Harvest Group Wealth Management, Llc Buys Schwab U.S. Small-Cap, Schwab Intermediate-Term U.S. Treasury, Schwab US Aggregate Bond, Sells Schwab International Equity, Schwab Emerging Markets Equity, iShares 7-10 Year Treasury Bond ETF

Investment company Harvest Group Wealth Management, Llc buys Schwab U.S. Small-Cap, Schwab Intermediate-Term U.S. Treasury, Schwab US Aggregate Bond, ProShares Ultra S&P500, McDermott International Inc, Procter & Gamble Co, Schwab Short-Term U.S. Treasury, sells Schwab International Equity, Schwab Emerging Markets Equity, iShares 7-10 Year Treasury Bond ETF, iShares Core U.S. Aggregate Bond, Invesco S&P 500 Equal Weight during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Harvest Group Wealth Management, Llc. As of 2018-09-30, Harvest Group Wealth Management, Llc owns 31 stocks with a total value of $143 million. These are the details of the buys and sells.

For the details of HARVEST GROUP WEALTH MANAGEMENT, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=HARVEST+GROUP+WEALTH+MANAGEMENT%2C+LLC

These are the top 5 holdings of HARVEST GROUP WEALTH MANAGEMENT, LLC
  1. ProShares Ultra QQQ (QLD) - 232,844 shares, 16.35% of the total portfolio. Shares added by 17.93%
  2. ProShares Ultra S&P500 (SSO) - 166,733 shares, 14.83% of the total portfolio. Shares added by 55.90%
  3. Schwab U.S. Small-Cap (SCHA) - 269,403 shares, 14.31% of the total portfolio. Shares added by 380.90%
  4. SPDR Bloomberg Barclays Convertible Securities (CWB) - 335,337 shares, 12.62% of the total portfolio. Shares added by 0.51%
  5. Schwab Intermediate-Term U.S. Treasury (SCHR) - 314,993 shares, 11.38% of the total portfolio. Shares added by 472.44%
New Purchase: McDermott International Inc (MIQ2)

Harvest Group Wealth Management, Llc initiated holding in McDermott International Inc. The purchase prices were between $14.8 and $17.8, with an estimated average price of $16.04. The stock is now traded at around $9.10. The impact to a portfolio due to this purchase was 0.25%. The holding were 19,351 shares as of 2018-09-30.

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

Harvest Group Wealth Management, Llc initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $49.53 and $49.73, with an estimated average price of $49.64. The stock is now traded at around $49.45. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,263 shares as of 2018-09-30.

Added: Schwab U.S. Small-Cap (SCHA)

Harvest Group Wealth Management, Llc added to a holding in Schwab U.S. Small-Cap by 380.90%. The purchase prices were between $74.01 and $78.22, with an estimated average price of $76.27. The stock is now traded at around $71.06. The impact to a portfolio due to this purchase was 11.33%. The holding were 269,403 shares as of 2018-09-30.

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

Harvest Group Wealth Management, Llc added to a holding in Schwab Intermediate-Term U.S. Treasury by 472.44%. The purchase prices were between $51.67 and $52.39, with an estimated average price of $52.1. The stock is now traded at around $51.44. The impact to a portfolio due to this purchase was 9.39%. The holding were 314,993 shares as of 2018-09-30.

Added: Schwab US Aggregate Bond (SCHZ)

Harvest Group Wealth Management, Llc added to a holding in Schwab US Aggregate Bond by 326.73%. The purchase prices were between $50.12 and $50.83, with an estimated average price of $50.52. The stock is now traded at around $49.62. The impact to a portfolio due to this purchase was 7.32%. The holding were 272,699 shares as of 2018-09-30.

Added: ProShares Ultra S&P500 (SSO)

Harvest Group Wealth Management, Llc added to a holding in ProShares Ultra S&P500 by 55.90%. The purchase prices were between $110.86 and $129.09, with an estimated average price of $121.99. The stock is now traded at around $117.91. The impact to a portfolio due to this purchase was 5.32%. The holding were 166,733 shares as of 2018-09-30.

Added: Procter & Gamble Co (PG)

Harvest Group Wealth Management, Llc added to a holding in Procter & Gamble Co by 26.29%. The purchase prices were between $77.86 and $85.82, with an estimated average price of $81.78. The stock is now traded at around $90.96. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,580 shares as of 2018-09-30.

Sold Out: Schwab International Equity (SCHF)

Harvest Group Wealth Management, Llc sold out a holding in Schwab International Equity. The sale prices were between $32.3 and $33.98, with an estimated average price of $33.27.

Sold Out: Schwab Emerging Markets Equity (SCHE)

Harvest Group Wealth Management, Llc sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $24.66 and $27.13, with an estimated average price of $25.9.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Harvest Group Wealth Management, Llc sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $105.24 and $106.73, with an estimated average price of $106.08.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Harvest Group Wealth Management, Llc sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $116.61 and $122.75, with an estimated average price of $120.09.



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