Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Harrison & Co Wealth Management, Llc > Profile

Instuitional Investor - Harrison & Co Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Harrison & Co Wealth Management, Llc
Portfolio Value $103,427,519
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 61,180 $7,613,241 7.36%
2.
Ishares Trust
 IEF 27,321 $6,608,737 6.38%
3.
Sector Spdr Trust
 XLB 36,366 $4,940,260 4.77%
4.
Sector Spdr Trust
 XLB 124,636 $4,262,555 4.12%
5.
Sector Spdr Trust
 XLB 31,054 $3,049,829 2.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)