Harvest Group Wealth Management, LLC Incresed Positions in Q1 2023

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.56K
+ 53.32%
$84.05 - $92.64 $552K - $608K
18.9K $1.71M
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
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
QLD
Proshares Ultra Qqq

ETFs
39
+ 21.31%
$33.74 - $49.57 $1.32K - $1.93K
222 $11K
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
PHG
Koninklijke Philips Nv

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

Financial Services
276
+ 82.63%
$6.6 - $9.35 $1.82K - $2.58K
610 $4K
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
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
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
+ 150.0%
$231.06 - $307.08 $693 - $921
5 $1K
PCVX
Vaxcyte, Inc.

Healthcare
8
+ 133.33%
$36.27 - $47.2 $290 - $378
14 $0
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
3
+ 11.11%
$46.59 - $66.96 $140 - $201
30 $1K
AAP
Advance Auto Parts Inc

Consumer Cyclical
5
+ 16.67%
$110.83 - $156.84 $554 - $784
35 $4K
APH
Amphenol Corp

Technology
5
+ 31.25%
$76.04 - $82.09 $380 - $410
21 $1K
SG
Sweetgreen, Inc.

Consumer Cyclical
14
+ 22.58%
$6.31 - $11.74 $88.3 - $164
76 $0
SSYS
Stratasys Ltd.

Technology
17
+ 18.89%
$11.92 - $16.53 $203 - $281
107 $1K
INFY
Infosys LTD

Technology
34
+ 29.06%
$16.6 - $19.51 $564 - $663
151 $2K
ATRC
Atri Cure, Inc.

Healthcare
6
+ 37.5%
$35.87 - $47.22 $215 - $283
22 $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4
+ 30.77%
$35.64 - $43.88 $143 - $176
17 $0
KD
Kyndryl Holdings, Inc.

Technology
24
+ 25.26%
$11.58 - $17.08 $278 - $410
119 $1K
IT
Gartner Inc

Technology
3
+ 10.0%
$302.49 - $352.89 $907 - $1.06K
33 $10K
GIGB
Goldman Sachs ETF Access Invt
2.71K
+ 1.88%
N/A
147K $0
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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