StockDriftsStockDriftsTop 50 Harvest Group Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR S&P 500 Value ETF | 8.49% | 335.4K | $13.7M | +0.29%(+956) | — | 2023-03-31 | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 6.07% | 200.3K | $9.8M | -25.75%(-69.45K) | — | 2023-03-31 | |
| IXUS | iShares International ETF | 5.81% | 150.9K | $9.3M | +3.81%(+5.54K) | — | 2023-03-31 | |
| SCHG | Schwab Large Cap Growth ETF | 5.7% | 140.8K | $9.2M | +38.04%(+38.79K) | — | 2023-03-31 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 5.32% | 169.8K | $8.6M | +23.86%(+32.71K) | — | 2023-03-31 | |
| SPEM | SPDR Emerging Markets ETF | 5.21% | 245.6K | $8.4M | +7.56%(+17.26K) | — | 2023-03-31 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 4.72% | 158.8K | $7.6M | -4.56%(-7.59K) | — | 2023-03-31 | |
| SPSM | SPDR Small Cap Value ETF | 4.56% | 194.1K | $7.3M | -3.31%(-6.65K) | — | 2023-03-31 | |
| MBB | iShares MBS ETF | 4.53% | 76.9K | $7.3M | -21.08%(-20.54K) | — | 2023-03-31 | |
| GIGB | Goldman Sachs Investment Grade Corporate Bond ETF | 4.19% | 147.2K | $6.7M | +1.88%(+2.71K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Harvest Group Wealth Management, Llc reports $160.94M in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (8.5%), SCHO (6.1%) and IXUS (5.8%). Figures reflect the Q1 2023 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 Harvest Group Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694461). View Harvest Group Wealth Management, Llc’s 13F filings on SEC