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Jim Dushek

@Harbour Investments, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.324BTotal holdings3396
Assets growth rate12.14%Assets growth rate (2-Q avg)8.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Investments, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3396 positions.

Assets under management

The assets under management (AUM) of Harbour Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.324B in assets, with a quarterly growth rate of 12.14% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by Jim Dushek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 0.76%
4.4%
$146.092M
276,863 shares@ $527.67 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2%
4.21%
$139.747M
286,325 shares@ $488.07 avg price
CALFPacer Fds Tr
Recent Activity
Increased 1.72%
2.91%
$96.499M
2.074M shares@ $46.53 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 19.8%
2.6%
$86.424M
3.439M shares@ $25.13 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 4.87%
2.15%
$71.263M
843,046 shares@ $84.53 avg price
AAPLApple Inc
Recent Activity
Decreased -3.12%
1.95%
$64.737M
277,840 shares@ $233.01 avg price
IJHIshares Tr
Recent Activity
Increased 760.57%
1.92%
$63.792M
1.024M shares@ $62.32 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 25.82%
1.77%
$58.68M
1.963M shares@ $29.9 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.08%
1.71%
$56.541M
622,696 shares@ $90.81 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 25.21%
1.65%
$54.647M
727,565 shares@ $75.11 avg price