Avoid Fraud, Get The Facts, And Find The Best
Legal Name: HARBORVIEW ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 7, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SCHWAB STRATEGIC TR (808524805)
|
424,767 |
$13,631k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
198,793 |
$11,160k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
130,060 |
$10,822k |
|
SCHWAB STRATEGIC TR (808524706)
|
288,915 |
$7,581k |
|
INVESCO EXCHNG TRADED FD TR (46138E404)
|
289,766 |
$6,557k |
|
SSGA ACTIVE ETF TR (78467V608)
|
115,186 |
$5,324k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
171,962 |
$5,284k |
|
WISDOMTREE TR (97717W380)
|
109,469 |
$5,216k |
|
SPDR SERIES TRUST (78464A839)
|
89,429 |
$4,594k |
|
SPDR SERIES TRUST (78464A821)
|
82,351 |
$4,470k |
|
SPDR SERIES TRUST (78464A300)
|
57,138 |
$3,467k |
|
SPDR SERIES TRUST (78464A201)
|
56,052 |
$3,414k |
|
ISHARES (464288869)
|
30,541 |
$2,846k |
|
VANECK VECTORS ETF TR (92189F460)
|
67,866 |
$1,830k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
8,242 |
$1,477k |
|
SPDR INDEX SHS FDS (78463X772)
|
37,350 |
$1,470k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
23,293 |
$1,330k |
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
24,180 |
$1,212k |
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
35,158 |
$1,147k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
15,783 |
$1,128k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
20,570 |
$1,092k |
|
Apple Inc (037833100)
|
5,494 |
$1,087k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
8,958 |
$1,044k |
|
WISDOMTREE TR (97717W505)
|
26,213 |
$949k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
7,505 |
$875k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
3,829 |
$866k |
|
NUVEEN NASDAQ 100 DYNAMIC OV (670699107)
|
38,310 |
$857k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
6,706 |
$853k |
|
INVESCO EXCH TRD SLF IDX FD (46138J791)
|
40,704 |
$821k |
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
38,255 |
$813k |
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
37,502 |
$802k |
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
37,184 |
$791k |
|
ISHARES (464287705)
|
4,788 |
$764k |
|
ISHARES (464287887)
|
4,158 |
$759k |
|
WISDOMTREE TR (97717W604)
|
27,821 |
$754k |
|
DBX ETF TR (233051200)
|
23,350 |
$738k |
|
SCHWAB STRATEGIC T (808524862)
|
14,135 |
$715k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,378 |
$689k |
|
SCHWAB STRATEGIC TR (808524102)
|
9,611 |
$678k |
|
SCHWAB STRATEGIC TR (808524201)
|
8,933 |
$627k |
|
ISHARES (464287879)
|
4,078 |
$606k |
|
ISHARES USD CORP BOND ETF (46435G193)
|
17,877 |
$462k |
|
NUSHARES ETF TR NUVEEN ESG SMLCP (67092P607)
|
15,537 |
$459k |
|
IDEXX LABS INC (45168D104)
|
1,618 |
$445k |
|
ROYCE MICRO-CAP TR INC (780915104)
|
53,253 |
$438k |
|
NUSHARES ETF TR (67092P300)
|
14,106 |
$427k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
14,160 |
$391k |
|
Amazon.com Inc (023135106)
|
205 |
$388k |
|
ISHARES (464287465)
|
5,871 |
$386k |
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
15,319 |
$382k |
|
INVESCO EXCHANGE TRADED FD T (46137V738)
|
10,350 |
$381k |
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
2,952 |
$377k |
|
VANGUARD WORLD FD (921910725)
|
7,355 |
$367k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,149 |
$334k |
|
NUSHARES ETF TR (67092P508)
|
11,504 |
$327k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
916 |
$325k |
|
NUSHARES ETF TR (67092P201)
|
8,726 |
$324k |
|
NUSHARES ETF TR (67092P409)
|
9,267 |
$312k |
|
AT&T INC (00206R102)
|
9,167 |
$307k |
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
15,737 |
$298k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,663 |
$291k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,643 |
$285k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
5,371 |
$285k |
|
NUSHARES ETF TR (67092P888)
|
10,623 |
$279k |
|
Bristol-Myers Squibb Co (110122108)
|
6,105 |
$277k |
|
ROYCE VALUE TR INC (780910105)
|
19,405 |
$270k |
|
iShares MSCI USA ESG Select ET (464288802)
|
2,162 |
$263k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
5,854 |
$260k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,329 |
$259k |
|
ISHARES TR (46435G516)
|
3,913 |
$252k |
|
INVESCO EXCHANGE TRADED FD T (46137V548)
|
15,180 |
$248k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,835 |
$248k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,140 |
$243k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,706 |
$243k |
|
STANLEY BLACK&DECKR (854502101)
|
1,681 |
$243k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,436 |
$235k |
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
3,521 |
$233k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,093 |
$212k |
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
1,441 |
$203k |
|
VOYA GLOBAL ADVANTAGE & PREM O (92912R104)
|
15,615 |
$167k |
|
AllianzGI NFJ Div Int & Prem S (01883A107)
|
12,883 |
$160k |
|
BLACKROCK ENHNCD EQ (09251A104)
|
15,243 |
$135k |
|
AVID BIOSERVICES INC (05368M106)
|
12,124 |
$68k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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