HoldingsChannel.com
Harvest Group Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 121,905 +2,801 $10,241
     SCHG121,905+2,801$10,241
SCHWAB INTERMEDIATE TERM U.S. TREASURY ETF (SCHR) 142,865 +3,492 $7,938
     SCHR142,865+3,492$7,938
INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV) 172,830 +4,630 $6,514
     RDIV172,830+4,630$6,514
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 113,911 +3,175 $5,993
     XMLV113,911+3,175$5,993
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RYU) 52,297 -3,885 $5,577
     RYU52,297-3,885$5,577
ARK INNOVATION ETF (ARKK) 127,886 +3,533 $5,485
     ARKK127,886+3,533$5,485
INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV) 110,402 +3,754 $5,398
     XSLV110,402+3,754$5,398
PROCTER & GAMBLE CO COM 41,566 -12 $5,170
     PG41,566-12$5,170
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 87,136 +3,313 $4,975
     EEMV87,136+3,313$4,975
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 126,183 +5,700 $4,020
     SCHF126,183+5,700$4,020
ISHARES 20 YEAR TREASURY BOND ETF (TLT) 11,593 -821 $1,659
     TLT11,593-821$1,659
EXXON MOBIL CORP COM 22,146 +81 $1,564
     XOM22,146+81$1,564
EVERSOURCE ENERGY COM 12,080 +133 $1,032
     ES12,080+133$1,032
PHILIP MORRIS INTL INC COM 7,780 -11 $591
     PM7,780-11$591
VERIZON COMMUNICATIONS INC COM 7,019 +675 $424
     VZ7,019+675$424
MCDONALDS CORP COM 1,577 -118 $339
     MCD1,577-118$339
VANGUARD SMALL CAP INDEX FUND (VB) 2,125 +2,125 $327
     VB2,125+2,125$327
WALMART INC COM 2,570 -1,326 $305
     WMT2,570-1,326$305
ALTRIA GROUP INC COM 7,280 +36 $298
     MO7,280+36$298
BANK AMER CORP COM 9,433 +59 $275
     BAC9,433+59$275
COLGATE PALMOLIVE CO COM 3,625 +20 $266
     CL3,625+20$266
VANGUARD MID CAP INDEX FUND (VO) 1,554 +1,491 $261
     VO1,554+1,491$261
AT&T INC COM 6,582 +211 $249
     T6,582+211$249
APPLE INC COM 1,108 -5 $248
     AAPL1,108-5$248
GENERAL ELECTRIC CO COM 27,200 +1 $243
     GE27,200+1$243
MONDELEZ INTL INC CL A 3,674 +6 $203
     MDLZ3,674+6$203
MERCK & CO INC COM 2,309 +15 $194
     MRK2,309+15$194
THERMO FISHER SCIENTIFIC INC COM 648 UNCH $189
     TMO648UNCH$189
JPMORGAN CHASE & CO COM 1,458 +6 $172
     JPM1,458+6$172
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 1,435 +1,377 $172
     VIG1,435+1,377$172
CHEVRON CORP NEW COM 1,336 +4 $158
     CVX1,336+4$158
MICROSOFT CORP COM 1,133 -68 $157
     MSFT1,133-68$157
ALPHABET INC CAP STK CL C 128 UNCH $156
     GOOG128UNCH$156
CONOCOPHILLIPS COM 2,708 +3 $154
     COP2,708+3$154
NEXTERA ENERGY INC COM 655 +55 $153
     NEE655+55$153
SPDR S&P 500 ETF (SPY) 509 +167 $151
     SPY509+167$151
VANGUARD GROWTH INDEX FUND (VUG) 910 +858 $151
     VUG910+858$151
DTE ENERGY CO COM 1,127 +42 $150
     DTE1,127+42$150
TEXAS INSTRS INC COM 1,057 UNCH $137
     TXN1,057UNCH$137
VANGUARD VALUE INDEX FUND (VTV) 1,209 +1,085 $135
     VTV1,209+1,085$135
3M CO COM 801 -54 $132
     MMM801-54$132
OMEGA HEALTHCARE INVS INC COM 3,146 +94 $131
     OHI3,146+94$131
CISCO SYS INC COM 2,561 +14 $127
     CSCO2,561+14$127
DISNEY WALT CO COM DISNEY 972 -158 $127
     DIS972-158$127
CORNING INC COM 4,397 +26 $125
     GLW4,397+26$125
SCHWAB U.S. BROAD MARKET ETF (SCHB) 1,754 +883 $125
     SCHB1,754+883$125
AMAZON COM INC COM 69 UNCH $120
     AMZN69UNCH$120
COMCAST CORP NEW CL A 2,670 +217 $120
     CMCSA2,670+217$120
CONSOLIDATED EDISON INC COM 1,158 UNCH $109
     ED1,158UNCH$109
HOME DEPOT INC COM 466 +11 $108
     HD466+11$108

See Full List: All Stocks Held By Harvest Group Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Harvest Group Wealth Management LLC

Size ($ in 1000's)
At 09/30/2019: $81,361
At 06/30/2019: $77,532

Harvest Group Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harvest Group Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Harvest Group Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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