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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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9
2
1
0
0
0
5
0
0
HARVEST GROUP WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings32

Total Value ($x1000)77,359
Activities
New6

Increased10

Unchanged0

Decreased16

Sold Out5

Top 10 Stock Holdingstotal 86.1%
SCHR21.46

CWB20.09

SCHZ17.8

QQEW6.13

PG6.05

 
AADR5.32

RSP3.03

XOM2.3

FB2.04

ES1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHR
21.46%
INTRM TRM TRES
CWB
20.09%
BRC CNV SECS ETF
SCHZ
17.8%
US AGGREGATE B
QQEW
6.13%
SHS
PG
6.05%
COM
AADR
5.32%
BNY GRWTH ADR
RSP
3.03%
S&P500 EQL WGT
XOM
2.3%
COM
FB
2.04%
CL A
ES
1.88%
COM
JPM
1.59%
COM
FXL
1.15%
TECH ALPHADEX
VZ
1.09%
COM
FXO
1.08%
FINLS ALPHADEX
FXZ
1.07%
MATERIALS ALPH
BAC
0.95%
COM
MINT
0.71%
ENHAN SHRT MAT
PM
0.67%
COM
MRVL
0.62%
ORD
SCHG
0.59%
US LCAP GR ETF
AAPL
0.51%
COM
T
0.49%
COM
SCHM
0.49%
US MID-CAP ETF
WMT
0.47%
COM
MO
0.46%
COM
MCD
0.39%
COM
SCHX
0.34%
US LRG CAP ETF
IEF
0.32%
7-10 Y TR BD ETF
CL
0.27%
COM
GE
0.27%
COM
DB
0.21%
NAMEN AKT
MDR
0.15%
COM
QLD
16.35%
PSHS ULTRA QQQ
SSO
14.83%
PSHS ULT S&P 500
SCHA
14.31%
US SML CAP ETF
NFLX
0.15%
COM
SCHO
0.15%
SHT TM US TRES