Harvest Group Wealth Management, LLC Purchases in Q1 2023

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
18.9K
New
$208.78 - $230.55 $3.95M - $4.36M
18.9K $4.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.8K
+ 38.04%
$54.19 - $65.17 $2.1M - $2.53M
141K $9.17M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
99.9K
+ 410.17%
$31.8 - $34.17 $3.18M - $3.41M
124K $4.18M
VGIT
Vanguard Intermediate Term Tre

ETFs
34.6K
+ 46.39%
$57.72 - $60.39 $2M - $2.09M
109K $6.55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.7K
+ 23.86%
$48.55 - $50.78 $1.59M - $1.66M
170K $8.56M
BOND
Pimco Active Bond Exchange Tra

ETFs
14.4K
+ 25.15%
$90.4 - $94.23 $1.3M - $1.36M
71.6K $6.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.2K
+ 45.08%
$92.27 - $107.68 $1.13M - $1.32M
39.3K $3.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.56K
+ 30.29%
$198.77 - $233.54 $907K - $1.07M
19.6K $4.25M
IXUS
Ishares Tr

ETFs
5.54K
+ 3.81%
$58.3 - $63.56 $323K - $352K
151K $9.35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.3K
+ 7.56%
$32.49 - $36.44 $561K - $629K
246K $8.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
956
+ 0.29%
$38.68 - $42.77 $37K - $40.9K
335K $13.7M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
17.8K
+ 52.66%
$26.2 - $30.06 $467K - $536K
51.7K $1.44M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.5K
+ 7.31%
$53.41 - $60.85 $241K - $274K
66.1K $3.81M
IVW
Ishares S&P 500 Growth ETF

ETFs
756
+ 1.09%
$57.25 - $63.89 $43.3K - $48.3K
69.8K $4.46M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.53K
+ 3.29%
$32.27 - $37.51 $81.8K - $95.1K
79.7K $2.71M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
3.95K
+ 93.24%
$34.99 - $40.17 $138K - $158K
8.18K $312K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.33K
+ 3.71%
$126.74 - $147.12 $168K - $195K
37.1K $4.97M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
880
+ 11.19%
$78.34 - $85.23 $68.9K - $75K
8.74K $724K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
3.66K
+ 25.05%
$26.97 - $32.94 $98.7K - $121K
18.3K $524K
ITOT
Ishares Core S&P Total U.S. St

ETFs
645
New
$84.12 - $93.15 $54.3K - $60.1K
645 $58K
AAPL
Apple Inc.

Technology
39
+ 2.74%
$125.02 - $164.9 $4.88K - $6.43K
1.46K $240K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
146
+ 96.69%
$100.08 - $100.58 $14.6K - $14.7K
297 $29K
CG
Carlyle Group Inc.

Financial Services
300
New
$29.99 - $37.76 $9K - $11.3K
300 $9K
QLD
Proshares Ultra Qqq

ETFs
39
+ 21.31%
$33.74 - $49.57 $1.32K - $1.93K
222 $11K
EET
Proshares Tr Ultra Msci Emergi

ETFs
82
New
$45.71 - $60.65 $3.75K - $4.97K
82 $4K
WPP
Wpp PLC

Communication Services
43
+ 45.26%
$50.12 - $63.4 $2.16K - $2.73K
138 $8K
ORAN
Orange

Communication Services
177
+ 42.65%
$10.11 - $11.93 $1.79K - $2.11K
592 $7K
GFL
Gfl Environmental Inc.

Industrials
88
New
$29.34 - $34.44 $2.58K - $3.03K
88 $3K
PHG
Koninklijke Philips Nv

Healthcare
153
+ 68.0%
$15.65 - $18.35 $2.39K - $2.81K
378 $6K
BCS
Barclays PLC

Financial Services
276
+ 82.63%
$6.6 - $9.35 $1.82K - $2.58K
610 $4K
TFX
Teleflex Inc

Healthcare
8
New
$222.88 - $262.22 $1.78K - $2.1K
8 $2K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
25
New
$88.41 - $98.6 $2.21K - $2.47K
25 $2K
HLN
Haleon PLC

Healthcare
175
+ 15.79%
$7.57 - $8.37 $1.32K - $1.46K
1.28K $10K
ON
On Semiconductor Corp

Technology
14
+ 107.69%
$59.74 - $86.88 $836 - $1.22K
27 $2K
CRH
Crh Public LTD CO

Basic Materials
13
+ 19.12%
$41.03 - $51.82 $533 - $674
81 $4K
FSV
First Service Corp

Real Estate
4
+ 26.67%
$123.13 - $147.93 $493 - $592
19 $2K
DHI
Horton D R Inc

Consumer Cyclical
16
New
$90.26 - $102.94 $1.44K - $1.65K
16 $1K
SKIN
Beauty Health CO

Consumer Defensive
1
+ 0.41%
$9.22 - $13.3 $9.22 - $13.3
243 $3K
BALL
Ball Corp

Consumer Cyclical
3
+ 15.79%
$51.48 - $60.89 $154 - $183
22 $1K
SHC
Sotera Health CO

Healthcare
59
New
$8.33 - $18.68 $491 - $1.1K
59 $1K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
+ 150.0%
$231.06 - $307.08 $693 - $921
5 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
35
New
$43.71 - $53.05 $1.53K - $1.86K
35 $1K
IDXX
Idexx Laboratories Inc

Healthcare
3
New
$406.01 - $514.59 $1.22K - $1.54K
3 $1K
ATRC
Atri Cure, Inc.

Healthcare
6
+ 37.5%
$35.87 - $47.22 $215 - $283
22 $0
PCVX
Vaxcyte, Inc.

Healthcare
8
+ 133.33%
$36.27 - $47.2 $290 - $378
14 $0
SG
Sweetgreen, Inc.

Consumer Cyclical
14
+ 22.58%
$6.31 - $11.74 $88.3 - $164
76 $0
APH
Amphenol Corp

Technology
5
+ 31.25%
$76.04 - $82.09 $380 - $410
21 $1K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
3
+ 11.11%
$46.59 - $66.96 $140 - $201
30 $1K
SSYS
Stratasys Ltd.

Technology
17
+ 18.89%
$11.92 - $16.53 $203 - $281
107 $1K
Activity Summary
Buys All Purchases 60 New Holdings 15 Increased Positions 45 Sells All Sells 70 Reductions 69 Sold out 1 Options Calls 1 Puts 0
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