Safe Harbor Fiduciary, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    pensacola, FL
  • CIK
    0002036114
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

230

$96.69M
SPY, NDQ, AAPL, OKE
13F-HR
May 14, 2025
000186244325000005

198

$98.12M
SPY, VTI, AAPL, ADME
13F-HR
Feb 13, 2025
000203611425000001

212

$106.72M
SPY, VTI, DRSK, AAPL
13F-HR
Nov 14, 2024
000203611424000002