Harrison & Co Wealth Management, LLC has disclosed 79 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-12-31. The current portfolio value is calculated to be $103.00 Mil. The turnover rate is 5%.
In Harrison & Co Wealth Management, LLC's current portfolio as of 2022-12-31, the top 5 holdings are
Technology Select Sector SPDR ETF (XLK), iShares Core S&P Mid-Cap ETF (IJH), Health Care Select Sector SPDR (XLV), Financial Select Sector SPDR (XLF), Industrial Select Sector SPDR (XLI), not including call and put options.
Harrison & Co Wealth Management, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Harrison & Co Wealth Management, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Harrison & Co Wealth Management, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Harrison & Co Wealth Management, LLC.