HARMONY ASSET MANAGEMENT LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$238.3B

Holdings

161

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (161 positions)

#StockSharesValue% PortfolioType
101
VBVANGUARD INDEX FDS
2,412$534.9M0.22%
102
HONHONEYWELL INTL INC
2,423$513.1M0.22%
103
MMM3M CO
3,405$500.1M0.21%
104
PWVINVESCO EXCHANGE TRADED FD T
8,310$494.5M0.21%
105
MRVLMARVELL TECHNOLOGY INC
8,031$494.5M0.21%
106
VCLTVANGUARD SCOTTSDALE FDS
6,474$491.4M0.21%
107
QCOMQUALCOMM INC
2,936$451.0M0.19%
108
AMDADVANCED MICRO DEVICES INC
4,373$449.3M0.19%
109
CGUSCAPITAL GROUP CORE EQUITY ET
13,098$437.5M0.18%
110
ZSZSCALER INC
2,200$436.5M0.18%
111
NFLXNETFLIX INC
465$433.6M0.18%
112
DDOMINION ENERGY INC
7,700$431.7M0.18%
113
PFEPFIZER INC
16,866$427.4M0.18%
114
GILDGILEAD SCIENCES INC
3,796$425.3M0.18%
115
COSTCOSTCO WHSL CORP NEW
433$409.6M0.17%
116
BKRBAKER HUGHES COMPANY
9,192$404.0M0.17%
117
XNEAXNUVEEN AMT FREE QLTY MUN INC
35,713$400.0M0.17%
118
MRKMERCK & CO INC
4,301$386.1M0.16%
119
INTCINTEL CORP
16,267$369.4M0.16%
120
TKOTKO GROUP HOLDINGS INC
2,405$367.5M0.15%
121
ETENERGY TRANSFER L P
19,641$365.1M0.15%
122
PGPROCTER AND GAMBLE CO
2,102$358.2M0.15%
123
APDAIR PRODS & CHEMS INC
1,209$356.6M0.15%
124
WDAYWORKDAY INC
1,519$354.7M0.15%
125
VRTVERTIV HOLDINGS CO
4,690$338.6M0.14%
126
DYHTARGET CORP
3,221$336.1M0.14%
127
SPMDSPDR SER TR
6,540$334.7M0.14%
128
VRTXVERTEX PHARMACEUTICALS INC
680$329.7M0.14%
129
DHRDANAHER CORPORATION
1,594$326.8M0.14%
130
SPSMSPDR SER TR
7,930$323.2M0.14%
131
BOXXEA SERIES TRUST
2,857$318.5M0.13%
132
VHTVANGUARD WORLD FD
1,175$311.1M0.13%
133
SPHDINVESCO EXCH TRADED FD TR II
6,179$310.4M0.13%
134
EPDENTERPRISE PRODS PARTNERS L
8,880$303.2M0.13%
135
GOOGALPHABET INC
1,925$300.8M0.13%
136
XLISELECT SECTOR SPDR TR
2,087$273.6M0.11%
137
BNDXVANGUARD CHARLOTTE FDS
5,523$269.6M0.11%
138
XLKSELECT SECTOR SPDR TR
1,271$262.4M0.11%
139
SCHDSCHWAB STRATEGIC TR
9,231$258.1M0.11%
140
BHPBHP GROUP LTD
5,274$256.0M0.11%
141
IWDISHARES TR
1,332$250.6M0.11%
142
XLFSELECT SECTOR SPDR TR
4,898$244.0M0.10%
143
KOCOCA COLA CO
3,395$243.2M0.10%
144
PZAINVESCO EXCH TRADED FD TR II
10,300$237.3M0.10%
145
LULULULULEMON ATHLETICA INC
800$226.4M0.10%
146
ASBASSOCIATED BANC CORP
10,000$225.3M0.09%
147
UNHUNITEDHEALTH GROUP INC
428$224.3M0.09%
148
GQ9SPDR GOLD TR
773$222.6M0.09%
149
ANETARISTA NETWORKS INC
2,843$220.3M0.09%
150
MNSTMONSTER BEVERAGE CORP NEW
3,743$219.0M0.09%
151
PLTRPALANTIR TECHNOLOGIES INC
2,581$217.9M0.09%
152
CGDGCAPITAL GROUP DIVIDEND VALUE
6,038$215.2M0.09%
153
TFISPDR SER TR
4,762$214.6M0.09%
154
KLACKLA CORP
315$213.9M0.09%
155
WMTWALMART INC
2,428$213.2M0.09%
156
ESLTELBIT SYS LTD
550$211.0M0.09%
157
PINKSIMPLIFY EXCHANGE TRADED FUN
7,195$210.9M0.09%
158
WELLWELLTOWER INC
1,351$207.0M0.09%
159
LQDISHARES TR
1,854$201.5M0.08%
160
BNDVANGUARD BD INDEX FDS
2,732$200.6M0.08%
161
FPFFIRST TR INTER DURATN PFD &
10,317$189.7M0.08%
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