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  Name: HARMONY ASSET MANAGEMENT LLC
  City: Scottsdale
  State: AZ
  Zip: 85254
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,570,000
  Total Value Change : $6,018,000
  Securities Held Change : 10
   
All Securities Held : 144
  New Positions : 25
  Closed Positions : 15
  Increased Positions : 48
  Unchanged Positions : 15
  Decreased Positions : 56

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Closed 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
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 157 Closed $166.36 $0 0 0% -315,000 -2,138 0    Semiconductor- Broad...
   (SRCH)1 Year Chart         SRCH SearchLight Minerals Corp 150 Closed $0.01 $0 0 0% -1,000 -247,048 0    Nonmetallic Mineral M...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 156 Closed $106.98 $0 0 0% -230,000 -2,080 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 149 Closed $60.21 $0 0 0% -509,000 -10,337 0    Domestic Money Center...
   (GLAD)1 Year Chart         GLAD Gladstone Capital Corp 155 Closed $9.80 $0 0 0% -161,000 -15,000 0    Credit Services
   (TXN)1 Year Chart         TXN Texas Instruments Inc 148 Closed $199.18 $0 0 0% -974,000 -5,712 0    Semiconductor- Broad...
   (MJNA)1 Year Chart         MJNA Medical Marijuana, I 154 Closed $0.00 $0 0 0% 0 -15,000 0    N/A
   (SO)1 Year Chart         SO Southern Co 147 Closed $77.75 $0 0 0% -432,000 -6,164 0    Electric Utilities
   (SH)1 Year Chart         SH ProShares Short S&P500 153 Closed $11.87 $0 0 0% -285,000 -21,943 0    Closed - End Fund - E...
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 159 Closed $0.00 $0 0 0% -13,226,000 -74,070 0    Diversified Investments
   (IYM)1 Year Chart         IYM iShares Dow Jones US Basic ... 146 Closed $145.74 $0 0 0% -1,034,000 -7,486 0    Closed - End Fund - E...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 152 Closed $55.54 $0 0 0% -1,399,000 -17,715 0    Drug Stores
   (T)1 Year Chart         T AT&T Corp 158 Closed $17.50 $0 0 0% -226,000 -13,498 0    Long Distance Carriers
   (IYT)1 Year Chart         IYT iShares DJ Trnsp Avg Indx Fd 145 Closed $0.00 $0 0 0% -969,000 -3,691 0    Closed - End Fund - E...
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 151 Closed $275.32 $0 0 0% -218,000 -970 0    Independent Oil & Gas
      15 Records Found
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Page 1 of 1
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