Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR INVESTMENT ADVISORY LLC | 04-12-2024 | 03-31-2024 | 1339 | 956,636,952 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO COM | Stock | 51 | $3,658,128 | 22,546 | 0.00 | 0.00 | 388 | 1.75 | 03-31-2024 |
| AMERICAN TOWER CORP NEW COM | REIT | 52 | $3,600,016 | 18,220 | 0.00 | 0.00 | 237 | 1.32 | 03-31-2024 |
| REGENERON PHARMACEUTICALS COM | Stock | 53 | $3,568,913 | 3,708 | 0.00 | 0.00 | 35 | 0.95 | 03-31-2024 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 54 | $3,467,900 | 19,362 | 0.00 | 0.00 | 36 | 0.19 | 03-31-2024 |
