Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Harborview Advisors

Latest statistics and disclosures from Harborview Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, LQDH, AGZD, SCHG, XSOE, and represent 36.33% of Harborview Advisors's stock portfolio.
Added to shares of these 10 stocks: LQDH, XSOE, DGX, VTV, SCHZ, ESGE, HYMB, IGA, BDJ, ESGD.
Started 5 new stock positions in DGX, ESGE, BDJ, IGA, HYMB.
Reduced shares in these 10 stocks: SCHV, VWO, SCHE, XMPT, SCHG, Bscm etf, MUNI, SPYG, TFI, SLYG.
Sold out of its position in VWO.
Harborview Advisors was a net buyer of stock by $3.2M.
Harborview Advisors has $179M in assets under management (AUM), dropping by -0.05%.
Central Index Key (CIK): 0001730890

Tip: Access up to 7 years of quarterly data

Positions held by Harborview Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Harborview Advisors

Harborview Advisors holds 106 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.7	$17M		446k	38.70	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	8.6	$15M	+6%	161k	95.81	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	6.8	$12M		261k	46.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.9	$11M		71k	148.09	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	5.3	$9.4M	+4%	252k	37.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.7	$8.3M	-3%	123k	67.48	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	4.0	$7.1M		297k	23.95	View chart
Spdr Gold Tr Gold Shs (GLD)	3.3	$5.8M		36k	164.23	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	2.8	$4.9M		75k	66.23	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	2.5	$4.4M		58k	75.65	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$4.2M	+7%	31k	135.36	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$3.8M		46k	81.95	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.9	$3.4M		39k	87.12	View chart
Ishares Tr Micro-cap Etf (IWC)	1.7	$3.1M		21k	144.34	View chart
Apple (AAPL)	1.7	$2.9M		21k	141.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.6	$2.8M		38k	74.41	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$2.5M		37k	66.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.1	$2.1M	-8%	67k	30.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.1	$2.0M	+7%	25k	78.37	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.0	$1.9M	+4%	49k	37.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$1.7M		45k	39.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.7M		22k	76.68	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$1.6M	-3%	25k	64.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$1.6M		16k	100.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$1.5M		21k	73.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.5M		10k	139.63	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.8	$1.4M	+4%	49k	29.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.3M		5.6k	236.36	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.7	$1.2M	-4%	24k	51.56	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.6	$1.1M	+4%	30k	37.49	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$1.1M	+3%	17k	65.43	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$1.1M	+6%	25k	43.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$1.0M		7.0k	145.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$962k		6.1k	156.50	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$960k	+10%	28k	33.88	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$946k	+4%	23k	41.47	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.5	$945k	-9%	32k	29.37	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$938k		12k	79.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$902k		5.3k	169.17	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$889k		6.8k	130.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$886k		8.5k	104.08	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$864k		8.4k	103.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$833k		3.0k	280.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.5	$818k		5.2k	158.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$816k	+38%	15k	54.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$796k	+5%	11k	74.21	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.4	$782k	+8%	22k	36.30	View chart
IDEXX Laboratories (IDXX)	0.4	$774k		1.2k	621.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$746k		7.4k	100.63	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.4	$731k		27k	27.51	View chart
Amazon (AMZN)	0.4	$723k	+2%	220.00	3286.36	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$705k		19k	37.55	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.4	$681k	+4%	13k	54.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$677k	-4%	2.5k	274.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2022 Cb	0.4	$676k	-9%	31k	21.54	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$668k	+4%	22k	30.84	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$646k	-9%	12k	56.40	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.4	$638k	+4%	23k	28.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$621k		6.0k	103.92	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$609k	+7%	6.4k	95.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$589k	+13%	12k	51.23	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.3	$554k		28k	19.49	View chart
Nfj Dividend Interest (NFJ)	0.3	$507k	+3%	34k	14.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$498k		2.3k	218.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$481k		6.2k	78.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$449k		4.1k	109.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$433k		900.00	481.11	View chart
Ishares Msci Equal Weite (EUSA)	0.2	$424k		5.1k	83.61	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$418k		2.3k	182.53	View chart
Pepsi (PEP)	0.2	$409k		2.7k	150.59	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$385k	+11%	4.6k	83.15	View chart
Royce Micro Capital Trust (RMT)	0.2	$383k	+6%	34k	11.42	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$381k		5.8k	65.99	View chart
Proshares Tr Msci Eafe Divd (EFAD)	0.2	$379k		8.2k	46.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$377k	+7%	141.00	2673.76	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$374k	+2%	7.4k	50.49	View chart
Bristol Myers Squibb (BMY)	0.2	$372k		6.3k	59.18	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$369k		3.7k	100.55	View chart
Pfizer (PFE)	0.2	$368k	+13%	8.6k	43.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$364k		6.0k	60.95	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$363k		2.2k	166.13	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$358k		20k	17.57	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$335k	NEW	2.3k	145.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$329k		1.3k	262.78	View chart
CVS Caremark Corporation (CVS)	0.2	$321k		3.8k	84.97	View chart
At&t (T)	0.2	$321k	+15%	12k	26.98	View chart
Johnson & Johnson (JNJ)	0.2	$306k		1.9k	161.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$297k		1.8k	163.91	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$293k	+4%	11k	26.19	View chart
Macquarie Global Infr Total Rtrn Fnd	0.2	$288k	+2%	12k	23.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$286k	+32%	1.0k	272.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$282k		971.00	290.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$280k		2.5k	112.00	View chart
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV)	0.2	$278k		6.3k	44.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$267k		100.00	2670.00	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$262k	+11%	5.7k	45.62	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$253k	+7%	10k	24.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$247k	+6%	2.2k	110.27	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$224k	+6%	10k	22.06	View chart
Microsoft Corporation (MSFT)	0.1	$215k		761.00	282.52	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$208k	NEW	5.0k	41.38	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.1	$202k	NEW	3.4k	59.91	View chart
Royce Value Trust (RVT)	0.1	$200k		11k	18.01	View chart
Ing Global Advantage And Premium Opportunity Fund (IGA)	0.1	$144k	NEW	15k	9.88	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$144k	NEW	15k	9.78	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.1	$144k		23k	6.15	View chart

Past Filings by Harborview Advisors

SEC 13F filings are viewable for Harborview Advisors going back to 2017

Harborview Advisors 2021 Q3 filed Nov. 12, 2021
Harborview Advisors 2021 Q2 filed Aug. 13, 2021
Harborview Advisors 2021 Q1 filed May 11, 2021
Harborview Advisors 2020 Q4 filed Feb. 4, 2021
Harborview Advisors 2020 Q3 filed Nov. 12, 2020
Harborview Advisors 2020 Q2 filed Aug. 3, 2020
Harborview Advisors 2020 Q1 filed May 4, 2020
Harborview Advisors 2019 Q4 filed Jan. 27, 2020
Harborview Advisors 2019 Q3 filed Oct. 22, 2019
Harborview Advisors 2019 Q2 filed Aug. 7, 2019
Harborview Advisors 2019 Q1 filed April 22, 2019
Harborview Advisors 2018 Q4 filed Jan. 25, 2019
Harborview Advisors 2018 Q3 filed Nov. 5, 2018
Harborview Advisors 2018 Q2 filed Aug. 3, 2018
Harborview Advisors 2018 Q1 filed May 9, 2018
Harborview Advisors 2017 Q4 filed Feb. 12, 2018

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z