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STOCK TICKER:

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

HARVEST GROUP WEALTH MANAGEMENT, LLC INSTITUTION : HARVEST GROUP WEALTH MANAGEMENT, LLC
HARVEST GROUP WEALTH MANAGEMENT, LLC Portfolio (reported on 2019-11-01)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SCHWAB U.S. LARGE-CAP GROWTH ETF    (ETF) SCHG 10,241,000 121,905 12.58%
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF    (ETF) SCHR 7,938,000 142,865 9.75%
INVESCO S&P ULTRA DIVIDEND REVENUE ETF    (ETF) 6,514,000 172,830 8.00%
INVESCO S&P MIDCAP LOW VOLATILITY ETF    (ETF) 5,993,000 113,911 7.36%
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF    (ETF) 5,577,000 52,297 6.85%
ARK INNOVATION ETF    (ETF) ARKK 5,485,000 127,886 6.74%
INVESCO S&P SMALLCAP LOW VOLATILITY ETF    (ETF) 5,398,000 110,402 6.63%
PROCTER & GAMBLE CO COM    (Stock) PG 5,170,000 41,566 6.35%
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF    (ETF) EEMV 4,975,000 87,136 6.11%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 4,020,000 126,183 4.94%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 1,659,000 11,593 2.03%
EXXON MOBIL CORP COM    (Stock) XOM 1,564,000 22,146 1.92%
EVERSOURCE ENERGY COM    (Stock) ES 1,032,000 12,080 1.26%
PHILIP MORRIS INTL INC COM    (Stock) PM 591,000 7,780 0.72%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 424,000 7,019 0.52%
MCDONALDS CORP COM    (Stock) MCD 339,000 1,577 0.41%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 327,000 2,125 0.40%
WALMART INC COM    (Stock) WMT 305,000 2,570 0.37%
ALTRIA GROUP INC COM    (Stock) MO 298,000 7,280 0.36%
BANK AMER CORP COM    (Stock) BAC 275,000 9,433 0.33%
COLGATE PALMOLIVE CO COM    (Stock) CL 266,000 3,625 0.32%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 261,000 1,554 0.32%
AT&T INC COM    (Stock) T 249,000 6,582 0.30%
APPLE INC COM    (Stock) AAPL 248,000 1,108 0.30%
GENERAL ELECTRIC CO COM    (Stock) GE 243,000 27,200 0.29%
MONDELEZ INTL INC CL A    (Stock) MDLZ 203,000 3,674 0.24%
MERCK & CO INC COM    (Stock) MRK 194,000 2,309 0.23%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 189,000 648 0.23%
JPMORGAN CHASE & CO COM    (Stock) JPM 172,000 1,458 0.21%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 172,000 1,435 0.21%
CHEVRON CORP NEW COM    (Stock) CVX 158,000 1,336 0.19%
MICROSOFT CORP COM    (Stock) MSFT 157,000 1,133 0.19%
ALPHABET INC CAP STK CL C    (Stock) GOOG 156,000 128 0.19%
CONOCOPHILLIPS COM    (Stock) COP 154,000 2,708 0.18%
NEXTERA ENERGY INC COM    (Stock) NEE 153,000 655 0.18%
SPDR S&P 500 ETF    (ETF) SPY 151,000 509 0.18%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 151,000 910 0.18%
DTE ENERGY CO COM    (Stock) DTE 150,000 1,127 0.18%
TEXAS INSTRS INC COM    (Stock) TXN 137,000 1,057 0.16%
VANGUARD VALUE INDEX FUND    (ETF) VTV 135,000 1,209 0.16%
3M CO COM    (Stock) MMM 132,000 801 0.16%
OMEGA HEALTHCARE INVS INC COM    (REIT) OHI 131,000 3,146 0.16%
CISCO SYS INC COM    (Stock) CSCO 127,000 2,561 0.15%
DISNEY WALT CO COM DISNEY    (Stock) DIS 127,000 972 0.15%
