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Harvest Group Wealth Management

Latest statistics and disclosures from Harvest Group Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, SCHO, IXUS, SCHG, SCHR, and represent 31.39% of Harvest Group Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWB, GCOW, SCHG, VGIT, SCHR, BOND, IJR, VBK, ESGU, SPEM.
Started 15 new stock positions in IDXX, QMCO, TFX, GEHC, EET, FND, SHC, DHI, WSC, CG. TQQQ, GFL, IWB, ITOT, ZROZ.
Reduced shares in these 10 stocks: FUTY, COWZ, SCHO, MBB, ARKK, ANGL, LMBS, ARKG, SPSM, SUSB.
Sold out of its positions in ARKG, BILL, TACK, CRWD, DRIP, ENPH, FRCB, RSPU, RDIV, LQD. GOVT, NBIX, OGN, SD, SPR, SHO.
Harvest Group Wealth Management was a net buyer of stock by $2.5M.
Harvest Group Wealth Management has $161M in assets under management (AUM), dropping by 5.67%.
Central Index Key (CIK): 0001694461

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Portfolio Holdings for Harvest Group Wealth Management

Harvest Group Wealth Management holds 192 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P 500 Value ETF Etf (SPYV)	8.5	$14M		335k	40.72	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	6.1	$9.8M	-25%	200k	48.79	View chart
iShares International ETF Etf (IXUS)	5.8	$9.3M	+3%	151k	61.95	View chart
Schwab Large Cap Growth ETF Etf (SCHG)	5.7	$9.2M	+38%	141k	65.17	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	5.3	$8.6M	+23%	170k	50.43	View chart
SPDR Emerging Markets ETF Etf (SPEM)	5.2	$8.4M	+7%	246k	34.13	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	4.7	$7.6M	-4%	159k	47.87	View chart
SPDR Small Cap Value ETF Etf (SPSM)	4.6	$7.3M	-3%	194k	37.77	View chart
iShares MBS ETF Etf (MBB)	4.5	$7.3M	-21%	77k	94.73	View chart
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)	4.2	$6.7M		147k	45.77	View chart
Pimco Active Bond ETF Etf (BOND)	4.1	$6.6M	+25%	72k	92.75	View chart
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)	4.1	$6.6M	+46%	109k	59.96	View chart
Vanguard Mid Cap Value ETF Etf (VOE)	3.1	$5.0M	+3%	37k	134.07	View chart
VanEck Fallen Angel High Yield ETF Etf (ANGL)	2.9	$4.7M	-7%	166k	28.02	View chart
iShares S&P 500 Growth ETF Etf (IVW)	2.8	$4.5M		70k	63.89	View chart
Ishares Russell 1000 Etf Etf (IWB)	2.6	$4.3M	NEW	19k	225.23	View chart
Vanguard Small Cap Growth ETF Etf (VBK)	2.6	$4.2M	+30%	20k	216.41	View chart
Pacer Global Cash Cows ETF Etf (GCOW)	2.6	$4.2M	+410%	124k	33.63	View chart
First Trust Rising Dividend ETF Etf (RDVY)	2.5	$4.0M	-2%	90k	44.87	View chart
iShares Mid Cap Growth ETF Etf (IMCG)	2.4	$3.8M	+7%	66k	57.56	View chart
iShares S&P Small-Cap ETF Etf (IJR)	2.4	$3.8M	+45%	39k	96.70	View chart
iShares ESG Small Cap ETF Etf (ESML)	1.7	$2.7M	+3%	80k	33.99	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.1	$1.7M	+53%	19k	90.45	View chart
WisdomTree ESG Emerging Markets ETF Etf (XSOE)	0.9	$1.4M	+52%	52k	27.84	View chart
iShares ESG International ETF Etf (ESGD)	0.7	$1.1M		15k	71.84	View chart
Nuveen ESG Large Cap Value ETF Etf (NULV)	0.6	$1.0M	-7%	30k	34.07	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.6	$896k	-7%	14k	63.90	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$839k		15k	55.21	View chart
