,625$2.4M0.55%
44
PGPROCTER & GAMBLE CO COM
19,140$2.4M0.55%
45
BXBLACKSTONE GROUP INC COM CL A
42,082$2.4M0.54%
46
IWNISHARES RUSSELL 2000 VALUE ETF
18,229$2.3M0.54%
47
UTXZUNITED TECHNOLOGIES CORP COM
15,380$2.3M0.53%
48
XOMEXXON MOBIL CORP COM
32,493$2.3M0.52%
49
ABBVABBVIE INC COM
25,190$2.2M0.51%
50
MRKMERCK & CO INC COM
24,354$2.2M0.51%
51
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
13,484$2.2M0.51%
52
ABTABBOTT LABS COM
25,305$2.2M0.51%
53
HDHOME DEPOT INC COM
9,247$2.0M0.46%
54
EEMISHARES MSCI EMERGING MARKETS ETF
44,699$2.0M0.46%
55
XYZSQUARE INC CL A
31,970$2.0M0.46%Call
56
IWMISHARES RUSSELL 2000 ETF
12,025$2.0M0.46%
57
SPYSPDR S&P 500 ETF
6,063$2.0M0.45%
58
AQLTISHARES SELECT DIVIDEND ETF
18,098$1.9M0.44%
59
VUGVANGUARD GROWTH INDEX FUND
10,137$1.8M0.43%
60
VOEVANGUARD MID-CAP VALUE INDEX FUND
15,490$1.8M0.43%
61
CVXCHEVRON CORP NEW COM
15,285$1.8M0.42%
62
DOCUDOCUSIGN INC COM
24,098$1.8M0.41%
63
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
8,326$1.8M0.41%
64
TJXTJX COS INC NEW COM
28,637$1.7M0.40%
65
LTCLTC PPTYS INC COM
38,772$1.7M0.40%
66
GQ9SPDR GOLD SHARES
11,976$1.7M0.39%
67
FIVEFIVE BELOW INC COM
13,283$1.7M0.39%
68
ORCLORACLE CORP COM
30,848$1.6M0.38%
69
IJRISHARES S&P SMALL-CAP FUND
18,825$1.6M0.36%
70
MMM3M CO COM
8,681$1.5M0.35%
71
0VVBVIACOMCBS INC CL B
32,841$1.4M0.32%
72
UNPUNION PACIFIC CORP COM
7,607$1.4M0.32%
73
BMYBRISTOL MYERS SQUIBB CO COM
20,938$1.3M0.31%
74
WMTWALMART INC COM
11,216$1.3M0.31%
75
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
24,778$1.3M0.31%
76
BACVERIZON COMMUNICATIONS INC COM
21,536$1.3M0.30%
77
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,579$1.3M0.30%
78
LOWLOWES COS INC COM
10,830$1.3M0.30%
79
LMTLOCKHEED MARTIN CORP COM
3,206$1.2M0.29%
80
VOTVANGUARD MID-CAP GROWTH INDEX FUND
7,775$1.2M0.28%
81
IWSISHARES RUSSELL MID-CAP VALUE ETF
12,922$1.2M0.28%
82
GLDM1USDSPDR GOLD MINISHARES TRUST
79,754$1.2M0.28%
83
KNOWLEDGE LEADERS DEVELOPED WORLD ETF
32,910$1.2M0.28%
84
MTBM & T BK CORP COM
6,754$1.1M0.26%
85
ICFISHARES COHEN & STEERS REIT ETF
9,687$1.1M0.26%
86
HDVISHARES CORE HIGH DIVIDEND ETF
11,477$1.1M0.26%
87
STZCONSTELLATION BRANDS INC CL A
5,678$1.1M0.25%
88
CMCSACOMCAST CORP NEW CL A
23,902$1.1M0.25%
89
SUSUNCOR ENERGY INC NEW COM
32,255$1.1M0.24%
90
NFLXNETFLIX INC COM
3,264$1.1M0.24%
91
MARMARRIOTT INTL INC NEW CL A
6,930$1.0M0.24%
92
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
16,908$1.0M0.24%
93
DLTRDOLLAR TREE INC COM
11,076$1.0M0.24%
94
PFEPFIZER INC COM
26,504$1.0M0.24%
95
NXPINXP SEMICONDUCTORS N V COM
8,116$1.0M0.24%
96
EWEDWARDS LIFESCIENCES CORP COM
4,428$1.0M0.24%
97
SYKSTRYKER CORP COM
4,793$1.0M0.23%
98
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
9,879$1.0M0.23%
99
GLWCORNING INC COM
34,230$996K0.23%
100
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
16,707$976K0.22%
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