148 is the total number of securities Harborview Advisors, LLC has owned. The longest Harborview Advisors, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHF | SCHWAB STRATEGIC TR | 16 | 16 | 9.37% | 10.43% | 12.52% | Q4 2017 | Q3 2021 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 5.86% | 8.12% | 10.35% | Q4 2017 | Q3 2021 | 16 |
SCHV | SCHWAB STRATEGIC TR | 16 | 16 | 4.65% | 7.86% | 10.77% | Q4 2017 | Q3 2021 | 16 |
SCHE | SCHWAB STRATEGIC TR | 16 | 16 | 1.15% | 4.84% | 7.03% | Q4 2017 | Q3 2021 | 16 |
MDYV | SPDR SER TR | 16 | 16 | 2.55% | 3.49% | 4.51% | Q4 2017 | Q3 2021 | 16 |
MDYG | SPDR SER TR | 16 | 16 | 2.46% | 3.35% | 4.40% | Q4 2017 | Q3 2021 | 16 |
SLYV | SPDR SER TR | 16 | 16 | 1.94% | 2.63% | 3.44% | Q4 2017 | Q3 2021 | 16 |
SLYG | SPDR SER TR | 16 | 16 | 1.89% | 2.58% | 3.47% | Q4 2017 | Q3 2021 | 16 |
AAPL | APPLE INC | 16 | 16 | 0.88% | 1.38% | 1.86% | Q4 2017 | Q3 2021 | 16 |
SCHZ | SCHWAB STRATEGIC TR | 16 | 16 | 0.17% | 1.29% | 5.71% | Q4 2017 | Q3 2021 | 16 |
IVW | ISHARES TR | 16 | 16 | 0.84% | 1.19% | 1.48% | Q4 2017 | Q3 2021 | 16 |
DWX | SPDR INDEX SHS FDS | 16 | 16 | 0.60% | 1.08% | 1.46% | Q4 2017 | Q3 2021 | 16 |
SCHM | SCHWAB STRATEGIC TR | 16 | 16 | 0.93% | 1.07% | 1.31% | Q4 2017 | Q3 2021 | 16 |
SCHA | SCHWAB STRATEGIC TR | 16 | 16 | 0.78% | 0.94% | 1.15% | Q4 2017 | Q3 2021 | 16 |
EDIV | SPDR INDEX SHS FDS | 16 | 16 | 0.54% | 0.85% | 1.17% | Q4 2017 | Q3 2021 | 16 |
SCHD | SCHWAB STRATEGIC TR | 16 | 16 | 0.43% | 0.85% | 1.48% | Q4 2017 | Q3 2021 | 16 |
IVE | ISHARES TR | 16 | 16 | 0.57% | 0.83% | 1.13% | Q4 2017 | Q3 2021 | 16 |
DON | WISDOMTREE TR | 16 | 16 | 0.51% | 0.80% | 1.34% | Q4 2017 | Q3 2021 | 16 |
IJK | ISHARES TR | 16 | 16 | 0.52% | 0.72% | 0.96% | Q4 2017 | Q3 2021 | 16 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 16 | 16 | 0.35% | 0.69% | 1.02% | Q4 2017 | Q3 2021 | 16 |
IWD | ISHARES TR | 16 | 16 | 0.54% | 0.67% | 0.91% | Q4 2017 | Q3 2021 | 16 |
IJT | ISHARES TR | 16 | 16 | 0.50% | 0.64% | 0.87% | Q4 2017 | Q3 2021 | 16 |
IJJ | ISHARES TR | 16 | 16 | 0.47% | 0.64% | 0.88% | Q4 2017 | Q3 2021 | 16 |
DES | WISDOMTREE TR | 16 | 16 | 0.37% | 0.63% | 1.11% | Q4 2017 | Q3 2021 | 16 |
IWF | ISHARES TR | 16 | 16 | 0.38% | 0.57% | 0.81% | Q4 2017 | Q3 2021 | 16 |
SCHB | SCHWAB STRATEGIC TR | 16 | 16 | 0.35% | 0.53% | 0.68% | Q4 2017 | Q3 2021 | 16 |
IJS | ISHARES TR | 16 | 16 | 0.38% | 0.52% | 0.71% | Q4 2017 | Q3 2021 | 16 |
