Harvest Investment Services, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Million distributed in 277 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 $22.7M, First Tr Ex Trad Fd Viii Cboe with a value of $11.9M, First Tr ETF Fd Viii Cboe Vest with a value of $11.5M, First Tr Enhanced Traded Fd Iv with a value of $11.2M, and Spdr Gold Trust with a value of $10.3M.
Examining the 13F form we can see an decrease of $63.4M in the current position value, from $384M to 320M.
Below you can find more details about Harvest Investment Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$320 Million
ETFs: $189 Million
Technology: $33.1 Million
Industrials: $25 Million
Consumer Defensive: $18.3 Million
Financial Services: $14.6 Million
Healthcare: $11.4 Million
Consumer Cyclical: $5.9 Million
Utilities: $4.57 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
