$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -10,500 | -100.0% | -0.05% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -37,000 | -100.0% | -0.05% | – |
| CDMO | Exit | AVID BIOSERVICES INC | $0 | – | -12,339 | -100.0% | -0.09% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQT DIV T | $0 | – | -13,600 | -100.0% | -0.13% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -875 | -100.0% | -0.20% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -1,888 | -100.0% | -0.20% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,300 | -100.0% | -0.22% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,386 | -100.0% | -0.23% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -1,706 | -100.0% | -0.24% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -4,227 | -100.0% | -0.28% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -5,786 | -100.0% | -0.37% | – |
| HDGE | Exit | ADVISORSHARES TRranger equity be | $0 | – | -64,100 | -100.0% | -0.48% | – |
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.