HARMONY ASSET MANAGEMENT LLC Diversified Active

CIK: 0002002815 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $267,133 (100.0% shares, 0.0% debt)

Holdings (170)

NVDA NVIDIA CORPORATION 6.4%
Value ($000) $17,000 Shares 107,599 Est. Cost $96.24 Unrealized +30.7%
AAPL APPLE INC 5.4%
Value ($000) $14,294 Shares 69,667 Est. Cost $183.53 Unrealized +9.7%
MSFT MICROSOFT CORP 4.9%
Value ($000) $13,219 Shares 26,575 Est. Cost $360.86 Unrealized +19.8%
AMZN AMAZON COM INC 4.4%
Value ($000) $11,734 Shares 53,486 Est. Cost $147.03 Unrealized +34.6%
GOOGL ALPHABET INC 3.3%
Value ($000) $8,721 Shares 49,489 Est. Cost $136.16 Unrealized +19.9%
LLY ELI LILLY & CO 2.8%
Value ($000) $7,405 Shares 9,499 Est. Cost $690.60 Unrealized +12.0%
V VISA INC 2.7%
Value ($000) $7,109 Shares 20,022 Est. Cost $244.84 Unrealized +41.7%
UBER UBER TECHNOLOGIES INC 2.2%
Value ($000) $5,859 Shares 62,800 Est. Cost $72.63 Unrealized +13.3%
HD HOME DEPOT INC 2.0%
Value ($000) $5,327 Shares 14,528 Est. Cost $305.75 Unrealized +16.4%
ORCL ORACLE CORP 1.8%
Value ($000) $4,933 Shares 22,563 Est. Cost $113.11 Unrealized +42.2%
CME CME GROUP INC 1.8%
Value ($000) $4,686 Shares 17,001 Est. Cost $195.86 Unrealized +37.1%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $4,559 Shares 22,278 Est. Cost $172.32 Unrealized +7.8%
RTX RTX CORPORATION 1.7%
Value ($000) $4,521 Shares 30,959 Est. Cost $83.40 Unrealized +58.0%
CARR CARRIER GLOBAL CORPORATION 1.6%
Value ($000) $4,318 Shares 58,995 Est. Cost $52.38 Unrealized +28.5%
OKE ONEOK INC NEW 1.5%
Value ($000) $4,045 Shares 49,558 Est. Cost $64.34 Unrealized +25.4%
HEQT SIMPLIFY EXCHANGE TRADED FUN 1.5%
Value ($000) $4,034 Shares 134,242 Est. Cost $28.03 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $3,609 Shares 6,542 Est. Cost $420.40 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,285 Shares 5,316 Est. Cost $479.02 Unrealized
DOV DOVER CORP 1.2%
Value ($000) $3,202 Shares 17,476 Est. Cost $137.99 Unrealized +25.2%
BLK BLACKROCK INC 1.2%
Value ($000) $3,114 Shares 2,968 Est. Cost $959.19 Unrealized -2.7%
IWM ISHARES TR 1.2%
Value ($000) $3,088 Shares 14,308 Est. Cost $210.47 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $2,914 Shares 10,051 Est. Cost $149.12 Unrealized +69.4%
PAYX PAYCHEX INC 1.1%
Value ($000) $2,891 Shares 19,874 Est. Cost $116.48 Unrealized +26.7%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $2,601 Shares 14,177 Est. Cost $111.28 Unrealized +53.2%
AVGO BROADCOM INC 0.9%
Value ($000) $2,469 Shares 8,957 Est. Cost $153.03 Unrealized +41.1%
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $2,352 Shares 41,954 Est. Cost $54.13 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $2,322 Shares 78,987 Est. Cost $15.34 Unrealized +74.5%
META META PLATFORMS INC 0.8%
Value ($000) $2,138 Shares 2,897 Est. Cost $520.11 Unrealized +18.6%
FHN FIRST HORIZON CORPORATION 0.8%
Value ($000) $2,133 Shares 100,611 Est. Cost $13.13 Unrealized +42.4%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,071 Shares 14,464 Est. Cost $137.82 Unrealized -0.6%
PNR PENTAIR PLC 0.8%
Value ($000) $2,017 Shares 19,650 Est. Cost $92.89 Unrealized 0.0%
DOCU DOCUSIGN INC 0.7%
Value ($000) $1,949 Shares 25,019 Est. Cost $80.90 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,930 Shares 2,727 Est. Cost $401.23 Unrealized +42.5%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $1,894 Shares 43,700 Est. Cost $37.70 Unrealized 0.0%
ABBV ABBVIE INC 0.7%
Value ($000) $1,843 Shares 9,931 Est. Cost $135.72 Unrealized +34.6%
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $1,788 Shares 24,599 Est. Cost $55.90 Unrealized
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $1,773 Shares 12,380 Est. Cost $147.12 Unrealized -17.1%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $1,756 Shares 7,943 Est. Cost $176.54 Unrealized +19.2%
FXR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,726 Shares 23,252 Est. Cost $65.02 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $1,724 Shares 11,057 Est. Cost $163.87 Unrealized -4.0%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.6%
