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Home > Institutional Investor > Harrison & Co Wealth Management, Llc > 13F Holdings

Instuitional Investor - Harrison & Co Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 122,360 $7,613,241 7.36%
2.
Ishares Trust
 IEF 27,321 $6,608,737 6.38%
3.
Sector Spdr Trust
 XLB 72,732 $4,940,260 4.77%
4.
Sector Spdr Trust
 XLB 249,272 $4,262,555 4.12%
5.
Sector Spdr Trust
 XLB 62,108 $3,049,829 2.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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