StockDriftsStockDriftsTop 50 Harrison & Co Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 7.36% | 61.2K | $7.6M | -2.34%(-1.46K) | — | 2022-12-31 | |
| IJH | ISHARES TR | 6.39% | 27.3K | $6.6M | -8.11%(-2.41K) | — | 2022-12-31 | |
| XLV | SELECT SECTOR SPDR TR | 4.78% | 36.4K | $4.9M | -4.81%(-1.84K) | — | 2022-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 4.12% | 124.6K | $4.3M | -6.33%(-8.42K) | — | 2022-12-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.95% | 31.1K | $3.0M | +1.17%(+358) | — | 2022-12-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.83% | 22.7K | $2.9M | -3.04%(-711) | — | 2022-12-31 | |
| XLP | SELECT SECTOR SPDR TR | 2.53% | 35.1K | $2.6M | +7.12%(+2.33K) | — | 2022-12-31 | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | 2.23% | 104.3K | $2.3M | +2.70%(+2.75K) | — | 2022-12-31 | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | 2.23% | 98.9K | $2.3M | -0.68%(-674) | — | 2022-12-31 | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 2.23% | 107.8K | $2.3M | +2.55%(+2.69K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Harrison & Co Wealth Management, Llc reports $103.43M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are XLK (7.4%), IJH (6.4%) and XLV (4.8%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harrison & Co Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903858). View Harrison & Co Wealth Management, Llc’s 13F filings on SEC