Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harborview Advisors, LLC (CIK 1730890) reported $178.5M across 106 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: SCHF ($17.3M, 9.67%), LQDH ($15.4M, 8.63%), AGZD ($12.2M, 6.85%), SCHG ($10.5M, 5.91%), XSOE ($9.4M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $17.3M | 9.67% | 446,291 | Added |
| 2 | LQDH | ISHARES U S ETF TR | $15.4M | 8.63% | 160,795 | Added |
| 3 | AGZD | WISDOMTREE TR | $12.2M | 6.85% | 260,907 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $10.5M | 5.91% | 71,198 | Trimmed |
| 5 | XSOE | WISDOMTREE TR | $9.4M | 5.27% | 251,986 | Added |
| 6 | SCHV | SCHWAB STRATEGIC TR | $8.3M | 4.65% | 123,078 | Trimmed |
| 7 | PCEF | INVESCO EXCH TRADED FD TR II | $7.1M | 3.98% | 296,760 | Added |
| 8 | GLD | SPDR GOLD TR | $5.8M | 3.26% | 35,469 | Added |
| 9 | MDYV | SPDR SER TR | $4.9M | 2.77% | 74,629 | Added |
| 10 | MDYG | SPDR SER TR | $4.4M | 2.46% | 58,019 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $4.2M | 2.38% | 31,338 | Added |
| 12 | SLYV | SPDR SER TR | $3.8M | 2.11% | 46,027 | Added |
| 13 | SLYG | SPDR SER TR | $3.4M | 1.91% | 39,152 | Trimmed |
| 14 | IWC | ISHARES TR | $3.1M | 1.72% | 21,283 | Added |
| 15 | AAPL | APPLE INC | $2.9M | 1.65% | 20,818 | Added |
| 16 | SCZ | ISHARES TR | $2.8M | 1.56% | 37,495 | Added |
| 17 | IDEV | ISHARES TR | $2.5M | 1.39% | 37,173 | Added |
| 18 | SCHE | SCHWAB STRATEGIC TR | $2.1M | 1.15% | 67,366 | Trimmed |
| 19 | ESGD | ISHARES TR | $2.0M | 1.11% | 25,380 | Added |
| 20 | DWX | SPDR INDEX SHS FDS | $1.9M | 1.05% | 49,315 | Added |
| 21 | SPYV | SPDR SER TR | $1.7M | 0.97% | 44,577 | Trimmed |
| 22 | SCHM | SCHWAB STRATEGIC TR | $1.7M | 0.93% | 21,739 | Trimmed |
| 23 | SPYG | SPDR SER TR | $1.6M | 0.89% | 24,877 | Trimmed |
| 24 | SCHA | SCHWAB STRATEGIC TR | $1.6M | 0.88% | 15,660 | Hold |
| 25 | IVW | ISHARES TR | $1.5M | 0.86% | 20,891 | Trimmed |
Source: SEC Form 13F filings · as of 2021-09-30