$149 Million is the total value of Harborview Advisors, LLC's 94 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $700,000 | +3.4% | 215 | 0.0% | 0.47% | -9.3% | |
| IWM | ISHARES TRrussell 2000 etf | $546,000 | +30.9% | 2,783 | 0.0% | 0.37% | +15.1% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $420,000 | +23.9% | 1,000 | 0.0% | 0.28% | +8.5% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $417,000 | +22.3% | 14,160 | 0.0% | 0.28% | +7.3% | |
| JNJ | JOHNSON & JOHNSON | $298,000 | +5.7% | 1,896 | 0.0% | 0.20% | -7.0% | |
| SWK | STANLEY BLACK & DECKER INC | $272,000 | +9.7% | 1,526 | 0.0% | 0.18% | -3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.