SPDR Gender Diversity ETF Etf (SHE)	0.5	$725k	+11%	8.7k	82.90	View chart
VanEck Vectors Green Bond ETF Etf (GRNB)	0.4	$698k	-16%	30k	23.51	View chart
iShares MSCI Global Impact ETF Etf (SDG)	0.4	$698k	-5%	8.8k	79.19	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.4	$648k	-11%	14k	46.55	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$648k	-2%	2.6k	249.44	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$645k	-14%	4.1k	158.76	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.3	$560k	-13%	11k	52.40	View chart
Nuveen ESG Mid Cap Value ETF Etf (NUMV)	0.3	$525k	+25%	18k	28.70	View chart
iShares ESG High Yield Corporate Bond ETF Etf (HYXF)	0.3	$511k	-17%	12k	44.37	View chart
First Trust Dorsey Wright Momentum & Low Volatility ETF Etf (DVOL)	0.3	$445k	-17%	17k	25.55	View chart
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)	0.3	$442k	-23%	9.2k	48.06	View chart
Vanguard Information Technology Index Fund Etf (VGT)	0.2	$399k	-11%	1.0k	385.47	View chart
VictoryShares Dividend Accelerator Etf (VSDA)	0.2	$385k	-10%	8.5k	45.25	View chart
Nuveen ESG Large-Cap Growth ETF Etf (NULG)	0.2	$343k	-6%	6.1k	55.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$338k	-16%	3.4k	99.64	View chart
Nuveen ESG Mid Cap Growth ETF Etf (NUMG)	0.2	$313k	+93%	8.2k	38.23	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$301k		12k	24.52	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)	0.2	$300k	-45%	13k	24.06	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.2	$277k	-14%	1.2k	226.82	View chart
iShares Edge MSCI Min Vol Global ETF Etf (ACWV)	0.2	$259k	-19%	2.7k	96.73	View chart
Apple Stock (AAPL)	0.1	$241k	+2%	1.5k	164.87	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$191k	-18%	5.5k	34.80	View chart
Ark Innovation ETF Etf (ARKK)	0.1	$159k	-91%	3.9k	40.34	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$139k	-50%	712.00	194.89	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$125k		216.00	576.37	View chart
Pacer US Cash Cows ETF Etf (COWZ)	0.1	$124k	-96%	2.6k	46.97	View chart
iShares Fallen Angels Bond ETF Etf (FALN)	0.1	$115k	-12%	4.5k	25.27	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$95k	-38%	508.00	186.96	View chart
SPDR Intermediate Treasury ETF Etf (SPTI)	0.1	$81k	-2%	2.8k	28.94	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$74k	NEW	905.00	82.03	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$72k	-4%	690.00	103.73	View chart
Vanguard Corporate Bond ETF Etf (VTC)	0.0	$68k	-55%	884.00	76.63	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$58k	NEW	645.00	90.55	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$56k		540.00	104.00	View chart
Texas Instrs Stock (TXN)	0.0	$53k	-7%	283.00	186.01	View chart
Visa Inc Com Cl A Stock (V)	0.0	$48k		212.00	225.46	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$47k	-10%	190.00	246.46	View chart
Costco Whsl Corp Stock (COST)	0.0	$44k		89.00	496.87	View chart
Home Depot Stock (HD)	0.0	$43k	-12%	145.00	295.12	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.0	$37k		685.00	53.61	View chart
Honeywell Intl Stock (HON)	0.0	$31k		163.00	191.12	View chart
Union Pac Corp Stock (UNP)	0.0	$30k		150.00	201.26	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	0.0	$30k	+96%	297.00	100.55	View chart
