Financial Harvest, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $22.2B, Dimensional ETF Tr U S Core Eq with a value of $18.3B, Dimensional ETF Tr Dimensional with a value of $10.9B, Dimensional ETF Tr Dimensional with a value of $8.44B, and Dimensional ETF Tr Us Marketwi with a value of $8.06B.

Examining the 13F form we can see an increase of $118B in the current position value.

Financial Harvest, LLC is based out at Winter Park, FL

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

Portfolio value $118 Billion
ETFs: $96.2 Billion
Technology: $5.77 Billion
Financial Services: $2.76 Billion
Industrials: $1.76 Billion
Consumer Cyclical: $1.5 Billion
Consumer Defensive: $1.42 Billion
Communication Services: $1.18 Billion
Healthcare: $662 Million
Other: $275 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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