Harborview Advisors, LLC

Q3 2021 13F Holdings

  • Location
    portland, ME
  • Num holdings

    106

  • Value ($000)

    $178,538

  • Date Filed
    11/12/2021
  • Form type
    13F-HR
  • CIK
    0001730890
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$17.27M
10 %

446,291

LQDH
LQDH

ISHARES U S ETF TR

INT RT HDG C B
$15.41M
9 %

160,795

AGZD
AGZD

WISDOMTREE TR

INTRST RATE HDGE
$12.23M
7 %

260,907

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$10.54M
6 %

71,198

XSOE
XSOE

WISDOMTREE TR

EM EX ST-OWNED
$9.40M
5 %

251,986

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$8.30M
5 %

123,078

PCEF
PCEF

INVESCO EXCH TRADED FD TR II

CEF INM COMPSI
$7.11M
4 %

296,760

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$5.83M
3 %

35,469

MDYV
MDYV

SPDR SER TR

S&P 400 MDCP VAL
$4.94M
3 %

74,629

MDYG
MDYG

SPDR SER TR

S&P 400 MDCP GRW
$4.39M
3 %

58,019

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 106