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Harvest Group Wealth Management, Llc Buys First Trust Low Duration Mortgage Opportunities ET, PIMCO Total Return Active Exchange-Traded Fund, VanEck Vectors Fallen Angel High Yield Bond ETF, Sells Schwab U.S. Large-Cap Growth ETF, Schwab International Equ

Investment company Harvest Group Wealth Management, Llc (Current Portfolio) buys First Trust Low Duration Mortgage Opportunities ET, PIMCO Total Return Active Exchange-Traded Fund, VanEck Vectors Fallen Angel High Yield Bond ETF, iShares iBoxx $ Investment Grade Corporate Bond ET, iShares Edge MSCI Min Volatility Emerging Markets , sells Schwab U.S. Large-Cap Growth ETF, Schwab International Equity ETF, iShares 20+ Year Treasury Bond ETF, Exxon Mobil Corp, DTE Energy Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Harvest Group Wealth Management, Llc. As of 2019Q4, Harvest Group Wealth Management, Llc owns 976 stocks with a total value of $83 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 https://www.gurufocus.com/guru/harvest+group+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HARVEST GROUP WEALTH MANAGEMENT, LLC
  1. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 162,256 shares, 10.07% of the total portfolio. New Position
  2. PIMCO Total Return Active Exchange-Traded Fund (BOND) - 77,748 shares, 10.04% of the total portfolio. New Position
  3. iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 129,772 shares, 9.12% of the total portfolio. Shares added by 48.93%
  4. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 135,113 shares, 8.89% of the total portfolio. Shares reduced by 5.43%
  5. Invesco S&P SmallCap Low Volatility ETF (XSLV) - 135,791 shares, 8.28% of the total portfolio. Shares added by 23.00%
New Purchase: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Harvest Group Wealth Management, Llc initiated holding in First Trust Low Duration Mortgage Opportunities ET. The purchase prices were between $51.73 and $52.15, with an estimated average price of $51.89. The stock is now traded at around $52.00. The impact to a portfolio due to this purchase was 10.07%. The holding were 162,256 shares as of .

New Purchase: PIMCO Total Return Active Exchange-Traded Fund (BOND)

Harvest Group Wealth Management, Llc initiated holding in PIMCO Total Return Active Exchange-Traded Fund. The purchase prices were between $106.96 and $108.26, with an estimated average price of $107.68. The stock is now traded at around $109.27. The impact to a portfolio due to this purchase was 10.04%. The holding were 77,748 shares as of .

New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Harvest Group Wealth Management, Llc initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $28.55 and $29.85, with an estimated average price of $29.11. The stock is now traded at around $29.99. The impact to a portfolio due to this purchase was 6.28%. The holding were 175,543 shares as of .

New Purchase: iShares Edge MSCI Min Volatility Global ETF (ACWV)

Harvest Group Wealth Management, Llc initiated holding in iShares Edge MSCI Min Volatility Global ETF. The purchase prices were between $91.81 and $95.98, with an estimated average price of $94.04. The stock is now traded at around $98.43. The impact to a portfolio due to this purchase was 0.36%. The holding were 3,126 shares as of .

New Purchase: Steris PLC (STE)

Harvest Group Wealth Management, Llc initiated holding in Steris PLC. The purchase prices were between $136.92 and $154.3, with an estimated average price of $146.84. The stock is now traded at around $151.29. The impact to a portfolio due to this purchase was 0.02%. The holding were 88 shares as of .

New Purchase: Vistra Energy Corp (VST)

Harvest Group Wealth Management, Llc initiated holding in Vistra Energy Corp. The purchase prices were between $22.82 and $27.37, with an estimated average price of $25.77. The stock is now traded at around $22.17. The impact to a portfolio due to this purchase was 0.01%. The holding were 500 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

Harvest Group Wealth Management, Llc added to a holding in iShares iBoxx $ Investment Grade Corporate Bond ET by 48557.63%. The purchase prices were between $125.71 and $128.49, with an estimated average price of $127.36. The stock is now traded at around $130.07. The impact to a portfolio due to this purchase was 4.39%. The holding were 28,708 shares as of .

Added: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

Harvest Group Wealth Management, Llc added to a holding in iShares Edge MSCI Min Volatility Emerging Markets by 48.93%. The purchase prices were between $55.54 and $58.72, with an estimated average price of $57.32. The stock is now traded at around $58.15. The impact to a portfolio due to this purchase was 3%. The holding were 129,772 shares as of .

Added: Invesco S&P SmallCap Low Volatility ETF (XSLV)

Harvest Group Wealth Management, Llc added to a holding in Invesco S&P SmallCap Low Volatility ETF by 23.00%. The purchase prices were between $47.97 and $51.5, with an estimated average price of $50.07. The stock is now traded at around $50.77. The impact to a portfolio due to this purchase was 1.55%. The holding were 135,791 shares as of .

Added: Lockheed Martin Corp (LMT)

Harvest Group Wealth Management, Llc added to a holding in Lockheed Martin Corp by 2837.50%. The purchase prices were between $370.73 and $394.24, with an estimated average price of $384. The stock is now traded at around $432.50. The impact to a portfolio due to this purchase was 0.11%. The holding were 235 shares as of .

Added: The Chemours Co (CC)

Harvest Group Wealth Management, Llc added to a holding in The Chemours Co by 105.75%. The purchase prices were between $13.12 and $19.78, with an estimated average price of $16.67. The stock is now traded at around $15.59. The impact to a portfolio due to this purchase was 0.01%. The holding were 358 shares as of .

Added: Reinsurance Group of America Inc (RGA)

Harvest Group Wealth Management, Llc added to a holding in Reinsurance Group of America Inc by 787.50%. The purchase prices were between $151.05 and $168.32, with an estimated average price of $161.94. The stock is now traded at around $155.21. The impact to a portfolio due to this purchase was 0.01%. The holding were 71 shares as of .

Sold Out: Ingersoll-Rand PLC (IR)

Harvest Group Wealth Management, Llc sold out a holding in Ingersoll-Rand PLC. The sale prices were between $113.02 and $135.01, with an estimated average price of $127.02.

Sold Out: Canadian National Railway Co (CNI)

Harvest Group Wealth Management, Llc sold out a holding in Canadian National Railway Co. The sale prices were between $83.78 and $94.81, with an estimated average price of $89.97.

Sold Out: Buckeye Partners LP (BPL)

Harvest Group Wealth Management, Llc sold out a holding in Buckeye Partners LP. The sale prices were between $41.25 and $41.46, with an estimated average price of $41.4.

Sold Out: Salesforce.com Inc (CRM)

Harvest Group Wealth Management, Llc sold out a holding in Salesforce.com Inc. The sale prices were between $142.33 and $164.98, with an estimated average price of $157.07.

Sold Out: Brookfield Asset Management Inc (BAM)

Harvest Group Wealth Management, Llc sold out a holding in Brookfield Asset Management Inc. The sale prices were between $50.84 and $58.41, with an estimated average price of $56.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Harvest Group Wealth Management, Llc sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $46.43 and $59.23, with an estimated average price of $53.22.



Here is the complete portfolio of HARVEST GROUP WEALTH MANAGEMENT, LLC. Also check out:

1. HARVEST GROUP WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. HARVEST GROUP WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. HARVEST GROUP WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that HARVEST GROUP WEALTH MANAGEMENT, LLC keeps buying

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