Value ($000) $1,650 Shares 32,950 Est. Cost $50.59 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $1,628 Shares 9,394 Est. Cost $130.68 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,619 Shares 14,809 Est. Cost $113.54 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $1,607 Shares 25,903 Est. Cost $69.37 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $1,556 Shares 3,055 Est. Cost $285.10 Unrealized +52.1%
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $1,556 Shares 8,803 Est. Cost $166.79 Unrealized
IGM ISHARES TR 0.6%
Value ($000) $1,554 Shares 13,833 Est. Cost $123.93 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,509 Shares 2,656 Est. Cost $471.71 Unrealized
IGV ISHARES TR 0.6%
Value ($000) $1,508 Shares 13,771 Est. Cost $99.81 Unrealized
OC OWENS CORNING NEW 0.6%
Value ($000) $1,503 Shares 10,933 Est. Cost $182.73 Unrealized -24.4%
IYF ISHARES TR 0.6%
Value ($000) $1,475 Shares 12,193 Est. Cost $90.27 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,474 Shares 13,670 Est. Cost $97.59 Unrealized +7.1%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,463 Shares 11,867 Est. Cost $96.44 Unrealized -3.3%
IYJ ISHARES TR 0.5%
Value ($000) $1,450 Shares 10,191 Est. Cost $120.05 Unrealized
ANET ARISTA NETWORKS INC 0.5%
Value ($000) $1,450 Shares 14,168 Est. Cost $89.51 Unrealized -3.3%
BX BLACKSTONE INC 0.5%
Value ($000) $1,438 Shares 9,612 Est. Cost $112.96 Unrealized +19.6%
IVZ INVESCO LTD 0.5%
Value ($000) $1,434 Shares 90,922 Est. Cost $13.72 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,359 Shares 8,898 Est. Cost $143.47 Unrealized +5.1%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,300 Shares 6,354 Est. Cost $172.23 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,265 Shares 4,696 Est. Cost $186.55 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $1,245 Shares 21,838 Est. Cost $49.93 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,156 Shares 9,798 Est. Cost $86.00 Unrealized +34.2%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $1,136 Shares 8,520 Est. Cost $115.20 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,127 Shares 11,161 Est. Cost $116.25 Unrealized -19.1%
BRO BROWN & BROWN INC 0.4%
Value ($000) $1,109 Shares 10,000 Est. Cost $71.63 Unrealized +56.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,086 Shares 3,684 Est. Cost $168.06 Unrealized +51.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,060 Shares 24,497 Est. Cost $33.83 Unrealized +23.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,043 Shares 3,737 Est. Cost $257.58 Unrealized +7.8%
NOW SERVICENOW INC 0.4%
Value ($000) $1,037 Shares 1,009 Est. Cost $169.95 Unrealized +11.0%
T AT&T INC 0.4%
Value ($000) $1,025 Shares 35,426 Est. Cost $20.48 Unrealized +31.7%
CSCO CISCO SYS INC 0.4%
Value ($000) $978 Shares 14,095 Est. Cost $48.16 Unrealized +25.4%
C CITIGROUP INC 0.4%
Value ($000) $971 Shares 11,407 Est. Cost $63.52 Unrealized +12.1%
JXN JACKSON FINANCIAL INC 0.4%
Value ($000) $964 Shares 10,858 Est. Cost $65.52 Unrealized +20.7%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $962 Shares 2,195 Est. Cost $337.65 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $943 Shares 19,929 Est. Cost $36.13 Unrealized +14.7%
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $916 Shares 7,850 Est. Cost $139.74 Unrealized -17.4%
ETN EATON CORP PLC 0.3%
Value ($000) $914 Shares 2,561 Est. Cost $308.39 Unrealized -0.5%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $912 Shares 4,984 Est. Cost $148.32 Unrealized +6.2%
NUVEEN MUN VALUE FD INC 0.3%
Value ($000) $891 Shares 102,500 Est. Cost $8.78 Unrealized
BA BOEING CO 0.3%
Value ($000) $852 Shares 4,069 Est. Cost $187.84 Unrealized +0.6%
EUFN ISHARES TR 0.3%
Value ($000) $823 Shares 26,009 Est. Cost $28.49 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $819 Shares 4,507 Est. Cost $158.69 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $804 Shares 6,846 Est. Cost $79.64 Unrealized
