Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HARVEST GROUP WEALTH MANAGEMENT LLC 04-28-2023 03-31-2023 192 160,941,208
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 Value ETF ETF 1 $13,656,284 335,368 0.01 8.21 -2,291 -0.68 03-31-2023
SCHWAB SHORT-TERM US TREASURY ETF ETF 2 $9,772,637 200,300 0.01 9.50 -96,805 -32.58 03-31-2023
iShares International ETF ETF 3 $9,346,605 150,873 0.01 5.03 6,369 4.41 03-31-2023
Schwab Large Cap Growth ETF ETF 4 $9,174,258 140,776 0.01 3.72 43,707 45.03 03-31-2023
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