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  Name: Harwood Advisory Group LLC
  City: LARGO
  State: FL
  Zip: 33773
   
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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

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ETN)1 Year Chart         ETN Eaton Corp 54 - $326.59 $2,015,000 6,444 0.56% 463,000 0 0.002    Diversified Machinery
   (FSEP)1 Year Chart         FSEP First Tr Exchng Traded Fd Vi 88 - $0.00 $629,000 14,798 0.18% 34,000 0 0.164    N/A
   (GAUG)1 Year Chart         GAUG Ft Cboe Vest Us Equity Mode... 90 - $0.00 $595,000 18,045 0.17% 25,000 0 0.201    N/A
   (BRO)1 Year Chart         BRO Brown & Brown Inc 111 - $90.00 $298,000 3,400 0.08% 56,000 0 0.001    Insurance Brokers
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 115 - $156.33 $248,000 1,781 0.07% 17,000 0 0.001    Sporting and Park Ent...
   (FMAY)1 Year Chart         FMAY Ft Cboe Vest Us Equity Buff... 118 - $0.00 $237,000 5,479 0.07% 10,000 0 0.061    N/A

      6 Records Found
  1    
Page 1 of 1
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