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
MBBIshares Tr
Recent Activity
Increased 75.75%
0.24%
$7.896M
82,417 shares@ $95.82 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 7.79%
0.23%
$7.386M
41,224 shares@ $179.16 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.79%
0.22%
$7.203M
43,084 shares@ $167.19 avg price
QUALIshares Tr
Recent Activity
Increased 1.38%
0.22%
$7.179M
40,038 shares@ $179.31 avg price
HDHome Depot Inc
Recent Activity
Increased 3.59%
0.22%
$7.126M
17,587 shares@ $405.2 avg price
CGBLCapital Group Core Balanced
Recent Activity
Increased 72.97%
0.21%
$6.92M
222,857 shares@ $31.06 avg price
VZVerizon Communications Inc
Recent Activity
Increased 26.28%
0.21%
$6.891M
153,443 shares@ $44.91 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 11.66%
0.21%
$6.784M
52,915 shares@ $128.2 avg price
PJULInnovator Etfs Trust
Recent Activity
Increased 90.68%
0.2%
$6.644M
164,125 shares@ $40.48 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.67%
0.2%
$6.624M
56,513 shares@ $117.22 avg price