CORNING INC COM    (Stock) GLW 125,000 4,397 0.15%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 125,000 1,754 0.15%
AMAZON COM INC COM    (Stock) AMZN 120,000 69 0.14%
COMCAST CORP NEW CL A    (Stock) CMCSA 120,000 2,670 0.14%
CONSOLIDATED EDISON INC COM    (Stock) ED 109,000 1,158 0.13%
HOME DEPOT INC COM    (Stock) HD 108,000 466 0.13%
VISA INC COM CL A    (Stock) V 105,000 612 0.12%
FACEBOOK INC CL A    (Stock) FB 103,000 581 0.12%
SOUTHERN CO COM    (Stock) SO 103,000 1,663 0.12%
TARGET CORP COM    (Stock) TGT 102,000 958 0.12%
QUEST DIAGNOSTICS INC COM    (Stock) DGX 99,000 921 0.12%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 99,000 1,540 0.12%
CANADIAN PAC RY LTD COM    (Stock) CP 94,000 421 0.11%
PEPSICO INC COM    (Stock) PEP 92,000 669 0.11%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 89,000 612 0.10%
LAUDER ESTEE COS INC CL A    (Stock) EL 82,000 414 0.10%
BOEING CO COM    (Stock) BA 76,000 200 0.09%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 72,000 59 0.08%
HESS CORP COM    (Stock) HES 67,000 1,102 0.08%
UNION PACIFIC CORP COM    (Stock) UNP 67,000 412 0.08%
INGERSOLL-RAND PLC SHS    (Stock) IR 66,000 533 0.08%
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF    (ETF) FLRN 66,000 2,152 0.08%
COCA COLA CO COM    (Stock) KO 65,000 1,200 0.07%
JOHNSON & JOHNSON COM    (Stock) JNJ 62,000 476 0.07%
SEMPRA ENERGY COM    (Stock) SRE 60,000 405 0.07%
INTUITIVE SURGICAL INC COM NEW    (Stock) ISRG 56,000 104 0.06%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 55,000 305 0.06%
NISOURCE INC COM    (Stock) NI 55,000 1,835 0.06%
COSTCO WHSL CORP NEW COM    (Stock) COST 53,000 183 0.06%
CANADIAN NATL RY CO COM    (Stock) CNI 52,000 581 0.06%
SKYWORKS SOLUTIONS INC COM    (Stock) SWKS 49,000 624 0.06%
TYSON FOODS INC CL A    (Stock) TSN 47,000 540 0.05%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 47,000 761 0.05%
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF    (ETF) TOTL 47,000 957 0.05%
DOUBLELINE INCOME SOLUTIONS FD COM    (CEF) DSL 46,000 2,288 0.05%
XYLEM INC COM    (Stock) XYL 46,000 584 0.05%
S&P GLOBAL INC COM    (Stock) SPGI 45,000 182 0.05%
DOMINION ENERGY INC COM    (Stock) D 45,000 560 0.05%
PRUDENTIAL FINL INC COM    (Stock) PRU 43,000 477 0.05%
CHUBB LIMITED COM    (Stock) CB 43,000 268 0.05%
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF    (ETF) DBEF 43,000 1,345 0.05%
BLACKROCK INC COM    (Stock) BLK 42,000 95 0.05%
HARTFORD FINL SVCS GROUP INC COM    (Stock) HIG 41,000 680 0.05%
ISHARES CORE TOTAL USD BOND MARKET ETF    (ETF) IUSB 40,000 761 0.04%
MASTERCARD INC CL A    (Stock) MA 40,000 147 0.04%
SCHWAB EMERGING MARKETS EQUITY ETF    (ETF) SCHE 39,000 1,549 0.04%
CADENCE DESIGN SYSTEM INC COM    (Stock) CDNS 38,000 578 0.04%
NIKE INC CL B    (Stock) NKE 38,000 408 0.04%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 38,000 423 0.04%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 38,000 348 0.04%
AMERICAN EXPRESS CO COM    (Stock) AXP 37,000 313 0.04%
GENERAL DYNAMICS CORP COM    (Stock) GD 37,000 204 0.04%
