Harvest Investment Services, LLC Incresed Positions in Q1 2025

Harvest Investment Services, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
2.11K
+ 18.96%
N/A
13.2K $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
First Tr Exchng Traded Fd Vi
9.77K
+ 32.74%
N/A
39.6K $0
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
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
505
+ 2.55%
$27.95 - $30.87 $14.1K - $15.6K
20.3K $573K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
211
+ 1.53%
$64.6 - $69.89 $13.6K - $14.7K
14K $920K
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
KRG
Kite Realty Group Trust

Real Estate
108
+ 0.48%
$21.24 - $25.05 $2.29K - $2.71K
22.5K $502K
FDN
First Tr Fd Dow Jones

ETFs
49
+ 1.21%
$221.38 - $266.86 $10.8K - $13.1K
4.1K $911K
ACN
Accenture PLC

Technology
16
+ 0.76%
$300.91 - $398.25 $4.81K - $6.37K
2.11K $659K
MSFT
Microsoft Corp

Technology
79
+ 2.48%
$375.39 - $447.2 $29.7K - $35.3K
3.26K $1.22M
AAPL
Apple Inc.

Technology
715
+ 5.58%
$209.68 - $247.1 $150K - $177K
13.5K $3.01M
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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