Harvest Investment Services, LLC Purchases in Q1 2025

Harvest Investment Services, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PL
Planet Labs Pbc

Industrials
27.2K
New
$3.38 - $6.49 $91.9K - $177K
27.2K $91K
MDIV
First Trust Multi Asset Divers

ETFs
4.11K
+ 4.07%
$16.02 - $16.68 $65.9K - $68.6K
105K $1.72M
RKLB
Rocket Lab Usa, Inc.

Industrials
20K
+ 55.99%
$17.12 - $31.57 $342K - $630K
55.6K $994K
V
Visa Inc.

Financial Services
128
+ 11.24%
$306.92 - $362.71 $39.3K - $46.4K
1.27K $444K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.48K
+ 12.86%
$41.35 - $44.46 $103K - $110K
21.8K $919K
ISMD
Northern Lts Fd Tr Iv

ETFs
3.2K
+ 33.83%
$33.87 - $38.9 $108K - $125K
12.7K $432K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
787
+ 5.54%
$33.63 - $37.64 $26.5K - $29.6K
15K $554K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.46K
+ 18.66%
$29.68 - $32.59 $103K - $113K
22K $657K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
3.25K
+ 30.93%
$28.08 - $32.97 $91.2K - $107K
13.8K $397K
GILD
Gilead Sciences, Inc.

Healthcare
61
+ 1.85%
$89.14 - $117.41 $5.44K - $7.16K
3.35K $375K
PRAY
Shp ETF Tr Fis Biblically Resp
2.4K
+ 29.43%
$27.81 - $30.22 $66.8K - $72.6K
10.6K $299K
IYW
Ishares Dj Us Tech ETF

ETFs
663
+ 38.5%
$140.44 - $166.79 $93.1K - $111K
2.39K $334K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.41K
+ 28.05%
$44.11 - $47.04 $62.4K - $66.5K
6.46K $287K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
434
+ 8.52%
$95.85 - $99.25 $41.6K - $43.1K
5.53K $546K
XOM
Exxon Mobil Corp

Energy
203
+ 9.53%
$105.44 - $118.93 $21.4K - $24.1K
2.33K $277K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.76K
+ 6.54%
$24.5 - $24.95 $43K - $43.8K
28.6K $708K
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 3.62%
$225.19 - $279.95 $21.8K - $27.2K
2.78K $681K
ROP
Roper Technologies Inc

Industrials
6
+ 1.47%
$502.71 - $593.81 $3.02K - $3.56K
415 $244K
GOOGL
Alphabet Inc.

Communication Services
854
+ 28.2%
$154.33 - $206.19 $132K - $176K
3.88K $600K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
2.71K
+ 4.44%
$14.31 - $15.69 $38.7K - $42.4K
63.6K $918K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
526
+ 4.78%
$10.35 - $11.79 $5.44K - $6.2K
11.5K $128K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
80
+ 0.78%
$78.12 - $83.7 $6.25K - $6.7K
10.4K $837K
IVT
Inven Trust Properties Corp.

Real Estate
622
+ 3.77%
$28.36 - $30.77 $17.6K - $19.1K
17.1K $502K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16
+ 0.65%
$81.83 - $82.73 $1.31K - $1.32K
2.46K $203K
CMCSA
Comcast Corp

Communication Services
177
+ 2.37%
$33.19 - $38.23 $5.87K - $6.77K
7.64K $281K
First Tr Exchng Traded Fd Vi
491K
New
N/A
491K $0
First Tr Exchng Traded Fd Vi
322K
New
N/A
322K $0
First Tr Exchng Traded Fd Vi
9.77K
+ 32.74%
N/A
39.6K $0
First Tr Exchange Traded Fd
32.5K
New
N/A
32.5K $0
First Tr Exchange Traded Fd
23.2K
New
N/A
23.2K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
2.11K
+ 18.96%
N/A
13.2K $0
First Tr Exchng Traded Fd Vi
8.62K
New
N/A
8.62K $0
Proshares Tr
43K
New
N/A
43K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
5
+ 0.21%
$94.86 - $97.12 $474 - $486
2.37K $226K
FJAN
First Exc Trd Viii Cboe Vest U
12.7K
+ 130.98%
N/A
22.4K $0
FSCO
Fs Cr Opportunities Corp Com
30.5K
+ 50.02%
N/A
91.3K $0
META
Meta Platforms, Inc.

Communication Services
2
+ 0.39%
$576.36 - $736.67 $1.15K - $1.47K
516 $297K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4
+ 0.09%
$48.02 - $53.02 $192 - $212
4.46K $220K
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 1.22%
$271.18 - $303.12 $2.98K - $3.33K
909 $249K
MRK
Merck & Co., Inc.

Healthcare
117
+ 5.21%
$83.01 - $101.02 $9.71K - $11.8K
2.36K $212K
HON
Honeywell International Inc

Industrials
14
+ 1.31%
$202.75 - $226.52 $2.84K - $3.17K
1.08K $228K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
211
+ 1.53%
$64.6 - $69.89 $13.6K - $14.7K
14K $920K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
505
+ 2.55%
$27.95 - $30.87 $14.1K - $15.6K
20.3K $573K
SKYY
First Trust Cloud Computing Et

ETFs
134
+ 7.18%
$102.23 - $131.18 $13.7K - $17.6K
2K $204K
IGV
Ishares Expanded Tech Software

ETFs
158
+ 5.38%
$88.3 - $107.83 $14K - $17K
3.1K $275K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.46%
$168.84 - $202.89 $1.01K - $1.22K
1.32K $232K
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 2.07%
$554.06 - $615.85 $23.3K - $25.9K
2.07K $1.17M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
75
+ 0.55%
$11.76 - $15.2 $882 - $1.14K
13.6K $159K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
222
+ 3.69%
$93.57 - $120.35 $20.8K - $26.7K
6.24K $596K
Activity Summary
Buys All Purchases 155 New Holdings 77 Increased Positions 78 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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