Harvest Investment Services, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Fd Iv First Tr Lo with a value of $21.8M, First Tr Enhanced Traded Fd Iv with a value of $13M, Nvidia Corp with a value of $7.94M, First Tr Value Line Divid Inde with a value of $6.94M, and Spdr Gold Trust with a value of $6.83M.

Examining the 13F form we can see an increase of $51.7M in the current position value, from $247M to 299M.

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

Portfolio value $299 Million
ETFs: $155 Million
Technology: $42.8 Million
Industrials: $24.1 Million
Consumer Cyclical: $20.6 Million
Healthcare: $11.2 Million
Financial Services: $10.7 Million
Consumer Defensive: $9.62 Million
Energy: $8.1 Million
Other: $7.57 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $299 Million
  • Prior Value $247 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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