Tyler-Stone Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Tyler-Stone Wealth Management’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	45,810 +700	+2%	+$18.3K	0.21%	94
2025 Q1	$1.11M	Buy	45,110 +4,000	+10%	+$108K	0.2%	97
2024 Q4	$1.12M	Buy	41,110 +2,200	+6%	+$59K	0.2%	90
2024 Q3	$996K	Buy	38,910 +22,160	+132%	+$551K	0.19%	109
2024 Q2	$424K	Buy	16,750 +2,710	+19%	+$64.2K	0.17%	113
2024 Q1	$330K	Buy	14,040 +6,000	+75%	+$135K	0.15%	129
2023 Q4	$166K	Buy	8,040 +1,090	+16%	+$20.9K	0.08%	197
2023 Q3	$124K	Buy	6,950 +3,250	+88%	+$60.2K	0.07%	220
2023 Q2	$69K	Buy	+3,700	New	+$62.8K	0.04%	299

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Tyler-Stone Wealth Management's WINN Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Harbor Long-Term Growers ETF (WINN) stake by 1.6% in Q2 2025, buying an estimated $18.3K and bringing the position to 45,810 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #94.

Tyler-Stone Wealth Management first reported a position in WINN in Q2 2023 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold WINN as of Q2 2025.

Tyler-Stone Wealth Management held 45,810 shares of Harbor Long-Term Growers ETF worth $1.33M as of Q2 2025.
Tyler-Stone Wealth Management bought 700 Harbor Long-Term Growers ETF shares in Q2 2025, an estimated $18.3K.
Harbor Long-Term Growers ETF made up 0.21% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #94 holding.
Tyler-Stone Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.