HARBOUR INVESTMENTS, INC.
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
3,559
- Value ($000)
$3,497,417
- Date Filed05/08/2025
- Form type13F-HR
- CIK0000810121
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $182.65M | 5 % | 355,407 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $111.45M | 3 % | 237,684 | ||
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $82.52M | 2 % | 3,333,946 | ||
CALF PACER FDS TR | US SMALL CAP CAS | 69374H857 | $70.80M | 2 % | 1,888,115 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $70.79M | 2 % | 2,384,253 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $67.03M | 2 % | 2,397,477 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $65.56M | 2 % | 1,123,512 | ||
AAPL APPLE INC | COM | 037833100 | $63.87M | 2 % | 287,535 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $54.06M | 2 % | 603,096 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $47.92M | 1 % | 2,134,399 |
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