Bar Harbor Wealth Management 13F annual report
Bar Harbor Wealth Management is an investment fund managing more than $1.49 trillion ran by Jason Edgar. There are currently 212 companies in Mr. Edgar’s portfolio. The largest investments include Select Sector Spdr and Eli Lilly Co, together worth $273 billion.
$1.49 trillion Assets Under Management (AUM)
As of 10th July 2024, Bar Harbor Wealth Management’s top holding is 1,572,910 shares of Select Sector Spdr currently worth over $202 billion and making up 13.5% of the portfolio value.
In addition, the fund holds 77,997 shares of Eli Lilly Co worth $70.6 billion.
The third-largest holding is Apple Inc worth $56.8 billion and the next is Blackrock Fund Advisors worth $146 billion, with 1,979,288 shares owned.
Currently, Bar Harbor Wealth Management's portfolio is worth at least $1.49 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bar Harbor Wealth Management
The Bar Harbor Wealth Management office and employees reside in Concord, New Hampshire. According to the last 13-F report filed with the SEC, Jason Edgar serves as the President at Bar Harbor Wealth Management.
Recent trades
In the most recent 13F filing, Bar Harbor Wealth Management revealed that it had opened a new position in
Simplify Exchange Traded Funds and bought 265,351 shares worth $13.4 billion.
This means they effectively own approximately 0.1% of the company.
Simplify Exchange Traded Funds makes up
85.4%
of the fund's Miscellaneous sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Select Sector Spdr by buying
12,012 additional shares.
This makes their stake in Select Sector Spdr total 1,572,910 shares worth $202 billion.
On the other hand, there are companies that Bar Harbor Wealth Management is getting rid of from its portfolio.
Bar Harbor Wealth Management closed its position in DENTSPLY Sirona Inc on 17th July 2024.
It sold the previously owned 138,564 shares for $4.93 billion.
Jason Edgar also disclosed a decreased stake in Eli Lilly Co by approximately 0.1%.
This leaves the value of the investment at $70.6 billion and 77,997 shares.
One of the largest hedge funds
The two most similar investment funds to Bar Harbor Wealth Management are Roffman Miller Associates Inc pa/ and Baltimore-washington Advisors. They manage $1.5 trillion and $1.5 trillion respectively.
Jason Edgar investment strategy
Bar Harbor Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.3% of
the total portfolio value.
The fund focuses on investments in the United States as
53.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
54% of the total holdings value.
On the other hand, small-cap stocks make up only 3.3% of the portfolio.
The average market cap of the portfolio companies is close to $139 billion.
The complete list of Bar Harbor Wealth Management trades based on 13F SEC filings
