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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 $128,385,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 21,187 $15,821,982 12.32%
2.
Invesco Qqq Trust Series I
 13,546 $9,975,274 7.77%
3.
Apple Inc.
 AAPL 23,619 $6,834,463 5.32%
4.
Seagate Technology Holdings Plc
 STX 6,306 $6,084,788 4.74%
5.
Ishares 0-3 Month Treasury Bond Etf
 51,744 $5,209,069 4.06%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.