Notify me when HARVEST GROUP WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2023 | 188 | $160,940,905 | +$20,666,088 | -$18,129,151 | +$2,536,937 | SPYV, SCHO, IXUS, SCHG, SCHR | 13F-HR | 28 Apr 2023, 14:59 |
| Q4 2022 | 189 | $152,304,316 | +$9,467,281 | -$12,117,420 | -$2,650,139 | SCHO, SPYV, MBB, IXUS, LMBS | 13F-HR | 27 Jan 2023, 20:04 |
| Q3 2022 | 162 | $149,305,000 | +$3,162,691 | -$2,871,980 | +$290,711 | SCHO, SPYV, MBB, LMBS, IXUS | 13F-HR | 08 Nov 2022, 12:27 |
| Q2 2022 | 172 | $161,849,000 | +$20,078,519 | -$20,886,948 | -$808,429 | SCHO, SPYV, MBB, LMBS, IXUS | 13F-HR | 04 Aug 2022, 13:25 |
| Q1 2022 | 132 | $175,840,000 | +$99,464,643 | -$90,143,032 | +$9,321,611 | SCHO, SPYV, MBB, IXUS, SPEM | 13F-HR | 21 Apr 2022, 17:02 |
| Q4 2021 | 113 | $178,149,000 | +$21,641,014 | -$14,981,251 | +$6,659,763 | BOND, LMBS, SDG, GIGB, XLRE | 13F-HR | 20 Jan 2022, 18:48 |
| Q3 2021 | 61 | $170,127,000 | +$20,020,373 | -$15,359,895 | +$4,660,478 | BOND, LMBS, GIGB, ANGL, SCHR | 13F-HR | 02 Nov 2021, 19:01 |
| Q2 2021 | 62 | $167,889,000 | +$12,712,151 | -$5,769,837 | +$6,942,314 | BOND, GIGB, LMBS, SCHR, ARKK | 13F-HR | 02 Aug 2021, 14:25 |
| Q1 2021 | 34 | $159,382,000 | +$28,223,897 | -$41,318,637 | -$13,094,740 | BOND, GIGB, LMBS, SCHR, ANGL | 13F-HR | 04 May 2021, 15:31 |
| Q4 2020 | 622 | $167,286,000 | +$17,859,422 | -$8,309,257 | +$9,550,165 | BOND, GIGB, LMBS, DVOL, SCHR | 13F-HR | 29 Jan 2021, 18:17 |
| Q3 2020 | 566 | $143,964,000 | +$23,671,902 | -$8,540,182 | +$15,131,720 | BOND, GIGB, LMBS, DVOL, ARKK | 13F-HR | 06 Nov 2020, 21:00 |
| Q2 2020 | 460 | $119,447,000 | +$27,067,720 | -$21,063,782 | +$6,003,938 | BOND, GIGB, DVOL, ARKK, SPEM | 13F-HR | 31 Jul 2020, 12:13 |
| Q1 2020 | 467 | $97,439,000 | +$36,231,051 | -$33,906,605 | +$2,324,446 | DVOL, ARKK, SDG, VGT, VSDA | 13F-HR | 23 Apr 2020, 14:05 |
| Q4 2019 | 956 | $114,165,000 | +$55,449,039 | -$25,411,990 | +$30,037,049 | DVOL, LMBS, BOND, EEMV, SCHR | 13F-HR | 24 Jan 2020, 18:08 |
| Q3 2019 | 1,009 | $81,196,000 | +$4,125,510 | -$1,580,365 | +$2,545,145 | SCHG, SCHR, RDIV, XMLV, RSPU | 13F-HR | 01 Nov 2019, 12:41 |
| Q2 2019 | 899 | $77,226,000 | +$18,725,004 | -$52,377,889 | -$33,652,885 | SCHG, SCHR, RDIV, ARKK, XMLV | 13F-HR | 31 Jul 2019, 11:59 |
| Q1 2019 | 918 | $108,646,000 | +$64,861,675 | -$40,675,694 | +$24,185,981 | SCHG, RDIV, SCHR, RSPU, ARKK | 13F-HR | 06 May 2019, 12:38 |
| Q4 2018 | 32 | $77,359,000 | +$7,988,652 | -$67,046,453 | -$59,057,801 | SCHR, CWB, SCHZ, QQEW, PG | 13F-HR | 25 Jan 2019, 19:18 |
| Q3 2018 | 31 | $143,368,000 | +$52,064,979 | -$59,027,099 | -$6,962,120 | QLD, SSO, SCHA, CWB, SCHR | 13F-HR | 08 Nov 2018, 09:46 |
| Q2 2018 | 35 | $144,854,000 | +$12,304,271 | -$16,213,514 | -$3,909,243 | CWB, QLD, SCHF, SCHE, IEF | 13F-HR | 14 Aug 2018, 14:07 |
| Q1 2018 | 43 | $148,195,000 | +$16,804,044 | -$31,212,982 | -$14,408,938 | CWB, SCHE, SCHF, QLD, IEF | 13F-HR | 11 May 2018, 17:22 |
| Q4 2017 | 45 | $164,155,000 | $0 | $0 | $0 | SPTL, CWB, SCHF, SCHE, IEF | 13F-HR | 29 Mar 2018, 15:01 |