Harvest Investment Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $31.9B, Ishares Tr Msci Eafe ETF with a value of $11.8B, Ishares Russell 2000 ETF with a value of $8.89B, Fidelity Nasdaq Composite Inde with a value of $7.16B, and Ishares Msci Emerging Markets with a value of $5.29B.

Examining the 13F form we can see an increase of $17B in the current position value, from $138B to 155B.

Harvest Investment Advisors, LLC is based out at Tallahassee, FL

Below you can find more details about Harvest Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $73.5 Billion
Financial Services: $20.3 Billion
Industrials: $15 Billion
Technology: $9.94 Billion
Consumer Cyclical: $9.66 Billion
Healthcare: $8.66 Billion
Consumer Defensive: $5.8 Billion
Energy: $5.5 Billion
Other: $5.07 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $155 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Harvest Investment Advisors, LLC Portfolio

Follow Harvest Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Investment Advisors, LLC with notifications on news.