HARBOR INVESTMENT ADVISORY, LLC Q4 2020 Filing

Filed February 4, 2021

Portfolio Value

$624.4M

Holdings

1,243

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (1,243 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
398,501$52.9M8.47%
2
AMZNAMAZON COM INC COM
13,888$45.2M7.24%
3
MSFTMICROSOFT CORP COM
92,542$20.6M3.30%
4
GOOGLALPHABET INC CAP STK CL A
10,897$19.1M3.06%
5
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
48,937$11.3M1.82%
6
UNHUNITEDHEALTH GROUP INC COM
32,167$11.3M1.81%
7
IVVISHARES CORE S&P 500 ETF
28,559$10.7M1.72%
8
MAMASTERCARD INCORPORATED CL A
28,781$10.3M1.65%
9
PYPLPAYPAL HLDGS INC COM
42,360$9.9M1.59%
10
VVISA INC COM CL A
42,508$9.3M1.49%
11
GOOGALPHABET INC CAP STK CL C
5,141$9.0M1.44%
12
SBUXSTARBUCKS CORP COM
70,889$7.6M1.21%
13
CRMSALESFORCE COM INC COM
33,337$7.4M1.19%
14
JNJJOHNSON & JOHNSON COM
46,508$7.3M1.17%
15
DISDISNEY WALT CO COM
40,319$7.3M1.17%
16
IWNISHARES RUSSELL 2000 VALUE ETF
54,428$7.2M1.15%
17
AMGNAMGEN INC COM
29,658$6.8M1.09%
18
METAFACEBOOK INC CL A
23,581$6.4M1.03%
19
JPMJPMORGAN CHASE & CO COM
48,779$6.2M0.99%
20
VNQVANGUARD REAL ESTATE ETF
64,226$5.5M0.87%
21
EFAISHARES MSCI EAFE ETF
70,127$5.1M0.82%
22
IWYISHARES RUSSELL TOP 200 GROWTH ETF
37,422$5.0M0.80%
23
BLKCHFBLACKROCK INC COM
6,471$4.7M0.75%
24
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
36,056$4.6M0.74%
25
VICRVICOR CORP COM
49,600$4.6M0.73%
26
TROWT ROWE PRICE GROUP INC COM
29,363$4.4M0.71%
27
AMTAMERICAN TOWER CORP NEW COM
19,517$4.4M0.70%
28
NKENIKE INC CL B
30,849$4.4M0.70%
29
IWOISHARES RUSSELL 2000 GROWTH ETF
14,951$4.3M0.69%
30
TIPISHARES TIPS BOND ETF
31,832$4.1M0.65%Call
31
HONHONEYWELL INTL INC COM
19,025$4.0M0.65%
32
XYZSQUARE INC CL A
18,095$3.9M0.63%
33
VUGVANGUARD GROWTH INDEX FUND
15,330$3.9M0.62%
34
IWXISHARES RUSSELL TOP 200 VALUE ETF
66,552$3.9M0.62%
35
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
108,016$3.8M0.61%
36
SHYISHARES 1-3 YEAR TREASURY BOND ETF
43,186$3.7M0.60%
37
SPYSPDR S&P 500 ETF
9,940$3.7M0.60%Put
38
DOCUDOCUSIGN INC COM
16,114$3.6M0.57%
39
GQ9SPDR GOLD SHARES
19,086$3.4M0.55%
40
PEPPEPSICO INC COM
22,164$3.3M0.53%
41
BACBK OF AMERICA CORP COM
105,148$3.2M0.51%
42
IWFISHARES RUSSELL 1000 GROWTH ETF
13,081$3.2M0.51%
43
GLDM1USDSPDR GOLD MINISHARES TRUST
162,908$3.1M0.49%
44
ABTABBOTT LABS COM
27,440$3.0M0.48%
45
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
12,733$3.0M0.47%
46
PGPROCTER AND GAMBLE CO COM
20,958$2.9M0.47%
47
VOEVANGUARD MID-CAP VALUE INDEX FUND
24,065$2.9M0.46%
48
BACVERIZON COMMUNICATIONS INC COM
48,052$2.8M0.45%
49
