HC

Harrison & Co Wealth Management, LLC

13F
Harrison & Co Wealth Management, LLC
Last update 2023-01-17 79 Stocks (8 new)
Value $103.00 Mil Turnover 5 %
Countries:
Top Holdings: XLK(7.36%)IJH(6.39%)XLV(4.78%)XLF(4.12%)XLI(2.95%)
Summary Stock Picks Current Portfolio
Harrison & Co Wealth Managemen... Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLK
Technology Select Sector SPDR ETF
61,180
7,613.2
-2.34%
7.360
-0.18%
0.020
+35.50%
+12.58%
82,351.5
 
IJH
iShares Core S&P Mid-Cap ETF
136,605
6,608.7
-8.11%
6.390
-0.56%
0.010
+16.06%
+2.45%
97,230.9
 
XLV
Health Care Select Sector SPDR
36,366
4,940.3
-4.81%
4.780
-0.24%
0.010
-2.23%
-3.34%
33,140.0
 
XLF
Financial Select Sector SPDR
124,636
4,262.6
-6.33%
4.120
-0.27%
0.010
+13.01%
+9.48%
51,226.3
 
XLI
Industrial Select Sector SPDR
31,054
3,049.8
+1.17%
2.950
+0.03%
0.020
+21.25%
+15.65%
22,420.0
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
22,699
2,931.8
-3.04%
2.830
-0.11%
0.020
+20.09%
-0.49%
22,739.8
 
XLP
Consumer Staples Select Sector SPDR
35,100
2,616.7
+7.12%
2.530
+0.17%
0.010
-0.52%
+4.16%
16,159.5
 
BSJP
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
104,317
2,306.5
+2.70%
2.230
+0.06%
0.520
+1.33%
+2.84%
850.6
 
BSJN
Invesco BulletShares 2023 High Yield Corporate Bon
Invesco BulletShares 2023 High Yield Corporate Bon
98,925
2,305.9
-0.68%
2.230
-0.02%
0.310
-0.04%
+0.77%
406.3
 
BSJR
Invesco BulletShares 2027 High Yield Corporate Bon
Invesco BulletShares 2027 High Yield Corporate Bon
107,821
2,304.7
+2.55%
2.230
+0.06%
3.170
+3.55%
+4.84%
520.6
 

Harrison & Co Wealth Management, LLC's Historical Top Holdings Breakdowns

Harrison & Co Wealth Management, LLC Total Holding History ($B)

To

Harrison & Co Wealth Management, LLC's Asset Allocation

To

Harrison & Co 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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Harrison & Co Wealth Management, LLC's Hypothetical Growth since 2022-12-31

Harrison & Co Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Harrison & Co Wealth Management, LLC's Holdings Heat Map

Size field:

Harrison & Co Wealth Management, LLC's Holdings Bubble Chart

Harrison & Co Wealth Management, LLC News

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