HARMONY ASSET MANAGEMENT LLC Diversified Active

CIK: 0002002815 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $290,344 (100.0% shares, 0.0% debt)

Holdings (170)

NVDA NVIDIA CORPORATION 6.9%
Value ($000) $20,158 Shares 108,040 Est. Cost $96.24 Unrealized +81.1%
AAPL APPLE INC 6.1%
Value ($000) $17,812 Shares 69,954 Est. Cost $183.53 Unrealized +22.9%
MSFT MICROSOFT CORP 4.8%
Value ($000) $13,811 Shares 26,665 Est. Cost $360.86 Unrealized +41.0%
GOOGL ALPHABET INC 4.2%
Value ($000) $12,051 Shares 49,574 Est. Cost $136.16 Unrealized +53.6%
AMZN AMAZON COM INC 4.1%
Value ($000) $11,850 Shares 53,971 Est. Cost $147.03 Unrealized +53.9%
LLY ELI LILLY & CO 2.5%
Value ($000) $7,326 Shares 9,602 Est. Cost $691.16 Unrealized +7.4%
V VISA INC 2.4%
Value ($000) $6,951 Shares 20,362 Est. Cost $246.51 Unrealized +40.0%
ORCL ORACLE CORP 2.2%
Value ($000) $6,360 Shares 22,614 Est. Cost $113.11 Unrealized +124.7%
UBER UBER TECHNOLOGIES INC 2.1%
Value ($000) $6,177 Shares 63,050 Est. Cost $72.63 Unrealized +28.8%
HD HOME DEPOT INC 2.1%
Value ($000) $6,102 Shares 15,060 Est. Cost $308.70 Unrealized +26.1%
RTX RTX CORPORATION 1.8%
Value ($000) $5,210 Shares 31,135 Est. Cost $83.40 Unrealized +85.0%
META META PLATFORMS INC 1.7%
Value ($000) $4,829 Shares 6,575 Est. Cost $644.92 Unrealized +15.2%
CME CME GROUP INC 1.6%
Value ($000) $4,644 Shares 17,187 Est. Cost $196.66 Unrealized +37.2%
PANW PALO ALTO NETWORKS INC 1.6%
Value ($000) $4,541 Shares 22,303 Est. Cost $172.32 Unrealized +11.1%
HEQT SIMPLIFY EXCHANGE TRADED FUN 1.5%
Value ($000) $4,241 Shares 135,762 Est. Cost $28.06 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $4,131 Shares 6,881 Est. Cost $429.26 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $3,672 Shares 5,513 Est. Cost $485.70 Unrealized
CARR CARRIER GLOBAL CORPORATION 1.2%
Value ($000) $3,551 Shares 59,486 Est. Cost $52.38 Unrealized +29.1%
IWM ISHARES TR 1.2%
Value ($000) $3,484 Shares 14,398 Est. Cost $210.47 Unrealized
BLK BLACKROCK INC 1.2%
Value ($000) $3,460 Shares 2,968 Est. Cost $959.19 Unrealized +15.6%
ANET ARISTA NETWORKS INC 1.2%
Value ($000) $3,339 Shares 22,918 Est. Cost $104.50 Unrealized +23.2%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $3,299 Shares 10,460 Est. Cost $154.86 Unrealized +91.1%
AVGO BROADCOM INC 1.0%
Value ($000) $2,955 Shares 8,957 Est. Cost $153.03 Unrealized +99.8%
DOV DOVER CORP 1.0%
Value ($000) $2,882 Shares 17,276 Est. Cost $137.99 Unrealized +29.4%
PAYX PAYCHEX INC 0.9%
Value ($000) $2,469 Shares 19,476 Est. Cost $116.48 Unrealized +17.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $2,389 Shares 14,177 Est. Cost $111.28 Unrealized +59.7%
PNR PENTAIR PLC 0.8%
Value ($000) $2,329 Shares 21,025 Est. Cost $93.78 Unrealized +13.5%
ABBV ABBVIE INC 0.8%
Value ($000) $2,300 Shares 9,932 Est. Cost $135.72 Unrealized +48.8%
FHN FIRST HORIZON CORPORATION 0.8%
Value ($000) $2,264 Shares 100,126 Est. Cost $13.13 Unrealized +67.3%
OKE ONEOK INC NEW 0.8%
Value ($000) $2,210 Shares 30,284 Est. Cost $64.34 Unrealized +16.7%
FCX FREEPORT-MCMORAN INC 0.8%
Value ($000) $2,195 Shares 55,976 Est. Cost $38.90 Unrealized +11.1%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $2,158 Shares 2,710 Est. Cost $401.23 Unrealized +83.1%
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $2,151 Shares 75,989 Est. Cost $15.34 Unrealized +75.9%
FSLR FIRST SOLAR INC 0.7%
Value ($000) $2,114 Shares 9,585 Est. Cost $191.94 Unrealized 0.0%
IYW ISHARES TR 0.7%
Value ($000) $2,093 Shares 10,688 Est. Cost $138.57 Unrealized
IVZ INVESCO LTD 0.7%
Value ($000) $2,086 Shares 90,930 Est. Cost $13.72 Unrealized +49.3%
IYF ISHARES TR 0.7%
Value ($000) $2,063 Shares 16,288 Est. Cost $99.41 Unrealized
IGM ISHARES TR 0.7%
Value ($000) $2,019 Shares 16,028 Est. Cost $124.21 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,985 Shares 3,241 Est. Cost $497.11 Unrealized
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $1,985 Shares 11,855 Est. Cost $147.12 Unrealized +19.1%
IGV ISHARES TR 0.7%
Value ($000) $1,955 Shares 16,999 Est. Cost $102.69 Unrealized