IDXX | IDEXX LABS INC | 16 | 16 | 0.22% | 0.39% | 0.59% | Q4 2017 | Q3 2021 | 16 |
XLF | SELECT SECTOR SPDR TR | 16 | 16 | 0.26% | 0.38% | 0.61% | Q4 2017 | Q3 2021 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 0.21% | 0.37% | 0.52% | Q4 2017 | Q3 2021 | 16 |
EFA | ISHARES TR | 16 | 16 | 0.27% | 0.32% | 0.39% | Q4 2017 | Q3 2021 | 16 |
IWM | ISHARES TR | 16 | 16 | 0.24% | 0.30% | 0.37% | Q4 2017 | Q3 2021 | 16 |
RMT | ROYCE MICRO-CAP TR INC | 16 | 16 | 0.22% | 0.30% | 0.38% | Q4 2017 | Q3 2021 | 16 |
IJR | ISHARES TR | 16 | 16 | 0.23% | 0.28% | 0.35% | Q4 2017 | Q3 2021 | 16 |
MDY | SPDR S&P MIDCAP 400 ET... | 16 | 16 | 0.24% | 0.27% | 0.33% | Q4 2017 | Q3 2021 | 16 |
T | AT&T INC | 16 | 16 | 0.17% | 0.23% | 0.34% | Q4 2017 | Q3 2021 | 16 |
IJH | ISHARES TR | 16 | 16 | 0.17% | 0.21% | 0.25% | Q4 2017 | Q3 2021 | 16 |
IWC | ISHARES TR | 11 | 4 | 0.19% | 1.56% | 2.31% | Q4 2017 | Q3 2021 | 15 |
SCHX | SCHWAB STRATEGIC TR | 15 | 15 | 0.23% | 0.49% | 0.57% | Q1 2018 | Q3 2021 | 15 |
DSI | ISHARES TR | 15 | 15 | 0.18% | 0.24% | 0.33% | Q1 2018 | Q3 2021 | 15 |
VUG | VANGUARD INDEX FDS | 11 | 4 | 0.15% | 0.22% | 0.27% | Q4 2017 | Q3 2021 | 15 |
NUSC | NUSHARES ETF TR | 14 | 14 | 0.24% | 0.42% | 0.61% | Q2 2018 | Q3 2021 | 14 |
SUSA | ISHARES TR | 14 | 14 | 0.20% | 0.26% | 0.34% | Q2 2018 | Q3 2021 | 14 |
IWP | ISHARES TR | 6 | 4 | 0.15% | 0.19% | 0.25% | Q4 2017 | Q3 2021 | 14 |
BDJ | BLACKROCK ENHANCED EQU... | 9 | 1 | 0.08% | 0.10% | 0.15% | Q4 2017 | Q3 2021 | 14 |
AGZD | WISDOMTREE TR | 13 | 13 | 4.22% | 7.17% | 10.27% | Q3 2018 | Q3 2021 | 13 |
NULV | NUSHARES ETF TR | 12 | 12 | 0.23% | 0.43% | 0.63% | Q4 2018 | Q3 2021 | 12 |
PCEF | INVESCO EXCH TRADED FD... | 11 | 11 | 3.98% | 4.67% | 5.61% | Q1 2019 | Q3 2021 | 11 |
XMPT | VANECK VECTORS ETF TRUST | 11 | 11 | 0.53% | 1.02% | 1.48% | Q1 2019 | Q3 2021 | 11 |
TFI | SPDR SER TR | 11 | 11 | 0.68% | 0.91% | 1.14% | Q1 2019 | Q3 2021 | 11 |
ESGD | ISHARES TR | 6 | 2 | 0.20% | 0.61% | 1.11% | Q3 2018 | Q3 2021 | 11 |
VOE | VANGUARD INDEX FDS | 11 | 11 | 0.21% | 0.60% | 0.94% | Q1 2019 | Q3 2021 | 11 |
PRF | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.46% | 0.60% | 0.77% | Q1 2019 | Q3 2021 | 11 |
BSCM | INVESCO EXCH TRD SLF I... | 11 | 11 | 0.38% | 0.56% | 0.78% | Q1 2019 | Q3 2021 | 11 |
DBEF | DBX ETF TR | 11 | 11 | 0.18% | 0.55% | 0.74% | Q4 2017 | Q2 2020 | 11 |
NUMV | NUSHARES ETF TR | 11 | 11 | 0.19% | 0.32% | 0.44% | Q1 2019 | Q3 2021 | 11 |
NUMG | NUSHARES ETF TR | 11 | 11 | 0.18% | 0.31% | 0.39% | Q1 2019 | Q3 2021 | 11 |
