HA

Harborview Advisors, LLC

13F
Harborview Advisors, LLC
Last update 2021-11-12 106 Stocks (5 new)
Value $179.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHF(9.67%)LQDH(8.63%)AGZD(6.85%)SCHG(5.91%)XSOE(5.27%)
Summary Stock Picks Current Portfolio
Harborview Advisors, LLC Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
446,291
17,271.0
+0.57%
9.670
+0.05%
0.060
+14.35%
+20.03%
48,862.9
 
LQDH
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
160,795
15,406.0
+6.82%
8.630
+0.55%
1.200
+3.84%
+2.61%
489.1
 
AGZD
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
521,814
12,229.0
+0.07%
6.850
0%
3.200
+1.70%
+1.45%
98.2
 
SCHG
Schwab U.S. Large-Cap Growth ETF
142,396
10,544.0
-0.87%
5.910
-0.05%
0.030
+20.22%
+5.88%
44,864.1
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterpr
WisdomTree Emerging Markets ex-State-Owned Enterpr
251,986
9,404.0
+4.39%
5.270
+0.22%
0.250
+16.12%
+13.46%
1,879.3
 
SCHV
Schwab U.S. Large-Cap Value ETF
123,078
8,305.0
-3.42%
4.650
-0.17%
0.080
+12.25%
+8.77%
12,826.2
 
PCEF
Invesco CEF Income Composite ETF
296,760
7,107.0
+0.12%
3.980
0%
0.780
+12.34%
+7.18%
821.7
 
GLD
SPDR Gold Shares ETF
35,469
5,825.0
+0.82%
3.260
+0.03%
0.010
+3.98%
+27.21%
101,859.7
 
MDYV
SPDR S&P 400 Mid Cap Value ETF
74,629
4,943.0
0%
2.770
0%
0.320
+15.56%
+3.22%
2,466.5
 
MDYG
SPDR S&P 400 Mid Cap Growth ETF
58,019
4,389.0
-0.01%
2.460
0%
0.260
+16.28%
+2.28%
2,305.7
 

Harborview Advisors, LLC's Historical Top Holdings Breakdowns

Harborview Advisors, LLC Total Holding History ($B)

To

Harborview Advisors, LLC's Asset Allocation

To

Harborview Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Harborview Advisors, LLC's Hypothetical Growth since 2021-09-30

Harborview Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Harborview Advisors, LLC's Holdings Heat Map

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Harborview Advisors, LLC's Holdings Bubble Chart

Harborview Advisors, LLC News

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