Harrison & CO Wealth Management, LLC Purchases in Q4 2022

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
358
+ 1.17%
$84.74 - $102.33 $30.3K - $36.6K
31.1K $0
XLP
Consumer Staples Sector Spdr

ETFs
2.33K
+ 7.12%
$71.53 - $77.19 $167K - $180K
35.1K $0
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.75K
+ 2.7%
$21.71 - $22.55 $59.6K - $61.9K
104K $0
BSJR
Invesco Indx Tr

ETFs
2.69K
+ 2.55%
$20.56 - $21.99 $55.2K - $59K
108K $0
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
2K
+ 1.97%
$21.52 - $22.55 $43K - $45K
103K $0
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.36K
+ 2.41%
$21.87 - $23.06 $51.6K - $54.4K
101K $0
VGT
Vanguard Information Technolog

ETFs
822
+ 15.53%
$300.84 - $349.17 $247K - $287K
6.12K $0
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
154
+ 0.2%
$20.86 - $20.99 $3.21K - $3.23K
77.9K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.2K
+ 1.81%
$19.78 - $20.27 $23.8K - $24.4K
67.6K $0
VHT
Vanguard Health Care ETF

ETFs
273
+ 5.31%
$224.15 - $255.96 $61.2K - $69.9K
5.42K $0
PFE
Pfizer Inc

Healthcare
166
+ 0.77%
$41.75 - $54.5 $6.93K - $9.05K
21.8K $0
PEP
Pepsico Inc

Consumer Defensive
35
+ 0.6%
$161.61 - $185.9 $5.66K - $6.51K
5.9K $0
IBM
International Business Machines Corp

Technology
55
+ 0.74%
$117.75 - $150.62 $6.48K - $8.28K
7.49K $0
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 1.73%
$233.19 - $277.79 $15.2K - $18.1K
3.83K $0
PM
Philip Morris International Inc.

Consumer Defensive
22
+ 0.23%
$84.0 - $104.29 $1.85K - $2.29K
9.63K $0
JNJ
Johnson & Johnson

Healthcare
40
+ 0.75%
$160.2 - $179.79 $6.41K - $7.19K
5.35K $0
YUM
Yum Brands Inc

Consumer Cyclical
133
+ 1.85%
$104.73 - $131.22 $13.9K - $17.5K
7.33K $0
VCR
Vanguard Consumer Discretionar

ETFs
860
+ 25.6%
$213.95 - $246.49 $184K - $212K
4.22K $0
K
Kellogg CO

Consumer Defensive
16
+ 0.13%
$68.98 - $76.82 $1.1K - $1.23K
12.6K $0
ADI
Analog Devices Inc

Technology
133
+ 2.53%
$136.73 - $175.49 $18.2K - $23.3K
5.39K $0
MO
Altria Group, Inc.

Consumer Defensive
872
+ 4.75%
$41.37 - $47.63 $36.1K - $41.5K
19.2K $0
TXN
Texas Instruments Inc

Technology
56
+ 1.06%
$148.34 - $180.46 $8.31K - $10.1K
5.32K $0
ABT
Abbott Laboratories

Healthcare
158
+ 2.12%
$95.06 - $111.52 $15K - $17.6K
7.6K $0
UPS
United Parcel Service Inc

Industrials
86
+ 1.91%
$159.14 - $190.36 $13.7K - $16.4K
4.6K $0
CHH
Choice Hotels International Inc

Consumer Cyclical
550
+ 8.4%
$109.53 - $130.38 $60.2K - $71.7K
7.1K $0
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.31%
$68.48 - $79.94 $2.12K - $2.48K
10.1K $0
Gsk PLC
4.4K
+ 25.71%
N/A
21.5K $0
MSFT
Microsoft Corp

Technology
293
+ 10.47%
$214.25 - $257.22 $62.8K - $75.4K
3.09K $0
INTC
Intel Corp

Technology
8.1K
+ 42.41%
$25.04 - $30.71 $203K - $249K
27.2K $0
QCOM
Qualcomm Inc

Technology
434
+ 7.38%
$103.88 - $126.81 $45.1K - $55K
6.31K $0
MED
Medifast Inc

Consumer Cyclical
5.94K
New
$103.38 - $126.05 $614K - $748K
5.94K $0
VZ
Verizon Communications Inc

Communication Services
5.02K
+ 42.9%
$35.35 - $39.81 $178K - $200K
16.7K $0
SBUX
Starbucks Corp

Consumer Cyclical
6.61K
New
$83.76 - $105.05 $553K - $694K
6.61K $0
MMM
3 M CO

Industrials
448
+ 9.44%
$107.52 - $132.98 $48.2K - $59.6K
5.19K $0
VDC
Vanguard Consumer Staples ETF

ETFs
143
+ 5.13%
$171.56 - $199.59 $24.5K - $28.5K
2.93K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.47K
+ 11.75%
$34.79 - $40.71 $51.2K - $59.9K
14K $0
SPYG
Spdr Portfolio

ETFs
1.93K
+ 23.24%
$49.14 - $55.07 $94.7K - $106K
10.2K $0
VO
Vanguard Mid Cap ETF

ETFs
2.5K
New
$186.57 - $217.26 $466K - $542K
2.5K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.74K
New
$47.77 - $54.73 $322K - $369K
6.74K $0
VDE
Vanguard Energy ETF

ETFs
12
+ 0.43%
$107.13 - $131.88 $1.29K - $1.58K
2.79K $0
VNQ
Vanguard Specialized Funds Van

ETFs
3.01K
New
$76.14 - $88.09 $229K - $265K
3.01K $0
VPU
Vanguard Utilities ETF

ETFs
1.6K
New
$134.2 - $158.16 $215K - $253K
1.6K $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.25K
New
$58.96 - $68.57 $192K - $223K
3.25K $0
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.13K
New
$61.13 - $69.88 $191K - $219K
3.13K $0
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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