HG

HARVEST GROUP WEALTH MANAGEMENT, LLC

13F
HARVEST GROUP WEALTH MANAGEMENT, LLC
Last update 2023-04-28 190 Stocks (15 new)
Value $161.00 Mil Turnover 13 %
Countries:
Top Holdings: SPYV(8.49%)SCHO(6.07%)IXUS(5.81%)SCHG(5.70%)SCHR(5.32%)
Summary Stock Picks Current Portfolio
HARVEST GROUP WEALTH MANAGEMEN... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYV
SPDR Portfolio S&P 500 Value ETF
335,368
13,656.3
+0.29%
8.490
+0.02%
0.090
+12.04%
+5.84%
27,326.2
 
SCHO
Schwab Short-Term U.S. Treasury ETF
200,300
9,772.6
-25.75%
6.070
-2.20%
0.070
+0.86%
+3.13%
10,961.7
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
150,873
9,346.6
+3.81%
5.810
+0.21%
0.030
+15.07%
+22.19%
47,549.2
 
SCHG
Schwab U.S. Large-Cap Growth ETF
140,776
9,174.3
+38.04%
5.700
+1.57%
0.060
+23.74%
+7.64%
45,727.4
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
169,795
8,562.8
+23.86%
5.320
+1.02%
0.120
+1.38%
+4.23%
10,897.9
 
SPEM
SPDR Portfolio Emerging Markets ETF
245,600
8,382.4
+7.56%
5.210
+0.37%
0.120
+15.59%
+16.70%
12,745.7
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
158,767
7,600.2
-4.56%
4.720
-0.24%
0.170
+1.70%
+3.48%
5,141.6
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
194,090
7,331.0
-3.31%
4.560
-0.16%
0.140
+16.99%
-0.19%
11,909.5
 
MBB
iShares MBS ETF
76,901
7,284.8
-21.08%
4.530
-1.25%
0.030
+1.34%
+3.21%
38,960.0
 
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF
147,214
6,738.1
+1.88%
4.190
+0.08%
1.130
+3.19%
+3.90%
674.3
 

HARVEST GROUP WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

HARVEST GROUP WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

HARVEST GROUP WEALTH MANAGEMENT, LLC's Asset Allocation

To

HARVEST GROUP WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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HARVEST GROUP WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2023-03-31

HARVEST GROUP WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HARVEST GROUP WEALTH MANAGEMENT, LLC's Holdings Heat Map

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HARVEST GROUP WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

HARVEST GROUP WEALTH MANAGEMENT, LLC News

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