Safe Harbor Fiduciary, LLC
Q4 2024 13F Holdings
- Locationpensacola, FL
- Num holdings
198
- Value ($000)
$98,117
- Date Filed02/13/2025
- Form type13F-HR
- CIK0002036114
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.17M | 19 % | 31,011 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.04M | 8 % | 27,752 | ||
AAPL APPLE INC | COM | 037833100 | $5.36M | 6 % | 21,398 | ||
ADME ETF SER SOLUTIONS | APTUS DRAWDOWN | 26922A784 | $3.84M | 4 % | 82,228 | ||
OKE ONEOK INC NEW | COM | 682680103 | $3.70M | 4 % | 36,865 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $3.20M | 3 % | 101,756 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $2.79M | 3 % | 28,950 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $2.59M | 3 % | 36,084 | ||
ITW ILLINOIS TOOL WKS INC | COM | 452308109 | $2.34M | 2 % | 9,246 | ||
PNC PNC FINL SVCS GROUP INC | COM | 693475105 | $2.18M | 2 % | 11,312 |
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