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Harborview Advisors, LLC Buys Quest Diagnostics Inc, Schwab US Aggregate Bond ETF, iShares MSCI EM ESG Select ETF, Sells Vanguard FTSE Emerging Markets ETF

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Nov 12, 2021
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Investment company Harborview Advisors, LLC (Current Portfolio) buys Quest Diagnostics Inc, Schwab US Aggregate Bond ETF, iShares MSCI EM ESG Select ETF, SPDR Nuveen Bloomberg High Yield Municipal Bond ET, BlackRock Enhanced Equity Dividend Trust, sells Vanguard FTSE Emerging Markets ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Harborview Advisors, LLC. As of 2021Q3, Harborview Advisors, LLC owns 106 stocks with a total value of $179 million. These are the details of the buys and sells.

For the details of Harborview Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/harborview+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Harborview Advisors, LLC
  1. Schwab International Equity ETF (SCHF) - 446,291 shares, 9.67% of the total portfolio. Shares added by 0.57%
  2. iShares Interest Rate Hedged Corporate Bond ETF (LQDH) - 160,795 shares, 8.63% of the total portfolio. Shares added by 6.82%
  3. WisdomTree Barclays U.S. Aggregate Bond Zero Durat (AGZD) - 260,907 shares, 6.85% of the total portfolio. Shares added by 0.07%
  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 71,198 shares, 5.91% of the total portfolio. Shares reduced by 0.87%
  5. WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE) - 251,986 shares, 5.27% of the total portfolio. Shares added by 4.39%
New Purchase: Quest Diagnostics Inc (DGX)

Harborview Advisors, LLC initiated holding in Quest Diagnostics Inc. The purchase prices were between $132.95 and $158, with an estimated average price of $146.26. The stock is now traded at around $148.785000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,303 shares as of 2021-09-30.

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Harborview Advisors, LLC initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $40.74 and $44.79, with an estimated average price of $42.74. The stock is now traded at around $42.480000. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,027 shares as of 2021-09-30.

New Purchase: SPDR Nuveen Bloomberg High Yield Municipal Bond ET (HYMB)

Harborview Advisors, LLC initiated holding in SPDR Nuveen Bloomberg High Yield Municipal Bond ET. The purchase prices were between $59.64 and $60.55, with an estimated average price of $60.26. The stock is now traded at around $59.920000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,372 shares as of 2021-09-30.

New Purchase: Voya Global Advantage and Premium Opportunity Fund (IGA)

Harborview Advisors, LLC initiated holding in Voya Global Advantage and Premium Opportunity Fund. The purchase prices were between $9.59 and $10.26, with an estimated average price of $9.97. The stock is now traded at around $10.220000. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,575 shares as of 2021-09-30.

New Purchase: BlackRock Enhanced Equity Dividend Trust (BDJ)

Harborview Advisors, LLC initiated holding in BlackRock Enhanced Equity Dividend Trust. The purchase prices were between $9.78 and $10.32, with an estimated average price of $10.09. The stock is now traded at around $10.304400. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,729 shares as of 2021-09-30.

Added: Schwab US Aggregate Bond ETF (SCHZ)

Harborview Advisors, LLC added to a holding in Schwab US Aggregate Bond ETF by 38.23%. The purchase prices were between $54.07 and $54.89, with an estimated average price of $54.55. The stock is now traded at around $54.090000. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,041 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.B)

Harborview Advisors, LLC added to a holding in Berkshire Hathaway Inc by 32.66%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $284.820000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,048 shares as of 2021-09-30.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Harborview Advisors, LLC sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $48.9 and $53.52, with an estimated average price of $51.26.



Here is the complete portfolio of Harborview Advisors, LLC. Also check out:

1. Harborview Advisors, LLC's Undervalued Stocks
2. Harborview Advisors, LLC's Top Growth Companies, and
3. Harborview Advisors, LLC's High Yield stocks
4. Stocks that Harborview Advisors, LLC keeps buying
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