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Home > Institutional Investor > Safe Harbor Fiduciary, Llc > Profile

Instuitional Investor - Safe Harbor Fiduciary, Llc

Fund Profile
Filing Period:
Fund Name: Safe Harbor Fiduciary, Llc
Portfolio Value $113,176,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,893 $14,247,475 12.59%
2.
Invesco Qqq Tr
 12,902 $7,925,828 7%
3.
Apple Inc.
 AAPL 22,796 $6,197,351 5.48%
4.
J P Morgan Exchange Traded F
 99,361 $5,687,424 5.03%
5.
Ishares Tr
 43,874 $4,404,072 3.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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