• 13F History

HARBOUR INVESTMENTS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$3.48B
Signature - Title
Jim Dushek - VP Operations
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by HARBOUR INVESTMENTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HARBOUR INVESTMENTS, INC. reported 3484 stock holdings with total value $3.48B as of Q4 2024. Top holdings included VOO, QQQ, UCON, CALF, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3,484 $3.48B +$430M -$139M +$291M VOO, QQQ, UCON, CALF, AAPL 13F-HR 2/10/2025, 02:59 PM
Q3 2024 3,388 $3.32B +$394M -$191M +$203M VOO, QQQ, CALF, UCON, SCHD 13F-HR 11/4/2024, 03:10 PM
Q2 2024 3,286 $2.96B +$267M -$133M +$134M QQQ, VOO, CALF, UCON, SCHD 13F-HR 7/26/2024, 02:01 PM
Q1 2024 3,211 $2.82B +$341M -$71.7M +$269M VOO, QQQ, CALF, UCON, SCHD 13F-HR 7/22/2024, 02:46 PM
Q4 2023 3,121 $2.42B +$317M -$81M +$236M VOO, QQQ, CALF, UCON, SCHD 13F-HR 2/16/2024, 09:49 AM
Q3 2023 3,150 $1.99B +$238M -$183M +$54.9M QQQ, VOO, CALF, UCON, AAPL 13F-HR 11/15/2023, 04:19 PM
Q2 2023 3,165 $2.02B +$234M -$128M +$106M QQQ, VOO, IJR, AAPL, UCON 13F-HR 8/14/2023, 06:58 PM
Q1 2023 2,988 $1.83B +$222M -$95M +$127M QQQ, VOO, IJR, UCON, AAPL 13F-HR 5/15/2023, 03:42 PM
Q4 2022 2,990 $1.64B +$305M -$145M +$160M VOO, IJR, QQQ, FTCS, FVD 13F-HR 2/15/2023, 08:34 PM
Q3 2022 2,209 $1.43B VOO, QQQ, IJR, FVD, AAPL 13F-HR 11/15/2022, 11:32 AM
Q2 2022 2,570 $1.48B +$312M -$142M +$169M VOO, QQQ, IJR, FVD, AAPL 13F-HR 8/15/2022, 02:01 PM
Q4 2021 2,485 $1.66B +$87.2M -$1.68B -$1.59B VOO, QQQ, AAPL, FTCS, IJR 13F-HR 2/15/2022, 04:44 PM
Q3 2021 3,603 $3.13B +$211M -$170M +$41.2M IJH, IJR, VOO, AAPL, IVE 13F-HR 11/15/2021, 04:22 PM
Q2 2021 3,627 $3.14B +$443M -$230M +$213M IJH, IJR, VOO, AAPL, IVE 13F-HR 8/16/2021, 04:14 PM
Q1 2021 3,478 $2.78B $0 $0 IJH, IJR, VOO, AAPL, PG Restatement 8/17/2021, 01:17 PM