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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Harwood Advisory Group, LLC INSTITUTION : Harwood Advisory Group, LLC
Harwood Advisory Group, LLC Portfolio (reported on 2020-05-01)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TRUST CONSER ALLOC ETF    (CONSER ALLOC ETF) 15,310,000 453,252 4.86%
VANGUARD MEGA GRWTH IND ETF    (MEGA GRWTH IND) MGK 12,400,000 97,578 3.94%
ISHARES TRUST S&P 100 ETF    (S&P 100 ETF) OEF 11,803,000 99,503 3.75%
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF    (PORTFOLIO AGRGTE) LAG 9,469,000 313,340 3.01%
SPDR SERIES TRUST SSGA US LRG ETF    (SSGA US LRG ETF) LGLV 8,924,000 98,501 2.83%
SPDR SERIES TRUST SPDR BLOOMBERG ETF    (SPDR BLOOMBERG) 7,409,000 80,859 2.35%
VANGUARD DIV APP ETF    (DIV APP ETF) VIG 6,973,000 67,453 2.21%
ISHARES TRUST 20 YR TR BD ETF    (20 YR TR BD ETF) TLT 6,840,000 41,465 2.17%
ISHARES TRUST TIPS BD ETF    (TIPS BD ETF) TIP 6,679,000 56,644 2.12%
INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETF    (ULTRA SHRT DUR) 6,382,000 129,435 2.02%
SPDR GOLD TRUST GOLD SHS ETF    (GOLD SHS) GLD 6,290,000 42,486 1.99%
PROSHARES TRUST S&P 500 DV ARIST ETF    (S&P 500 DV ARIST) NOBL 6,271,000 108,752 1.99%
ISHARES TRUST IBOXX INV CP ETF    (IBOXX INV CP ETF) LQD 5,835,000 47,247 1.85%
PROCTER & GAMBLE CO COM    (COM) PG 5,640,000 51,275 1.79%
APPLE INC COM    (COM) AAPL 5,412,000 21,284 1.72%
AMAZON COM INC COM    (COM) AMZN 5,285,000 2,711 1.68%
VANGUARD TOTAL BND MRKT ETF    (TOTAL BND MRKT) BND 5,146,000 60,296 1.63%
ISHARES TRUST CORE US AGGBD ET ETF    (CORE US AGGBD ET) AGG 5,132,000 44,490 1.63%
WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD    (YIELD ENHANCD US) 4,989,000 96,598 1.58%
ISHARES TRUST IBOXX HI YD ETF    (IBOXX HI YD ETF) HYG 4,942,000 64,134 1.57%
VANGUARD MEGA CAP INDEX ETF    (MEGA CAP INDEX) MGC 4,833,000 53,152 1.53%
ISHARES TRUST JPMORGAN USD EMG ETF    (JPMORGAN USD EMG) EMB 4,642,000 48,023 1.47%
ISHARES TRUST MODERT ALLOC ETF    (MODERT ALLOC ETF) 4,638,000 126,247 1.47%
MICROSOFT CORP COM    (COM) MSFT 4,512,000 28,613 1.43%
NETFLIX INC COM    (COM) NFLX 4,397,000 11,712 1.39%
ISHARES TRUST YLD OPTIM BD ETF    (YLD OPTIM BD) BYLD 3,741,000 151,719 1.18%
VERIZON COMMUNICATIONS COM    (COM) VZ 3,552,000 66,112 1.12%
HOME DEPOT INC COM    (COM) HD 3,389,000 18,152 1.07%
BRISTOL-MYERS SQUIBB CO COM    (COM) BMY 3,097,000 55,565 0.98%
WALMART INC COM    (COM) WMT 3,065,000 26,984 0.97%
DUKE ENERGY CORP COM    (COM NEW) DUK 2,992,000 37,002 0.95%
ISHARES TRUST 1 3 YR TREAS BD ETF    (1 3 YR TREAS BD) SHY 2,937,000 33,897 0.93%
DOLLAR GENERAL CORP COM    (COM) DG 2,811,000 18,616 0.89%
ISHARES TRUST USA MOMENTUM FCT ETF    (USA MOMENTUM FCT) 2,785,000 26,162 0.88%
ABBOTT LABORATORIES COM    (COM) ABT 2,764,000 35,028 0.87%
ORACLE CORP COM    (COM) ORCL 2,710,000 56,072 0.86%
