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
101
MCDMCDONALDS CORP COM
4,741$937K0.22%
102
NEENEXTERA ENERGY INC COM
3,811$923K0.21%
103
FDXFEDEX CORP COM
5,959$901K0.21%
104
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
3,360$884K0.20%
105
NOWSERVICENOW INC COM
2,983$842K0.19%
106
XLFFINANCIAL SELECT SECTOR SPDR FUND
26,844$826K0.19%
107
EMOCLEARBRIDGE MLP AND MIDSTRM FD COM
72,906$821K0.19%
108
DPZDOMINOS PIZZA INC COM
2,697$792K0.18%
109
CSXCSX CORP COM
10,917$790K0.18%
110
DCIDONALDSON INC COM
13,719$790K0.18%
111
BIDUNBAIDU INC SPON ADR REP A
6,196$783K0.18%
112
LULULULULEMON ATHLETICA INC COM
3,375$782K0.18%
113
NTESNETEASE INC SPONSORED ADS
2,535$777K0.18%
114
VOOVANGUARD S&P 500 ETF
2,599$769K0.18%
115
OREALTY INCOME CORP COM
10,366$763K0.18%
116
PAYXPAYCHEX INC COM
8,937$760K0.18%
117
WPCW P CAREY INC COM
9,359$749K0.17%
118
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
17,728$743K0.17%
119
IBMINTERNATIONAL BUSINESS MACHS COM
5,476$734K0.17%
120
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
20,834$727K0.17%
121
MCXMCCORMICK & CO INC COM NON VTG
4,277$726K0.17%
122
IWPISHARES RUSSELL MID-CAP GROWTH ETF
4,755$726K0.17%
123
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
11,340$713K0.16%
124
IWRISHARES RUSSELL MID-CAP ETF
11,724$699K0.16%
125
WFCWELLS FARGO CO NEW COM
12,954$697K0.16%
126
COSTCOSTCO WHSL CORP NEW COM
2,334$686K0.16%
127
MDLZMONDELEZ INTL INC CL A
12,454$686K0.16%
128
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
2$679K0.16%
129
KMBKIMBERLY CLARK CORP COM
4,911$676K0.16%
130
FISVFISERV INC COM
5,822$673K0.15%
131
FQIDIGITAL RLTY TR INC COM
5,583$668K0.15%
132
STTSTATE STR CORP COM
8,400$664K0.15%
133
PPGPPG INDS INC COM
4,942$660K0.15%
134
BKIEURBLACK KNIGHT INC COM
9,850$635K0.15%
135
PNQIINVESCO NASDAQ INTERNET ETF
4,408$623K0.14%
136
GSGOLDMAN SACHS GROUP INC COM
2,674$615K0.14%
137
KOCOCA COLA CO COM
11,102$614K0.14%
138
GEGENERAL ELECTRIC CO COM
54,304$606K0.14%
139
DFSEURDISCOVER FINL SVCS COM
6,980$592K0.14%
140
XLVHEALTH CARE SELECT SECTOR SPDR FUND
5,695$580K0.13%
141
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
9,499$579K0.13%
142
PNCPNC FINL SVCS GROUP INC COM
3,596$574K0.13%
143
SRESEMPRA ENERGY COM
3,651$553K0.13%
144
DHRDANAHER CORPORATION COM
3,602$553K0.13%
145
8CWCROWN CASTLE INTL CORP NEW COM
3,817$543K0.13%
146
AFLAFLAC INC COM
10,243$542K0.12%
147
CBRLCRACKER BARREL OLD CTRY STORE COM
3,498$538K0.12%
148
XHITXINVESCO HIGH INCOME 2023 TARGE COM
50,436$532K0.12%
149
ADPAUTOMATIC DATA PROCESSING INC COM
3,051$520K0.12%
150
BIIBBIOGEN INC COM
1,686$500K0.12%
151
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3,910$500K0.12%Put
