HARMONY ASSET MANAGEMENT LLC

Q1 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    161

  • Value ($000)

    $238,306

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0002002815
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$15.73M
7 %

70,832

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.17M
5 %

112,318

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.05M
4 %

52,847

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.95M
4 %

26,495

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.71M
3 %

49,848

LLY
LLY

ELI LILLY & CO

COM
532457108
$7.48M
3 %

9,060

V
V

VISA INC

COM CL A
92826C839
$6.92M
3 %

19,743

HD
HD

HOME DEPOT INC

COM
437076102
$5.27M
2 %

14,370

CME
CME

CME GROUP INC

COM
12572Q105
$4.44M
2 %

16,741

OKE
OKE

ONEOK INC NEW

COM
682680103
$4.29M
2 %

43,231

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