Harvest Investment Services, LLC Incresed Positions in Q4 2024

Harvest Investment Services, LLC

  • $384 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
681
+ 17.44%
$180.88 - $232.93 $123K - $159K
4.59K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
185
+ 13.12%
$213.65 - $479.86 $39.5K - $88.8K
1.6K $644K
SPY
Spdr S&P 500 ETF Trust

ETFs
221
+ 2.1%
$567.81 - $607.81 $125K - $134K
10.8K $6.3M
FTSL
First Trust Senior Ln Fund

ETFs
4.65K
+ 4.97%
$45.9 - $46.48 $213K - $216K
98.2K $4.54M
ACN
Accenture PLC

Technology
674
+ 47.36%
$343.9 - $376.86 $232K - $254K
2.1K $737K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.73K
+ 85.99%
$53.94 - $58.15 $201K - $217K
8.06K $454K
GOOGL
Alphabet Inc.

Communication Services
843
+ 38.58%
$161.86 - $196.66 $136K - $166K
3.03K $573K
HLNE
Hamilton Lane Inc

Financial Services
1.65K
+ 97.22%
$147.78 - $201.62 $243K - $332K
3.34K $494K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
6.08K
+ 53.34%
$26.5 - $28.18 $161K - $171K
17.5K $482K
HD
Home Depot, Inc.

Consumer Cyclical
474
+ 84.04%
$385.02 - $431.37 $182K - $204K
1.04K $403K
FTCS
First Trust Capital Strength E

ETFs
2.02K
+ 64.84%
$87.62 - $94.03 $177K - $190K
5.13K $450K
RDVY
First Trust Rising Dividend Ac

ETFs
2.89K
+ 4.39%
$58.65 - $64.37 $170K - $186K
68.8K $4.07M
ASTS
Ast Space Mobile, Inc.

Communication Services
19.1K
+ 38.19%
$21.1 - $28.49 $404K - $545K
69.2K $1.46M
PSLV
Sprott Physical Silver Trust

Financial Services
26.2K
+ 19.46%
$9.65 - $11.76 $253K - $308K
161K $1.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.57K
+ 52.45%
$57.53 - $60.83 $148K - $156K
7.46K $428K
FXR
First Trust Industrials/Produc

ETFs
1.84K
+ 22.41%
$74.81 - $83.27 $138K - $153K
10K $751K
GOOG
Alphabet Inc.

Communication Services
138
+ 3.29%
$163.08 - $198.16 $22.5K - $27.3K
4.33K $824K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
4.2K
+ 11.51%
$23.92 - $24.89 $100K - $104K
40.7K $996K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
78
+ 1.83%
$172.07 - $207.36 $13.4K - $16.2K
4.33K $855K
IWM
Ishares Russell 2000 ETF

ETFs
522
+ 5.6%
$216.13 - $242.4 $113K - $127K
9.85K $2.18M
ON
On Semiconductor Corp

Technology
2.86K
+ 31.84%
$63.05 - $74.7 $180K - $214K
11.9K $747K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
2.33K
+ 28.52%
$30.68 - $33.12 $71.5K - $77.2K
10.5K $324K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.87K
+ 10.43%
$42.84 - $45.38 $123K - $130K
30.4K $1.31M
HGER
Harbor ETF Tr All Weather Infl
2.83K
+ 27.94%
$21.78 - $23.27 $61.6K - $65.8K
13K $286K
PEP
Pepsico Inc

Consumer Defensive
601
+ 28.18%
$151.29 - $176.1 $90.9K - $106K
2.73K $415K
FTLS
First Tr Long/Short Equity ETF

ETFs
260
+ 2.42%
$63.1 - $67.29 $16.4K - $17.5K
11K $725K
FICO
Fair Isaac Corp

Technology
9
+ 1.87%
$1911.01 - $2382.4 $17.2K - $21.4K
490 $975K
BIBL
Northern Lts Fd Tr Iv

ETFs
2.62K
+ 7.31%
$38.73 - $42.41 $101K - $111K
38.5K $1.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.71K
+ 2.48%
$35.45 - $40.33 $60.6K - $69K
70.6K $2.53M
META
Meta Platforms, Inc.

Communication Services
19
+ 3.84%
$554.08 - $632.68 $10.5K - $12K
514 $303K
UNH
Unitedhealth Group Inc

Healthcare
93
+ 21.68%
$485.52 - $625.25 $45.2K - $58.1K
522 $264K
CWB
Spdr Bloomberg Convertible Sec

ETFs
33
+ 1.19%
$76.21 - $82.24 $2.51K - $2.71K
2.8K $217K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
82
+ 1.18%
$60.51 - $65.57 $4.96K - $5.38K
7.04K $428K
NFTY
First Tr Alphadex Fd Ii India
1.86K
+ 12.48%
N/A
16.8K $0
First Tr Exchng Traded Fd Vi
11.9K
+ 66.65%
N/A
29.8K $0
First Tr Exchng Traded Fd Vi
23.6K
+ 31.96%
N/A
97.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
35.8K
+ 51.93%
N/A
105K $0
First Tr Exchng Traded Fd Vi
14.2K
+ 22.6%
N/A
76.8K $0
Psq Holdings Inc
222K
+ 108.45%
N/A
427K $0
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
495
+ 1.88%
$24.55 - $25.16 $12.2K - $12.5K
26.9K $662K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
49
+ 1.09%
$46.92 - $51.34 $2.3K - $2.52K
4.53K $213K
UPS
United Parcel Service Inc

Industrials
1.4K
+ 7.82%
$122.65 - $138.35 $172K - $194K
19.3K $2.43M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
47
+ 1.24%
$164.89 - $177.66 $7.75K - $8.35K
3.85K $636K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9
+ 0.08%
$11.42 - $12.5 $103 - $113
11.8K $135K
FRI
First Tr S&P Reit Index Fd

ETFs
706
+ 5.19%
$26.74 - $30.19 $18.9K - $21.3K
14.3K $391K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
99
+ 0.72%
$67.38 - $75.88 $6.67K - $7.51K
13.8K $935K
QCOM
Qualcomm Inc

Technology
18
+ 1.37%
$150.4 - $178.04 $2.71K - $3.2K
1.33K $204K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 0.32%
$183.23 - $199.79 $3.3K - $3.6K
5.65K $1.05M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
390
+ 2.82%
$33.43 - $36.52 $13K - $14.2K
14.2K $479K
Activity Summary
Buys All Purchases 213 New Holdings 107 Increased Positions 106 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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