Harvest Investment Advisors, LLC Portfolio Holdings

Harvest Investment Advisors, LLC

  • $145 Billion
  • Q4 2024

Harvest Investment Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $30B, Ishares Tr Msci Eafe ETF with a value of $10.1B, Ishares Russell 2000 ETF with a value of $8.91B, Fidelity Nasdaq Composite Inde with a value of $6.91B, and Ishares Msci Emerging Markets with a value of $4.67B.

Examining the 13F form we can see an decrease of $2.29B in the current position value, from $147B to 145B.

Harvest Investment Advisors, LLC is based out at Tallahassee, FL

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

Portfolio value $145 Billion
ETFs: $69.3 Billion
Financial Services: $19.8 Billion
Industrials: $13.5 Billion
Consumer Cyclical: $10.7 Billion
Technology: $9.67 Billion
Healthcare: $8.47 Billion
Energy: $5.03 Billion
Basic Materials: $3.47 Billion
Other: $2.74 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13B
$1.31 Billion 0.9% of portfolio
18,574
Q4 2024 Reduced 1.43%
$401M
$989 Million 0.68% of portfolio
32,871
Q4 2024 Added 0.86%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $145 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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