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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 : 16     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
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 173 Closed $56.29 $0 0 0% -1,000 -7 0    N/A
   (SPR)1 Year Chart         SPR Spirit AeroSystems Holdings... 181 Closed $30.90 $0 0 0% -1,000 -17 0    Aerospace/Defense Pro...
   (TACK)1 Year Chart         TACK Fairlead Tactical Sector Etf 172 Closed $0.00 $0 0 0% -3,000 -120 0    N/A
   (RDIV)1 Year Chart         RDIV Invesco S&p Ultra Dividend ... 180 Closed $45.19 $0 0 0% 0 -6 0    N/A
   (FRC)1 Year Chart         FRC First Republic Bank 189 Closed $0.03 $0 0 0% 0 -4 0    Savings & Loans
   (SHO)1 Year Chart         SHO Sunstone Hotel Investors Inc 171 Closed $10.30 $0 0 0% 0 -38 0    Gambling/Resorts
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 179 Closed $106.48 $0 0 0% -3,000 -25 0    Closed - End Fund - E...
   (NBIX)1 Year Chart         NBIX Neurocrine Biosciences Inc 188 Closed $139.02 $0 0 0% -1,000 -11 0    Biotechnology
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 169 Closed $313.76 $0 0 0% -1,000 -7 0    N/A
   (RYU)1 Year Chart         RYU Invesco S&P 500 Equal Weigh... 176 Closed $59.77 $0 0 0% 0 -1 0    Closed - End Fund - E...
   (DRIP)1 Year Chart         DRIP Direxion Daily S&p Oil And ... 187 Closed $9.02 $0 0 0% -1,000 -100 0    N/A
   (SD)1 Year Chart         SD Sandridge Energy Inc 168 Closed $13.39 $0 0 0% -1,000 -50 0    Oil & Gas Drilling & ...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 175 Closed $112.36 $0 0 0% -1,000 -3 0    Semiconductor Equipme...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 186 Closed $0.00 $0 0 0% 0 0 0    N/A
   (ARKG)1 Year Chart         ARKG Ark Genomic Revolution Mult... 174 Closed $0.00 $0 0 0% -276,000 -9,776 0    N/A
   (OGN)1 Year Chart         OGN Organon & Co. 182 Closed $20.37 $0 0 0% -4,000 -126 0    N/A
      16 Records Found
  1    
Page 1 of 1
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