WHR WHIRLPOOL CORP 0.3%
Value ($000) $787 Shares 7,759 Est. Cost $99.36 Unrealized -16.3%
FXU FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $787 Shares 18,563 Est. Cost $41.01 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $776 Shares 1,369 Est. Cost $513.74 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $773 Shares 19,015 Est. Cost $33.39 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $764 Shares 7,743 Est. Cost $105.31 Unrealized -11.4%
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $739 Shares 29,141 Est. Cost $16.67 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $701 Shares 5,455 Est. Cost $95.04 Unrealized +2.2%
ZS ZSCALER INC 0.3%
Value ($000) $691 Shares 2,200 Est. Cost $180.24 Unrealized +38.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $681 Shares 2,332 Est. Cost $259.58 Unrealized +16.9%
ADBE ADOBE INC 0.3%
Value ($000) $679 Shares 1,756 Est. Cost $575.07 Unrealized -33.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $679 Shares 1,465 Est. Cost $430.38 Unrealized +6.7%
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $670 Shares 8,824 Est. Cost $78.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $662 Shares 4,663 Est. Cost $153.45 Unrealized -29.1%
SHEL SHELL PLC 0.2%
Value ($000) $655 Shares 9,307 Est. Cost $66.34 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $640 Shares 6,068 Est. Cost $76.99 Unrealized +34.6%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $628 Shares 8,115 Est. Cost $70.32 Unrealized -11.4%
NFLX NETFLIX INC 0.2%
Value ($000) $623 Shares 465 Est. Cost $62.46 Unrealized +81.0%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $620 Shares 2,618 Est. Cost $229.44 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $586 Shares 2,148 Est. Cost $276.52 Unrealized -3.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $562 Shares 2,413 Est. Cost $198.41 Unrealized +0.6%
GDX VANECK ETF TRUST 0.2%
Value ($000) $551 Shares 10,582 Est. Cost $31.32 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $545 Shares 7,900 Est. Cost $105.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $545 Shares 1,122 Est. Cost $375.19 Unrealized +35.4%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $537 Shares 22,850 Est. Cost $20.58 Unrealized 0.0%
QQXT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $523 Shares 5,296 Est. Cost $98.80 Unrealized
MMM 3M CO 0.2%
Value ($000) $518 Shares 3,405 Est. Cost $119.69 Unrealized +18.0%
PWV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $518 Shares 8,329 Est. Cost $51.99 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $517 Shares 13,999 Est. Cost $32.14 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $516 Shares 6,225 Est. Cost $80.46 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $488 Shares 9,320 Est. Cost $44.91 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.2%
Value ($000) $488 Shares 8,700 Est. Cost $49.79 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $473 Shares 2,972 Est. Cost $157.14 Unrealized -7.7%
GOOG ALPHABET INC 0.2%
Value ($000) $471 Shares 2,656 Est. Cost $147.59 Unrealized +11.7%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $456 Shares 6,189 Est. Cost $72.88 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $439 Shares 1,735 Est. Cost $214.77 Unrealized
TKO TKO GROUP HOLDINGS INC 0.2%
Value ($000) $438 Shares 2,405 Est. Cost $82.21 Unrealized +93.6%
D DOMINION ENERGY INC 0.2%
Value ($000) $436 Shares 7,705 Est. Cost $53.47 Unrealized -0.6%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $424 Shares 3,824 Est. Cost $64.55 Unrealized +61.7%
PFE PFIZER INC 0.2%
Value ($000) $409 Shares 16,866 Est. Cost $25.07 Unrealized -10.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $403 Shares 407 Est. Cost $635.63 Unrealized +55.9%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $372 Shares 34,067 Est. Cost $11.56 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $365 Shares 3,332 Est. Cost $109.09 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $356 Shares 6,540 Est. Cost $48.89 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $355 Shares 1,479 Est. Cost $268.60 Unrealized -9.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $352 Shares 2,585 Est. Cost $87.82 Unrealized +33.6%
