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Home > Institutional Investor > Harvest Group Wealth Management, Llc > Profile

Instuitional Investor - Harvest Group Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Harvest Group Wealth Management, Llc
Portfolio Value $160,941,208
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 335,368 $13,656,284 8.48%
2.
Schwab Strategic Trust
 FNDF 200,300 $9,772,637 6.07%
3.
Ishares International Etf
 150,873 $9,346,605 5.8%
4.
Schwab Strategic Trust
 FNDF 140,776 $9,174,258 5.7%
5.
Schwab Strategic Trust
 FNDF 169,795 $8,562,787 5.32%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)