Harrison & CO Wealth Management, LLC has filed its 13F form on January 17, 2023 for Q4 2022 where it was disclosed a total value porftolio of $103 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $7.61M, Ishares Core S&P Mid Cap ETF with a value of $6.61M, Select Sector Spdr Fund Health with a value of $4.94M, Financial Sector Spdr with a value of $4.26M, and Industrial Sector Spdr with a value of $3.05M.

Examining the 13F form we can see an increase of $8.38M in the current position value, from $94.3M to 103M.

Below you can find more details about Harrison & CO Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Million
ETFs: $67.2 Billion
Healthcare: $10.5 Billion
Consumer Defensive: $8.07 Billion
Technology: $6.94 Billion
Consumer Cyclical: $5.87 Billion
Industrials: $3.4 Billion
Communication Services: $659 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $103 Million
  • Prior Value $94.3 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 17, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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