Harborview Advisors

Harborview Advisors as of Dec. 31, 2018

Portfolio Holdings for Harborview Advisors

Harborview Advisors holds 54 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab International Equity ETF (SCHF) 12.5 $11M 377k 28.35
Schwab Strategic Tr cmn (SCHV) 10.8 $9.2M 187k 49.29
Schwab U S Large Cap Growth ETF (SCHG) 10.2 $8.7M 127k 68.93
Schwab Emerging Markets Equity ETF (SCHE) 7.0 $6.0M 255k 23.53
Wisdomtree Tr barclays zero (AGZD) 6.6 $5.7M 120k 47.26
Spdr Ser Tr cmn (FLRN) 5.3 $4.5M 150k 30.37
Ssga Active Etf Tr blkstn gsosrln (SRLN) 5.2 $4.5M 100k 44.70
SPDR DJ Wilshire Mid Cap Value (MDYV) 4.5 $3.9M 87k 44.36
SPDR DJ Wilshire Mid Cap Growth (MDYG) 4.2 $3.6M 79k 45.85
SPDR DJ Wilshire Small Cap Value (SLYV) 3.4 $2.9M 55k 53.82
SPDR DJ Wilshire Small Cap Growth (SLYG) 3.3 $2.8M 52k 53.93
SPDR S&P International Dividend (DWX) 1.5 $1.2M 36k 34.97
iShares S&P 500 Growth Index (IVW) 1.4 $1.2M 8.0k 150.68
Apple (AAPL) 1.4 $1.2M 7.4k 157.70
Sch Us Mid-cap Etf etf (SCHM) 1.3 $1.1M 23k 47.91
Spdr S&p Emerging Mkts Dividen inx (EDIV) 1.2 $995k 33k 29.85
Schwab Strategic Tr us dividend eq (SCHD) 1.2 $996k 21k 46.97
iShares S&P 500 Value Index (IVE) 1.1 $963k 9.5k 101.19
Schwab U S Small Cap ETF (SCHA) 1.1 $930k 15k 60.65
WisdomTree MidCap Dividend Fund (DON) 1.0 $854k 27k 31.65
Nuveen Nasdaq 100 Dynamic Over (QQQX) 1.0 $852k 43k 20.00
iShares S&P MidCap 400 Growth (IJK) 0.9 $791k 4.1k 191.34
iShares Russell 1000 Value Index (IWD) 0.9 $773k 7.0k 111.06
iShares S&P MidCap 400 Value Index (IJJ) 0.8 $726k 5.2k 138.31
iShares S&P SmallCap 600 Growth (IJT) 0.8 $688k 4.3k 161.31
WisdomTree SmallCap Dividend Fund (DES) 0.8 $692k 28k 24.53
iShares Russell 1000 Growth Index (IWF) 0.8 $666k 5.1k 130.84
Db-x Msci Eafe Currency-hedged (DBEF) 0.7 $633k 23k 27.89
iShares S&P SmallCap 600 Value Idx (IJS) 0.7 $560k 4.3k 131.76
Schwab Strategic Tr us lrg cap etf (SCHX) 0.6 $486k 8.1k 59.69
Schwab U S Broad Market ETF (SCHB) 0.6 $476k 7.9k 59.95
Spdr Series Trust cmn (HYMB) 0.5 $426k 7.6k 56.05
iShares MSCI EAFE Index Fund (EFA) 0.4 $331k 5.6k 58.73
Financial Select Sector SPDR (XLF) 0.4 $313k 13k 23.78
Amazon (AMZN) 0.4 $308k 205.00 1502.44
IDEXX Laboratories (IDXX) 0.3 $303k 1.6k 186.12
Royce Micro Capital Trust (RMT) 0.3 $294k 40k 7.41
iShares Russell 2000 Index (IWM) 0.3 $281k 2.1k 133.68
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $282k 3.0k 93.16
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $285k 5.6k 50.51
iShares S&P SmallCap 600 Index (IJR) 0.3 $273k 3.9k 69.34
Proshares Invt Grade Etf etf/closed end (IGHG) 0.3 $276k 3.9k 71.10
At&t (T) 0.3 $261k 9.1k 28.55
Ishares Tr msci eafe esg (ESGD) 0.3 $261k 4.6k 57.27
SPDR S&P MidCap 400 ETF (MDY) 0.3 $239k 791.00 302.15
Berkshire Hathaway (BRK.B) 0.3 $233k 1.1k 204.39
Vanguard Emerging Markets ETF (VWO) 0.3 $233k 6.1k 38.17
Nushares Etf Tr a (NUSC) 0.3 $234k 9.5k 24.71
Stanley Black & Decker (SWK) 0.3 $222k 1.9k 119.94
iShares FTSE KLD Select Scil Idx (SUSA) 0.3 $218k 2.1k 103.12
Johnson & Johnson (JNJ) 0.2 $211k 1.6k 128.74
Vanguard Pacific ETF (VPL) 0.2 $212k 3.5k 60.52
Nushares Etf Tr a (NULV) 0.2 $217k 8.3k 26.11
iShares S&P MidCap 400 Index (IJH) 0.2 $200k 1.2k 166.11