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  Name: HARVEST GROUP WEALTH MANAGEMENT LLC
  City: WALTHAM
  State: MA
  Zip: 02453
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $160,944,000
  Total Value Change : $8,640,000
  Securities Held Change : -1
   
All Securities Held : 191
  New Positions : 15
  Closed Positions : 16
  Increased Positions : 45
  Unchanged Positions : 61
  Decreased Positions : 70

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Holdings Found : 15     View All Holdings Currently Viewing:  New 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
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 16 New $284.23 $4,262,000 18,921 2.65% 4,262,000 18,921 0.015    Closed - End Fund - E...
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 58 New $81.11 $74,000 905 0.05% 74,000 905 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 61 New $113.76 $58,000 645 0.04% 58,000 645 0    Closed - End Fund - E...
   (CG)1 Year Chart         CG The Carlyle Group Inc 84 New $31.75 $9,000 300 0.01% 9,000 300 0    Cigarettes & Other To...
   (EET)1 Year Chart         EET ProShares Trust 95 New $53.85 $4,000 82 0% 4,000 82 0    Closed - End Fund - Debt
   (GFL)1 Year Chart         GFL Gfl Environmental Subordina... 106 New $32.67 $3,000 88 0% 3,000 88 0    N/A
   (TFX)1 Year Chart         TFX Teleflex Inc 117 New $200.45 $2,000 8 0% 2,000 8 0    Conglomerates
   (DHI)1 Year Chart         DHI DR Horton Inc 126 New $147.74 $2,000 16 0% 2,000 16 0    Residential Construct...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 116 New $487.07 $2,000 3 0% 2,000 3 0.001    Diagnostic Substances
   (WSC)1 Year Chart         WSC Willscot Mobile Mini Holdin... 123 New $39.34 $2,000 35 0% 2,000 35 0    N/A
   (ZROZ)1 Year Chart         ZROZ Pimco ETF Trust 138 New $73.08 $2,000 25 0% 2,000 25 0    Closed - End Fund - Debt
   (SHC)1 Year Chart         SHC Sotera Health Co 141 New $0.00 $1,000 59 0% 1,000 59 0.001    N/A
   (FND)1 Year Chart         FND Floor & Decor Holdings, Inc. 183 New $115.35 $0 2 0% 0 2 0    N/A
   (QTM)1 Year Chart         QTM Quantum Corp 204 New $0.53 $0 161 0% 0 161 0    Data Storage Devices
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 203 New $58.45 $0 6 0% 0 6 0    Closed - End Fund - Debt
      15 Records Found
  1    
Page 1 of 1
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