$85.4 Million is the total value of Harborview Advisors, LLC's 54 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NULV | New | NUSHARES ETF TResg lrg value | $217,000 | – | 8,312 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 12.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 10.4% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 10.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 7.0% |
| SPDR SER TR | 16 | Q3 2021 | 4.5% |
| SPDR SER TR | 16 | Q3 2021 | 4.4% |
| SPDR SER TR | 16 | Q3 2021 | 3.4% |
| SPDR SER TR | 16 | Q3 2021 | 3.5% |
| APPLE INC | 16 | Q3 2021 | 1.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 5.7% |
View Harborview Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-11 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-05-04 |
| 13F-HR | 2020-01-27 |
| 13F-HR | 2019-10-22 |
| 13F-HR | 2019-08-07 |
View Harborview Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.