BUCKEYE PARTNERS L P UNIT LTD PARTN    (Stock) BPL 36,000 866 0.04%
EXACT SCIENCES CORP COM    (Stock) EXAS 36,000 396 0.04%
KRAFT HEINZ CO COM    (Stock) KHC 35,000 1,269 0.04%
UNITED TECHNOLOGIES CORP COM    (Stock) UTX 35,000 259 0.04%
PHILLIPS 66 COM    (Stock) PSX 34,000 332 0.04%
SALESFORCE COM INC COM    (Stock) CRM 34,000 229 0.04%
ISHARES CORE S&P 500 ETF    (ETF) IVV 34,000 113 0.04%
LINDE PLC SHS    (Stock) 34,000 175 0.04%
ABBOTT LABS COM    (Stock) ABT 33,000 389 0.04%
ABBVIE INC COM    (Stock) ABBV 32,000 428 0.03%
INGREDION INC COM    (Stock) INGR 32,000 390 0.03%
ASML HOLDING N V N Y REGISTRY SHS    (ADR) ASML 31,000 125 0.03%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 31,000 290 0.03%
HONEYWELL INTL INC COM    (Stock) HON 30,000 180 0.03%
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF    (ETF) 30,000 152 0.03%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 30,000 339 0.03%
MARRIOTT INTL INC NEW CL A    (Stock) MAR 30,000 243 0.03%
VERISK ANALYTICS INC COM    (Stock) VRSK 30,000 192 0.03%
METLIFE INC COM    (Stock) MET 29,000 608 0.03%
TESLA INC COM    (Stock) TSLA 29,000 121 0.03%
INVESCO FTSE RAFI US 1000 ETF    (ETF) 29,000 250 0.03%
EATON VANCE TX MNG BY WRT OPP COM    (CEF) ETV 29,000 2,002 0.03%
MERCADOLIBRE INC COM    (Stock) MELI 28,000 50 0.03%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 28,000 300 0.03%
NOVO-NORDISK A S ADR    (ADR) NVO 28,000 546 0.03%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 28,000 127 0.03%
INTERXION HOLDING N.V SHS    (Stock) INXN 28,000 339 0.03%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 28,000 295 0.03%
CGI INC CL A SUB VTG    (Stock) 27,000 345 0.03%
ERICSSON ADR B SEK 10    (ADR) ERIC 27,000 3,392 0.03%
INTEL CORP COM    (Stock) INTC 27,000 528 0.03%
WELLTOWER INC COM    (REIT) HCN 27,000 300 0.03%
NVIDIA CORP COM    (Stock) NVDA 26,000 150 0.03%
DUPONT DE NEMOURS INC COM    (Stock) 26,000 369 0.03%
SHOPIFY INC CL A    (Stock) 26,000 83 0.03%
NORTHROP GRUMMAN CORP COM    (Stock) NOC 26,000 70 0.03%
AIR PRODS & CHEMS INC COM    (Stock) APD 25,000 114 0.03%
BECTON DICKINSON & CO COM    (Stock) BDX 25,000 100 0.03%
BROADRIDGE FINL SOLUTIONS INC COM    (Stock) BR 25,000 204 0.03%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 25,000 590 0.03%
HSBC HLDGS PLC SPON ADR NEW    (ADR) HBC 25,000 657 0.03%
KORNIT DIGITAL LTD SHS    (Stock) 25,000 800 0.03%
LOGITECH INTL S A SHS    (Stock) LOGI 24,000 598 0.02%
GALAPAGOS NV SPON ADR    (ADR) 24,000 154 0.02%
NOVARTIS A G SPONSORED ADR    (ADR) NVS 24,000 279 0.02%
EASTMAN CHEMICAL CO COM    (Stock) EMN 24,000 324 0.02%
INTERCONTINENTAL EXCHANGE INC COM    (Stock) ICE 24,000 260 0.02%
PINNACLE WEST CAP CORP COM    (Stock) PNW 23,000 232 0.02%
RAPID7 INC COM    (Stock) 23,000 500 0.02%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 23,000 205 0.02%
PUBLIC SVC ENTERPRISE GRP INC COM    (Stock) PEG 23,000 368 0.02%
CAE INC COM    (Stock) CGT 23,000 904 0.02%
OCCIDENTAL PETE CORP COM    (Stock) OXY 23,000 524 0.02%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 22,000 219 0.02%
