Harbour Wealth Management Group, Inc.
CIK
2085855
City
DANIEL ISLAND
State / Country
SC
Top Portfolio Positions
76 positions ·
$83,136,053 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
387,894 | $13,746,963 | 16.54% | |
| IAU |
Ishares Gold Trust
|
149,800 | $13,206,368 | 15.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,177 | $4,667,490 | 5.61% | |
| AAPL |
Apple Inc.
Technology
|
13,834 | $3,510,930 | 4.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,144 | $3,423,404 | 4.12% | |
| MSFT |
Microsoft Corp
Technology
|
7,188 | $2,660,781 | 3.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,501 | $2,492,071 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
5,577 | $1,726,137 | 2.08% | |
| INTC |
Intel Corp
Technology
|
36,520 | $1,611,627 | 1.94% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
3,667 | $1,591,367 | 1.91% |
Portfolio Trend
2 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,973 | 10,060 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $254,821 | 10,120 | Shares | Sole | 2026-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||