CIK 1035463
BAR HARBOR WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
258
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| EPS | WISDOMTREE TR | 5K | $100K–$500K | SH |
| IOO | ISHARES TR | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 9K | $100K–$500K | SH |
| IEI | ISHARES TR | 3K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| NVR | NVR INC | 45 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| DOW | DOW INC | 13K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| MET | METLIFE INC | 4K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| IWB | ISHARES TR | 822 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 373 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| SLB | SLB LIMITED | 7K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 4K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 414 | $100K–$500K | SH |
| THG | HANOVER INS GROUP INC | 1K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| ICLN | ISHARES TR | 14K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 6K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| SIHY | HARBOR ETF TRUST | 5K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 449 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 995 | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 175 | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 18K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| NBH | NEUBERGER MUN FD INC | 20K | $100K–$500K | SH |