Analyzing Harborview Advisors' 13F Holdings: Q2 2021 vs. Q3 2021

Harborview Advisors, LLC recently released its Q3 2021 13F holdings, generating a lot of buzz in the investment world. In this article, we'll analyze their Q2 2021 versus Q3 2021 13F holdings and uncover any changes that occurred during this period.

Harborview Advisors, LLC Q2 2021 vs. Q3 2021 13F Holdings Comparison:

Before delving into the analysis, let's first define 13F filings. Public companies with assets totaling more than $100 million have to submit the list of their institutional holdings, which are listed on 13F filings with the Securities and Exchange Commission.

SCHWAB STRATEGIC TR owned by Harborview Advisors, LLC, experienced a -1.3 percent change, shifting from 443765 to 446291 shares. The Q2 2021 VALUE ($000) of the assets was 17507 and decreased to 17271 Q3 2021 VALUE ($000).

Another significant change in holdings was observed in ISHARES U S ETF TR, which increased from 150526 to 160795 shares, representing a 6.3 percent change. Furthermore, WISDOMTREE TR remained relatively stable with only a -0.3 percent change, with assets shifting from 260726 to 260907 shares.

In contrast, WISDOMTREE TR had a decline in holdings from 241389 shares to 251986 shares in Q3 2021, representing a -7.4 percent change. Additionally, SCHWAB STRATEGIC TR also underwent a -4.7 percent change, with shares decreasing from 127441 to 123078.

In the meantime, VANGUARD INDEX FDS experienced an increase in holdings from 29209 to 31338 shares, signifying a 5.7 percent change. Lastly, NUSHARES ETF TR observed a 9.1 percent change in holdings, moving from 19785 to 21541 shares.

Conclusion:

In conclusion, Harborview Advisors' Q2 2021 versus Q3 2021 13F holdings data shows a consistent performance in most of their holdings, with some noticeable changes in others. Even though some asset holdings decreased, other key holdings witnessed growth. Keeping in mind the volatile nature of the stock market, Harborview Advisors has performed fairly well, maintaining their portfolio in an unstable economy.