General Dynamics Corp Stock (GD)	0.0	$30k		130.00	228.21	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$25k		100.00	247.54	View chart
Global Conscious Companies ETF Etf (KRMA)	0.0	$23k	-3%	779.00	29.49	View chart
VanEck Vectors Environmental Services ETF Etf (EVX)	0.0	$22k	-3%	149.00	145.52	View chart
Intel Corp Stock (INTC)	0.0	$16k	-4%	480.00	32.67	View chart
Real Estate Select Sector SPDR ETF Etf (XLRE)	0.0	$13k	-67%	342.00	37.38	View chart
Flexshares Stoxx Global ESG Impact ETF Etf (ESGG)	0.0	$12k	-3%	87.00	132.08	View chart
Proshares Ultra Qqq Etf (QLD)	0.0	$11k	+21%	222.00	49.57	View chart
Gartner Stock (IT)	0.0	$11k	+10%	33.00	325.76	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$10k	+15%	1.3k	8.14	View chart
Chevron Corp Stock (CVX)	0.0	$10k		63.00	163.16	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$9.8k		650.00	15.10	View chart
Carlyle Group Stock (CG)	0.0	$9.3k	NEW	300.00	31.06	View chart
WPP Adr (WPP)	0.0	$8.2k	+45%	138.00	59.52	View chart
Crown Hldgs Stock (CCK)	0.0	$7.9k	-7%	96.00	82.71	View chart
Orange Adr (ORAN)	0.0	$7.1k	+42%	592.00	11.93	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$6.9k	+68%	378.00	18.35	View chart
Relx Adr (RELX)	0.0	$5.1k	-11%	157.00	32.44	View chart
VanEck J.P.Morgan EM LC ETF Etf (EMLC)	0.0	$5.1k	-78%	201.00	25.25	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$4.7k		15.00	315.27	View chart
Barclays Adr (BCS)	0.0	$4.4k	+82%	610.00	7.19	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.0	$4.3k	-55%	85.00	50.20	View chart
Advance Auto Parts Stock (AAP)	0.0	$4.3k	+16%	35.00	121.60	View chart
Proshares Ultra Msci Emerging Markets Etf (EET)	0.0	$4.2k	NEW	82.00	50.91	View chart
CRH Adr	0.0	$4.1k	+19%	81.00	50.86	View chart
Flexshares Trust Flexshares Stoxx Us Esg Select Index Fund Etf (ESG)	0.0	$4.0k	-93%	40.00	100.00	View chart
Qiagen Nv Stock	0.0	$3.5k		77.00	45.94	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$3.3k	-20%	16.00	206.56	View chart
Prudential Adr (PUK)	0.0	$3.3k		120.00	27.34	View chart
Criteo S A Spons Ads Adr (CRTO)	0.0	$3.3k		104.00	31.51	View chart
Horizon Therapeutics Pub L Stock	0.0	$3.3k		30.00	109.13	View chart
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF)	0.0	$3.1k	-3%	61.00	50.48	View chart
The Beauty Health Company Com Cl A Stock (SKIN)	0.0	$3.1k		243.00	12.63	View chart
Gfl Environmental Inc Sub Vtg Stock (GFL)	0.0	$3.0k	NEW	88.00	34.44	View chart
Constellium Se Cl A Stock (CSTM)	0.0	$3.0k		195.00	15.28	View chart
Macom Tech Solutions Hldgs Stock (MTSI)	0.0	$3.0k		42.00	70.83	View chart
iShares J.P.Morgan EM Bond ETF Etf (EMB)	0.0	$2.9k	-79%	33.00	87.55	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$2.9k		48.00	59.90	View chart
Msci Stock (MSCI)	0.0	$2.8k	-16%	5.00	559.60	View chart
Liberty Media Corp Del Com Ser C Frmla Stock	0.0	$2.8k	-5%	37.00	74.84	View chart
Cenovus Energy Stock (CVE)	0.0	$2.7k		155.00	17.46	View chart
Firstservice Corp Stock (FSV)	0.0	$2.7k	+26%	19.00	141.00	View chart
Infosys Adr (INFY)	0.0	$2.6k	+29%	151.00	17.44	View chart
Ormat Technologies Stock (ORA)	0.0	$2.6k		31.00	84.77	View chart
Pimco 25 Year Zero Coupon Us Treasury Index Etf Etf (ZROZ)	0.0	$2.4k	NEW	25.00	95.80	View chart
