Harrison & CO Wealth Management, LLC Reduced Holdings in Q4 2022

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.03K
- 13.88%
$33.77 - $39.47 $102K - $120K
18.8K $0
VIS
Vanguard Industrial ETF

ETFs
-301
- 7.28%
$160.22 - $191.74 $48.2K - $57.7K
3.83K $0
AVGO
Broadcom Inc.

Technology
-20
- 1.5%
$427.1 - $574.44 $8.54K - $11.5K
1.32K $0
VOX
Vanguard Communication Service

ETFs
-1.67K
- 15.68%
$78.66 - $89.33 $132K - $149K
9K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 5.13%
$109.59 - $139.1 $32.9K - $41.7K
5.54K $0
XLB
Select Sector Spdr Fd Material

ETFs
-767
- 7.13%
$68.18 - $83.76 $52.3K - $64.2K
9.99K $0
ACN
Accenture PLC

Technology
-44
- 1.44%
$252.72 - $302.91 $11.1K - $13.3K
3.01K $0
HRB
H&R Block Inc

Consumer Cyclical
-299
- 1.33%
$36.51 - $43.72 $10.9K - $13.1K
22.2K $0
UL
Unilever PLC

Consumer Defensive
-822
- 4.82%
$43.24 - $51.51 $35.5K - $42.3K
16.2K $0
PAYX
Paychex Inc

Industrials
-135
- 1.76%
$108.09 - $125.98 $14.6K - $17K
7.52K $0
XLU
Utilities Sector Spdr

ETFs
-748
- 5.43%
$61.52 - $72.67 $46K - $54.4K
13K $0
HD
Home Depot, Inc.

Consumer Cyclical
-32
- 1.03%
$269.46 - $333.38 $8.62K - $10.7K
3.08K $0
AMGN
Amgen Inc

Healthcare
-97
- 2.55%
$229.03 - $291.01 $22.2K - $28.2K
3.71K $0
KO
Coca Cola CO

Consumer Defensive
-164
- 1.02%
$54.39 - $64.37 $8.92K - $10.6K
15.9K $0
BMY
Bristol Myers Squibb CO

Healthcare
-106
- 0.72%
$68.48 - $81.09 $7.26K - $8.6K
14.7K $0
MRK
Merck & Co., Inc.

Healthcare
-257
- 2.59%
$87.44 - $112.11 $22.5K - $28.8K
9.67K $0
GILD
Gilead Sciences, Inc.

Healthcare
-188
- 1.48%
$62.32 - $89.47 $11.7K - $16.8K
12.5K $0
ABBV
Abb Vie Inc.

Healthcare
-131
- 1.9%
$138.31 - $165.87 $18.1K - $21.7K
6.76K $0
LMT
Lockheed Martin Corp

Industrials
-51
- 2.18%
$389.41 - $496.3 $19.9K - $25.3K
2.29K $0
NVO
Novo Nordisk A S

Healthcare
-110
- 1.26%
$102.55 - $135.33 $11.3K - $14.9K
8.6K $0
LLY
Eli Lilly & CO

Healthcare
-477
- 12.52%
$321.55 - $374.67 $153K - $179K
3.33K $0
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-630
- 0.91%
$20.28 - $20.56 $12.8K - $13K
68.8K $0
XLE
Energy Sector Spdr

ETFs
-210
- 1.02%
$76.09 - $94.08 $16K - $19.8K
20.3K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.98K
- 14.56%
$89.09 - $102.13 $354K - $406K
23.3K $0
XLC
Select Sector Spdr Tr Communic

ETFs
-2.18K
- 4.45%
$45.41 - $51.94 $98.9K - $113K
46.7K $0
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
-674
- 0.68%
$23.03 - $23.66 $15.5K - $15.9K
98.9K $0
XLY
Select Sector Spdr Consumer Di

ETFs
-711
- 3.04%
$126.26 - $147.57 $89.8K - $105K
22.7K $0
XLF
Financial Sector Spdr

ETFs
-8.42K
- 6.33%
$30.29 - $36.31 $255K - $306K
125K $0
XLV
Select Sector Spdr Fund Health

ETFs
-1.84K
- 4.81%
$121.85 - $140.1 $224K - $258K
36.4K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.41K
- 8.11%
$44.74 - $257.0 $108K - $620K
27.3K $0
XLK
Technology Sector Spdr

ETFs
-1.46K
- 2.34%
$116.56 - $136.15 $171K - $199K
61.2K $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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