The Harvest Group Wealth Management LLC

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Assets, Funds, Holdings

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The Harvest Group Wealth Management LLC
CRD #283572
SEC #801-108343
CIK #1694461
AUM $332.9 MM (79% Disc, 100% US)
Employees11 (45% Investors, 45% Brokers)
Phone781-996-3300
Address800 South Street
Waltham, MA 02453
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPTL 20.7
CWB 17.0
SCHF 16.2
SCHE 15.6
IEF 14.2
SSO 11.4
QLD 9.6
AGG 9.1
QQEW 5.2
PG 249,110.0 4.7
View All
Holdings by Sector ($BB)
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