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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 : 2023-12-31
  Total Value : $372,703,000
  Total Value Change : $991,000
  Securities Held Change : -4
   
All Securities Held : 143
  New Positions : 6
  Closed Positions : 11
  Increased Positions : 20
  Unchanged Positions : 10
  Decreased Positions : 107

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     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
   (IBM)1 Year Chart         IBM International Business Mach... 149 Closed $169.03 $0 0 0% -241,000 -1,717 0    Diversified Computer ...
   (YDIV)1 Year Chart         YDIV First Trust S&P Int Div Ari... 148 Closed $16.60 $0 0 0% -154,000 -10,516 0    N/A
   (ARKF)1 Year Chart         ARKF Ark Fintech Innovation Etf 154 Closed $0.00 $0 0 0% -201,000 -10,407 0    N/A
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 147 Closed $23.10 $0 0 0% -3,636,000 -205,533 0    Closed - End Fund - Debt
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 153 Closed $269.76 $0 0 0% -2,136,000 -7,472 0    Conglomerates
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 146 Closed $138.02 $0 0 0% -2,893,000 -27,571 0    Closed - End Fund - E...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 152 Closed $317.85 $0 0 0% -1,544,000 -6,585 0    Networking & Communic...
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 145 Closed $39.01 $0 0 0% -411,000 -12,279 0    Closed - End Fund - Debt
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units 151 Closed $18.75 $0 0 0% -1,789,000 -124,903 0    Closed - End Fund - Debt
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 144 Closed $81.42 $0 0 0% -201,000 -2,479 0    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 150 Closed $77.85 $0 0 0% -213,000 -2,330 0    Specialty Eateries

      11 Records Found
  1    
Page 1 of 1
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