Harborview Advisors, LLC Buys SPDR Gold Trust, SPDR Series Trust Portfolio S&P 500 Growth, SPDR Series Trust Portfolio S&P 500 Value, Sells SPDR Blackstone GSO Senior Loan, Schwab U.S. REIT, Stanley Black & Decker Inc

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May 04, 2020
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Investment company Harborview Advisors, LLC (Current Portfolio) buys SPDR Gold Trust, SPDR Series Trust Portfolio S&P 500 Growth, SPDR Series Trust Portfolio S&P 500 Value, Vanguard Mid-Cap Growth, Vanguard Small-Cap Growth, sells SPDR Blackstone GSO Senior Loan, Schwab U.S. REIT, Stanley Black & Decker Inc, Berkshire Hathaway Inc, Vanguard FTSE Emerging Markets during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Harborview Advisors, LLC. As of 2020Q1, Harborview Advisors, LLC owns 68 stocks with a total value of $80 million. These are the details of the buys and sells.

For the details of Harborview Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/harborview+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Harborview Advisors, LLC
  1. Schwab International Equity (SCHF) - 442,145 shares, 14.26% of the total portfolio. Shares added by 2.18%
  2. Schwab U.S. Large-Cap Value (SCHV) - 184,515 shares, 10.20% of the total portfolio. Shares reduced by 3.3%
  3. Schwab U.S. Large-Cap Growth (SCHG) - 99,487 shares, 9.89% of the total portfolio. Shares reduced by 16.07%
  4. Schwab Emerging Markets Equity (SCHE) - 305,411 shares, 7.89% of the total portfolio. Shares reduced by 0.97%
  5. Invesco CEF Income Composite (PCEF) - 305,325 shares, 6.67% of the total portfolio. Shares reduced by 2.69%
New Purchase: SPDR Gold Trust (GLD)

Harborview Advisors, LLC initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $160.51. The impact to a portfolio due to this purchase was 3.14%. The holding were 17,017 shares as of .

New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Harborview Advisors, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $31.23 and $45.63, with an estimated average price of $41.23. The stock is now traded at around $39.73. The impact to a portfolio due to this purchase was 0.8%. The holding were 17,862 shares as of .

New Purchase: SPDR Series Trust Portfolio S&P 500 Value (SPYV)

Harborview Advisors, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Value. The purchase prices were between $22.11 and $35.37, with an estimated average price of $32.22. The stock is now traded at around $27.53. The impact to a portfolio due to this purchase was 0.69%. The holding were 21,301 shares as of .

New Purchase: Vanguard Mid-Cap Growth (VOT)

Harborview Advisors, LLC initiated holding in Vanguard Mid-Cap Growth. The purchase prices were between $108.51 and $170.49, with an estimated average price of $153.09. The stock is now traded at around $142.30. The impact to a portfolio due to this purchase was 0.67%. The holding were 4,231 shares as of .

New Purchase: Vanguard Small-Cap Growth (VBK)

Harborview Advisors, LLC initiated holding in Vanguard Small-Cap Growth. The purchase prices were between $128.7 and $210.28, with an estimated average price of $187.33. The stock is now traded at around $168.80. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,341 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Harborview Advisors, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.29. The impact to a portfolio due to this purchase was 0.43%. The holding were 8,538 shares as of .

Added: Vanguard Mid-Cap Value (VOE)

Harborview Advisors, LLC added to a holding in Vanguard Mid-Cap Value by 171.75%. The purchase prices were between $68.69 and $121.9, with an estimated average price of $108.87. The stock is now traded at around $87.63. The impact to a portfolio due to this purchase was 0.4%. The holding were 6,329 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Harborview Advisors, LLC added to a holding in Schwab Short-Term U.S. Treasury by 35.05%. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.64. The impact to a portfolio due to this purchase was 0.33%. The holding were 19,559 shares as of .

Added: SPDR S&P International Dividend (DWX)

Harborview Advisors, LLC added to a holding in SPDR S&P International Dividend by 21.22%. The purchase prices were between $25.85 and $40.42, with an estimated average price of $36.78. The stock is now traded at around $31.00. The impact to a portfolio due to this purchase was 0.3%. The holding were 44,997 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Harborview Advisors, LLC added to a holding in Vanguard Small-Cap Value by 162.00%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $95.30. The impact to a portfolio due to this purchase was 0.27%. The holding were 3,951 shares as of .

Added: SPDR S&P Emerging Markets Dividend (EDIV)

Harborview Advisors, LLC added to a holding in SPDR S&P Emerging Markets Dividend by 26.10%. The purchase prices were between $19.98 and $32.19, with an estimated average price of $28.04. The stock is now traded at around $23.44. The impact to a portfolio due to this purchase was 0.26%. The holding were 45,880 shares as of .

Added: iShares ESG USD Corporate Bond ETF (SUSC)

Harborview Advisors, LLC added to a holding in iShares ESG USD Corporate Bond ETF by 22.74%. The purchase prices were between $22.52 and $27.69, with an estimated average price of $26.49. The stock is now traded at around $26.59. The impact to a portfolio due to this purchase was 0.18%. The holding were 30,855 shares as of .

Sold Out: SPDR Blackstone GSO Senior Loan (SRLN)

Harborview Advisors, LLC sold out a holding in SPDR Blackstone GSO Senior Loan. The sale prices were between $36.06 and $46.8, with an estimated average price of $44.87.

Sold Out: Schwab U.S. REIT (SCHH)

Harborview Advisors, LLC sold out a holding in Schwab U.S. REIT. The sale prices were between $27.07 and $48.53, with an estimated average price of $43.11.

Sold Out: Stanley Black & Decker Inc (SWK)

Harborview Advisors, LLC sold out a holding in Stanley Black & Decker Inc. The sale prices were between $72.03 and $172.53, with an estimated average price of $144.02.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Harborview Advisors, LLC sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Harborview Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.

Sold Out: Vanguard FTSE Pacific (VPL)

Harborview Advisors, LLC sold out a holding in Vanguard FTSE Pacific. The sale prices were between $48.55 and $70.86, with an estimated average price of $64.37.



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