You're signed outSign in or to get full access.
Private Harbour Investment Management & Counsel, LLC
Private Harbour Investment Management & Counsel, LLC is a fee-based registered investment advisory firm headquartered in Solon, Ohio, USA, established in 2008. The firm specializes in financial planning and portfolio management for individuals, high-net-worth clients, small businesses, pension/profit sharing plans, and charitable organizations. With over a decade of experience and more than 100 individual clients, it is known for personalized service and a focus on clients’ best interests without commission conflicts. President and CIO is Mr. James Blue, and the firm aims to deliver tailored wealth management solutions.
Investment Strategy
Private Harbour offers personalized financial planning and portfolio management, emphasizing risk management and diversification tailored to each client's goals. The firm provides market timing services, strategic asset allocation, ongoing portfolio adjustments, and periodic educational materials to keep clients informed of market trends. Investment selections reflect a balanced approach that includes equities, ETFs, commodities, and mutual funds, seeking to grow and protect wealth while accommodating individual risk profiles.
Latest 13F Filing Activity
Private Harbour Investment Management & Counsel, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $97M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Intel Corp. among other positions. Private Harbour Investment Management & Counsel, LLC reduced exposure to Proshares TR, Exxon Mobil Corp., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 12.75% | $12.3M | 197,409 | $33.71 | $62.36 | +$550.2K |
N NVDA | NVIDIA CORPORATION | 8.70% | $8.4M | 53,150 | $4.53 | $157.99 | +$2.1M |
M MSFT | MICROSOFT CORP | 6.09% | $5.9M | 11,820 | $29.40 | $497.41 | +$1.4M |
X XOM | EXXON MOBIL CORP | 5.01% | $4.8M | 44,863 | $59.05 | $107.80 | -$385.5K |
P PDBC | INVESCO ACTVELY MNGD ETC FD | 4.48% | $4.3M | 331,919 | $15.79 | $13.04 | -$274.6K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more