0001694461-19-000003.txt : 20190731
0001694461-19-000003.hdr.sgml : 20190731
20190731115938
ACCESSION NUMBER: 0001694461-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190731
DATE AS OF CHANGE: 20190731
EFFECTIVENESS DATE: 20190731
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HARVEST GROUP WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001694461
IRS NUMBER: 814014908
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18706
FILM NUMBER: 19987999
BUSINESS ADDRESS:
STREET 1: 800 SOUTH STREET
STREET 2: SUITE 200
CITY: WALTHAM
STATE: MA
ZIP: 02453
BUSINESS PHONE: (781) 996-3300
MAIL ADDRESS:
STREET 1: 800 SOUTH STREET
STREET 2: SUITE 200
CITY: WALTHAM
STATE: MA
ZIP: 02453
13F-HR
1
primary_doc.xml
13F-HR
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0001694461
XXXXXXXX
06-30-2019
06-30-2019
HARVEST GROUP WEALTH MANAGEMENT, LLC
800 SOUTH STREET
SUITE 200
WALTHAM
MA
02453
13F HOLDINGS REPORT
028-18706
N
Roberta Ambrosi
Chief Compliance Officer
(781) 996-3314
Roberta Ambrosi
Waltham
MA
07-31-2019
0
973
77532
false
INFORMATION TABLE
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harvest2q19.xml
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ISHARES 7-10 YEAR TREASURY BOND ETF
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79
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ISHARES CORE U.S. AGGREGATE BOND ETF
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SPDR S&P DIVIDEND ETF
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3
73
SH
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73
0
0
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ETF
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0
0
SH
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0
0
0
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1
39
SH
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39
0
0
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Stock
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9
82
SH
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82
0
0
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Stock
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3
89
SH
SOLE
89
0
0
WORTHINGTON INDS INC COM
Stock
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1
34
SH
SOLE
34
0
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XCEL ENERGY INC COM
Stock
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3
61
SH
SOLE
61
0
0
XPERI CORP COM
Stock
98421B100
1
71
SH
SOLE
71
0
0
XPO LOGISTICS INC COM
Stock
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1
24
SH
SOLE
24
0
0
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF
ETF
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493
SH
SOLE
493
0
0
XYLEM INC COM
Stock
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48
582
SH
SOLE
582
0
0
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15
410
SH
SOLE
410
0
0
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1
32
SH
SOLE
32
0
0
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Stock
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14
129
SH
SOLE
129
0
0
YUM CHINA HLDGS INC COM
Stock
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5
126
SH
SOLE
126
0
0
ZEBRA TECHNOLOGIES CORP CL A
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1
8
SH
SOLE
8
0
0
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Stock
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5
46
SH
SOLE
46
0
0
ZUORA INC COM CL A
Stock
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8
535
SH
SOLE
535
0
0