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Home > Institutional Investor > Harwood Advisory Group, Llc > Profile

Instuitional Investor - Harwood Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Harwood Advisory Group, Llc
Portfolio Value $288,987,782
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust - CLO ETF
 246,417 $13,047,808 4.52%
2.
Ishares Trust
 VLUE 145,891 $13,041,284 4.51%
3.
Two Rds Shared Tr - ANFIELD UNVL ETF
 1,243,234 $11,579,483 4.01%
4.
Vanguard World Fd
 31,291 $11,458,149 3.96%
5.
Sector Spdr Trust
 XLB 39,982 $10,124,825 3.5%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)