CIGNA CORPORATION COM    (COM) 2,696,000 15,221 0.85%
AMERICAN ELECTRIC POWER CO INC COM    (COM) AEP 2,674,000 33,435 0.85%
EXTRA SPACE STORAGE INC COM    (COM) EXR 2,672,000 27,904 0.84%
COCA-COLA CO COM    (COM) KO 2,652,000 59,939 0.84%
WASTE MANAGEMENT INC COM    (COM) WMI 2,612,000 28,226 0.83%
INTERNATIONAL BUS MACH CORP COM    (COM) IBM 2,573,000 23,196 0.81%
INTUIT INC COM    (COM) INTU 2,414,000 10,498 0.76%
AIR PRODUCTS & CHEMICALS INC COM    (COM) APD 2,410,000 12,074 0.76%
LOCKHEED MARTIN CORP COM    (COM) LMT 2,408,000 7,107 0.76%
AT&T INC COM    (COM) T 2,347,000 80,544 0.74%
VANGUARD HIGH DIV YLD ETF    (HIGH DIV YLD) VYM 1,930,000 27,286 0.61%
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF    (PORTFOLIO S&P500) ELR 1,908,000 63,079 0.60%
INVESCO QQQ TRUST UNIT SER 1 ETF    (UNIT SER 1) 1,846,000 9,699 0.58%
GENERAL MILLS INC COM    (COM) GIS 1,844,000 34,951 0.58%
CLOROX CO COM    (COM) CLX 1,715,000 9,904 0.54%
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF    (S&P500 LOW VOL) 1,640,000 34,974 0.52%
AMERICAN WATER WOR COM    (COM) AWK 1,624,000 13,585 0.51%
JOHNSON & JOHNSON COM    (COM) JNJ 1,414,000 10,785 0.44%
ALPHABET INC COM CL C    (CAP STK CL C) GOOG 1,414,000 1,216 0.44%
ISHARES CORE CONSERVATIVE ALLOCATION ETF    (CONSER ALLOC ETF) 1,352,000 40,628 0.42%
ISHARES CORE U.S. AGGREGATE BOND ETF    (CORE US AGGBD ET) AGG 1,303,000 11,472 0.41%
JP MORGAN ETF TRUST ULTRA SHRT INC ETF    (ULTRA SHRT INC) 1,299,000 26,169 0.41%
FIDELITY LOW VOLATILITY FACTOR ETF    (LOW VOLITY ETF) 1,234,000 39,488 0.39%
HONEYWELL INTERNATIONAL INC COM    (COM) HON 1,149,000 8,593 0.36%
INVESCO ACTIVELY MANAGED EXCHA MDRTLY CNSRTIV ETF    (MDRTLY CNSRTIV) 1,132,000 95,647 0.35%
FIDELITY TOTAL BOND ETF    (TOTAL BD ETF) FBND 1,121,000 22,056 0.35%
ISHARES TRUST S&P 500 VAL ETF    (S&P 500 VAL ETF) IVE 1,046,000 10,870 0.33%
VANGUARD S&P 500 ETF SHS    (S&P 500 ETF SHS) VOO 993,000 4,193 0.31%
FIRST TRUST PORTFOLIOS SHS ETF    (SHS) QTEC 984,000 11,643 0.31%
ISHARES S&P 100 ETF    (S&P 100 ETF) OEF 974,000 8,341 0.30%
SQUARE INC COM CL A    (CL A) 971,000 18,549 0.30%
FIDELITY MOMENTUM FACTOR ETF    (MOMENTUM FACTR) 930,000 30,760 0.29%
VANGUARD WORLD FD MEGA CAP GROWTH ETF    (MEGA GRWTH IND) MGK 913,000 7,338 0.29%
FIDELITY QUALITY FACTOR ETF    (QLTY FCTOR ETF) 857,000 28,552 0.27%
BERKSHIRE HATHAWAY INC COM CL B    (CL B NEW) BRK/B 806,000 4,413 0.25%
PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF    (S&P 500 DV ARIST) NOBL 798,000 13,838 0.25%
BALL CORP COM    (COM) BLL 761,000 11,770 0.24%
SPDR S&P500 ETF TRUST TR UNIT ETF    (TR UNIT) SPY 738,000 2,866 0.23%
ISHARES TRUST CORE DIVID GWTH    (CORE DIV GRWTH) DGRO 692,000 21,830 0.22%
JP MORGAN CHASE & CO COM    (COM) JPM 675,000 7,503 0.21%
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF    (INVT GRADE FLTG) 646,000 27,371 0.20%