These positions were updated on July 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Select Sector Spdr |
0.77%
1,572,910
|
$202,083,327,000 | 13.52% |
| Eli Lilly Co |
1.10%
77,997
|
$70,616,924,000 | 4.72% |
| Apple Inc |
1.42%
269,514
|
$56,765,039,000 | 3.80% |
| Blackrock Fund Advisors |
22.12%
1,979,288
|
$145,718,052,000 | 9.75% |
| Ishares |
3.98%
192,158
|
$58,511,511,000 | 3.91% |
| Microsoft Corporation |
0.79%
86,591
|
$38,701,847,000 | 2.59% |
| Johnson Johnson |
3.33%
233,806
|
$34,173,085,000 | 2.29% |
| Costco Wholesale Corp |
1.62%
37,081
|
$31,518,479,000 | 2.11% |
| Novo Holdings A/s |
16.25%
213,198
|
$30,431,883,000 | 2.04% |
| Exxon Mobil Corp. |
34.56%
232,055
|
$26,714,172,000 | 1.79% |
| Vanguard Etf/usa |
1.17%
619,939
|
$34,804,861,000 | 2.33% |
| Ssga Funds Management Inc |
2.47%
322,973
|
$36,045,476,000 | 2.41% |
| Alphabet Inc |
1.33%
132,734
|
$24,214,976,000 | 1.62% |
| Merck Co Inc |
9.03%
149,815
|
$18,547,097,000 | 1.24% |
| Jpmorgan Chase Co |
1.09%
87,144
|
$17,625,745,000 | 1.18% |
| Amazon.com Inc. |
1.92%
85,743
|
$16,569,835,000 | 1.11% |
| Caterpillar Inc. |
5.07%
49,531
|
$16,498,776,000 | 1.10% |
| Texas Pacific Land Corporation |
197.33%
22,395
|
$16,443,977,000 | 1.10% |
| Chevron Corp. |
3.16%
98,797
|
$15,453,827,000 | 1.03% |
| Berkshire Hathaway Inc. |
4.80%
37,406
|
$15,216,761,000 | 1.02% |
| Abbott Laboratories |
0.66%
141,403
|
$14,693,186,000 | 0.98% |
| Brown Brown Inc |
0.88%
161,953
|
$14,480,218,000 | 0.97% |
| Abbvie Inc |
1.12%
79,860
|
$13,697,587,000 | 0.92% |
| Simplify Exchange Traded Funds |
Opened
265,351
|
$13,363,076,000 | 0.89% |
| Colgate-Palmolive Co. |
5.30%
136,207
|
$13,217,527,000 | 0.88% |
| Intl Business Mchn |
6.90%
75,498
|
$13,057,379,000 | 0.87% |
| Procter Gamble Co/the |
8.73%
78,496
|
$12,945,560,000 | 0.87% |
| Booz Allen Hamilton Holding Corp |
0.93%
79,594
|
$12,249,517,000 | 0.82% |
| Utd Parcel Serv |
0.65%
86,310
|
$11,811,524,000 | 0.79% |
| Automatic Data Processing Inc. |
4.66%
48,202
|
$11,505,335,000 | 0.77% |
| Walmart Inc |
199.58%
168,551
|
$11,412,588,000 | 0.76% |
| Bar Harbor Bankshares Inc |
0.79%
420,012
|
$11,289,923,000 | 0.76% |
| Tjx Cos Inc/the |
6.01%
100,791
|
$11,097,089,000 | 0.74% |
| Parker-Hannifin Corp. |
7.43%
21,683
|
$10,967,478,000 | 0.73% |
| Nelnet Inc |
1.15%
107,215
|
$10,813,705,000 | 0.72% |
| Pepsico Inc |
0.61%
63,378
|
$10,452,934,000 | 0.70% |
| Medtronic Plc |
13.34%
130,087
|
$10,239,148,000 | 0.69% |
| Nike, Inc. |
171.38%
127,796
|
$9,631,985,000 | 0.64% |
| Home Depot Inc/the |
3.83%
26,679
|
$9,183,979,000 | 0.61% |
| Ryan Specialty Holdings Inc |
Opened
156,578
|
$9,067,432,000 | 0.61% |
| Sysco Corp. |
1.07%
126,821
|
$9,053,751,000 | 0.61% |
| Huntington Ingalls Industries Inc |
2.84%
36,597
|
$9,014,939,000 | 0.60% |