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $1,927 Shares 24,595 Est. Cost $55.90 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $1,915 Shares 10,269 Est. Cost $169.60 Unrealized
IYJ ISHARES TR 0.6%
Value ($000) $1,872 Shares 12,836 Est. Cost $125.37 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,859 Shares 15,646 Est. Cost $113.83 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,806 Shares 30,415 Est. Cost $54.13 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $1,642 Shares 9,612 Est. Cost $112.96 Unrealized +50.0%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $1,630 Shares 3,323 Est. Cost $298.79 Unrealized +52.2%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $1,564 Shares 26,096 Est. Cost $51.56 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,555 Shares 13,795 Est. Cost $97.59 Unrealized +12.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,542 Shares 8,314 Est. Cost $143.47 Unrealized +18.1%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.5%
Value ($000) $1,541 Shares 30,600 Est. Cost $50.59 Unrealized
OC OWENS CORNING NEW 0.5%
Value ($000) $1,537 Shares 10,867 Est. Cost $182.73 Unrealized -19.7%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,505 Shares 8,994 Est. Cost $96.44 Unrealized +32.5%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,499 Shares 5,313 Est. Cost $196.11 Unrealized +32.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,456 Shares 9,374 Est. Cost $137.82 Unrealized +10.5%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,360 Shares 6,304 Est. Cost $172.23 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $1,354 Shares 7,038 Est. Cost $176.54 Unrealized +15.9%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,353 Shares 10,933 Est. Cost $89.51 Unrealized +33.8%
FXR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,337 Shares 17,122 Est. Cost $65.02 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $1,289 Shares 48,900 Est. Cost $23.22 Unrealized +10.0%
JXN JACKSON FINANCIAL INC 0.4%
Value ($000) $1,279 Shares 12,638 Est. Cost $69.26 Unrealized +32.9%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,173 Shares 2,445 Est. Cost $352.17 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $1,171 Shares 8,311 Est. Cost $115.20 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $1,149 Shares 11,317 Est. Cost $63.52 Unrealized +48.2%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,141 Shares 22,111 Est. Cost $37.33 Unrealized +29.5%
ETN EATON CORP PLC 0.4%
Value ($000) $1,089 Shares 2,909 Est. Cost $314.96 Unrealized +15.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,084 Shares 24,671 Est. Cost $33.83 Unrealized +25.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,055 Shares 3,737 Est. Cost $257.58 Unrealized +11.3%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,020 Shares 4,984 Est. Cost $148.32 Unrealized +21.9%
NUVEEN MUN VALUE FD INC 0.3%
Value ($000) $992 Shares 110,500 Est. Cost $8.80 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $980 Shares 1,065 Est. Cost $170.83 Unrealized +9.3%
IJH ISHARES TR 0.3%
Value ($000) $961 Shares 14,727 Est. Cost $69.37 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $952 Shares 7,850 Est. Cost $139.74 Unrealized -5.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $946 Shares 3,382 Est. Cost $186.55 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $939 Shares 13,723 Est. Cost $48.16 Unrealized +39.9%
BRO BROWN & BROWN INC 0.3%
Value ($000) $938 Shares 10,000 Est. Cost $71.63 Unrealized +35.7%
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $934 Shares 12,024 Est. Cost $78.51 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $925 Shares 1,852 Est. Cost $434.09 Unrealized +3.2%
IBTM ISHARES TR 0.3%
Value ($000) $904 Shares 39,070 Est. Cost $23.13 Unrealized
BA BOEING CO 0.3%
Value ($000) $894 Shares 4,144 Est. Cost $188.52 Unrealized +19.6%
EUFN ISHARES TR 0.3%
Value ($000) $892 Shares 25,979 Est. Cost $28.49 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $861 Shares 5,710 Est. Cost $96.75 Unrealized +37.8%
