Harbor Group, Inc.
The Harbor Group, Inc. is an independent investment advisory and financial planning firm headquartered in Bedford, New Hampshire. Founded in 1981, the firm has over four decades of experience providing financial planning and investment advisory services primarily to individual investors, with a focus on both high net worth and other individuals. Employing around 20-22 people, The Harbor Group delivers tailored wealth management strategies and financial planning to its clients, emphasizing a disciplined long-term approach. The firm is managed by President Marc A. Hebert and operates as a registered investment adviser with the SEC.
Investment Strategy
The Harbor Group, Inc. offers comprehensive, personalized investment management and financial planning services to individual clients, especially high net worth individuals. Their strategy is rooted in discipline, diversification, and a long-term perspective, focusing on asset allocation rather than market timing. The firm manages investments primarily on a discretionary basis, striving to align portfolios with each client’s risk tolerance, financial goals, and time horizon, while also providing guidance in changing market cycles.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 7.47% | $47.0M | 988,844 | $47.03 | $47.55 | +$2.2M |
B BKCI | BNY MELLON ETF TRUST | 7.42% | $46.7M | 906,458 | $49.28 | $51.53 | +$1.8M |
F FBND | FIDELITY MERRIMACK STR TR | 7.42% | $46.7M | 1,009,465 | $45.91 | $46.24 | +$2.4M |
M MOAT | VANECK ETF TRUST | 7.06% | $44.4M | 447,960 | $86.55 | $99.11 | +$3.5M |
F FLQM | FRANKLIN TEMPLETON ETF TR | 6.51% | $41.0M | 725,480 | $54.13 | $56.45 | +$6.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UAA | UNDER ARMOUR INC | Sold | Call | $494.1K | 183 | $4.99 | $8.91 | -16.59 | -$7.1K |