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| Happy Holidays!! thanks for using AUM13F!! |
| Harbor Investment Advisory LLC
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| CRD # | 151085 |
| SEC # | 801-70893 |
| CIK # | 0001468792, 0001100710 |
| AUM | $6.0 B (2025-03-21) |
| Employees | 34 (82% Investors, 82% Brokers) |
| Phone | 410-659-8900 |
| Address | 2330 W Joppa Road Lutherville, MD 21093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 14.8 | ||
| Alphabet Inc | 12.4 | ||
| Apple Inc | 10.0 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Microsoft Corp | 8.7 | ||
| Brookfield Infrastructure Partners LP | 8.5 | ||
| Johnson & Johnson | 5.3 | ||
| Pfizer Inc | 4.6 | ||
| AbbVie Inc | 4.3 | ||
| Abbott Laboratories | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,380 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,773 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 0.9 |
| (h) Charitable organizations | 75 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,326 | 6.0 |
| By Discretionary | ||
| Discretionary | 2,721 | 3.2 |
| Non-Discretionary | 605 | 2.8 |
| Total | 3,326 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 3,326 | 6.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001100710] | |
| 13F-HR | [0001468792] |
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