The Analysis of Royal Harbor Partners, LLC's Holdings
Currently, Royal Harbor Partners, LLC holds 51 types of securities in its portfolio with a total value $302.5M. In the most recent quarter, they have increased their positions in N/A (+34.4K shares, valued at $1.8M), GVIP (+11.4K shares, valued at $1.8M), BINC (+15.5K shares, valued at $819.0K); decreased their positions in IBIT (-25.3K shares, valued at $1.3M), NVDA (-3.9K shares, valued at $726.0K), AAPL (-2.4K shares, valued at $654.1K); initiated new positions in N/A (+34.4K shares, valued at $1.8M), GVIP (+11.4K shares, valued at $1.8M), BAC (+3.7K shares, valued at $206.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BINC BLACKROCK ETF TRUST II606.8K shares2.62%2025-12-312026-02-19
JCPB J P MORGAN EXCHANGE TRADED F600.0K shares0.46%2025-12-312026-02-19 CGDV CAPITAL GROUP DIVIDEND VALUE637.9K shares1.03%2025-12-312026-02-19 DYNF BLACKROCK ETF TRUST380.1K shares0.92%2025-12-312026-02-19 DFUS DIMENSIONAL ETF TRUST294.6K shares2.83%2025-12-312026-02-19 SPTM SPDR SERIES TRUST230.1K shares0.47%2025-12-312026-02-19 IEFA ISHARES TR179.8K shares-1.14%2025-12-312026-02-19 CGMU CAPITAL GRP FIXED INCM ETF T443.2K shares4.35%2025-12-312026-02-19 CGGO CAPITAL GROUP GBL GROWTH EQT281.5K shares-1.14%2025-12-312026-02-19 GSLC GOLDMAN SACHS ETF TR69.6K shares0.84%2025-12-312026-02-19 JBND J P MORGAN EXCHANGE TRADED F167.8K shares1.91%2025-12-312026-02-19 QUAL ISHARES TR45.2K shares0.67%2025-12-312026-02-19 JPIE J P MORGAN EXCHANGE TRADED F193.1K shares2.77%2025-12-312026-02-19 DFAW DIMENSIONAL ETF TRUST118.1K shares7.83%2025-12-312026-02-19 MSFT MICROSOFT CORP12.1K shares3.86%2025-12-312026-02-19 GLDM WORLD GOLD TR67.9K shares1.31%2025-12-312026-02-19 ALPHABET INC ALPHABET INC16.8K shares-9.97%2025-12-312026-02-19 AAPL APPLE INC18.9K shares-11.30%2025-12-312026-02-19 XFIV BONDBLOXX ETF TRUST91.0K shares2.33%2025-12-312026-02-19 STIP ISHARES TR43.1K shares3.15%2025-12-312026-02-19 IEI ISHARES TR36.9K shares8.39%2025-12-312026-02-19 JPM JPMORGAN CHASE & CO.12.9K shares-3.90%2025-12-312026-02-19 AMZN AMAZON COM INC15.9K shares1.40%2025-12-312026-02-19 UTES ETFIS SER TR I46.5K shares-6.29%2025-12-312026-02-19 CGSM CAPITAL GRP FIXED INCM ETF T106.5K shares2.76%2025-12-312026-02-19 NVDA NVIDIA CORPORATION10.2K shares-27.59%2025-12-312026-02-19 PAVE GLOBAL X FDS39.8K shares-3.54%2025-12-312026-02-19 GVIP GOLDMAN SACHS ETF TR11.4K sharesnew addition2025-12-312026-02-19 IBIT ISHARES BITCOIN TRUST ETF28.9K shares-46.68%2025-12-312026-02-19 MCD MCDONALDS CORP3.9K shares-2.38%2025-12-312026-02-19 XOM EXXON MOBIL CORP8.4K shares-10.27%2025-12-312026-02-19 ORCL ORACLE CORP3.4K shares0.00%2025-12-312026-02-19 JPST J P MORGAN EXCHANGE TRADED F12.9K shares0.00%2025-12-312026-02-19 IWF ISHARES TR1.4K shares-4.43%2025-12-312026-02-19 LLY ELI LILLY & CO463 shares-13.13%2025-12-312026-02-19 WMT WALMART INC3.9K shares0.00%2025-12-312026-02-19 EPD ENTERPRISE PRODS PARTNERS L12.7K shares0.00%2025-12-312026-02-19 BA BOEING CO1.8K shares0.00%2025-12-312026-02-19 DGRO ISHARES TR5.4K shares0.00%2025-12-312026-02-19 PWR QUANTA SVCS INC800 shares-50.00%2025-12-312026-02-19 MTUM ISHARES TR1.1K shares0.00%2025-12-312026-02-19 IWR ISHARES TR2.9K shares-1.31%2025-12-312026-02-19 MPLX MPLX LP5.2K shares0.00%2025-12-312026-02-19 QGRW WISDOMTREE TR4.0K shares-10.75%2025-12-312026-02-19 CSCO CISCO SYS INC3.0K shares0.00%2025-12-312026-02-19 SLB SLB LIMITED6.1K shares0.00%2025-12-312026-02-19 OKE ONEOK INC NEW3.2K shares-5.29%2025-12-312026-02-19 EWJ ISHARES INC2.8K shares3.62%2025-12-312026-02-19 BAC BANK AMERICA CORP3.7K sharesnew addition2025-12-312026-02-19 NMAX NEWSMAX INC13.5K shares0.00%2025-12-312026-02-19 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available