Harvest Investment Services, LLC Reduced Holdings in Q1 2025

Harvest Investment Services, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-23.3K
- 59.43%
$167.43 - $244.7 $3.9M - $5.7M
15.9K $2.66M
PLTR
Palantir Technologies Inc.

Technology
-58.6K
- 46.08%
$64.98 - $124.62 $3.81M - $7.3M
68.6K $5.79M
APP
App Lovin Corp

Technology
-6.98K
- 29.84%
$238.08 - $510.13 $1.66M - $3.56M
16.4K $4.35M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-27.2K
- 64.99%
$132.75 - $177.12 $3.62M - $4.82M
14.7K $2.24M
SKYW
Skywest Inc

Industrials
-26.4K
- 50.7%
$81.46 - $120.92 $2.15M - $3.19M
25.7K $2.24M
AJG
Arthur J. Gallagher & Co.

Financial Services
-10.1K
- 72.11%
$275.89 - $345.24 $2.78M - $3.47M
3.89K $1.34M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.11K
- 72.9%
$408.78 - $448.82 $2.5M - $2.74M
2.27K $953K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-76.5K
- 44.8%
$29.34 - $31.31 $2.24M - $2.4M
94.3K $2.8M
LMB
Limbach Holdings, Inc.

Industrials
-24.7K
- 55.87%
$68.92 - $104.65 $1.7M - $2.59M
19.5K $1.45M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-38.2K
- 17.0%
$59.78 - $60.03 $2.28M - $2.29M
186K $11.2M
SLV
I Shares Silver Trust

ETFs
-75.8K
- 65.26%
$26.93 - $31.32 $2.04M - $2.37M
40.3K $1.25M
IVE
Ishares S&P 500 Value ETF

ETFs
-9.06K
- 81.24%
$185.78 - $198.58 $1.68M - $1.8M
2.09K $398K
FSIG
First Tr ETF Iv LTD Duration I
-81.9K
- 53.3%
$18.74 - $19.04 $1.53M - $1.56M
71.8K $1.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.01K
- 18.73%
$551.42 - $612.93 $1.11M - $1.23M
8.74K $4.89M
CRS
Carpenter Technology Corp

Industrials
-8.51K
- 43.67%
$172.39 - $212.53 $1.47M - $1.81M
11K $1.99M
CVNA
Carvana Co.

Consumer Cyclical
-4.96K
- 37.57%
$166.52 - $285.33 $826K - $1.41M
8.24K $1.72M
NRG
Nrg Energy, Inc.

Utilities
-11.4K
- 46.17%
$84.82 - $113.33 $970K - $1.3M
13.3K $1.27M
FTSL
First Trust Senior Ln Fund

ETFs
-18.8K
- 19.1%
$45.65 - $46.48 $856K - $872K
79.4K $3.63M
IWM
Ishares Russell 2000 ETF

ETFs
-3.52K
- 35.69%
$198.1 - $229.79 $696K - $808K
6.33K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
-1.14K
- 17.51%
$890.62 - $1076.86 $1.02M - $1.23M
5.37K $5.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.45K
- 47.23%
$522.96 - $601.18 $758K - $872K
1.62K $864K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-13K
- 55.24%
$68.32 - $75.06 $890K - $978K
10.6K $788K
HYLS
First Tr Tactical High Yield L

ETFs
-20K
- 29.85%
$40.95 - $41.77 $819K - $835K
47K $1.93M
AXON
Axon Enterprise, Inc.

Industrials
-1.15K
- 40.21%
$496.65 - $710.01 $570K - $815K
1.71K $897K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-15.7K
- 43.44%
$49.22 - $51.73 $772K - $812K
20.4K $1.03M
VNO
Vornado Realty Trust

Real Estate
-13.8K
- 52.19%
$35.4 - $43.26 $489K - $598K
12.7K $468K
XPND
First Tr Exchange Traded Fd Vi
-16.2K
- 40.65%
$28.13 - $32.75 $455K - $530K
23.6K $667K
STEP
Step Stone Group Inc.

Financial Services
-8.08K
- 51.77%
$47.81 - $64.82 $386K - $524K
7.53K $393K
FDL
First Tr Morningstar Dividend

ETFs
-21.8K
- 14.54%
$39.69 - $43.83 $865K - $956K
128K $5.57M
FSK
Fs Kkr Capital Corp

Financial Services
-15.7K
- 8.73%
$20.47 - $24.06 $321K - $377K
164K $3.43M
QLD
Proshares Ultra Qqq

ETFs
-1.65K
- 10.07%
$88.88 - $119.12 $147K - $197K
14.8K $1.31M
CEG
Constellation Energy Corp

Utilities
-1.02K
- 9.18%
$201.63 - $347.44 $205K - $353K
10.1K $2.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.41K
- 42.61%
$182.82 - $196.21 $440K - $472K
3.24K $610K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-15.8K
- 50.66%
$27.77 - $31.75 $438K - $501K
15.4K $465K
TDIV
First Trust Nasdaq Technology

ETFs
-2.18K
- 4.43%
$73.39 - $83.95 $160K - $183K
47.1K $3.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-640
- 40.13%
$222.15 - $428.22 $142K - $274K
955 $247K
FXR
First Trust Industrials/Produc

ETFs
-3.79K
- 37.73%
$68.3 - $79.81 $259K - $302K
6.25K $435K
UPS
United Parcel Service Inc

Industrials
-4
- 0.02%
$109.66 - $136.26 $439 - $545
19.3K $2.12M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4.09K
- 5.8%
$32.49 - $37.99 $133K - $155K
66.5K $2.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.39K
- 43.29%
$74.85 - $84.89 $329K - $373K
5.75K $469K
AMZN
Amazon Com Inc

Consumer Cyclical
-606
- 13.21%
$190.26 - $242.06 $115K - $147K
3.98K $757K
CVLT
Commvault Systems Inc

Technology
-1.79K
- 34.99%
$146.82 - $187.9 $263K - $337K
3.33K $525K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.68K
- 11.27%
$67.24 - $84.27 $113K - $142K
13.2K $902K
GOOG
Alphabet Inc.

Communication Services
-597
- 13.79%
$156.06 - $207.71 $93.2K - $124K
3.73K $583K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-240
- 6.34%
$360.07 - $417.26 $86.4K - $100K
3.54K $1.28M
TRGP
Targa Resources Corp.

Energy
-1.64K
- 30.72%
$178.44 - $217.22 $293K - $356K
3.7K $741K
MCD
Mcdonalds Corp

Consumer Cyclical
-786
- 49.9%
$279.74 - $321.29 $220K - $253K
789 $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.54K
- 47.43%
$56.17 - $59.71 $199K - $211K
3.92K $223K
IVW
Ishares S&P 500 Growth ETF

ETFs
-208
- 0.98%
$92.45 - $106.69 $19.2K - $22.2K
20.9K $1.94M
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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