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Home > Institutional Investor > Harborview Advisors, Llc > Profile

Instuitional Investor - Harborview Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Harborview Advisors, Llc
Portfolio Value $178,538,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 446,291 $17,271,000 9.67%
2.
Ishares U S Etf Tr
 160,795 $15,406,000 8.62%
3.
Wisdomtree Trust
 260,907 $12,229,000 6.84%
4.
Schwab Strategic Trust
 FNDF 71,198 $10,544,000 5.9%
5.
Wisdomtree Tr
 251,986 $9,404,000 5.26%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)