Harvest Investment Services, LLC Portfolio Holdings
Harvest Investment Services, LLC
- $320 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 277
- Current Value $320 Million
- Prior Value $384 Million
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 77 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks