Harborview Advisors, LLC 13F Holdings
CIK 0001730890 · Portland, ME
As of Sep 30, 2021, Harborview Advisors, LLC reported 106 positions worth
CIK 0001730890 · Portland, ME
As of Sep 30, 2021, Harborview Advisors, LLC reported 106 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 446,291 | 7.3K | 9.67% |
| ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | LQDH | — | 160,795 | 5.4K | 8.63% |
| WISDOMTREE TR | — | — | 260,907 | 2.2K | 6.85% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 71,198 | 0.5K | 5.91% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 251,986 | $9.4K | 5.27% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 123,078 | $8.3K | 4.65% |
| INVESCO CEF INCOME COMPOSITE ETF | PCEF | — | 296,760 | $7.1K | 3.98% |
| SPDR GOLD TRUST | GQ9 | — | 35,469 | $5.8K | 3.26% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 74,629 | $4.9K | 2.77% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 58,019 | $4.4K | 2.46% |
| VANGUARD VALUE INDEX FUND | VTV | — | 31,338 | $4.2K | 2.38% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 46,027 | $3.8K | 2.11% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 39,152 | $3.4K | 1.91% |
| ISHARES TR | IWC | — | 21,283 | $3.1K | 1.72% |
| APPLE INC | AAPL | Technology | 20,818 | $2.9K | 1.65% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 37,495 | $2.8K | 1.56% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 37,173 | $2.5K | 1.39% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 67,366 | $2.1K | 1.15% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 25,380 | $2.0K | 1.11% |
| SPDR INDEX SHS FDS | — | — | 49,315 | .9K | 1.05% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 44,577 | .7K | 0.97% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 21,739 | .7K | 0.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 24,877 | .6K | 0.89% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 15,660 | .6K | 0.88% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 20,891 | .5K | 0.86% |