Core & Main Inc Cl A Stock (CNM)	0.0	$2.3k		98.00	23.10	View chart
On Semiconductor Corp Stock (ON)	0.0	$2.2k	+107%	27.00	82.33	View chart
Transdigm Group Stock (TDG)	0.0	$2.2k		3.00	737.00	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$2.0k		30.00	67.57	View chart
Teleflex Incorporated Stock (TFX)	0.0	$2.0k	NEW	8.00	253.25	View chart
Ferguson Stock	0.0	$2.0k	-28%	15.00	133.73	View chart
Apellis Pharmaceuticals Stock (APLS)	0.0	$2.0k	+11%	30.00	65.97	View chart
Heico Corp Stock (HEI)	0.0	$1.9k	-15%	11.00	171.00	View chart
Natera Stock (NTRA)	0.0	$1.8k	-5%	33.00	55.52	View chart
Stratasys Stock (SSYS)	0.0	$1.8k	+18%	107.00	16.53	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.8k	+25%	119.00	14.76	View chart
Novanta Stock (NOVT)	0.0	$1.7k		11.00	159.09	View chart
New Relic Stock	0.0	$1.7k		23.00	75.30	View chart
Amicus Therapeutics Stock (FOLD)	0.0	$1.7k		156.00	11.09	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$1.7k	+31%	21.00	81.71	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.7k		1.00	1708.00	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$1.7k		12.00	140.83	View chart
Microchip Technology Stock (MCHP)	0.0	$1.7k		20.00	83.80	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.0	$1.6k	NEW	35.00	46.89	View chart
Hartford Total Return Bond Etf (HTRB)	0.0	$1.6k		46.00	34.00	View chart
Nuveen ESG U.S. Aggregate Bond ETF Etf (NUBD)	0.0	$1.6k		70.00	22.34	View chart
D R Horton Stock (DHI)	0.0	$1.6k	NEW	16.00	97.69	View chart
Mettler Toledo International Stock (MTD)	0.0	$1.5k		1.00	1530.00	View chart
Idexx Labs Stock (IDXX)	0.0	$1.5k	NEW	3.00	500.00	View chart
Conduent Stock (CNDT)	0.0	$1.3k		380.00	3.43	View chart
Technipfmc Stock (FTI)	0.0	$1.3k		95.00	13.65	View chart
Insulet Corp Stock (PODD)	0.0	$1.3k	-42%	4.00	319.00	View chart
Ball Corp Stock (BALL)	0.0	$1.2k	+15%	22.00	55.09	View chart
Madrigal Pharmaceuticals Stock (MDGL)	0.0	$1.2k	+150%	5.00	242.20	View chart
Kla Corp Stock (KLAC)	0.0	$1.2k	-25%	3.00	399.33	View chart
Fidelity MSCI Utilities ETF Etf (FUTY)	0.0	$1.1k	-99%	25.00	44.72	View chart
Babcock & Wilcox Enterprises I Stock (BW)	0.0	$1.1k		177.00	6.06	View chart
Sotera Health Stock (SHC)	0.0	$1.1k	NEW	59.00	17.92	View chart
Wix Stock (WIX)	0.0	$998.000000		10.00	99.80	View chart
Seaworld Entmt Stock (PRKS)	0.0	$981.000000		16.00	61.31	View chart
Bjs Whsl Club Hldgs Stock (BJ)	0.0	$912.999600	-25%	12.00	76.08	View chart
Atricure Stock (ATRC)	0.0	$911.999000	+37%	22.00	41.45	View chart
Xperi Stock (XPER)	0.0	$863.003900		79.00	10.92	View chart
Prometheus Biosciences Stock	0.0	$859.000000		8.00	107.38	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$837.000900	-19%	29.00	28.86	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$816.998800		41.00	19.93	View chart
Sportradar Group Ag Class A Ord Stock (SRAD)	0.0	$814.002000	-19%	70.00	11.63	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$779.000000	-70%	5.00	155.80	View chart
Apollo Global Mgmt Stock (APO)	0.0	$758.000400	-70%	12.00	63.17	View chart
Radware Ltd Ord Stock (RDWR)	0.0	$731.999600		34.00	21.53	View chart
Box Inc Cl A Stock (BOX)	0.0	$723.000600		27.00	26.78	View chart
Ryan Specialty Holdings Inc Cl A Stock (RYAN)	0.0	$684.000100	+30%	17.00	40.24	View chart
