Harbour Wealth Management Group, Inc.
Top Portfolio Positions
74 positions ·
$79,465,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
|
387,894 | $13,746,963 | 17.30% |
| IAU |
Ishares Gold Trust
|
149,800 | $13,206,368 | 16.62% |
| SPY |
Spdr S&P 500 Etf Trust
|
7,177 | $4,667,490 | 5.87% |
| AAPL |
Apple Inc.
Technology
|
13,834 | $3,510,930 | 4.42% |
| MSFT |
Microsoft Corp
Technology
|
7,188 | $2,660,781 | 3.35% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,501 | $2,492,071 | 3.14% |
| AVGO |
Broadcom Inc.
Technology
|
5,577 | $1,726,137 | 2.17% |
| INTC |
Intel Corp
Technology
|
36,520 | $1,611,627 | 2.03% |
| MSI |
Motorola Solutions, Inc.
Technology
|
3,667 | $1,591,367 | 2.00% |
| TT |
Trane Technologies plc
Industrials
|
3,423 | $1,426,501 | 1.80% |
Holdings in GDV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,371 | 14,273 | Shares | Sole | 2026-04-17 | |
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