Harvest Group Wealth Management, LLC has filed its 13F form on April 28, 2023 for Q1 2023 where it was disclosed a total value porftolio of $154 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $13.7M, Schwab Short Term Us Treasury with a value of $9.77M, Ishares Tr with a value of $9.35M, Schwab Strategic Tr Us Large C with a value of $9.17M, and Schwab Intermediate Term Us Tr with a value of $8.56M.
Examining the 13F form we can see an increase of $8.38M in the current position value, from $145M to 154M.
Also it can be appreciated an additional of 15 stocks purchases and 1 closed positions.
Below you can find more details about Harvest Group Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$154 Million
ETFs: $153 Million
Technology: $336,000
Healthcare: $180,000
Communication Services: $161,000
Industrials: $102,000
Consumer Defensive: $93,000
Financial Services: $71,000
Consumer Cyclical: $57,000
Other: $23,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
