Harvest Investment Services, LLC Portfolio Holdings
Harvest Investment Services, LLC
- $384 Million
- Q4 2024
Harvest Investment Services, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $384 Million distributed in 290 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 $22.2M, First Tr Enhanced Traded Fd Iv with a value of $13.4M, Palantir Technologies Inc. with a value of $9.62M, Nvidia Corp with a value of $9.21M, and Broadcom Inc. with a value of $9.08M.
Examining the 13F form we can see an increase of $84.8M in the current position value, from $299M to 384M.
Below you can find more details about Harvest Investment Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$384 Million
ETFs: $174 Million
Technology: $57.9 Million
Industrials: $45.5 Million
Consumer Cyclical: $30 Million
Financial Services: $17.9 Million
Consumer Defensive: $16.8 Million
Healthcare: $13.7 Million
Utilities: $6.72 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 290
- Current Value $384 Million
- Prior Value $299 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 107 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks