Harwood Advisory Group, LLC Buys Invesco Ultra Short Duration, iShares 1-3 Year Treasury Bond ETF, L3Harris Technologies Inc, Sells Vanguard Small-Cap, Vanguard FTSE All World Ex US, Citigroup Inc

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May 01, 2020
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Investment company Harwood Advisory Group, LLC (Current Portfolio) buys Invesco Ultra Short Duration, iShares 1-3 Year Treasury Bond ETF, L3Harris Technologies Inc, Berkshire Hathaway Inc, SPDR Russell 1000 ETF, sells Vanguard Small-Cap, Vanguard FTSE All World Ex US, Citigroup Inc, Capital One Financial Corp, American Express Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Harwood Advisory Group, LLC. As of 2020Q1, Harwood Advisory Group, LLC owns 794 stocks with a total value of $298 million. These are the details of the buys and sells.

For the details of Harwood Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/harwood+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Harwood Advisory Group, LLC
  1. iShares Core Conservative Allocation (AOK) - 493,880 shares, 5.60% of the total portfolio. Shares added by 4.75%
  2. Vanguard Mega Cap Growth (MGK) - 104,916 shares, 4.47% of the total portfolio. Shares added by 7.77%
  3. iShares S&P 100 (OEF) - 107,844 shares, 4.29% of the total portfolio. Shares reduced by 1.79%
  4. SPDR Portfolio Aggregate Bond (SPAB) - 320,120 shares, 3.25% of the total portfolio. Shares added by 12.09%
  5. SPDR SSGA US Large Cap Low Volatility Index (LGLV) - 105,066 shares, 3.19% of the total portfolio. Shares added by 11.50%
New Purchase: L3Harris Technologies Inc (LHX)

Harwood Advisory Group, LLC initiated holding in L3Harris Technologies Inc. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $189.46. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,571 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Harwood Advisory Group, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.82. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,375 shares as of .

New Purchase: iShares Short-Term National Muni Bond (SUB)

Harwood Advisory Group, LLC initiated holding in iShares Short-Term National Muni Bond. The purchase prices were between $97.45 and $107.63, with an estimated average price of $106.47. The stock is now traded at around $106.29. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,461 shares as of .

New Purchase: iShares National Muni Bond (MUB)

Harwood Advisory Group, LLC initiated holding in iShares National Muni Bond. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $111.57. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,892 shares as of .

New Purchase: Facebook Inc (FB)

Harwood Advisory Group, LLC initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $202.27. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,701 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Harwood Advisory Group, LLC initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $282.78. The impact to a portfolio due to this purchase was 0.08%. The holding were 930 shares as of .

Added: Invesco Ultra Short Duration (GSY)

Harwood Advisory Group, LLC added to a holding in Invesco Ultra Short Duration by 37.40%. The purchase prices were between $47.6 and $50.24, with an estimated average price of $49.67. The stock is now traded at around $50.04. The impact to a portfolio due to this purchase was 0.59%. The holding were 131,169 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Harwood Advisory Group, LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 31.75%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.60. The impact to a portfolio due to this purchase was 0.28%. The holding were 39,579 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Harwood Advisory Group, LLC added to a holding in Berkshire Hathaway Inc by 73.15%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $182.67. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,824 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Harwood Advisory Group, LLC added to a holding in SPDR Russell 1000 ETF by 21.94%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.12%. The holding were 63,434 shares as of .

Added: SPDR S&P 500 (SPY)

Harwood Advisory Group, LLC added to a holding in SPDR S&P 500 by 44.58%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $282.79. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,266 shares as of .

Added: McDonald's Corp (MCD)

Harwood Advisory Group, LLC added to a holding in McDonald's Corp by 46.23%. The purchase prices were between $137.1 and $217.46, with an estimated average price of $197.58. The stock is now traded at around $182.66. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,097 shares as of .



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