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Home > Institutional Investor > Harbour Wealth Management Group, Inc. > Profile

Instuitional Investor - Harbour Wealth Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Harbour Wealth Management Group, Inc.
Portfolio Value $132,818,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 387,894 $13,746,963 10.35%
2.
Ishares Trust
 IAU 149,800 $13,206,368 9.94%
3.
Ishares U S Etf Tr
 104,447 $9,644,669 7.26%
4.
Sector Spdr Trust
 XLB 91,854 $5,626,988 4.24%
5.
Ea Series Trust
 100,166 $5,474,075 4.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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