SAFE HARBOR FIDUCIARY, LLC

PrivateCIK: 2036114
Location

PENSACOLA, FL

61
Positions
$128.39M
Total AUM (reported)
913.71K
Total Shares

Allocation by class

TOTAL AUM$128.39M61 positions
COM$128.39M100.0%

Portfolio Concentration

Top 325.4%4–1026.5%11–2527.2%Rest20.9%TOP 1051.9%0%100%
Top 3$32.63M25.4%
4–10$34.02M26.5%
11–25$34.86M27.2%
Rest$26.87M20.9%

Top 3 weight

25.4%

Top 10 weight

51.9%

Voting Authority Distribution

Total shares with voting rights: 913.71K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

913.71K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:

STATE STREET SPDR S&P 500 ETF

SOLE
COM
Shares21.19K
TypeSH
Market value$15.82M
12.32%
Sole
0.00
Shared
0.00
None
21.19K

INVESCO QQQ TRUST SERIES I

SOLE
COM
Shares13.55K
TypeSH
Market value$9.98M
7.77%
Sole
0.00
Shared
0.00
None
13.55K

APPLE INC COM

SOLE
COM
Shares23.62K
TypeSH
Market value$6.83M
5.32%
Sole
0.00
Shared
0.00
None
23.62K

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

SOLE
COM
Shares6.31K
TypeSH
Market value$6.08M
4.74%
Sole
0.00
Shared
0.00
None
6.31K

ISHARES 0-3 MONTH TREASURY BOND ETF

SOLE
COM
Shares51.74K
TypeSH
Market value$5.21M
4.06%
Sole
0.00
Shared
0.00
None
51.74K

ISHARES RUSSELL 2000 ETF

SOLE
COM
Shares16.89K
TypeSH
Market value$5.08M
3.95%
Sole
0.00
Shared
0.00
None
16.89K

JPMORGAN EQUITY PREMIUM INCOME ETF

SOLE
COM
Shares87.47K
TypeSH
Market value$4.94M
3.85%
Sole
0.00
Shared
0.00
None
87.47K

PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF

SOLE
COM
Shares104.69K
TypeSH
Market value$4.72M
3.68%
Sole
0.00
Shared
0.00
None
104.69K

INVESCO S&P 500 EQUAL WEIGHT ETF

SOLE
COM
Shares20.48K
TypeSH
Market value$4.36M
3.39%
Sole
0.00
Shared
0.00
None
20.48K

ISHARES U.S. FINANCIALS ETF

SOLE
COM
Shares28.53K
TypeSH
Market value$3.64M
2.83%
Sole
0.00
Shared
0.00
None
28.53K

AMAZON COM INC COM

SOLE
COM
Shares12.93K
TypeSH
Market value$3.08M
2.40%
Sole
0.00
Shared
0.00
None
12.93K

VANGUARD MORNINGSTAR GROWTH ETF

SOLE
COM
Shares35.31K
TypeSH
Market value$3.04M
2.37%
Sole
0.00
Shared
0.00
None
35.31K

COASTAL COMPASS 100 ETF

SOLE
COM
Shares90.66K
TypeSH
Market value$2.70M
2.10%
Sole
0.00
Shared
0.00
None
90.66K

MICROSOFT CORP COM

SOLE
COM
Shares7.19K
TypeSH
Market value$2.68M
2.09%
Sole
0.00
Shared
0.00
None
7.19K

ADVANCED MICRO DEVICES INC COM

SOLE
COM
Shares4.34K
TypeSH
Market value$2.52M
1.97%
Sole
0.00
Shared
0.00
None
4.34K

CISCO SYS INC COM

SOLE
COM
Shares20.50K
TypeSH
Market value$2.41M
1.88%
Sole
0.00
Shared
0.00
None
20.50K

ELI LILLY & CO COM

SOLE
COM
Shares1.96K
TypeSH
Market value$2.35M
1.83%
Sole
0.00
Shared
0.00
None
1.96K

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

SOLE
COM
Shares12.34K
TypeSH
Market value$2.29M
1.78%
Sole
0.00
Shared
0.00
None
12.34K

PROSHARES ULTRAPRO S&P500

SOLE
COM
Shares15.92K
TypeSH
Market value$2.26M
1.76%
Sole
0.00
Shared
0.00
None
15.92K

ABBVIE INC COM

SOLE
COM
Shares8.36K
TypeSH
Market value$2.10M
1.64%
Sole
0.00
Shared
0.00
None
8.36K

MONSTER BEVERAGE CORP NEW COM

SOLE
COM
Shares20.84K
TypeSH
Market value$2.00M
1.56%
Sole
0.00
Shared
0.00
None
20.84K

JOHNSON & JOHNSON COM

SOLE
COM
Shares7.46K
TypeSH
Market value$1.90M
1.48%
Sole
0.00
Shared
0.00
None
7.46K

BANK OF AMER CORP COM

SOLE
COM
Shares33.10K
TypeSH
Market value$1.89M
1.47%
Sole
0.00
Shared
0.00
None
33.10K

L3HARRIS TECHNOLOGIES INC COM

SOLE
COM
Shares6.36K
TypeSH
Market value$1.85M
1.44%
Sole
0.00
Shared
0.00
None
6.36K

VANGUARD TOTAL INTERNATIONAL STOCK ETF

SOLE
COM
Shares20.96K
TypeSH
Market value$1.79M
1.40%
Sole
0.00
Shared
0.00
None
20.96K
Page 1 of 3