HARBOUR INVESTMENTS, INC.

Q4 2024 13F-HR Holdings

Location
Madison, WI
Holdings as of
12/31/2024
Date filed
2/10/2025
Form type
13F-HR
Num holdings
3,491
Total value ($000)
$3,483,634
Net value change ($000)
+159,528 (4.8%)
New positions
245
Sold out positions
151
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2024 Next filing: 5/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 28,350 19.4%
AVEM 26,275 238863.6%
VGT 16,925 92.4%
UCON 11,569 13.4%
VXF 9,114 1736.0%
BUFR 8,509 14.5%
SPYM 6,720 14.7%
NVDA 6,206 23.3%
XSMO 6,165 627.2%
AAPL 5,979 9.2%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -29,484 -89.3%
QQQ -14,936 -10.7%
VXUS -13,414 -50.6%
FIXD -9,714 -43.0%
SCHD -6,792 -9.5%
CALF -4,354 -4.5%
EDV -2,440 -11.6%
VGLT -2,139 -24.5%
FTCS -2,051 -3.6%
DJAN -2,022 -64.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type