PHYS SPROTT ASSET MANAGEMENT LP 0.3%
Value ($000) $861 Shares 29,063 Est. Cost $16.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $855 Shares 4,505 Est. Cost $158.69 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $825 Shares 3,245 Est. Cost $234.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $816 Shares 1,369 Est. Cost $513.74 Unrealized
GDX VANECK ETF TRUST 0.3%
Value ($000) $806 Shares 10,543 Est. Cost $31.32 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $790 Shares 6,298 Est. Cost $79.64 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $785 Shares 2,582 Est. Cost $263.63 Unrealized +14.3%
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $780 Shares 17,749 Est. Cost $33.39 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $740 Shares 3,513 Est. Cost $201.14 Unrealized +3.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $684 Shares 8,135 Est. Cost $70.32 Unrealized +4.5%
DOCU DOCUSIGN INC 0.2%
Value ($000) $680 Shares 9,439 Est. Cost $80.90 Unrealized -4.7%
AFL AFLAC INC 0.2%
Value ($000) $678 Shares 6,068 Est. Cost $76.99 Unrealized +35.3%
SHEL SHELL PLC 0.2%
Value ($000) $666 Shares 9,307 Est. Cost $66.34 Unrealized
ZS ZSCALER INC 0.2%
Value ($000) $659 Shares 2,200 Est. Cost $180.24 Unrealized +58.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $657 Shares 7,834 Est. Cost $80.47 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $647 Shares 2,657 Est. Cost $147.59 Unrealized +42.2%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $621 Shares 13,672 Est. Cost $41.01 Unrealized
WHR WHIRLPOOL CORP 0.2%
Value ($000) $610 Shares 7,759 Est. Cost $99.36 Unrealized -7.6%
ZTS ZOETIS INC 0.2%
Value ($000) $598 Shares 4,086 Est. Cost $163.87 Unrealized -8.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $564 Shares 1,122 Est. Cost $375.19 Unrealized +29.1%
NFLX NETFLIX INC 0.2%
Value ($000) $561 Shares 468 Est. Cost $62.46 Unrealized +95.4%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $555 Shares 1,968 Est. Cost $222.71 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $552 Shares 6,566 Est. Cost $80.65 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $532 Shares 8,154 Est. Cost $51.99 Unrealized
MMM 3M CO 0.2%
Value ($000) $528 Shares 3,405 Est. Cost $119.69 Unrealized +27.9%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $521 Shares 7,007 Est. Cost $73.05 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $516 Shares 9,587 Est. Cost $45.16 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $509 Shares 2,148 Est. Cost $276.52 Unrealized -9.1%
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $505 Shares 12,768 Est. Cost $32.14 Unrealized
TKO TKO GROUP HOLDINGS INC 0.2%
Value ($000) $486 Shares 2,405 Est. Cost $82.21 Unrealized +120.8%
BOND PIMCO ETF TR 0.2%
Value ($000) $477 Shares 5,111 Est. Cost $92.64 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.2%
Value ($000) $468 Shares 8,700 Est. Cost $49.79 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $462 Shares 7,556 Est. Cost $53.47 Unrealized +9.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $456 Shares 2,499 Est. Cost $87.82 Unrealized +84.6%
LQD ISHARES TR 0.2%
Value ($000) $450 Shares 4,036 Est. Cost $109.50 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $448 Shares 4,991 Est. Cost $105.31 Unrealized -8.1%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $432 Shares 8,865 Est. Cost $32.48 Unrealized +34.9%
PFE PFIZER INC 0.1%
Value ($000) $430 Shares 16,866 Est. Cost $25.07 Unrealized -3.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $427 Shares 3,851 Est. Cost $64.55 Unrealized +74.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $411 Shares 2,472 Est. Cost $157.14 Unrealized +0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $390 Shares 1,933 Est. Cost $165.25 Unrealized 0.0%
