Safe Harbor Fiduciary, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Pensacola, FL
CIK
0002036114
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 230 96,684 SPY, QQQ, AAPL, OKE 13F-HR 5/14/2025 000186244325000005
Q4 2024 198 98,117 SPY, VTI, AAPL, ADME 13F-HR 2/13/2025 000203611425000001
Q3 2024 212 106,715 SPY, VTI, DRSK, AAPL 13F-HR 11/13/2024 000203611424000002