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS    (ADR) TSM 22,000 481 0.02%
L3HARRIS TECHNOLOGIES INC COM    (Stock) 21,000 99 0.02%
EATON VANCE TAX MNGD GBL DV EQ COM    (CEF) EXG 21,000 2,533 0.02%
PROGRESSIVE CORP OHIO COM    (Stock) PGR 21,000 269 0.02%
VANGUARD MEGA CAP VALUE ETF    (ETF) MGV 21,000 254 0.02%
PUBLIC STORAGE COM    (REIT) PSA 20,000 80 0.02%
ENERGY SELECT SECTOR SPDR FUND    (ETF) XLE 20,000 341 0.02%
WEYERHAEUSER CO COM    (Stock) WY 20,000 734 0.02%
FIRSTENERGY CORP COM    (Stock) FE 20,000 425 0.02%
LABORATORY CORP AMER HLDGS COM NEW    (Stock) LH 20,000 118 0.02%
ISHARES MSCI FRONTIER 100 FUND    (ETF) FM 20,000 713 0.02%
SONY CORP SPONSORED ADR    (ADR) SNE 20,000 343 0.02%
ENBRIDGE INC COM    (Stock) ENB 20,000 563 0.02%
SMITH & NEPHEW PLC SPDN ADR NEW    (ADR) SNN 20,000 410 0.02%
HOLOGIC INC COM    (Stock) HOLX 20,000 400 0.02%
UNIQURE NV SHS    (Stock) QURE 20,000 497 0.02%
ICON PLC SHS    (Stock) ICLR 20,000 138 0.02%
VANECK VECTORS BRAZIL SMALL-CAP ETF    (ETF) 19,000 800 0.02%
ETFMG PRIME CYBER SECURITY ETF    (ETF) 19,000 500 0.02%
SPDR S&P DIVIDEND ETF    (ETF) SDY 19,000 189 0.02%
UNILEVER PLC SPON ADR NEW    (ADR) UL 19,000 324 0.02%
CHECK POINT SOFTWARE TECH LTD ORD    (Stock) CHKP 19,000 170 0.02%
OPEN TEXT CORP COM    (Stock) OTEX 19,000 468 0.02%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH    (Stock) BAM 19,000 363 0.02%
INDEPENDENT BANK CORP MASS COM    (Stock) INDB 19,000 258 0.02%
VANGUARD S&P 500 ETF    (ETF) VOO 18,000 65 0.02%
ELBIT SYS LTD ORD    (Stock) ESLT 18,000 110 0.02%
ALLEGION PUB LTD CO ORD SHS    (Stock) ALLE 18,000 177 0.02%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 18,000 324 0.02%
ALIGN TECHNOLOGY INC COM    (Stock) ALGN 18,000 100 0.02%
VANGUARD MID-CAP GROWTH INDEX FUND    (ETF) VOT 17,000 117 0.02%
INTL PAPER CO COM    (Stock) IP 17,000 401 0.02%
DOW INC COM    (Stock) 17,000 366 0.02%
BLOCK H & R INC COM    (Stock) HRB 17,000 735 0.02%
PNM RES INC COM    (Stock) PNM 16,000 302 0.01%
INVESCO FTSE RAFI EMERGING MARKETS ETF    (ETF) 16,000 800 0.01%
ISHARES RUSSELL 2000 VALUE ETF    (ETF) IWN 16,000 133 0.01%
ISHARES RUSSELL MID-CAP GROWTH ETF    (ETF) IWP 16,000 110 0.01%
BRITISH AMERN TOB PLC SPONSORED ADR    (ADR) BTI 16,000 426 0.01%
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR    (ADR) BUD 16,000 166 0.01%
BEYOND MEAT INC COM    (Stock) 15,000 100 0.01%
YUM BRANDS INC COM    (Stock) YUM 15,000 130 0.01%
SMILEDIRECTCLUB INC CL A COM    (Stock) 15,000 1,084 0.01%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 15,000 527 0.01%
ISHARES MSCI GERMANY ETF    (ETF) EWG 15,000 539 0.01%
FNB CORP PA COM    (Stock) FNB 15,000 1,301 0.01%
INTERCONTINENTAL HOTELS GROUP SPONSORED ADS    (ADR) 15,000 236 0.01%
PIMCO DYNMIC CREDIT AND MRT IN COM SHS    (CEF) PCI 15,000 600 0.01%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 15,000 94 0.01%
STARBUCKS CORP COM    (Stock) SBUX 15,000 174 0.01%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-09-30: 81,361,000 SEC FILING
* Portfolios do not reflect changes after reporting
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