MRK MERCK & CO INC 0.1%
Value ($000) $340 Shares 4,301 Est. Cost $96.81 Unrealized -20.1%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $340 Shares 8,864 Est. Cost $32.48 Unrealized +14.7%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $338 Shares 7,930 Est. Cost $42.71 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $336 Shares 18,514 Est. Cost $14.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $335 Shares 1,075 Est. Cost $428.99 Unrealized -12.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $335 Shares 2,102 Est. Cost $149.36 Unrealized +7.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $331 Shares 1,174 Est. Cost $260.39 Unrealized +3.0%
INTC INTEL CORP 0.1%
Value ($000) $327 Shares 14,616 Est. Cost $22.54 Unrealized -8.1%
BOXX EA SERIES TRUST 0.1%
Value ($000) $322 Shares 2,857 Est. Cost $106.79 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $296 Shares 1,500 Est. Cost $251.16 Unrealized -23.2%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $294 Shares 6,179 Est. Cost $42.41 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $292 Shares 1,175 Est. Cost $254.63 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $291 Shares 1,973 Est. Cost $131.77 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $287 Shares 3,110 Est. Cost $92.18 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $284 Shares 5,743 Est. Cost $49.87 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $283 Shares 315 Est. Cost $714.90 Unrealized +4.7%
IWD ISHARES TR 0.1%
Value ($000) $259 Shares 1,332 Est. Cost $165.25 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $258 Shares 8,078 Est. Cost $31.97 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $257 Shares 2,370 Est. Cost $108.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $254 Shares 8,181 Est. Cost $26.44 Unrealized
ESLT ELBIT SYS LTD 0.1%
Value ($000) $247 Shares 550 Est. Cost $321.88 Unrealized +25.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $245 Shares 9,231 Est. Cost $44.63 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $244 Shares 10,000 Est. Cost $23.47 Unrealized -6.3%
TSLA TESLA INC 0.1%
Value ($000) $243 Shares 764 Est. Cost $301.28 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $239 Shares 785 Est. Cost $288.23 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $239 Shares 2,260 Est. Cost $100.89 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $238 Shares 6,038 Est. Cost $36.44 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $238 Shares 1,093 Est. Cost $217.33 Unrealized
WMT WALMART INC 0.1%
Value ($000) $237 Shares 2,428 Est. Cost $85.80 Unrealized +10.4%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $233 Shares 3,725 Est. Cost $52.12 Unrealized +17.2%
KO COCA COLA CO 0.1%
Value ($000) $233 Shares 3,295 Est. Cost $53.98 Unrealized +29.3%
BHP BHP GROUP LTD 0.1%
Value ($000) $232 Shares 4,821 Est. Cost $57.09 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $231 Shares 10,300 Est. Cost $23.55 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $230 Shares 5,355 Est. Cost $38.00 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $222 Shares 2,485 Est. Cost $79.17 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $213 Shares 502 Est. Cost $424.58 Unrealized
GRNY TIDAL TRUST I 0.1%
Value ($000) $210 Shares 9,240 Est. Cost $22.68 Unrealized
TFI SPDR SERIES TRUST 0.1%
Value ($000) $208 Shares 4,662 Est. Cost $45.07 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $208 Shares 1,351 Est. Cost $140.30 Unrealized +5.4%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $205 Shares 1,618 Est. Cost $100.50 Unrealized 0.0%
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $200 Shares 5,993 Est. Cost $33.44 Unrealized
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $161 Shares 11,795 Est. Cost $12.86 Unrealized 0.0%