PRFZ | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.22% | 0.26% | 0.34% | Q1 2019 | Q3 2021 | 11 |
PHB | INVESCO EXCH TRADED FD... | 11 | 11 | 0.21% | 0.26% | 0.31% | Q1 2019 | Q3 2021 | 11 |
PWV | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.16% | 0.25% | 0.32% | Q1 2019 | Q3 2021 | 11 |
VRP | INVESCO EXCH TRADED FD... | 11 | 11 | 0.15% | 0.24% | 0.32% | Q1 2019 | Q3 2021 | 11 |
VWO | VANGUARD INTL EQUITY I... | 8 | 1 | 0.12% | 0.22% | 0.31% | Q1 2018 | Q2 2021 | 11 |
SWK | STANLEY BLACK & DECKER... | 8 | 3 | 0.18% | 0.22% | 0.28% | Q1 2018 | Q4 2020 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 3 | 0.12% | 0.19% | 0.27% | Q1 2018 | Q3 2021 | 11 |
PID | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.16% | 0.19% | 0.21% | Q1 2019 | Q3 2021 | 11 |
SCHO | SCHWAB STRATEGIC TR | 10 | 10 | 0.29% | 0.57% | 1.01% | Q2 2019 | Q3 2021 | 10 |
SUSC | ISHARES TR | 10 | 10 | 0.37% | 0.53% | 0.79% | Q2 2019 | Q3 2021 | 10 |
NULG | NUSHARES ETF TR | 10 | 10 | 0.24% | 0.45% | 0.62% | Q2 2019 | Q3 2021 | 10 |
NUEM | NUSHARES ETF TR | 10 | 10 | 0.23% | 0.40% | 0.54% | Q2 2019 | Q3 2021 | 10 |
BMY | BRISTOL-MYERS SQUIBB CO | 10 | 10 | 0.21% | 0.26% | 0.34% | Q2 2019 | Q3 2021 | 10 |
JNJ | JOHNSON & JOHNSON | 5 | 5 | 0.17% | 0.21% | 0.25% | Q4 2017 | Q3 2021 | 10 |
FBT | FIRST TR NASDAQ-100 TE... | 8 | 2 | 0.16% | 0.19% | 0.22% | Q1 2019 | Q3 2021 | 10 |
SRLN | SSGA ACTIVE ETF TR | 9 | 9 | 4.23% | 5.06% | 6.04% | Q4 2017 | Q4 2019 | 9 |
PFE | PFIZER INC | 9 | 9 | 0.16% | 0.20% | 0.24% | Q3 2019 | Q3 2021 | 9 |
CVS | CVS HEALTH CORP | 9 | 9 | 0.17% | 0.18% | 0.22% | Q3 2019 | Q3 2021 | 9 |
BGY | BLACKROCK ENHANCED INT... | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q3 2021 | 9 |
VBR | VANGUARD INDEX FDS | 8 | 8 | 0.16% | 0.48% | 0.62% | Q4 2019 | Q3 2021 | 8 |
VPL | VANGUARD INTL EQUITY I... | 8 | 8 | 0.18% | 0.21% | 0.25% | Q1 2018 | Q4 2019 | 8 |
SCHH | SCHWAB STRATEGIC TR | 4 | 2 | 0.13% | 0.19% | 0.24% | Q1 2019 | Q3 2021 | 8 |
RVT | ROYCE VALUE TR INC | 5 | 3 | 0.10% | 0.15% | 0.22% | Q1 2019 | Q3 2021 | 8 |
FLRN | SPDR SER TR | 7 | 7 | 3.22% | 4.12% | 5.32% | Q4 2017 | Q2 2019 | 7 |
GLD | SPDR GOLD TRUST | 7 | 7 | 2.51% | 3.16% | 3.34% | Q1 2020 | Q3 2021 | 7 |
IDEV | ISHARES TR | 7 | 7 | 0.53% | 1.16% | 1.41% | Q1 2020 | Q3 2021 | 7 |
SPYV | SPDR SER TR | 7 | 7 | 0.55% | 0.99% | 1.19% | Q1 2020 | Q3 2021 | 7 |
SPYG | SPDR SER TR | 7 | 7 | 0.64% | 0.99% | 1.29% | Q1 2020 | Q3 2021 | 7 |
VOT | VANGUARD INDEX FDS | 7 | 7 | 0.53% | 0.78% | 0.99% | Q1 2020 | Q3 2021 | 7 |
BSCK | INVESCO EXCH TRD SLF I... | 7 | 7 | 0.47% | 0.62% | 0.79% | Q1 2019 | Q3 2020 | 7 |
MUNI | PIMCO ETF TR | 7 | 7 | 0.36% | 0.58% | 0.80% | Q1 2020 | Q3 2021 | 7 |
VBK | VANGUARD INDEX FDS | 7 | 7 | 0.35% | 0.52% | 0.66% | Q1 2020 | Q3 2021 | 7 |
WDIV | SPDR INDEX SHS FDS | 5 | 2 | 0.17% | 0.20% | 0.22% | Q3 2019 | Q3 2021 | 7 |
NFJ | ALLIANZGI NFJ DIVID IN... | 7 | 7 | 0.10% | 0.18% | 0.33% | Q1 2019 | Q3 2020 | 7 |
BTZ | BLACKROCK CR ALLOCATIO... | 3 | 1 | 0.10% | 0.15% | 0.27% | Q4 2017 | Q1 2021 | 7 |
IGA | VOYA GLBL ADV & PREM O... | 3 | 1 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2021 | 7 |
HYMB | SPDR SER TR | 5 | 1 | 0.11% | 0.41% | 0.50% | Q4 2017 | Q3 2021 | 6 |
RYLD | GLOBAL X FDS | 5 | 1 | 0.14% | 0.15% | 0.17% | Q4 2019 | Q3 2021 | 6 |
LQDH | ISHARES U S ETF TR | 5 | 5 | 5.34% | 7.44% | 8.63% | Q3 2020 | Q3 2021 | 5 |
SCZ | ISHARES TR | 5 | 5 | 0.98% | 1.32% | 1.56% | Q3 2020 | Q3 2021 | 5 |
BSCO | INVESCO EXCH TRD SLF I... | 5 | 5 | 0.62% | 0.67% | 0.75% | Q1 2019 | Q1 2020 | 5 |
IEMG | ISHARES INC | 5 | 5 | 0.19% | 0.49% | 0.76% | Q1 2020 | Q1 2021 | 5 |
VSGX | VANGUARD WORLD FD | 5 | 5 | 0.18% | 0.37% | 0.53% | Q1 2019 | Q1 2020 | 5 |
IGHG | PROSHARES TR | 5 | 5 | 0.24% | 0.28% | 0.33% | Q1 2018 | Q1 2019 | 5 |
ICSH | ISHARES TR | 3 | 2 | 0.16% | 0.26% | 0.50% | Q4 2019 | Q3 2021 | 5 |
QYLD | GLOBAL X FDS | 4 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q3 2021 | 5 |
CDMO | AVID BIOSERVICES INC | 3 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2019 | 5 |
RAD | RITE AID CORP | 4 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 5 |
XSOE | WISDOMTREE TR | 4 | 4 | 4.28% | 5.08% | 5.68% | Q4 2020 | Q3 2021 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 2.20% | 2.29% | 2.38% | Q4 2020 | Q3 2021 | 4 |
BSCQ | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.62% | 0.65% | 0.67% | Q1 2019 | Q4 2019 | 4 |
HEDJ | WISDOMTREE TR | 4 | 4 | 0.22% | 0.30% | 0.37% | Q4 2017 | Q3 2018 | 4 |
DWDP | DOWDUPONT INC | 4 | 4 | 0.26% | 0.29% | 0.36% | Q4 2017 | Q3 2018 | 4 |
EFAD | PROSHARES TR | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q3 2021 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2021 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
CHK | CHESAPEAKE ENERGY CORP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
PCEF | POWERSHARES ETF TRUST II | 3 | 3 | 3.23% | 3.30% | 3.37% | Q4 2017 | Q2 2018 | 3 |
WMCR | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 2.86% | 2.95% | 3.02% | Q4 2017 | Q2 2018 | 3 |
VRP | POWERSHARES ETF TR II | 3 | 3 | 2.00% | 2.06% | 2.11% | Q4 2017 | Q2 2018 | 3 |
BSCQ | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 0.72% | 0.73% | 0.73% | Q4 2017 | Q2 2018 | 3 |
BSCM | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 0.72% | 0.72% | 0.73% | Q4 2017 | Q2 2018 | 3 |
BSCO | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 0.72% | 0.72% | 0.73% | Q4 2017 | Q2 2018 | 3 |
BSCK | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q2 2018 | 3 |
BKLN | POWERSHARES ETF TRUST II | 3 | 3 | 0.50% | 0.54% | 0.60% | Q4 2017 | Q2 2018 | 3 |
PWV | POWERSHARES ETF TRUST | 3 | 3 | 0.29% | 0.31% | 0.34% | Q4 2017 | Q2 2018 | 3 |
HDGE | ADVISORSHARES TR | 2 | 1 | 0.06% | 0.30% | 0.48% | Q2 2018 | Q1 2019 | 3 |
NFJ | VIRTUS DIVIDEND INTERE... | 3 | 3 | 0.28% | 0.29% | 0.32% | Q1 2021 | Q3 2021 | 3 |
VEU | VANGUARD INTL EQUITY I... | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q3 2021 | 3 |
PID | POWERSHARES ETF TRUST | 3 | 3 | 0.16% | 0.19% | 0.20% | Q4 2017 | Q2 2018 | 3 |
MGU | MACQUARIE GLOBAL INFRA... | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q3 2021 | 3 |
GOOG | ALPHABET INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
SHY | ISHARES TR | 2 | 2 | 1.22% | 1.76% | 2.31% | Q2 2020 | Q3 2020 | 2 |
PRF | POWERSHARES ETF TRUST | 2 | 2 | 0.35% | 0.45% | 0.54% | Q1 2018 | Q2 2018 | 2 |
EUSA | ISHARES INC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q3 2021 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2021 | Q3 2021 | 2 |
EMNT | PIMCO ETF TR | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q3 2021 | 2 |
EMB | ISHARES TR | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
MSFT | MICROSOFT CORP | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
SLQD | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
PRFZ | POWERSHARES ETF TRUST | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
VYM | VANGUARD WHITEHALL FDS... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
ESGE | ISHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
GGB | GERDAU S A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Harborview Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Harborview Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Harborview Advisors, LLC owns currently or has owned in the past.