Holdings Channel
EntityShares/Amount
Change
Position Value
Change
DYNF +311,501+$13,831
LRGF +135,379+$7,285
LQD +31,767+$3,460
VHT +5,056+$1,368
OKE +2,761+$221
WMT +3,639+$219
MTUM +1,146+$215
EntityShares/Amount
Change
Position Value
Change
JQUA -136,490-$6,532
IBTE -140,098-$3,343
BXSL -89,903-$2,485
AMAT -8,730-$1,415
EntityShares/Amount
Change
Position Value
Change
JBND +138,034+$7,221
JGRO +83,762+$6,076
CGMU +21,567+$580
HYBL +5,556+$275
JPST +5,365+$327
SLB +3,343+$260
IBMP +2,591+$58
AAPL +2,112-$171
AGG +1,905+$9
NVDA +1,210+$2,240
EntityShares/Amount
Change
Position Value
Change
CGXU -160,922-$2,779
SPTM -124,936-$4,093
GSLC -74,115-$5,551
TLT -72,681-$7,342
IBMO -3,819-$102
FDX -3,529-$672
IBMN -1,794-$50
IBMQ -1,319-$44
IBMM -1,163-$30
Size ($ in 1000's)
At 03/31/2024: $229,418
At 12/31/2023: $215,266

Royal Harbor Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Royal Harbor Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Royal Harbor Partners LLC
As of  03/31/2024, we find all stocks held by Royal Harbor Partners LLC to be as follows, presented in the table below with each row detailing each Royal Harbor Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Royal Harbor Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Royal Harbor Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SPDR SER TR (SPTM) 563,074 -124,936 $36,121
     SPTM563,074-124,936$36,121
ISHARES TR (QUAL) 88,889 -1,081 $14,609
     QUAL88,889-1,081$14,609
GOLDMAN SACHS ETF TR (GSLC) 140,439 -74,115 $14,576
     GSLC140,439-74,115$14,576
CAPITAL GROUP INTL FOCUS EQT 556,376 -160,922 $14,343
     CGXU556,376-160,922$14,343
BLACKROCK ETF TRUST (DYNF) 311,501 +311,501 $13,831
     DYNF311,501+311,501$13,831
SSGA ACTIVE TR 474,076 +5,556 $13,454
     HYBL474,076+5,556$13,454
ISHARES TR (AGG) 137,334 +1,905 $13,450
     AGG137,334+1,905$13,450
J P MORGAN EXCHANGE TRADED F (JPST) 262,099 +5,365 $13,223
     JPST262,099+5,365$13,223
J P MORGAN EXCHANGE TRADED F (JBND) 201,701 +138,034 $10,595
     JBND201,701+138,034$10,595
GLOBAL X FDS 201,130 -215 $8,007
     PAVE201,130-215$8,007
J P MORGAN EXCHANGE TRADED F (JGRO) 105,111 +83,762 $7,380
     JGRO105,111+83,762$7,380
ISHARES TR (LRGF) 135,379 +135,379 $7,285
     LRGF135,379+135,379$7,285
ISHARES TR (TLH) 64,763 +207 $6,802
     TLH64,763+207$6,802
MICROSOFT CORP 13,588 +651 $5,717
     MSFT13,588+651$5,717
APPLE INC 27,471 +2,112 $4,711
     AAPL27,471+2,112$4,711
NVIDIA CORPORATION 4,018 +1,210 $3,631
     NVDA4,018+1,210$3,631
ISHARES TR (LQD) 31,767 +31,767 $3,460
     LQD31,767+31,767$3,460
ISHARES TR (TLT) 36,557 -72,681 $3,459
     TLT36,557-72,681$3,459
AMAZON COM INC 18,932 +168 $3,415
     AMZN18,932+168$3,415
ISHARES TR (IBTF) 146,616 +976 $3,406
     IBTF146,616+976$3,406
JPMORGAN CHASE & CO 16,955 +132 $3,396
     JPM16,955+132$3,396
ALPHABET INC 20,959 +302 $3,163
     GOOGL20,959+302$3,163
META PLATFORMS INC 3,905 +36 $1,896
     META3,905+36$1,896
FEDEX CORP 6,001 -3,529 $1,739
     FDX6,001-3,529$1,739
SCHLUMBERGER LTD 30,976 +3,343 $1,698
     SLB30,976+3,343$1,698
CAPITAL GRP FIXED INCM ETF T (CGMU) 57,178 +21,567 $1,544
     CGMU57,178+21,567$1,544
VANGUARD WORLD FD (VHT) 5,056 +5,056 $1,368
     VHT5,056+5,056$1,368
MCDONALDS CORP 3,996 UNCH $1,127
     MCD3,996UNCH$1,127
ISHARES U S ETF TR (MEAR) 19,358 -599 $970
     MEAR19,358-599$970
ISHARES TR (IBMM) 34,646 -1,163 $899
     IBMM34,646-1,163$899
ISHARES TR (IBMP) 35,658 +2,591 $898
     IBMP35,658+2,591$898
ISHARES TR (IBMO) 32,645 -3,819 $828
     IBMO32,645-3,819$828
ISHARES TR (IBMN) 31,245 -1,794 $827
     IBMN31,245-1,794$827
ISHARES TR (IBMQ) 31,188 -1,319 $788
     IBMQ31,188-1,319$788
EXXON MOBIL CORP 6,525 +69 $759
     XOM6,525+69$759
ISHARES TR (IWF) 1,423 UNCH $480
     IWF1,423UNCH$480
INVESCO EXCH TRD SLF IDX FD 19,773 UNCH $468
     BSMR19,773UNCH$468
INVESCO EXCH TRD SLF IDX FD 19,739 UNCH $465
     BSMQ19,739UNCH$465
INVESCO EXCH TRD SLF IDX FD 19,804 UNCH $465
     BSMS19,804UNCH$465
J P MORGAN EXCHANGE TRADED F (JMST) 8,886 UNCH $451
     JMST8,886UNCH$451
INVESCO EXCH TRD SLF IDX FD 18,167 UNCH $422
     BSMT18,167UNCH$422
ORACLE CORP 3,348 +79 $421
     ORCL3,348+79$421
PEPSICO INC 2,328 -262 $408
     PEP2,328-262$408
ENTERPRISE PRODS PARTNERS L 12,686 UNCH $370
     EPD12,686UNCH$370
BOEING CO 1,830 UNCH $353
     BA1,830UNCH$353
ISHARES TR (DGRO) 5,465 +1 $317
     DGRO5,465+1$317
MPLX LP 7,059 UNCH $293
     MPLX7,059UNCH$293
ISHARES TR (IWR) 3,014 +66 $253
     IWR3,014+66$253
ISHARES TR (MUB) 2,060 UNCH $222
     MUB2,060UNCH$222
ONEOK INC NEW 2,761 +2,761 $221
     OKE2,761+2,761$221
WALMART INC 3,639 +3,639 $219
     WMT3,639+3,639$219
ISHARES TR (MTUM) 1,146 +1,146 $215
     MTUM1,146+1,146$215
APPLIED MATLS INC $0 (exited)
     AMAT0-8,730$0
BLACKSTONE SECD LENDING FD $0 (exited)
     BXSL0-89,903$0
ISHARES TR $0 (exited)
     IBTE0-140,098$0
J P MORGAN EXCHANGE TRADED F 0 -136,490 $0 (exited)
     JQUA0-136,490$0

See Summary: Royal Harbor Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Royal Harbor Partners LLC

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