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Harbor Investment Advisory

Harbor Investment Advisory is an investment advisor in Lutherville with $3.7B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900497525
SEC advisor number
801-70893
FINRA CRD number
151085
AUM ?
$3.7B (as of 31 Mar 21)
Accounts
2,675 (as of 31 Mar 21)
Employees
30 (27 investment advisory or research)
Address
Harbor Investment Advisory
2330 W. JOPPA ROAD
SUITE 160
LUTHERVILLE
MD 21093
Phone
410-659-8906

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1087 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$59.28M 428.02K
$47.86M 391.79K
$43.54M 14.07K
$32.98M 15.97K
$24.07M 163.92K
$22.01M 93.34K
$13.44M 49.59K
$12.09M 32.49K
$10.26M 28.81K
$10.07M 41.47K
$9.59M 112.85K
$9.05M 42.73K
$8.56M 60.52K
$7.88M 72.07K
$7.82M 47.55K
$7.81M 42.32K
$7.63M 50.14K
$7.51M 25.49K
$7.37M 29.61K
$6.93M 32.71K
$5.04M 29.34K
$4.99M 6.62K
$4.94M 20.66K
$4.25M 32K
First Trust Value Line Dividend Index Fund
$4.16M 109.4K
$4.08M 105.5K
$4.06M 17.87K
$4.04M 18.59K
$3.89M 45.8K
$3.45M 41.04K
$3.3M 8.34K
$3.29M 27.48K
$3.21M 22.71K
$3.18M 42.68K
$3.16M 33.34K
$3.15M 15.58K
$3.14M 54.02K
$3.08M 13.6K
$3.08M 10.09K
$3.05M 42.39K
$2.97M 18.56K
$2.96M 46.23K
$2.93M 172.38K
$2.91M 21.46K
$2.76M 56.25K
$2.73M 10.71K
$2.72M 25.13K
$2.62M 37.31K
$2.45M 4.69K
$2.43M 44.9K
Holdings list only includes long positions. Only includes long positions.

Calendar

15 May 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings