HARMONY ASSET MANAGEMENT LLC

Q4 2024 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    158

  • Value ($000)

    $252,280

  • Date Filed
    02/18/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.96M
7 %

71,726

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.34M
6 %

114,239

AMZN
AMZN

AMAZON COM INC

COM
023135106
$11.72M
5 %

53,444

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.24M
5 %

26,655

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.69M
4 %

51,172

V
V

VISA INC

COM CL A
92826C839
$6.24M
3 %

19,743

HD
HD

HOME DEPOT INC

COM
437076102
$5.45M
2 %

14,017

NVO
NVO

NOVO-NORDISK A S

ADR
670100205
$5.31M
2 %

61,777

LLY
LLY

ELI LILLY & CO

COM
532457108
$5.25M
2 %

6,806

OKE
OKE

ONEOK INC NEW

COM
682680103
$4.56M
2 %

45,410

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