HARBOR ADVISORY CORP /MA/

Q1 2025 13F Holdings

  • Location
    portsmouth, NH
  • Num holdings

    83

  • Value ($000)

    $297,916

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001100710
  • 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
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$18.02 M
6 %

35,066

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$13.53 M
5 %

25,402

AMZN
AMZN

AMAZON COM INC

COM
$12.99 M
4 %

68,268

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$12.10 M
4 %

172,323

AAPL
AAPL

APPLE INC

COM
$11.30 M
4 %

50,865

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$10.76 M
4 %

19,154

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$10.73 M
4 %

69,368

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$10.68 M
4 %

235,948

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$8.98 M
3 %

153,933

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$8.90 M
3 %

40,153

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 83