UNITEDHEALTH GROUP INC COM    (COM) UNH 613,000 2,458 0.19%
ILLINOIS TOOL WORKS INC COM    (COM) ITW 608,000 4,284 0.19%
BANK OF AMERICA CORPORATION    (7.25%CNV PFD L) BAC/PL 608,000 481 0.19%
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF    (SSGA US LRG ETF) LGLV 575,000 6,565 0.18%
VANECK VECTORS ETF TRUST AMT FREE INT ETF    (AMT FREE INT ETF) 575,000 11,718 0.18%
CISCO SYSTEMS INC COM    (COM) CSCO 557,000 14,169 0.17%
AMAZON.COM INC    (COM) AMZN 551,000 283 0.17%
BERKSHIRE HATHAWAY INC COM CL A    (CL A) BRK.A 544,000 2 0.17%
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF    (S&P500 EQL WGT) 523,000 6,232 0.16%
EATON CORPORATION PLC COM    (SHS) ETN 505,000 6,507 0.16%
NETFLIX COM INC COM    (COM) NFLX 500,000 1,332 0.15%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF    (CORE S&P TTL STK) ISI 494,000 8,643 0.15%
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF    (1 3 YR TREAS BD) SHY 492,000 5,682 0.15%
PFIZER INC COM    (COM) PFE 477,000 14,628 0.15%
ISHARES TR YLD OPTIM BD    (YLD OPTIM BD) BYLD 471,000 19,424 0.14%
UNITED PARCEL SERVICE INC COM CL B    (CL B) UPS 465,000 4,987 0.14%
L3 HARRIS TECHNOLOGIES INC COM    (COM) 463,000 2,571 0.14%
PROGRESSIVE CORP (OHIO) COM    (COM) PGR 462,000 6,267 0.14%
EXXON MOBIL CORPORATION COM    (COM) XOM 461,000 12,153 0.14%
APPLE INC COM USD0.00001    (COM) AAPL 458,000 1,801 0.14%
VANGUARD SPECIALIZED FUNDS DIV APP ETF    (DIV APP ETF) VIG 446,000 4,459 0.14%
WALT DISNEY COMPANY (THE) COM    (COM DISNEY) DIS 417,000 4,319 0.13%
ISHARES TRUST BARCLAYS 7 10 YR ETF    (BARCLAYS 7 10 YR) IEF 408,000 3,363 0.12%
VANGUARD BD INDEX FDS TOTAL BND MRKT    (TOTAL BND MRKT) BND 401,000 4,707 0.12%
ALLSTATE CORP COM    (COM) ALL 396,000 4,318 0.12%
SPDR SER TR SPDR BLOOMBERG    (SPDR BLOOMBERG) 378,000 4,131 0.12%
VISA INC COM CL A    (COM CL A) V 373,000 2,321 0.11%
COSTCO WHOLESALE CORP COM    (COM) COST 371,000 1,304 0.11%
ISHARES TRUST SHRT NAT MUN ETF    (SHRT NAT MUN ETF) 367,000 3,461 0.11%
PIMCO ETF TRUST INTER MUN BD ACT ETF    (INTER MUN BD ACT) MUNI 363,000 6,670 0.11%
ACCENTURE PLC COM    (SHS CLASS A) ACN 362,000 2,218 0.11%
ISHARES TR SHORT TREAS BD    (SHORT TREAS BD) SHV 354,000 3,375 0.11%
INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOL    (S&P500 LOW VOL) 350,000 7,471 0.11%
ISHARES TRUST FLTG RATE NT ETF    (FLTG RATE NT ETF) FLOT 349,000 7,161 0.11%
ALPHABET INC COM CL A    (CAP STK CL A) GOOGL 345,000 297 0.10%
NUVEEN INSD TAX-FREE ADVANTAGE COM    (COM) NEA 338,000 24,971 0.10%
ISHARES TRUST CORE S&P500 ETF    (CORE S&P500 ETF) IVV 333,000 1,290 0.10%
PEPSICO INC COM    (COM) PEP 311,000 2,597 0.09%
ISHARES TRUST S&P 500 GRWT ETF    (S&P 500 GRWT ETF) IVW 305,000 1,852 0.09%
MCDONALD'S CORPORATION COM    (COM) MCD 304,000 1,842 0.09%
ISHARES TRUST NATIONAL MUN ETF    (NATIONAL MUN ETF) MUB 296,000 2,624 0.09%
