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Home > Institutional Investor > Harwood Advisory Group, Llc > Profile

Instuitional Investor - Harwood Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Harwood Advisory Group, Llc
Portfolio Value $364,466,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Two Rds Shared Tr - ANFIELD UNVL ETF
 1,565,073 $14,429,971 3.96%
2.
Vanguard World Fd
 43,674 $14,060,914 3.86%
3.
Ishares Trust
 VLUE 163,084 $13,638,722 3.74%
4.
Apple Inc.
 AAPL 51,943 $12,102,686 3.32%
5.
Invesco Qqq Tr
 23,342 $11,392,460 3.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)