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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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Value
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Small
Growth
24
2
0
1
0
0
16
0
0
HARWOOD ADVISORY GROUP LLC

Time Period2018-12-31

Total Holdings93

Total Value ($x1000)143,263
Activities
New12

Increased29

Unchanged0

Decreased52

Sold Out42

Top 10 Stock Holdingstotal 44.9%
AOK9.52

OEF6.87

MGK5.07

AOM3.97

AGG3.75

 
LGLV3.65

VIG3.24

AMZN2.99

BIL2.98

BND2.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AOK
9.52%
CONSER ALLOC ETF
OEF
6.87%
S&P 100 ETF
MGK
5.07%
MEGA GRWTH IND
AOM
3.97%
MODERT ALLOC ETF
AGG
3.75%
CORE TOTUSBD ETF
LGLV
3.65%
RUSS1000LOWVOL
VIG
3.24%
DIV APP ETF
AMZN
2.99%
COM
BIL
2.98%
SPDR BLOOMBERG
BND
2.86%
TOTAL BND MRKT
MTUM
2.59%
MSCI USAMOMFCT
NFLX
2.5%
COM
HD
2.17%
COM
AAPL
2.16%
COM
SHY
2.15%
1-3 YR TR BD ETF
IBM
1.96%
COM
PG
1.68%
COM
NOBL
1.68%
S&P 500 ARISTO
VYM
1.67%
HIGH DIV YLD
CSCO
1.66%
COM
PFE
1.62%
COM
SPLV
1.4%
S&P500 LOW VOL
T
1.37%
COM
SQ
1.35%
CL A
JPM
1.28%
COM
LMT
1.25%
COM
GOOG
1.24%
CAP STK CL C
IVE
1.22%
S&P 500 VAL ETF
JNJ
1.11%
COM
FDMO
1.11%
MOMENTUM FACTR
QQQ
1.06%
UNIT SER 1
FDLO
0.92%
LOW VOLITY ETF
GSY
0.84%
ULTRA SHRT DUR
HON
0.81%
COM
VZ
0.71%
COM
MSFT
0.67%
COM
CLX
0.59%
COM
FLOT
0.53%
FLTG RATE BD ETF
GIS
0.52%
COM
ALL
0.51%
COM
ITW
0.5%
COM
XOM
0.49%
COM
DUK
0.49%
COM NEW
ITM
0.48%
AMT FREE INT ETF
BAC/PL
0.48%
7.25%CNV PFD L
ITOT
0.48%
CORE S&P TTL STK
RSP
0.48%
S&P500 EQL WGT
IWN
0.47%
RUS 2000 VAL ETF
AWK
0.46%
COM
SPY
0.43%
TR UNIT
SNLN
0.43%
HI LD IBOXX SRLN
TIP
0.42%
TIPS BD ETF
JPST
0.41%
ULTRA SHRT INC
UPS
0.37%
CL B
BRK.B
0.32%
CL B NEW
FLTR
0.31%
INVT GRADE FLTG
IWM
0.31%
RUSSELL 2000 ETF
VTI
0.28%
TOTAL STK MKT
CCL
0.28%
PAIRED CTF
LQD
0.28%
IBOXX INV CP ETF
PGR
0.27%
COM
IEF
0.26%
7-10 Y TR BD ETF
DIS
0.25%
COM DISNEY
V
0.25%
COM CL A
HDV
0.25%
HIGH DIVIDND ETF
FDN
0.24%
DJ INTERNT IDX
BA
0.23%
COM
COST
0.23%
COM
PEP
0.23%
COM
THRK
0.23%
RUSSELL 3000 ETF
STIP
0.22%
0-5 YR TIPS ETF
VT
0.22%
TT WRLD ST ETF
XLU
0.22%
SBI INT-UTILS
KO
0.22%
COM
BMY
0.22%
COM
IVV
0.21%
CORE S&P500 ETF
QUAL
0.21%
MSCI USA QLT FAC
MCD
0.2%
COM
GOOGL
0.2%
CAP STK CL A
FDRR
0.2%
DIVID ETF RISI
USMV
0.2%
USA MIN VOL ETF
JTD
0.19%
COM
STPZ
0.18%
1-5 US TIP IDX
CSX
0.17%
COM
HUM
0.17%
COM
LOW
0.16%
COM
MO
0.16%
COM
SPMO
0.16%
S&P 500 MOMNTM
CMCSA
0.16%
CL A
ONEQ
0.15%
NDQ CP IDX TRK
ABBV
0.14%
COM
MMM
0.14%
COM
EXG
0.06%
COM
LAG
1.76%
BRCLYS AGG ETF
AGGY
1.23%
BRCLYS US AGGR
VOO
0.7%
SHS
UNH
0.55%
COM
FQAL
0.53%
QLTY FCTOR ETF
GWL
0.48%
S&P WRLD EX US
DGRO
0.44%
CORE DIV GRWTH
QTEC
0.43%
SHS
ITM
0.38%
AMT FREE INT ETF
ITA
0.37%
U.S. AER&DEF ETF
BRK.A
0.36%
CL A
FBND
0.35%
TOTAL BD ETF
BAC/PL
0.35%
PRN
ETN
0.31%
SHS
SMH
0.3%
SEMICONDUCTOR ET
BLL
0.29%
COM
NVDA
0.27%
COM
ATVI
0.24%
COM
VLY
0.23%
COM
HRS
0.2%
COM
LUV
0.2%
COM
XMPT
0.19%
CEF MUN INCOME E
DBC
0.19%
UNIT
UNP
0.18%
COM
DWDP
0.18%
COM
GMM
0.16%
EMERG MKTS ETF
SBUX
0.16%
COM
F
0.15%
COM PAR $0.01
VLO
0.15%
COM
ACWI
0.15%
MSCI ACWI ETF
GLD
0.14%
GOLD SHS
MINC
0.14%
NEWFLT MULSINC
IXUS
0.14%
CORE MSCITOTAL
WM
0.14%
COM
RJF
0.14%
COM
IVW
0.13%
S&P 500 GRWT ETF
KHC
0.12%
COM
ONEK
0.12%
RUSSELL 1000 ETF
BAC
0.12%
COM
IYH
0.12%
US HLTHCARE ETF
CVS
0.12%
COM
AWF
0.07%
COM