Sweetgreen Inc Com Cl A Stock (SG)	0.0	$595.999600	+22%	76.00	7.84	View chart
Embecta Corp Stock (EMBC)	0.0	$562.000000		20.00	28.10	View chart
Vaxcyte Stock (PCVX)	0.0	$525.000000	+133%	14.00	37.50	View chart
Accuray Stock (ARAY)	0.0	$480.994200		162.00	2.97	View chart
Celldex Therapeutics Stock (CLDX)	0.0	$468.000000		13.00	36.00	View chart
Varonis Sys Stock (VRNS)	0.0	$442.000000		17.00	26.00	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$423.000000	-61%	15.00	28.20	View chart
Cognyte Software Ltd Ord Stock (CGNT)	0.0	$409.996400		121.00	3.39	View chart
Ribbon Communications Stock (RBBN)	0.0	$382.995200		112.00	3.42	View chart
Innoviz Technologies Stock (INVZ)	0.0	$378.000000		108.00	3.50	View chart
Rlj Lodging Tr Reit (RLJ)	0.0	$350.001300		33.00	10.61	View chart
Standard Biotools Stock (LAB)	0.0	$282.996500		145.00	1.95	View chart
Call Apa Corp Usd50 Exp 04/21/23 Option Call Option	0.0	$250.000000	-98%	10.00	25.00	View chart
Sylvamo Corp Stock (SLVM)	0.0	$231.000000	-66%	5.00	46.20	View chart
Nlight Stock (LASR)	0.0	$223.999600		22.00	10.18	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$196.000000	NEW	2.00	98.00	View chart
Quantum Corp Stock (QMCO)	0.0	$185.005100	NEW	161.00	1.15	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$169.999800	NEW	6.00	28.33	View chart
Entegris Stock (ENTG)	0.0	$164.000000		2.00	82.00	View chart
Twin Disc Stock (TWIN)	0.0	$144.000000		15.00	9.60	View chart
Garrett Motion Stock (GTX)	0.0	$138.000600		18.00	7.67	View chart
Cytosorbents Corp Stock (CTSO)	0.0	$125.000800		37.00	3.38	View chart
Emcore Corp Stock	0.0	$73.996800		64.00	1.16	View chart
Markforged Holding Corporation Stock (MKFG)	0.0	$65.001200		68.00	0.96	View chart
Alger Mid Cap 40 ETF Etf (FRTY)	0.0	$59.000000	-95%	5.00	11.80	View chart
Adaptive Alpha Opportunities ETF Etf (AGOX)	0.0	$53.000000	-97%	2.00	26.50	View chart
Mobile Telesystems Pub Jt Stk Adr	0.0	$0		106.00	0.00	View chart
Ametek Stock (AME)	0.0	$0		0	0.00	View chart
Troika Media Group Stock	0.0	$0		1.00	0.00	View chart

Past Filings by Harvest Group Wealth Management

SEC 13F filings are viewable for Harvest Group Wealth Management going back to 2017

Harvest Group Wealth Management 2023 Q1 filed April 28, 2023
Harvest Group Wealth Management 2022 Q4 filed Jan. 30, 2023
Harvest Group Wealth Management 2022 Q3 filed Nov. 8, 2022
Harvest Group Wealth Management 2022 Q2 filed Aug. 4, 2022
Harvest Group Wealth Management 2022 Q1 filed April 21, 2022
Harvest Group Wealth Management 2021 Q4 filed Jan. 21, 2022
Harvest Group Wealth Management 2021 Q3 filed Nov. 3, 2021
Harvest Group Wealth Management 2021 Q2 filed Aug. 2, 2021
Harvest Group Wealth Management 2021 Q1 filed May 4, 2021
Harvest Group Wealth Management 2020 Q4 filed Feb. 1, 2021
Harvest Group Wealth Management 2020 Q3 filed Nov. 9, 2020
Harvest Group Wealth Management 2020 Q2 filed July 31, 2020
Harvest Group Wealth Management 2020 Q1 filed April 23, 2020
Harvest Group Wealth Management 2019 Q4 filed Jan. 27, 2020
Harvest Group Wealth Management 2019 Q3 filed Nov. 1, 2019
Harvest Group Wealth Management 2019 Q2 filed July 31, 2019

View all past filings

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