VANGUARD INT-TERM CORP ETF    (INT-TERM CORP) VCIT 294,000 3,386 0.09%
ISHARES TRUST RUS 2000 VAL ETF    (RUS 2000 VAL ETF) IWN 294,000 3,593 0.09%
HOME DEPOT INC COM    (COM) HD 291,000 1,559 0.09%
FACEBOOK INC COM CL A    (CL A) FB 283,000 1,701 0.08%
VANGUARD TOTAL STK MKT ETF    (TOTAL STK MKT) VTI 262,000 2,037 0.08%
INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETF    (S&P SMLCP LOW) 260,000 7,866 0.08%
LOCKHEED MARTIN CORP COM USD1.00    (COM) LMT 255,000 753 0.08%
SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF    (SBI INT-UTILS) XLU 251,000 4,530 0.07%
DELTA AIR LINES INC COM    (COM NEW) DAL 250,000 8,792 0.07%
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF    (PORTFOLI S&P1500) TMW 246,000 7,839 0.07%
INVESCO ACTIVELY MANAGED EXCHA CNSRTV MLT AST ETF    (CNSRTV MLT AST) 244,000 21,271 0.07%
ISHARES CORE MODERATE ALLOCATION ETF    (MODERT ALLOC ETF) 241,000 6,681 0.07%
NVIDIA CORP COM    (COM) NVDA 241,000 915 0.07%
ISHARES TRUST RUSSELL 2000 ETF    (RUSSELL 2000 ETF) IWM 236,000 2,066 0.07%
ISHARES TRUST PFD AND INCM SEC ETF    (PFD AND INCM SEC) PFF 229,000 7,196 0.07%
ISHARES TRUST USA QUALITY FCTR ETF    (USA QUALITY FCTR) QUAL 228,000 2,821 0.07%
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF    (DJ INTERNT IDX) FDN 226,000 1,827 0.07%
CISCO SYS INC COM    (COM) CSCO 225,000 5,729 0.07%
ISHARES TRUST ISHARES CORE HIGH DIVIDEND    (CORE HIGH DV ETF) HDV 218,000 3,047 0.06%
FIDELITY COVINGTON TRUST MOMENTUM FACTR ETF    (MOMENTUM FACTR) 217,000 7,177 0.06%
CLOROX CO COM USD1.00    (COM) CLX 216,000 1,248 0.06%
NUVEEN TAX-ADV DIV COM    (COM) JTD 209,000 18,636 0.06%
VANGUARD TT WRLD ST ETF    (TT WRLD ST ETF) 206,000 3,295 0.06%
FIDELITY NDQ CP IDX TRK ETF    (NDQ CP IDX TRK) ONEQ 204,000 684 0.06%
SPDR PORTFOLIO AGGREGATE BOND ETF    (PORTFOLIO AGRGTE) LAG 204,000 6,780 0.06%
MERCK & CO INC COM    (COM) MRK 203,000 2,646 0.06%
AT&T INC COM USD1    (COM) T 203,000 6,968 0.06%
ALPHABET INC CAP STK CL C    (CAP STK CL C) GOOG 198,000 171 0.06%
ISHARES TRUST MSCI MIN VOL ETF    (MSCI MIN VOL ETF) USMV 197,000 3,655 0.06%
CONSOLIDATED EDISON INC COM    (COM) ED 197,000 2,531 0.06%
ISHARES S&P 500 VALUE ETF    (S&P 500 VAL ETF) IVE 195,000 2,027 0.06%
ISHARES TRUST US HLTHCARE ETF    (US HLTHCARE ETF) IYH 193,000 1,031 0.06%
CVS HEALTH CORPORATION COM    (COM) CVS 190,000 3,215 0.06%
VANGUARD TAX EXEMPT BD ETF    (TAX EXEMPT BD) 182,000 3,442 0.05%
ACTIVISION BLIZZARD INC COM    (COM) ATVI 181,000 3,046 0.05%
GLOBAL X FDS NASDAQ 100 COVER ETF    (NASDAQ 100 COVER) 180,000 9,361 0.05%
PFIZER INC    (COM) PFE 177,000 5,425 0.05%
AMGEN INC COM    (COM) AMGN 174,000 861 0.05%
STARBUCKS CORP COM    (COM) SBUX 173,000 2,637 0.05%
SELECT SECTOR SPDR TRUST TECHNOLOGY ETF    (TECHNOLOGY) XLK 173,000 2,158 0.05%
AMERICAN WATER WORKS COMPANY INC COM USD0.01    (COM) AWK 172,000 1,445 0.05%
