Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Harwood Advisory Group LLC
  City: LARGO
  State: FL
  Zip: 33773
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $358,779,000
  Total Value Change : $-13,924,000
  Securities Held Change : -6
   
All Securities Held : 137
  New Positions : 10
  Closed Positions : 16
  Increased Positions : 26
  Unchanged Positions : 6
  Decreased Positions : 95

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 25     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLK)1 Year Chart         XLK SPDR Technology Sector 4 - $215.82 $12,214,000 58,644 3.4% 983,000 297 0.019    Closed - End Fund - E...
   (FTGC)1 Year Chart         FTGC First Trust Global Tactical... 19 - $23.92 $6,179,000 260,500 1.72% 703,000 16,453 0.046    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 20 - $177.10 $6,057,000 32,937 1.69% 1,428,000 7,049 0.003    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 29 - $77.81 $3,602,000 47,172 1% 1,047,000 11,705 0.002    Closed - End Fund - E...
   (PHDG)1 Year Chart         PHDG Invesco S&P 500 Downside He... 33 - $36.72 $3,137,000 85,285 0.87% 1,215,000 29,123 0.203    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 36 - $574.27 $2,891,000 4,448 0.81% 2,595,000 3,975 0.002    Application Software
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 37 - $351.25 $2,867,000 8,507 0.8% 340,000 170 0.003    Closed - End Fund - E...
   (ACWF)1 Year Chart         ACWF Ishares Edge Msci Multifact... 44 - $0.00 $2,424,000 58,663 0.68% 220,000 461 2.214    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 46 - $60.24 $2,339,000 38,868 0.65% -1,000 24,023 0.001    Discount, Variety Stores
   (AVGO)1 Year Chart         AVGO Broadcom Limited 48 - $1,413.09 $2,263,000 1,707 0.63% 1,870,000 1,355 0    Semiconductor- Broad...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 49 - $165.40 $2,236,000 13,201 0.62% 163,000 64 0.004    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 58 - $176.11 $1,912,000 10,677 0.53% 223,000 456 0.003    Closed - End Fund - E...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 75 - $241.40 $951,000 3,543 0.27% 24,000 6 0.001    Diversified Machinery
   (GVI)1 Year Chart         GVI iShares Barclays Interm Gov... 86 - $0.00 $691,000 6,647 0.19% 22,000 259 0.007    Closed - End Fund - E...
   (RTX)1 Year Chart         RTX RTX Corp 87 - $101.02 $639,000 6,552 0.18% 144,000 665 0.001    Conglomerates
   (LOW)1 Year Chart         LOW Lowes Companies Inc 89 - $219.47 $597,000 2,342 0.17% 155,000 356 0    Home Improvement Stores
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 91 - $491.55 $583,000 1,213 0.16% 59,000 14 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 97 - $145.97 $471,000 2,978 0.13% 29,000 160 0    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 100 - $409.85 $420,000 998 0.12% 171,000 301 0    Property & Casualty I...
   (DUK)1 Year Chart         DUK Duke Energy Corp 106 - $103.20 $354,000 3,655 0.1% 0 2 0    Electric Utilities
   (FDMO)1 Year Chart         FDMO Fidelity Momentum Factor Etf 108 - $0.00 $327,000 5,419 0.09% 40,000 3 0.226    N/A
   (RJF)1 Year Chart         RJF Raymond James Financial Inc 110 - $120.81 $315,000 2,455 0.09% 42,000 7 0.001    Investment Brokerage ...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 114 - $575.28 $250,000 430 0.07% 23,000 2 0    Medical Laboratories ...
   (FDLO)1 Year Chart         FDLO Fidelity Low Volatility Fac... 120 - $0.00 $236,000 4,204 0.07% 14,000 8 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 136 - $81.16 $203,000 2,217 0.06% 203,000 2,217 0    Specialty Eateries

      25 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results