Harborview Advisors

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

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

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Portfolio Holdings for Harborview Advisors

Companies in the Harborview Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.5 $16M +6% 419k 37.62
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 8.0 $13M +23% 137k 96.52
Wisdomtree Tr Intrst Rate Hdge (AGZD) 7.0 $12M +12% 245k 47.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.9 $9.7M 75k 129.78
Wisdomtree Tr Em Ex St-owned (XSOE) 5.1 $8.4M +27% 206k 40.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.9 $8.1M +5% 125k 65.28
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 4.1 $6.7M +7% 289k 23.26
Spdr Gold Tr Gold Shs (GLD) 3.3 $5.4M +20% 34k 159.96
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.9 $4.7M 72k 65.43
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.6 $4.3M 57k 75.12
Vanguard Index Fds Value Etf (VTV) 2.3 $3.8M +5% 29k 131.46
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.1 $3.5M -10% 42k 81.99
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.9 $3.2M -4% 37k 85.84
Ishares Tr Micro-cap Etf (IWC) 1.8 $3.0M -18% 20k 146.95

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $2.7M -16% 85k 31.78
Apple (AAPL) 1.5 $2.6M 21k 122.15
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $2.4M +43% 33k 71.85
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.3M +22% 36k 64.59
Spdr Index Shs Fds S&p Intl Etf (DWX) 1.1 $1.9M +5% 49k 38.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $1.8M +3% 25k 74.44
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $1.8M +4% 47k 37.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.7M 18k 99.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $1.6M +2% 28k 56.38
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $1.5M +3% 20k 75.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.5M 11k 134.90
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.9 $1.4M +5% 48k 30.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.4M -10% 21k 65.10
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.8 $1.3M 25k 51.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.3M +4% 5.9k 214.65
Vaneck Vectors Etf Tr Cef Mun Income E (XMPT) 0.7 $1.2M -3% 42k 28.63
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.0M 7.2k 141.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 10k 96.67
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $957k -3% 12k 78.40
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $956k -7% 24k 40.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $934k -3% 6.2k 151.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $927k 26k 36.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $913k -10% 5.5k 165.70
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $907k -3% 21k 43.02
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $897k -7% 7.0k 128.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $864k -3% 8.5k 101.89
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $861k -4% 15k 57.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $827k -7% 3.0k 274.57
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $822k -5% 5.4k 151.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $818k -3% 11k 72.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $774k +6% 8.1k 95.98
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $767k -2% 7.6k 100.74
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $766k +4% 22k 35.13
Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $758k 28k 26.95
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.5 $755k +6% 35k 21.64
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $753k -15% 13k 56.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $745k -6% 15k 51.33
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.4 $725k -3% 27k 27.18
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $681k -9% 22k 31.15
Amazon (AMZN) 0.4 $665k 215.00 3093.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $660k -11% 2.7k 243.18
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.4 $616k -4% 18k 34.44
IDEXX Laboratories (IDXX) 0.4 $609k -22% 1.2k 489.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $587k +146% 11k 53.99
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $574k +19% 17k 34.05
Ishares Tr Russell 2000 Etf (IWM) 0.3 $571k -7% 2.6k 221.06
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.3 $559k -6% 11k 50.09
Nfj Dividend Interest (NFJ) 0.3 $532k NEW 39k 13.79
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $517k 5.9k 87.76
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.3 $467k +30% 24k 19.35
Ishares Tr Msci Eafe Etf (EFA) 0.3 $464k 6.1k 75.89
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $450k -13% 4.1k 108.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $428k -10% 900.00 475.56
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $411k -3% 2.3k 176.55
Bristol Myers Squibb (BMY) 0.2 $396k 6.3k 63.10
Royce Micro Capital Trust (RMT) 0.2 $390k -13% 35k 11.31
Ishares Tr Blackrock Ultra (ICSH) 0.2 $365k NEW 7.2k 50.51
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.2 $357k +5% 5.4k 66.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $336k NEW 5.5k 60.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $330k -14% 1.3k 260.66
Ishares Core Msci Emkt (IEMG) 0.2 $320k -54% 5.0k 64.45
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.2 $313k 19k 16.70
Johnson & Johnson (JNJ) 0.2 $312k 1.9k 164.56
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $310k +12% 1.9k 160.54
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $305k -19% 4.0k 76.44
At&t (T) 0.2 $298k 9.9k 30.25
Proshares Tr Msci Eafe Divd (EFAD) 0.2 $283k +8% 6.5k 43.54
CVS Caremark Corporation (CVS) 0.2 $283k 3.8k 75.13
JPMorgan Chase & Co. (JPM) 0.2 $275k 1.8k 152.19
Pfizer (PFE) 0.2 $273k 7.5k 36.19
Alphabet Cap Stk Cl A (GOOGL) 0.2 $270k 131.00 2061.07
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.2 $268k -25% 6.3k 42.59
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $255k 2.5k 102.00
Global X Fds Russell 2000 (RYLD) 0.2 $254k 11k 24.28
Vanguard Index Fds Growth Etf (VUG) 0.2 $251k -32% 976.00 257.17
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $241k -20% 9.3k 25.81
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $227k +4% 10k 22.54
Macquarie Global Infr Total Rtrn Fnd (MGU) 0.1 $220k NEW 10k 21.91
Royce Value Trust (RVT) 0.1 $211k -5% 12k 18.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $207k NEW 100.00 2070.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $202k NEW 790.00 255.70
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $169k 28k 6.07
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $164k +3% 11k 14.67
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $141k -5% 15k 9.45

Past Filings by Harborview Advisors

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