Harvest Group Wealth Management, LLC Reduced Holdings in Q1 2023

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-88.4K
- 99.97%
$41.24 - $46.68 $3.65M - $4.13M
25 $1K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-78.3K
- 96.75%
$44.32 - $50.24 $3.47M - $3.93M
2.63K $123K
SCHO
Schwab Short Term Us Treasury

ETFs
-69.5K
- 25.75%
$47.8 - $49.0 $3.32M - $3.4M
200K $9.77M
MBB
Ishares Tr

ETFs
-20.5K
- 21.08%
$91.7 - $96.45 $1.88M - $1.98M
76.9K $7.28M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-42.7K
- 91.55%
$30.46 - $44.41 $1.3M - $1.9M
3.94K $159K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.59K
- 4.56%
$47.34 - $48.21 $359K - $366K
159K $7.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-10.3K
- 45.18%
$23.63 - $24.19 $243K - $249K
12.5K $300K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-13.5K
- 7.5%
$27.06 - $28.29 $365K - $381K
166K $4.66M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-5.98K
- 16.75%
$22.89 - $23.71 $137K - $142K
29.7K $698K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.8K
- 23.37%
$46.38 - $48.56 $130K - $136K
9.19K $441K
VBR
Vanguard Small Cap Value ETF

ETFs
-669
- 14.14%
$150.22 - $177.69 $100K - $119K
4.06K $645K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.69K
- 13.65%
$49.86 - $56.95 $84.3K - $96.2K
10.7K $560K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-2.46K
- 17.59%
$42.83 - $45.39 $105K - $112K
11.5K $510K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.56K
- 7.82%
$32.38 - $35.79 $83K - $91.7K
30.2K $1.03M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.65K
- 3.31%
$36.04 - $42.08 $240K - $280K
194K $7.33M
VTC
Vanguard Scottsdale Fds Total

ETFs
-1.1K
- 55.53%
$73.96 - $77.95 $81.7K - $86.1K
884 $67K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.88K
- 11.88%
$45.14 - $47.41 $84.7K - $89K
13.9K $648K
ILCV
Ishares Morningstar Value ETF

ETFs
-1.21K
- 7.96%
$61.05 - $67.22 $74K - $81.5K
14K $895K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-652
- 19.6%
$92.42 - $97.48 $60.3K - $63.6K
2.67K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-661
- 16.31%
$96.32 - $100.79 $63.7K - $66.6K
3.39K $337K
VV
Vanguard Large Cap ETF

ETFs
-318
- 38.5%
$172.79 - $190.36 $54.9K - $60.5K
508 $94K
VSDA
Victory Portfolios Ii Victorys

ETFs
-1K
- 10.53%
$43.27 - $46.92 $43.3K - $46.9K
8.5K $384K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-530
- 5.67%
$75.46 - $83.68 $40K - $44.4K
8.81K $697K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-212
- 14.81%
$212.51 - $245.01 $45.1K - $51.9K
1.22K $276K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.58K
- 2.79%
$42.66 - $48.92 $110K - $126K
89.7K $4.03M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-701
- 67.21%
$34.62 - $41.83 $24.3K - $29.3K
342 $12K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.24K
- 18.42%
$32.42 - $35.44 $40.3K - $44K
5.5K $191K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-729
- 78.39%
$24.14 - $25.51 $17.6K - $18.6K
201 $5K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-636
- 12.27%
$24.53 - $25.76 $15.6K - $16.4K
4.55K $114K
EMB
Ishares Tr

ETFs
-128
- 79.5%
$83.99 - $89.55 $10.8K - $11.5K
33 $2K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 12.12%
$280.82 - $339.79 $5.62K - $6.8K
145 $42K
EL
Estee Lauder Companies Inc

Consumer Defensive
-22
- 10.38%
$234.56 - $280.8 $5.16K - $6.18K
190 $46K
SSO
Proshares Ultra S&P 500

ETFs
-105
- 55.26%
$43.7 - $52.39 $4.59K - $5.5K
85 $4K
IVE
Ishares S&P 500 Value ETF

ETFs
-12
- 70.59%
$144.21 - $159.47 $1.73K - $1.91K
5 $0
APO
Apollo Global Management, Inc.

Financial Services
-28
- 70.0%
$56.53 - $73.89 $1.58K - $2.07K
12 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-4
- 25.0%
$66.5 - $76.08 $266 - $304
12 $0
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
-99
- 95.19%
$11.53 - $12.97 $1.14K - $1.28K
5 $0
PODD
Insulet Corp

Healthcare
-3
- 42.86%
$276.36 - $326.03 $829 - $978
4 $1K
BKR
Baker Hughes CO

Energy
-7
- 19.44%
$26.73 - $32.92 $187 - $230
29 $0
AGOX
Starboard Invt Tr

ETFs
-86
- 97.73%
$20.42 - $22.58 $1.76K - $1.94K
2 $0
CCK
Crown Holdings Inc

Consumer Cyclical
-8
- 7.69%
$76.66 - $89.9 $613 - $719
96 $7K
EVX
Vaneck ETF Tr Environmental Se

ETFs
-6
- 3.87%
$134.32 - $147.96 $806 - $888
149 $21K
SLVM
Sylvamo Corp

Basic Materials
-10
- 66.67%
$44.32 - $50.32 $443 - $503
5 $0
SRAD
Sportradar Group Ag

Technology
-17
- 19.54%
$9.71 - $13.27 $165 - $226
70 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-2
- 3.17%
$48.23 - $62.2 $96.5 - $124
61 $3K
HEI
Heico Corp

Industrials
-2
- 15.38%
$151.52 - $177.31 $303 - $355
11 $1K
ESG
Flexshares Stoxx Us Esg Select
-602
- 93.77%
N/A
40 $0
WDAY
Workday, Inc.

Technology
-4
- 20.0%
$160.19 - $206.54 $641 - $826
16 $3K
DVOL
First Tr ETF Vi Dorsey Wright
-3.75K
- 17.73%
N/A
17.4K $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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