Chief Compliance Officer

0001694461-23-000003.txt : 20230428 0001694461-23-000003.hdr.sgml : 20230428 20230428145952 ACCESSION NUMBER: 0001694461-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23864865 BUSINESS ADDRESS: STREET 1: 800 SOUTH STREET STREET 2: SUITE 350 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: (781) 996-3300 MAIL ADDRESS: STREET 1: 800 SOUTH STREET STREET 2: SUITE 350 CITY: WALTHAM STATE: MA ZIP: 02453 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001694461 XXXXXXXX 03-31-2023 03-31-2023 HARVEST GROUP WEALTH MANAGEMENT, LLC

800 SOUTH STREET SUITE 350 WALTHAM MA 02453

13F HOLDINGS REPORT 028-18706 000283572 801-108343 N Roberta Ambrosi Chief Compliance Officer (781) 996-3314 Roberta Ambrosi Waltham MA 04-28-2023 0 192 160941208 false INFORMATION TABLE 2 harvest1q23.xml ACCURAY INC COM Stock 004397105 481 162 SH SOLE 162 0 0 Adaptive Alpha Opportunities ETF ETF 85521B742 53 2 SH SOLE 2 0 0 ADVANCE AUTO PARTS INC COM Stock 00751Y106 4256 35 SH SOLE 35 0 0 Alger Mid Cap 40 ETF ETF 015564107 59 5 SH SOLE 5 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 71574 690 SH SOLE 690 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 56160 540 SH SOLE 540 0 0 AMETEK INC COM Stock 031100100 0 0 SH SOLE 0 0 0 AMICUS THERAPEUTICS INC COM Stock 03152W109 1730 156 SH SOLE 156 0 0 AMPHENOL CORP NEW CL A Stock 032095101 1716 21 SH SOLE 21 0 0 AON PLC SHS CL A Stock G0403H108 4729 15 SH SOLE 15 0 0 APELLIS PHARMACEUTICALS INC COM Stock 03753U106 1979 30 SH SOLE 30 0 0 APOLLO GLOBAL MGMT INC COM Stock 03769M106 758 12 SH SOLE 12 0 0 APPLE INC COM Stock 037833100 240710 1460 SH 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