Safe Harbor Fiduciary, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$107M
Signature - Title
Scott McCaghren - President and CCO
Location
Pensacola, FL
Summary
This page shows a list of all the recent 13F filings made by Safe Harbor Fiduciary, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safe Harbor Fiduciary, LLC reported 212 stock holdings with total value $107M as of Q3 2024. Top holdings included SPY, VTI, DRSK, AAPL, and ADME.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 212 $107M $0 $0 SPY, VTI, DRSK, AAPL, ADME 13F-HR 11/13/2024, 09:52 PM