BXBLACKSTONE GROUP INC COM CL A
42,778$2.8M0.44%
50
ABBVABBVIE INC COM
25,356$2.7M0.44%
51
AQLTISHARES CORE MSCI EAFE ETF
38,626$2.7M0.43%
52
HDHOME DEPOT INC COM
10,022$2.7M0.43%
53
YORWYORK WTR CO COM
56,249$2.6M0.42%
54
IWDISHARES RUSSELL 1000 VALUE ETF
18,748$2.6M0.41%
55
NFLXNETFLIX INC COM
4,691$2.5M0.41%
56
VOTVANGUARD MID-CAP GROWTH INDEX FUND
11,720$2.5M0.40%
57
WMTWALMART INC COM
16,911$2.4M0.39%
58
ORCLORACLE CORP COM
37,210$2.4M0.39%
59
CMCSACOMCAST CORP NEW CL A
45,446$2.4M0.38%
60
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
15,368$2.4M0.38%
61
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
11,818$2.3M0.37%
62
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
22,540$2.3M0.37%
63
INTCINTEL CORP COM
45,309$2.3M0.36%
64
TJXTJX COS INC NEW COM
32,074$2.2M0.35%
65
IWMISHARES RUSSELL 2000 ETF
10,947$2.1M0.34%
66
IJHISHARES S&P MIDCAP FUND
8,595$2.0M0.32%
67
BMYBRISTOL-MYERS SQUIBB CO COM
31,702$2.0M0.31%
68
TDOCTELADOC HEALTH INC COM
9,627$1.9M0.31%
69
MRKMERCK & CO. INC COM
22,924$1.9M0.30%
70
BABOEING CO COM
8,591$1.8M0.29%
71
REGNREGENERON PHARMACEUTICALS COM
3,768$1.8M0.29%
72
SYKSTRYKER CORPORATION COM
7,387$1.8M0.29%
73
LOWLOWES COS INC COM
11,262$1.8M0.29%
74
TAT&T INC COM
62,549$1.8M0.29%
75
LULULULULEMON ATHLETICA INC COM
5,156$1.8M0.29%
76
AQLTISHARES SELECT DIVIDEND ETF
18,519$1.8M0.29%
77
MDTMEDTRONIC PLC SHS
15,187$1.8M0.28%
78
LMTLOCKHEED MARTIN CORP COM
4,852$1.7M0.28%
79
ICFISHARES COHEN & STEERS REIT ETF
31,282$1.7M0.27%
80
0VVBVIACOMCBS INC CL B
45,044$1.7M0.27%
81
BIDUNBAIDU INC SPON ADR REP A
7,590$1.6M0.26%
82
SHOPSHOPIFY INC CL A
1,425$1.6M0.26%
83
TSLATESLA INC COM
2,264$1.6M0.26%
84
UNPUNION PAC CORP COM
7,578$1.6M0.25%
85
RTXRAYTHEON TECHNOLOGIES CORP COM
21,795$1.6M0.25%
86
FDXFEDEX CORP COM
5,903$1.5M0.25%
87
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
18,387$1.5M0.24%
88
LTCLTC PPTYS INC COM
38,594$1.5M0.24%
89
KNOWLEDGE LEADERS DEVELOPED WORLD ETF
34,020$1.4M0.23%
90
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,163$1.4M0.23%
91
VOOVANGUARD S&P 500 ETF
4,130$1.4M0.23%
92
NEENEXTERA ENERGY INC COM
18,319$1.4M0.23%
93
IWSISHARES RUSSELL MID-CAP VALUE ETF
14,519$1.4M0.23%
94
NXPINXP SEMICONDUCTORS N V COM
8,763$1.4M0.22%
95
VTVVANGUARD VALUE INDEX FUND
11,601$1.4M0.22%
96
TXRHTEXAS ROADHOUSE INC COM
17,207$1.3M0.22%
97
8CWCROWN CASTLE INTL CORP NEW COM
8,372$1.3M0.21%
98
COSTCOSTCO WHSL CORP NEW COM
3,455$1.3M0.21%
99
CSCOCISCO SYS INC COM
29,037$1.3M0.21%
100
MARMARRIOTT INTL INC NEW CL A
9,829$1.3M0.21%
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