HARVEST GROUP WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2023
  • Location
    waltham, MA
  • CIK
    0001694461
  • All SEC filings
Q1 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

192

$160.94 M
SPYV, SCHO, IXUS, SCHG
13F-HR
Apr 28, 2023
000169446123000003

193

$152.31 M
SCHO, SPYV, MBB, IXUS
13F-HR
Jan 30, 2023
000169446123000002

194

$150.28 M
SCHO, SPYV, MBB, LMBS
13F-HR
Nov 8, 2022
000169446122000004

198

$162.27 M
SCHO, SPYV, MBB, LMBS
13F-HR
Aug 4, 2022
000169446122000003

156

$175.87 M
SCHO, SPYV, MBB, IXUS
13F-HR
Apr 21, 2022
000169446122000002

127

$178.19 M
BOND, LMBS, SDG, GIGB
13F-HR
Jan 21, 2022
000169446122000001

64

$170.13 M
BOND, LMBS, GIGB, ANGL
13F-HR
Nov 3, 2021
000169446121000004

63

$167.89 M
BOND, GIGB, LMBS, SCHR
13F-HR
Aug 2, 2021
000169446121000003

35

$159.42 M
BOND, GIGB, LMBS, SCHR
13F-HR
May 4, 2021
000169446121000002

835

$167.53 M
BOND, GIGB, LMBS, DVOL
13F-HR
Feb 1, 2021
000169446121000001

854

$144.19 M
BOND, GIGB, LMBS, DVOL
13F-HR
Nov 9, 2020
000169446120000004

839

$119.59 M
BOND, GIGB, DVOL, ARKK
13F-HR
Jul 31, 2020
000169446120000003

873

$99.23 M
DVOL, ARKK, SDG, VANGUARD WORLD FDS
13F-HR
Apr 23, 2020
000169446120000002

1,000

$114.54 M
DVOL, LMBS, BOND, EEMV
13F-HR
Jan 27, 2020
000169446120000001

1,041

$81.36 M
SCHG, SCHR, RDIV, XMLV
13F-HR
Nov 1, 2019
000169446119000004

973

$77.53 M
SCHG, SCHR, RDIV, ARKK
13F-HR
Jul 31, 2019
000169446119000003

941

$108.79 M
SCHG, 1720330D, SCHR, RSPU
13F-HR
May 6, 2019
000169446119000002

32

$77.36 M
SCHR, SPDR SER TR, SCHZ, QQEW
13F-HR
Jan 28, 2019
000122107319000006

31

$143.37 M
QLD, SSO, SCHA, SPDR SER TR
13F-HR
Nov 8, 2018
000122107318000078

35

$144.85 M
SPDR SER TR, QLD, SCHF, SCHE
13F-HR
Aug 14, 2018
000122107318000061

43

$148.19 M
SPDR SER TR, SCHE, SCHF, QLD
13F-HR
May 11, 2018
000122107318000035

45

$164.16 M
KRE, SPDR SER TR, SCHF, SCHE
13F-HR
Mar 29, 2018
000122107318000016