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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 ?
$4.66B (as of 25 Apr 22)
Accounts
2,833 (as of 25 Apr 22)
Employees
30 (28 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 1139 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
$66.87M 382.95K
$60.23M 415.79K
$48.41M 14.85K
$43.87M 15.75K
$34M 201.95K
$30.51M 98.96K
$18.49M 49.38K
$16.75M 32.85K
$10.14M 28.38K
$9.7M 43.76K
$9.57M 65.76K
$8.98M 93.66K
$8.71M 49.15K
$7.51M 55.12K
$6.76M 44.71K
$6.68M 27.64K
$5.95M 7.79K
$5.72M 62.91K
$5.54M 43.66K
$5.53M 40.3K
$5.32M 21.19K
$5.25M 24.71K
$5.1M 53.95K
First Trust Value Line Dividend Index Fund
$5.08M 120.14K
$4.78M 124.14K
$4.77M 74.4K
$4.61M 111.9K
$4.44M 33.02K
$4.36M 14.55K
$4.17M 9.24K
$3.86M 23.78K
$3.81M 22.76K
$3.49M 30.19K
$3.48M 50.19K
$3.48M 22.75K
$3.46M 19.14K
$3.44M 29.09K
$3.33M 20.47K
$3.32M 17.07K
$3.31M 4.74K
$3.29M 46.6K
$2.86M 9.73K
$2.8M 18.79K
$2.72M 16.87K
$2.72M 54.87K
$2.66M 9.27K
$2.64M 31.97K
$2.54M 11.44K
$2.53M 56.25K
$2.48M 29.96K
Holdings list only includes long positions. Only includes long positions.

Calendar

24 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings