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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 2020-04-23)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
First Trust Dorsey Wright Momentum & Low Volatility ETF    (ETF) 9,402,000 523,991 9.47%
ARK INNOVATION ETF    (ETF) ARKK 7,938,000 180,425 7.99%
iShares MSCI Global Impact ETF    (ETF) 7,035,000 122,402 7.08%
Vanguard Information Technology Index Fund    (ETF) VGT 6,954,000 32,820 7.00%
VictoryShares Dividend Accelerator    (ETF) 6,751,000 233,920 6.80%
SPDR Portfolio Emerging Markets ETF    (ETF) GMM 6,706,000 235,659 6.75%
INVESCO S&P MIDCAP LOW VOLATILITY ETF    (ETF) 5,529,000 138,863 5.57%
Goldman Sachs Access Investment Grade Coroporate Bond ETF    (ETF) 5,394,000 105,284 5.43%
INVESCO S&P SMALLCAP LOW VOLATILITY ETF    (ETF) 5,184,000 156,447 5.22%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 5,072,000 99,454 5.11%
PROCTER & GAMBLE CO COM    (Stock) PG 4,607,000 41,885 4.64%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 3,976,000 37,450 4.00%
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF    (ETF) SCHR 3,199,000 54,437 3.22%
VanEck Fallen Angel High Yield    (ETF) 3,040,000 120,176 3.06%
SPDR S&P 500 ETF TR    (CALL) 1,622,000 6,300 1.63%
iShares Edge MSCI Min Vol Global ETF    (ETF) ACWV 1,066,000 13,274 1.07%
SPDR S&P 500 ETF    (ETF) SPY 957,000 3,713 0.96%
INVESCO QQQ TRUST    (ETF) 933,000 4,902 0.94%
Nuveen ESG Large-Cap Growth ETF    (ETF) 837,000 23,745 0.84%
EVERSOURCE ENERGY COM    (Stock) ES 801,000 10,250 0.80%
PHILIP MORRIS INTL INC COM    (Stock) PM 503,000 6,905 0.50%
EXXON MOBIL CORP COM    (Stock) XOM 464,000 12,228 0.46%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 428,000 16,578 0.43%
ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 381,000 3,088 0.38%
iShares ESG U.S. Aggregate Bond ETF    (ETF) 326,000 5,886 0.32%
WALMART INC COM    (Stock) WMT 284,000 2,506 0.28%
ALTRIA GROUP INC COM    (Stock) MO 263,000 6,818 0.26%
MICROSOFT CORP COM    (Stock) MSFT 245,000 1,558 0.24%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 245,000 4,569 0.24%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 245,000 2,130 0.24%
MCDONALDS CORP COM    (Stock) MCD 216,000 1,307 0.21%
COLGATE PALMOLIVE CO COM    (Stock) CL 215,000 3,244 0.21%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 205,000 1,558 0.20%
GENERAL ELECTRIC CO COM    (Stock) GE 201,000 25,371 0.20%
APPLE INC COM    (Stock) AAPL 193,000 759 0.19%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 183,000 648 0.18%
AT&T INC COM    (Stock) T 182,000 6,258 0.18%
MERCK & CO. INC COM    (Stock) MRK 178,000 2,324 0.17%
MONDELEZ INTL INC CL A    (Stock) MDLZ 170,000 3,412 0.17%
NEXTERA ENERGY INC COM    (Stock) NEE 157,000 655 0.15%
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF    (ETF) EEMV 156,000 3,341 0.15%
BK OF AMERICA CORP COM    (Stock) BAC 153,000 7,236 0.15%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 148,000 1,435 0.14%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 143,000 915 0.14%
ALPHABET INC CAP STK CL C    (Stock) GOOG 141,000 122 0.14%
JPMORGAN CHASE & CO COM    (Stock) JPM 131,000 1,462 0.13%
INVESCO S&P ULTRA DIVIDEND REVENUE ETF    (ETF) 119,000 5,165 0.11%
AMAZON COM INC COM    (Stock) AMZN 109,000 56 0.10%
VANGUARD VALUE INDEX FUND    (ETF) VTV 107,000 1,209 0.10%
3M CO COM    (Stock) MMM 106,000 780 0.10%
CISCO SYS INC COM    (Stock) CSCO 101,000 2,576 0.10%
VISA INC COM CL A    (Stock) V 98,000 612 0.09%
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF    (ETF) 97,000 3,100 0.09%
FACEBOOK INC CL A    (Stock) FB 96,000 581 0.09%
CHEVRON CORP NEW COM    (Stock) CVX 95,000 1,323 0.09%
PEPSICO INC COM    (Stock) PEP 95,000 795 0.09%
DISNEY WALT CO COM DISNEY    (Stock) DIS 93,000 968 0.09%
COMCAST CORP NEW CL A    (Stock) CMCSA 91,000 2,675 0.09%
CONSOLIDATED EDISON INC COM    (Stock) ED 91,000 1,172 0.09%
SOUTHERN CO COM    (Stock) SO 91,000 1,695 0.09%
CORNING INC COM    (Stock) GLW 90,000 4,428 0.09%
TEXAS INSTRS INC COM    (Stock) TXN 88,000 881 0.08%
HOME DEPOT INC COM    (Stock) HD 87,000 468 0.08%
OMEGA HEALTHCARE INVS INC COM    (REIT) OHI 82,000 3,105 0.08%
LOCKHEED MARTIN CORP COM    (Stock) LMT 80,000 238 0.08%
QUEST DIAGNOSTICS INC COM    (Stock) DGX 74,000 925 0.07%
CONOCOPHILLIPS COM    (Stock) COP 73,000 2,372 0.07%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 67,000 611 0.06%
LAUDER ESTEE COS INC CL A    (Stock) EL 65,000 414 0.06%
JOHNSON & JOHNSON COM    (Stock) JNJ 62,000 476 0.06%
TARGET CORP COM    (Stock) TGT 59,000 636 0.05%
UNION PAC CORP COM    (Stock) UNP 58,000 412 0.05%
SKYWORKS SOLUTIONS INC COM    (Stock) SWKS 55,000 624 0.05%
COCA COLA CO COM    (Stock) KO 53,000 1,201 0.05%
COSTCO WHSL CORP NEW COM    (Stock) COST 52,000 183 0.05%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 50,000 305 0.05%
SCHWAB U.S. LARGE-CAP GROWTH ETF    (ETF) SCHG 49,000 616 0.04%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 48,000 42 0.04%
INTUITIVE SURGICAL INC COM NEW    (Stock) ISRG 47,000 95 0.04%
SEMPRA ENERGY COM    (Stock) SRE 45,000 405 0.04%
AIR PRODS & CHEMS INC COM    (Stock) APD 44,000 222 0.04%
ABBOTT LABS COM    (Stock) ABT 41,000 520 0.04%
BLACKROCK INC COM    (Stock) BLK 41,000 95 0.04%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 41,000 764 0.04%
DOMINION ENERGY INC COM    (Stock) D 40,000 560 0.04%
S&P GLOBAL INC COM    (Stock) SPGI 39,000 161 0.03%
DIREXION DAILY S&P 500 BEAR 3X SHARES    (ETF) 39,000 2,453 0.03%
CADENCE DESIGN SYSTEM INC COM    (Stock) CDNS 38,000 578 0.03%
XYLEM INC COM    (Stock) XYL 38,000 588 0.03%
PROGRESSIVE CORP OHIO COM    (Stock) PGR 37,000 513 0.03%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 37,000 424 0.03%
HESS CORP COM    (Stock) HES 36,000 1,106 0.03%
NISOURCE INC COM    (Stock) NI 36,000 1,480 0.03%
MASTERCARD INC CL A    (Stock) MA 35,000 147 0.03%
SHOPIFY INC CL A    (Stock) 34,000 83 0.03%
NIKE INC CL B    (Stock) NKE 33,000 408 0.03%
ASML HOLDING N V N Y REGISTRY SHS    (ADR) ASML 32,000 125 0.03%
NOVO-NORDISK A S ADR    (ADR) NVO 32,000 546 0.03%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 32,000 348 0.03%