3M COMPANY COM    (COM) MMM 170,000 1,247 0.05%
ABBVIE INC COM    (COM) ABBV 170,000 2,241 0.05%
GENERAL MILLS INC COM USD0.10    (COM) GIS 170,000 3,233 0.05%
FORD MOTOR CO COM    (COM) F 169,000 35,114 0.05%
ELI LILLY AND COMPANY COM    (COM) LLY 168,000 1,217 0.05%
RAYMOND JAMES FINANCIAL INC COM    (COM) RJF 166,000 2,630 0.05%
FIRSTENERGY CORP COM    (COM) FE 165,000 4,140 0.05%
UNION PACIFIC CORP COM    (COM) UNP 164,000 1,162 0.05%
HUMANA INC COM    (COM) HUM 164,000 522 0.05%
THERMO FISHER SCIENTIFIC INC COM    (COM) TMO 162,000 573 0.05%
ISHARES RUSSELL 1000 VALUE ETF    (RUS 1000 VAL ETF) IWD 162,000 1,640 0.05%
BROWN & BROWN INC COM    (COM) BRO 160,000 4,439 0.05%
PROSHARES TRUST PSHS ULDOW30 NEW ETF    (PSHS ULDOW30 NEW) 153,000 5,300 0.04%
PIMCO ETF TRUST 1-5 US TIP IDX ETF    (1-5 US TIP IDX) STPZ 150,000 2,916 0.04%
JPMORGAN CHASE & CO COM USD1.00    (COM) JPM 147,000 1,638 0.04%
VANECK VECTORS ETF TR AMT FREE INT ETF    (AMT FREE INT ETF) 146,000 2,974 0.04%
ISHARES TRUST 0-5 YR TIPS ETF    (0-5 YR TIPS ETF) STIP 146,000 1,466 0.04%
ALPHABET INC CAP STK CL A    (CAP STK CL A) GOOGL 142,000 123 0.04%
ISHARES TIPS BOND ETF    (TIPS BD ETF) TIP 141,000 1,196 0.04%
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF    (FIRST TR ENH NEW) FTSM 139,000 2,362 0.04%
MICROSOFT CORP    (COM) MSFT 136,000 863 0.04%
BOEING CO COM    (COM) BA 136,000 914 0.04%
ROYAL CARIBBEAN CRUISES COM    (COM) RCL 134,000 4,184 0.04%
INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF    (S&P 500 MOMNTM) 132,000 3,687 0.04%
EVERSOURCE ENERGY COM    (COM) ES 129,000 1,653 0.04%
LOWE'S COMPANIES INC COM    (COM) LOW 129,000 1,504 0.04%
FIDELITY NATIONAL INFORMATION COM    (COM) FIS 129,000 1,061 0.04%
J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC    (ULTRA SHRT INC) 126,000 2,544 0.04%
ALIBABA GROUP HOLDING LTD ADR SPONSORED    (SPONSORED ADS) BABA 121,000 625 0.03%
ALTRIA GROUP INC COM    (COM) MO 121,000 3,137 0.03%
CHEVRON CORPORATION COM    (COM) CVX 116,000 1,604 0.03%
VALLEY NATIONAL BANCORP COM    (COM) VLY 115,000 15,837 0.03%
VANECK VECTORS ETF TRUST CEF MUN INCOME E ETF    (CEF MUN INCOME E) 112,000 4,428 0.03%
SQUARE INC CL A    (CL A) 111,000 2,109 0.03%
ISHARES TRUST RUS 1000 GRW ETF    (RUS 1000 GRW ETF) IWF 111,000 737 0.03%
VANECK VECTORS ETF TRUST HIGH YLD MUN ETF    (HIGH YLD MUN ETF) 110,000 2,120 0.03%
ISHARES TRUST CORE S&P MCP ETF    (CORE S&P MCP ETF) IJH 110,000 767 0.03%
COMCAST CORP COM CL A    (CL A) CMCSA 110,000 3,203 0.03%
ISHARES RUSSELL 1000 GROWTH ETF    (RUS 1000 GRW ETF) IWF 110,000 731 0.03%
BANK OF AMERICA CORPORATION COM    (COM) BAC 107,000 5,069 0.03%
FIDELITY COVINGTON TRUST LOW VOLITY ETF    (LOW VOLITY ETF) 107,000 3,445 0.03%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-03-31: 314,510,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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