QQXT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $387 Shares 3,908 Est. Cost $98.80 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $377 Shares 8,130 Est. Cost $42.79 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $361 Shares 6,315 Est. Cost $48.89 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $359 Shares 11,310 Est. Cost $31.71 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $356 Shares 1,479 Est. Cost $268.60 Unrealized -13.9%
KLAC KLA CORP 0.1%
Value ($000) $341 Shares 316 Est. Cost $714.90 Unrealized +30.1%
TSLA TESLA INC 0.1%
Value ($000) $339 Shares 762 Est. Cost $301.28 Unrealized +15.1%
HACK AMPLIFY ETF TR 0.1%
Value ($000) $334 Shares 3,846 Est. Cost $86.80 Unrealized
BOXX EA SERIES TRUST 0.1%
Value ($000) $325 Shares 2,853 Est. Cost $106.79 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $324 Shares 350 Est. Cost $635.63 Unrealized +50.5%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $323 Shares 6,532 Est. Cost $49.82 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $322 Shares 18,739 Est. Cost $14.11 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $320 Shares 1,174 Est. Cost $260.39 Unrealized +9.6%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $305 Shares 1,175 Est. Cost $254.63 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $304 Shares 1,973 Est. Cost $131.77 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $297 Shares 1,500 Est. Cost $251.16 Unrealized -21.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $293 Shares 824 Est. Cost $291.40 Unrealized
ESLT ELBIT SYS LTD 0.1%
Value ($000) $280 Shares 550 Est. Cost $321.88 Unrealized +45.2%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $277 Shares 24,300 Est. Cost $11.56 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $276 Shares 8,078 Est. Cost $31.97 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $276 Shares 1,795 Est. Cost $149.36 Unrealized +3.7%
BHP BHP GROUP LTD 0.1%
Value ($000) $269 Shares 4,823 Est. Cost $57.09 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $262 Shares 2,625 Est. Cost $99.81 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $257 Shares 10,000 Est. Cost $23.47 Unrealized +7.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $256 Shares 8,188 Est. Cost $26.44 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $252 Shares 9,231 Est. Cost $44.63 Unrealized
WMT WALMART INC 0.1%
Value ($000) $251 Shares 2,438 Est. Cost $85.80 Unrealized +15.7%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $251 Shares 2,120 Est. Cost $108.53 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $251 Shares 3,725 Est. Cost $52.12 Unrealized +19.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $245 Shares 5,364 Est. Cost $38.00 Unrealized +16.7%
WELL WELLTOWER INC 0.1%
Value ($000) $241 Shares 1,351 Est. Cost $140.30 Unrealized +16.5%
IWF ISHARES TR 0.1%
Value ($000) $237 Shares 507 Est. Cost $424.58 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $231 Shares 769 Est. Cost $272.69 Unrealized 0.0%
GRNY TIDAL TRUST I 0.1%
Value ($000) $231 Shares 9,240 Est. Cost $22.68 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $231 Shares 669 Est. Cost $428.99 Unrealized -30.3%
IWD ISHARES TR 0.1%
Value ($000) $230 Shares 1,132 Est. Cost $165.25 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $227 Shares 1,834 Est. Cost $109.40 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $220 Shares 2,485 Est. Cost $79.17 Unrealized +16.4%
KO COCA COLA CO 0.1%
Value ($000) $219 Shares 3,295 Est. Cost $53.98 Unrealized +25.8%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $218 Shares 1,618 Est. Cost $100.50 Unrealized +26.7%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $215 Shares 9,300 Est. Cost $23.55 Unrealized
TFI SPDR SERIES TRUST 0.1%
Value ($000) $212 Shares 4,662 Est. Cost $45.07 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $210 Shares 5,007 Est. Cost $36.44 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $206 Shares 5,919 Est. Cost $33.44 Unrealized
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $178 Shares 13,879 Est. Cost $12.99 Unrealized +5.6%
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $109 Shares 10,500 Est. Cost $10.34 Unrealized