| Rentokil Initial Plc |
Opened
293,838
|
$8,712,297,000 | 0.58% |
| Emerson Electric Co. |
12.63%
73,828
|
$8,132,892,000 | 0.54% |
| Danaher Corp. |
0.05%
30,608
|
$7,647,409,000 | 0.51% |
| NextEra Energy Inc |
3.22%
106,924
|
$7,571,288,000 | 0.51% |
| Mastercard Incorporated |
8.91%
16,880
|
$7,446,781,000 | 0.50% |
| NVIDIA Corp |
1,334.64%
58,720
|
$7,254,269,000 | 0.49% |
| Noble Corp Plc |
69.12%
159,014
|
$7,099,975,000 | 0.48% |
| Baker Hughes Co |
11.47%
189,789
|
$6,674,879,000 | 0.45% |
| Paccar Inc. |
2.41%
64,035
|
$6,591,763,000 | 0.44% |
| Unitedhealth Group Inc |
0.54%
12,793
|
$6,514,963,000 | 0.44% |
| Verizon Commun |
4.92%
157,243
|
$6,484,701,000 | 0.43% |
| Barrick Gold Corp. |
12.65%
388,394
|
$6,478,412,000 | 0.43% |
| Sandstorm Gold Ltd |
2.34%
1,148,742
|
$6,249,156,000 | 0.42% |
| Waste Management, Inc. |
4.30%
27,466
|
$5,859,596,000 | 0.39% |
| Lam Research Corp. |
7.90%
5,259
|
$5,600,046,000 | 0.37% |
| Equity Commonwealth |
0.24%
222,520
|
$5,542,973,000 | 0.37% |
| Chubb Limited Com |
2.65%
21,526
|
$5,490,852,000 | 0.37% |
| Adobe Inc |
9.56%
9,682
|
$5,378,738,000 | 0.36% |
| Pfizer Inc. |
18.27%
178,302
|
$4,988,890,000 | 0.33% |
| DENTSPLY Sirona Inc |
Closed
138,564
|
$4,931,493,000 | |
| Fedex Corp |
6.69%
15,574
|
$4,669,708,000 | 0.31% |
| ASML Holding NV |
0.24%
4,558
|
$4,661,603,000 | 0.31% |
| Thermo Fisher Scientific Inc. |
5.02%
8,357
|
$4,621,421,000 | 0.31% |
| Bk Of America Corp |
3.21%
116,074
|
$4,616,263,000 | 0.31% |
| Mcdonald's Corp |
2.86%
18,026
|
$4,593,746,000 | 0.31% |
| Eaton Corp Plc |
13.68%
14,356
|
$4,501,324,000 | 0.30% |
| American Tower Corp. |
1.51%
23,153
|
$4,500,480,000 | 0.30% |
| Walt Disney Co/the |
4.24%
45,161
|
$4,484,036,000 | 0.30% |
| Accenture plc |
3.78%
14,685
|
$4,455,576,000 | 0.30% |
| Cisco Systems, Inc. |
1.76%
91,081
|
$4,327,258,000 | 0.29% |
| L3Harris Technologies Inc |
1.27%
19,034
|
$4,274,656,000 | 0.29% |
| Arista Networks Inc |
13.51%
12,160
|
$4,261,837,000 | 0.29% |
| Coca-cola Co/the |
1.69%
66,696
|
$4,245,200,000 | 0.28% |
| Equity Lifestyle Properties In |
Opened
62,319
|
$4,058,836,000 | 0.27% |
| Ball Corp. |
0.49%
65,066
|
$3,905,261,000 | 0.26% |
| Intercontinental Exchange Inc |
6.17%
28,402
|
$3,887,950,000 | 0.26% |
| Nuveen Closed-end Funds/usa |
24.78%
457,056
|
$4,035,024,000 | 0.27% |
| Salesforce.com Inc |
6.73%
14,184
|
$3,646,706,000 | 0.24% |
| Amphenol Corp. |
66.69%
51,931
|
$3,498,591,000 | 0.23% |
| 3M Co. |
22.43%
33,996
|
$3,474,051,000 | 0.23% |
| Advanced Micro Dev |
34.67%
21,234
|
$3,444,367,000 | 0.23% |
| Visa Inc |
5.17%
12,937
|
$3,395,574,000 | 0.23% |
| Kinder Morgan Inc |
9.76%
163,103
|
$3,240,857,000 | 0.22% |
| Palo Alto Networks Inc |
74.25%
8,554
|
$2,899,892,000 | 0.19% |
| Timken Co/the |
0.21%
35,829
|
$2,870,978,000 | 0.19% |
| Booking Holdings Inc |
6.96%
722
|
$2,860,203,000 | 0.19% |
| First American Financial Corp |
23.63%
51,288
|
$2,766,988,000 | 0.19% |
| Unilever plc |
3.48%
48,629
|
$2,674,109,000 | 0.18% |
| CSX Corp. |
0.93%
78,083
|
$2,611,876,000 | 0.17% |
| Tractor Supply Co. |
62.25%
9,639
|
$2,602,530,000 | 0.17% |
| Equinix Inc |
30.41%
3,435
|
$2,598,921,000 | 0.17% |
| GSK Plc |
No change
67,092
|
$2,583,042,000 | 0.17% |
| RTX Corp |
15.20%
25,680
|
$2,578,015,000 | 0.17% |
| Air Products And Chemicals Inc |
49.71%
9,914
|
$2,558,308,000 | 0.17% |
| Starbucks Corp. |
4.09%
30,870
|
$2,403,230,000 | 0.16% |
| ON Semiconductor Corp. |
3.45%
33,047
|
$2,265,372,000 | 0.15% |
| Autozone Inc. |
4.56%
753
|
$2,231,967,000 | 0.15% |
| Valero Energy Corp. |
1.49%
13,464
|
$2,110,617,000 | 0.14% |
| Lowe's Cos Inc |
7.01%
9,443
|
$2,081,804,000 | 0.14% |
| Ge Healthcare Technologies Inc |
3.54%
26,031
|
$2,028,336,000 | 0.14% |
| Applied Materials Inc. |
50.77%
8,404
|
$1,983,260,000 | 0.13% |
| Intel Corp. |
15.41%
64,014
|
$1,982,514,000 | 0.13% |
| Meta Platforms Inc |
Opened
3,801
|
$1,916,540,000 | 0.13% |
| Intl Flavorsfrag |
Opened
19,152
|
$1,823,462,000 | 0.12% |
| Texas Instruments Inc. |
7.63%
9,372
|
$1,823,135,000 | 0.12% |
| Union Pacific Corp. |
0.92%
7,437
|
$1,682,696,000 | 0.11% |
| Bristol-myrs Squib |
16.37%
40,462
|
$1,680,387,000 | 0.11% |
| Norfolk Southern Corp. |
6.73%
6,556
|
$1,407,508,000 | 0.09% |
| Ulta Beauty Inc |
37.46%
3,596
|
$1,387,589,000 | 0.09% |
| Becton Dickinson |
23.90%
5,932
|
$1,386,368,000 | 0.09% |
| Dollar Tree Inc |
Closed
9,143
|
$1,298,763,000 | |
| Ishares Tr |
1.80%
30,386
|
$1,294,140,000 | 0.09% |
| Illinois Tool Wks |
9.30%
5,374
|
$1,273,423,000 | 0.09% |
| Ametek Inc |
10.98%
7,190
|
$1,198,645,000 | 0.08% |
| Kimberly-clark Cp |
5.38%
8,641
|
$1,194,186,000 | 0.08% |
| Blackrock Inc. |
34.65%
1,469
|
$1,156,573,000 | 0.08% |
| Marsh Mclennan |
23.05%
5,413
|
$1,140,627,000 | 0.08% |
| General Mills, Inc. |
2.10%
17,564
|
$1,111,099,000 | 0.07% |
| Ecolab, Inc. |
7.40%
4,428
|
$1,053,864,000 | 0.07% |
| Sp Global Inc |
0.86%
2,316
|
$1,032,936,000 | 0.07% |
| Honeywell International Inc |
17.11%
4,720
|
$1,007,909,000 | 0.07% |
| Dow Inc |
1.09%
18,813
|
$998,030,000 | 0.07% |
| Walgreens Boots Alliance Inc |
5.29%
80,604
|
$974,906,000 | 0.07% |
| DuPont de Nemours Inc |
9.81%
12,005
|
$966,282,000 | 0.06% |
| Carrier Global Corporation |
49.52%
14,719
|
$928,475,000 | 0.06% |
| Comcast Corp |
71.09%
23,462
|
$918,772,000 | 0.06% |
| Qualcomm, Inc. |
14.88%
4,605
|
$917,224,000 | 0.06% |
| Lockheed Martin Corp. |
21.30%
1,844
|
$861,332,000 | 0.06% |
| AMGEN Inc. |
3.70%
2,684
|
$838,616,000 | 0.06% |
| Marathon Petroleum Corp |
0.62%
4,811
|
$834,612,000 | 0.06% |
| Zimmer Hldgs Inc |
71.39%
7,613
|
$826,239,000 | 0.06% |
| Target Corp |
1.07%
5,540
|
$820,142,000 | 0.05% |
| Vanguard |
7.52%
1,602
|
$801,208,000 | 0.05% |
| Linde Plc. |
15.82%
1,772
|
$777,571,000 | 0.05% |
| Cintas Corporation |
8.01%
1,102
|
$771,687,000 | 0.05% |
| Kellanova Co |
Closed
13,639
|
$762,556,000 | |
| Genuine Parts Co. |
2.48%
5,310
|
$734,479,000 | 0.05% |
| Oracle Corp. |
3.51%
5,085
|
$718,002,000 | 0.05% |
| Phillips 66 |
0.26%
5,038
|
$711,214,000 | 0.05% |
| Broadcom Inc. |
24.18%
439
|
$704,828,000 | 0.05% |
| Yum Brands Inc. |
No change
5,120
|
$678,195,000 | 0.05% |
| Blackstone Inc |
95.39%
5,383
|
$666,415,000 | 0.04% |
| Dominion Res(vir) |
26.69%
13,497
|
$661,353,000 | 0.04% |
| Dover Corp. |
4.02%
3,435
|
$619,846,000 | 0.04% |
| Deere Co |
6.00%
1,630
|
$609,017,000 | 0.04% |
| Att Inc |
11.79%
31,156
|
$595,391,000 | 0.04% |
| iShares Trust |
10.53%
28,042
|
$1,607,632,000 | 0.11% |
| General Electric Co |
6.11%
3,567
|
$567,046,000 | 0.04% |
| Amer Express Co |
16.45%
2,442
|
$565,445,000 | 0.04% |
| Moodys Corp |
4.12%
1,326
|
$558,153,000 | 0.04% |
| Conocophillips |
46.21%
4,550
|
$520,429,000 | 0.03% |
| Duke Energy Corp. |
31.68%
4,926
|
$493,733,000 | 0.03% |
| Rockwell Automation Inc |
60.80%
1,778
|
$489,448,000 | 0.03% |
| Oge Energy Corp. |
No change
13,704
|
$489,233,000 | 0.03% |
| Cigna Group/the |
90.25%
1,425
|
$471,062,000 | 0.03% |
| Southern Co/the |
6.51%
6,032
|
$467,902,000 | 0.03% |
| Otis Worldwide Corporation |
2.85%
4,844
|
$466,283,000 | 0.03% |
| Legg Mason Partners Fund Advisor Llc |
No change
41,682
|
$431,409,000 | 0.03% |
| Novartis AG |
14.18%
4,019
|
$427,863,000 | 0.03% |
| CVS Health Corp |
2.87%
7,240
|
$427,594,000 | 0.03% |
| American Water Works Co. Inc. |
25.46%
3,309
|
$427,390,000 | 0.03% |
| Wisdomtree Asset Management Inc |
2.60%
7,486
|
$425,804,000 | 0.03% |
| Ishares/usa |
11.96%
5,693
|
$644,354,000 | 0.04% |
| Pnc Financial Services Group I |
4.52%
2,702
|
$420,107,000 | 0.03% |
| Schlumberger Nv |
6.95%
8,780
|
$414,240,000 | 0.03% |
| Analog Devices Inc. |
28.08%
1,811
|
$413,379,000 | 0.03% |
| Aon plc. |
60.66%
1,356
|
$398,094,000 | 0.03% |
| Philip Morris Intl |
20.49%
3,919
|
$397,112,000 | 0.03% |
| KLA Corp. |
No change
480
|
$395,765,000 | 0.03% |
| Aflac Inc. |
3.62%
4,412
|
$394,036,000 | 0.03% |
| State Street Etf/usa |
No change
15,933
|
$754,439,000 | 0.05% |
| Akamai Technologies Inc |
66.36%
4,225
|
$380,588,000 | 0.03% |
| Avalonbay Communities Inc. |
Closed
1,989
|
$372,381,000 | |
| Clorox Co/the |
8.98%
2,621
|
$357,688,000 | 0.02% |
| Mt Bank Corp |
2.45%
2,345
|
$354,939,000 | 0.02% |
| Camden National Corp. |
Closed
9,358
|
$352,142,000 | |
| Mondelez International Inc. |
12.84%
5,360
|
$350,758,000 | 0.02% |
| Travelers Co Inc |
No change
1,666
|
$338,764,000 | 0.02% |
| Wells Fargo Co |
Opened
5,412
|
$321,419,000 | 0.02% |
| Charles Schwab Investment Management Inc |
33.33%
4,000
|
$311,040,000 | 0.02% |
| Elevance Health Inc |
3.93%
562
|
$304,525,000 | 0.02% |
| Roper Industries Inc |
51.49%
539
|
$303,813,000 | 0.02% |
| Synopsys, Inc. |
7.66%
506
|
$301,100,000 | 0.02% |
| Bk Of Ny Mellon Cp |
Opened
4,934
|
$295,497,000 | 0.02% |
| First Trust Advisors Lp |
Opened
5,273
|
$288,697,000 | 0.02% |
| Xcel Energy Inc. |
5.27%
5,389
|
$287,826,000 | 0.02% |
| Netflix Inc. |
Opened
420
|
$283,450,000 | 0.02% |
| MetLife, Inc. |
Opened
3,948
|
$277,110,000 | 0.02% |
| Eversource Energy |
26.76%
4,780
|
$271,074,000 | 0.02% |
| Ww Grainger Inc |
8.39%
295
|
$266,161,000 | 0.02% |
| BP plc |
No change
7,303
|
$263,638,000 | 0.02% |
| Gen Dynamics Corp |
Opened
907
|
$263,157,000 | 0.02% |
| Consolidated Edison, Inc. |
10.72%
2,914
|
$260,570,000 | 0.02% |
| First Bancorp Inc/the |
No change
10,482
|
$260,478,000 | 0.02% |
| Invesco Capital Management LLC |
Opened
1,555
|
$255,455,000 | 0.02% |
| Zoetis Inc |
1.64%
1,440
|
$249,638,000 | 0.02% |
| Altria Group Inc. |
11.67%
5,450
|
$248,248,000 | 0.02% |
| Vanguard Group Inc/the |
7.11%
2,927
|
$245,166,000 | 0.02% |
| Allstate Corp/the |
Opened
1,479
|
$236,137,000 | 0.02% |
| Church Dwight Co Inc |
No change
2,265
|
$234,835,000 | 0.02% |
| Essential Utilities Inc |
Closed
6,167
|
$230,337,000 | |
| Paychex Inc. |
13.88%
1,924
|
$228,109,000 | 0.02% |
| NVR Inc. |
No change
30
|
$227,657,000 | 0.02% |
| Mckesson Corporation |
Opened
388
|
$226,608,000 | 0.02% |
| Tesla Inc |
Closed
911
|
$226,366,000 | |
| Hartford Financial Services Gr |
Opened
2,221
|
$223,299,000 | 0.01% |
| Gilead Sciences, Inc. |
19.14%
3,249
|
$222,914,000 | 0.01% |
| Harbor ETF Trust |
No change
4,876
|
$219,986,000 | 0.01% |
| FMC Corp. |
12.47%
3,792
|
$218,230,000 | 0.01% |
| Microchip Technology, Inc. |
Closed
2,400
|
$216,432,000 | |
| Vulcan Materials Co |
Closed
939
|
$213,162,000 | |
| Neuberger Berman Funds/closed- |
No change
19,865
|
$212,158,000 | 0.01% |
| DTE Energy Co. |
No change
1,849
|
$205,257,000 | 0.01% |
| Boeing Co. |
6.54%
1,115
|
$202,941,000 | 0.01% |
| Van Kampen Funds/closed-end/us |
No change
33,143
|
$331,946,000 | 0.02% |
| Hewlett Packard Enterprise Co |
Closed
10,147
|
$172,296,000 | |
| Blackrock Funds/closed-end/usa |
No change
25,930
|
$319,238,000 | 0.02% |
| Eaton Vance Management |
No change
13,413
|
$138,825,000 | 0.01% |
| Dreyfus Funds/closed-end/usa |
No change
12,075
|
$127,754,000 | 0.01% |
| Western Asset Trust Closed End |
No change
15,110
|
$118,765,000 | 0.01% |
| Purecycle Technologies Inc |
Closed
13,000
|
$52,650,000 | |
| 22nd Century Group Inc |
Closed
40,000
|
$7,448,000 | |
| No transactions found | |||
| Showing first 500 out of 224 holdings | |||
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