HoldingsChannel.com
Harvest Group Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) 434,631 +434,631 $9,674
     DVOL434,631+434,631$9,674
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 162,256 +162,256 $8,404
     LMBS162,256+162,256$8,404
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 77,748 +77,748 $8,382
     BOND77,748+77,748$8,382
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 129,772 +42,636 $7,612
     EEMV129,772+42,636$7,612
SCHWAB INTERMEDIATE TERM U.S. TREASURY ETF (SCHR) 135,113 -7,752 $7,421
     SCHR135,113-7,752$7,421
INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV) 135,791 +25,389 $6,909
     XSLV135,791+25,389$6,909
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 127,667 +13,756 $6,869
     XMLV127,667+13,756$6,869
ARK INNOVATION ETF (ARKK) 136,089 +8,203 $6,811
     ARKK136,089+8,203$6,811
INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV) 169,821 -3,009 $6,701
     RDIV169,821-3,009$6,701
iShares MSCI Global Impact ETF (SDG) 100,266 +100,266 $6,562
     SDG100,266+100,266$6,562
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RYF) 138,100 +138,100 $6,472
     RYF138,100+138,100$6,472
VanEck Fallen Angel High Yield 175,543 +175,543 $5,239
     ANGL175,543+175,543$5,239
PROCTER & GAMBLE CO COM 40,992 -574 $5,119
     PG40,992-574$5,119
ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF (LQD) 28,708 +28,649 $3,673
     LQD28,708+28,649$3,673
SPDR S&P 500 ETF (SPY)      $1,482
     Option4,100+4,100$1,319
     SPY509UNCH$163
EXXON MOBIL CORP COM 13,599 -8,547 $949
     XOM13,599-8,547$949
EVERSOURCE ENERGY COM 10,763 -1,317 $915
     ES10,763-1,317$915
PHILIP MORRIS INTL INC COM 6,448 -1,332 $548
     PM6,448-1,332$548
VERIZON COMMUNICATIONS INC COM 6,677 -342 $409
     VZ6,677-342$409
VANGUARD SMALL CAP INDEX FUND (VB) 2,125 UNCH $352
     VB2,125UNCH$352
ALTRIA GROUP INC COM 6,565 -715 $327
     MO6,565-715$327
MCDONALDS CORP COM 1,584 +7 $313
     MCD1,584+7$313
iShares Edge MSCI Min Vol Global ETF (ACWV) 3,126 +3,126 $299
     ACWV3,126+3,126$299
WALMART INC COM 2,501 -69 $297
     WMT2,501-69$297
GENERAL ELECTRIC CO COM 25,371 -1,829 $283
     GE25,371-1,829$283
VANGUARD MID CAP INDEX FUND (VO) 1,554 UNCH $277
     VO1,554UNCH$277
BANK AMER CORP COM 7,206 -2,227 $253
     BAC7,206-2,227$253
Nuveen ESG Large Cap Growth ETF (NULG) 5,587 +5,587 $231
     NULG5,587+5,587$231
AT&T INC COM 5,845 -737 $228
     T5,845-737$228
COLGATE PALMOLIVE CO COM 3,238 -387 $222
     CL3,238-387$222
MERCK & CO INC COM 2,324 +15 $211
     MRK2,324+15$211
THERMO FISHER SCIENTIFIC INC COM 648 UNCH $210
     TMO648UNCH$210
JPMORGAN CHASE & CO COM 1,462 +4 $203
     JPM1,462+4$203
APPLE INC COM 690 -418 $202
     AAPL690-418$202
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 5,667 -120,516 $190
     SCHF5,667-120,516$190
MONDELEZ INTL INC CL A 3,406 -268 $187
     MDLZ3,406-268$187
MICROSOFT CORP COM 1,133 UNCH $178
     MSFT1,133UNCH$178
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 1,435 UNCH $178
     VIG1,435UNCH$178
CONOCOPHILLIPS COM 2,723 +15 $177
     COP2,723+15$177
VANGUARD GROWTH INDEX FUND (VUG) 915 +5 $166
     VUG915+5$166
CHEVRON CORP NEW COM 1,338 +2 $161
     CVX1,338+2$161
NEXTERA ENERGY INC COM 655 UNCH $158
     NEE655UNCH$158
ALPHABET INC CAP STK CL C 114 -14 $152
     GOOG114-14$152
VANGUARD VALUE INDEX FUND (VTV) 1,209 UNCH $144
     VTV1,209UNCH$144
DISNEY WALT CO COM DISNEY 968 -4 $140
     DIS968-4$140
3M CO COM 779 -22 $137
     MMM779-22$137
OMEGA HEALTHCARE INVS INC COM 3,178 +32 $134
     OHI3,178+32$134
CORNING INC COM 4,428 +31 $128
     GLW4,428+31$128
CISCO SYS INC COM 2,576 +15 $123
     CSCO2,576+15$123
COMCAST CORP NEW CL A 2,674 +4 $120
     CMCSA2,674+4$120

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 12/31/2019: $114,536
At 09/30/2019: $81,361

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.