13F Filings History of Harrison & Co Wealth Management, LLC

Latest 13F report
Q4 2022 - 17 Jan 2023
Value $
$103,427,519
Signature - Title
Ian A. Hamre - CCO
Location
Roanoke, VA
Summary
This page shows a list of all the recent 13F filings made by Harrison & Co Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Harrison & Co Wealth Management, LLC reported 79 stock holdings with total value $103,427,519 as of Q4 2022. Top holdings included XLK, IJH, XLV, XLF, and XLI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 79 $103,427,519 +$5,470,327 -$4,253,118 +$1,217,209 XLK, IJH, XLV, XLF, XLI 13F-HR 17 Jan 2023, 14:18
Q3 2022 74 $94,253,000 +$6,716,638 -$12,370,602 -$5,653,964 XLK, IJH, XLV, XLF, XLY 13F-HR 18 Oct 2022, 13:36
Q2 2022 77 $105,297,000 +$5,053,457 -$2,327,497 +$2,725,960 XLK, IJH, XLV, BSJM, XLF 13F-HR 11 Jul 2022, 16:50
Q1 2022 78 $114,103,000 +$3,499,330 -$2,828,606 +$670,724 XLK, IJH, XLF, XLV, BSJM 13F-HR 18 Apr 2022, 15:07
Q4 2021 82 $118,741,000 $0 $0 $0 XLK, IJH, XLF, XLV, BSJM 13F-HR 31 Jan 2022, 16:10