test

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
BSJTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$51,371
2,350 shares@ $21.86 avg price
TAXFAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$51,369
999 shares@ $51.43 avg price
MIDAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$50,981
831 shares@ $61.35 avg price
LAPRInnovator Etfs Trust
Recent Activity
New Position
0.01%
$50,083
1,989 shares@ $25.18 avg price
AFIFTwo Rds Shared Tr
Recent Activity
New Position
0.01%
$49,889
5,411 shares@ $9.22 avg price
VTEIVanguard Mun Bd Fds
Recent Activity
New Position
0.01%
$46,446
459 shares@ $101.19 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$46,013
2,250 shares@ $20.46 avg price
PSMJPacer Fds Tr
Recent Activity
New Position
0.01%
$45,749
1,638 shares@ $27.93 avg price
QEMMSpdr Index Shs Fds
Recent Activity
New Position
0.01%
$43,881
698 shares@ $62.87 avg price
MAGAEtf Ser Solutions
Recent Activity
New Position
0.01%
$41,879
854 shares@ $49.04 avg price