Nuveen ESG U.S. Aggregate Bond ETF    (ETF) 31,000 1,174 0.03%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 31,000 127 0.03%
TYSON FOODS INC CL A    (Stock) TSN 31,000 539 0.03%
ABBVIE INC COM    (Stock) ABBV 31,000 416 0.03%
GALAPAGOS NV SPON ADR    (ADR) 30,000 154 0.03%
RAPID7 INC COM    (Stock) 30,000 700 0.03%
INGREDION INC COM    (Stock) INGR 29,000 395 0.02%
BOEING CO COM    (Stock) BA 29,000 200 0.02%
CHUBB LIMITED COM    (Stock) CB 29,000 268 0.02%
KRAFT HEINZ CO COM    (Stock) KHC 29,000 1,186 0.02%
ISHARES CORE S&P 500 ETF    (ETF) IVV 29,000 113 0.02%
INTEL CORP COM    (Stock) INTC 28,000 528 0.02%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF    (ETF) 26,000 500 0.02%
LOGITECH INTL S A SHS    (Stock) LOGI 26,000 598 0.02%
ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 26,000 339 0.02%
VERISK ANALYTICS INC COM    (Stock) VRSK 26,000 192 0.02%
AMERICAN EXPRESS CO COM    (Stock) AXP 26,000 313 0.02%
GENERAL DYNAMICS CORP COM    (Stock) GD 25,000 194 0.02%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 25,000 207 0.02%
KORNIT DIGITAL LTD SHS    (Stock) 24,000 1,000 0.02%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 24,000 259 0.02%
EATON VANCE TX MNG BY WRT OPP COM    (CEF) ETV 24,000 2,002 0.02%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 24,000 302 0.02%
HARTFORD FINL SVCS GROUP INC COM    (Stock) HIG 24,000 687 0.02%
ISHARES 20plus YEAR TREASURY BOND ETF    (ETF) TLT 24,000 148 0.02%
HONEYWELL INTL INC COM    (Stock) HON 24,000 180 0.02%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 24,000 290 0.02%
PRUDENTIAL FINL INC COM    (Stock) PRU 24,000 465 0.02%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 23,000 219 0.02%
UNIQURE NV SHS    (Stock) QURE 23,000 497 0.02%
INVESCO FTSE RAFI US 1000 ETF    (ETF) 23,000 250 0.02%
BECTON DICKINSON & CO COM    (Stock) BDX 22,000 100 0.02%
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF    (ETF) 22,000 254 0.02%
CANADIAN PAC RY LTD COM    (Stock) CP 22,000 101 0.02%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 22,000 602 0.02%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 21,000 300 0.02%
INTERCONTINENTAL EXCHANGE INC COM    (Stock) ICE 20,000 260 0.02%
EXACT SCIENCES CORP COM    (Stock) EXAS 20,000 357 0.02%
SONY CORP SPONSORED ADR    (ADR) SNE 20,000 343 0.02%
Hartford Total Return Bond    (ETF) 19,000 495 0.01%
ERICSSON ADR B SEK 10    (ADR) ERIC 19,000 2,392 0.01%
TESLA INC COM    (Stock) TSLA 19,000 38 0.01%
MERCADOLIBRE INC COM    (Stock) MELI 19,000 40 0.01%
LINE CORP SPONSORED ADR    (ADR) LN 18,000 377 0.01%
CGI INC CL A SUB VTG    (Stock) 18,000 345 0.01%
ICON PLC SHS    (Stock) ICLR 18,000 138 0.01%
MARRIOTT INTL INC NEW CL A    (Stock) MAR 18,000 245 0.01%
HSBC HLDGS PLC SPON ADR NEW    (ADR) HBC 18,000 657 0.01%
VANGUARD S&P 500 ETF    (ETF) VOO 17,000 73 0.01%
PINNACLE WEST CAP CORP COM    (Stock) PNW 17,000 232 0.01%
CHECK POINT SOFTWARE TECH LTD ORD    (Stock) CHKP 17,000 170 0.01%
PHILLIPS 66 COM    (Stock) PSX 17,000 333 0.01%
FIRSTENERGY CORP COM    (Stock) FE 17,000 427 0.01%
ALIGN TECHNOLOGY INC COM    (Stock) ALGN 17,000 100 0.01%
AERCAP HOLDINGS NV SHS    (Stock) AER 17,000 754 0.01%
OPEN TEXT CORP COM    (Stock) OTEX 16,000 468 0.01%
ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF    (ETF) ROBO 16,000 500 0.01%
PUBLIC SVC ENTERPRISE GRP INC COM    (Stock) PEG 16,000 368 0.01%
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF    (ETF) 16,000 900 0.01%
VANGUARD MEGA CAP VALUE ETF    (ETF) MGV 16,000 254 0.01%
BROADRIDGE FINL SOLUTIONS INC COM    (Stock) BR 16,000 177 0.01%
EATON VANCE TAX-MANAGED GLOBAL COM    (CEF) EXG 16,000 2,533 0.01%
ENBRIDGE INC COM    (Stock) ENB 16,000 563 0.01%
EASTMAN CHEM CO COM    (Stock) EMN 15,000 327 0.01%
INDEPENDENT BANK CORP MASS COM    (Stock) INDB 15,000 234 0.01%
SANDSTORM GOLD LTD COM NEW    (Stock) SAND 15,000 3,000 0.01%
Global Conscious Companies ETF    (ETF) 15,000 841 0.01%
SPDR S&P DIVIDEND ETF    (ETF) SDY 15,000 191 0.01%
STARBUCKS CORP COM    (Stock) SBUX 14,000 224 0.01%
VanEck Vectors Green Bond ETF    (ETF) 14,000 564 0.01%
VANGUARD MID-CAP GROWTH INDEX FUND    (ETF) VOT 14,000 117 0.01%
SMITH & NEPHEW GROUP PLC SPDN ADR NEW    (ADR) SNN 14,000 410 0.01%
ELBIT SYS LTD ORD    (Stock) ESLT 14,000 110 0.01%
FERRARI N V COM    (Stock) RACE 14,000 94 0.01%
LABORATORY CORP AMER HLDGS COM NEW    (Stock) LH 14,000 118 0.01%
HOLOGIC INC COM    (Stock) HOLX 14,000 400 0.01%
YANDEX N V SHS CLASS A    (Stock) YNDX 13,000 410 0.01%
SPDR GOLD SHARES    (ETF) GLD 13,000 90 0.01%
VanEck Vectors Environmental Services ETF    (ETF) 13,000 182 0.01%
WELLTOWER INC COM    (REIT) HCN 13,000 300 0.01%
ISHARES RUSSELL MID-CAP GROWTH ETF    (ETF) IWP 13,000 110 0.01%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 13,000 324 0.01%
INTL PAPER CO COM    (Stock) IP 12,000 405 0.01%
VANGUARD MEGA CAP ETF    (ETF) MGC 12,000 134 0.01%
CERNER CORP COM    (Stock) CERN 12,000 200 0.01%
L3HARRIS TECHNOLOGIES INC COM    (Stock) 12,000 71 0.01%
DUPONT DE NEMOURS INC COM    (Stock) 12,000 369 0.01%
DOVER CORP COM    (Stock) DOV 12,000 145 0.01%
WEYERHAEUSER CO MTN BE COM    (Stock) WY 12,000 733 0.01%
ISHARES RUSSELL 2000 GROWTH ETF    (ETF) IWO 11,000 70 0.01%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 11,000 87 0.01%
CALAMOS CONV OPP AND INC FD SH BEN INT    (CEF) CHI 11,000 1,389 0.01%
CLOROX CO DEL COM    (Stock) CLX 11,000 66 0.01%
LOWES COS INC COM    (Stock) LOW 11,000 129 0.01%
ISHARES RUSSELL 2000 VALUE ETF    (ETF) IWN 11,000 134 0.01%
SIRIUS XM HLDGS INC COM    (Stock) SIRI 11,000 2,313 0.01%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 11,000 533 0.01%
ISHARES MSCI GERMANY ETF    (ETF) EWG 11,000 539 0.01%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 11,000 117 0.01%
CAE INC COM    (Stock) CGT 11,000 904 0.01%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 10,000 112 0.01%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 99,231,000 SEC FILING
* Portfolios do not reflect changes after reporting
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