152
UYGPROSHARES ULTRA FINANCIALS
9,075$487K0.11%
153
RTN1USDRAYTHEON CO COM NEW
2,213$486K0.11%
154
NDQINVESCO QQQ TRUST
2,283$485K0.11%
155
WBAWALGREENS BOOTS ALLIANCE INC COM
8,169$482K0.11%
156
MUBISHARES NATIONAL MUNI BOND ETF
4,190$477K0.11%
157
THQTEKLA HEALTHCARE OPPORTUNIT FD SHS
24,867$474K0.11%
158
EPDENTERPRISE PRODS PARTNERS L P COM
16,404$462K0.11%
159
UPSUNITED PARCEL SERVICE INC CL B
3,937$461K0.11%
160
RYROYAL BK CDA MONTREAL QUE COM
5,721$453K0.10%
161
CMGCHIPOTLE MEXICAN GRILL INC COM
531$445K0.10%
162
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
5,836$441K0.10%
163
IVEISHARES S&P 500 VALUE ETF
3,317$432K0.10%
164
MOALTRIA GROUP INC COM
8,657$432K0.10%
165
PANWPALO ALTO NETWORKS INC COM
1,846$427K0.10%
166
CATCATERPILLAR INC DEL COM
2,886$426K0.10%
167
4I1PHILIP MORRIS INTL INC COM
4,984$424K0.10%
168
CICIGNA CORP NEW COM
2,061$421K0.10%
169
AMLPUSDALERIAN MLP ETF
49,249$419K0.10%
170
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
5,072$413K0.10%
171
NOCNORTHROP GRUMMAN CORP COM
1,184$407K0.09%
172
SPOTSPOTIFY TECHNOLOGY S A SHS
2,700$404K0.09%
173
PSXPHILLIPS 66 COM
3,624$404K0.09%
174
FASTFASTENAL CO COM
10,730$396K0.09%
175
BCEBCE INC COM NEW
8,410$390K0.09%
176
TXRHTEXAS ROADHOUSE INC COM
6,860$386K0.09%
177
EXPDEXPEDITORS INTL WASH INC COM
4,929$385K0.09%
178
HPIHANCOCK JOHN PFD INCOME FD SH BEN INT
16,700$381K0.09%
179
XLEENERGY SELECT SECTOR SPDR FUND
6,277$377K0.09%
180
GNRCGENERAC HLDGS INC COM
3,735$376K0.09%
181
XBXMXNUVEEN S&P 500 BUY-WRITE INC COM
27,122$373K0.09%
182
EMREMERSON ELEC CO COM
4,888$373K0.09%
183
AVGOBROADCOM INC COM
1,140$360K0.08%
184
PRUPRUDENTIAL FINL INC COM
3,773$354K0.08%
185
EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
3,085$354K0.08%Put
186
IYHISHARES U.S. HEALTHCARE ETF
1,643$354K0.08%
187
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,540$353K0.08%
188
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
8,180$353K0.08%
189
TXNTEXAS INSTRS INC COM
2,657$341K0.08%
190
ISRGINTUITIVE SURGICAL INC COM NEW
575$340K0.08%
191
SCZISHARES MSCI EAFE SMALL-CAP ETF
5,297$330K0.08%
192
XLUUTILITIES SELECT SECTOR SPDR FUND
5,042$326K0.08%
193
DYHTARGET CORP COM
2,505$321K0.07%
194
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
2,533$318K0.07%
195
IVWISHARES S&P 500 GROWTH ETF
1,639$317K0.07%
196
COFCAPITAL ONE FINL CORP COM
3,067$316K0.07%
197
BDXBECTON DICKINSON & CO COM
1,161$316K0.07%
198
ZBHZIMMER BIOMET HLDGS INC COM
2,106$315K0.07%
199
BPBP PLC SPONSORED ADR
8,258$312K0.07%
200
FXIISHARES CHINA LARGE-CAP ETF
7,100$310K0.07%
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