Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$359.10M
Total Bought
$110.70M
Total Sold
$158.97M
Net Transaction
-$48.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0490,838+490,838011,0543.08%+11,054
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0321,923+321,923011,0523.08%+11,052
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0431,925+431,925011,4483.19%+11,448
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
26,657286,031+259,3741,13611,8703.31%+10,734
VANECK ETF TRUST
CLO ETF
74,659187,434+112,7753,9409,9042.76%+5,964
SPDR GOLD TR(GLD)30,42635,816+5,3907,36710,3202.87%+2,953
UNIVERSAL TECHNICAL INST INC(UTI)15,027100,084+85,0573862,5700.72%+2,184
INTERDIGITAL INC(IDCC)09,517+9,51701,9680.55%+1,968
PROSHARES TR
SHOR S&P 500 NEW
043,000+43,00001,9160.53%+1,916
ISHARES TR014,658+14,65801,7550.49%+1,755
STRIDE INC(LRN)013,658+13,65801,7280.48%+1,728
ISHARES TR017,447+17,44701,7010.47%+1,701
ISHARES TR05,066+5,06601,6090.45%+1,609
REV GROUP INC042,575+42,57501,3450.37%+1,345
AMERICAN COASTAL INS CORP08,734+8,73401,3030.36%+1,303
SSR MINING IN(SSRM)0125,729+125,72901,2610.35%+1,261
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
056,986+56,98602,4980.70%+2,498
ARCHROCK INC(AROC)040,370+40,37001,0590.29%+1,059
TECHNIPFMC PLC(FTI)039,115+39,11501,2400.35%+1,240
TG THERAPEUTICS INC(TGTX)022,978+22,97809060.25%+906
SELECT SECTOR SPDR TR
ST STR FINL ETF
018,093+18,09309010.25%+901
AZZ INC010,170+10,17008500.24%+850
AXOGEN INC(AXGN)044,281+44,28108190.23%+819
WABTEC(WAB)04,504+4,50408170.23%+817
WATSCO INC(WSO)01,589+1,58908080.22%+808
ROBINHOOD MKTS INC(HOOD)019,392+19,39208070.22%+807
NORTHERN LTS FD TR IV
INSPIRE CORP BD
033,795+33,79508030.22%+803
COMPASS INC(COMP)088,404+88,40407720.21%+772
PROTAGONIST THERAPEUTICS INC015,911+15,91107690.21%+769
CINTAS CORP(CTAS)03,554+3,55407300.20%+730
KRATOS DEFENSE & SEC SOLUTIO(KTOS)057,001+57,00101,6920.47%+1,692
MUELLER INDS INC(MLI)011,699+11,69908910.25%+891
INVESCO QQQ TR010,442+10,44204,8961.36%+4,896
FLEX LTD(FLEX)027,709+27,70909170.26%+917
ABBVIE INC(ABBV)05,163+5,16301,0820.30%+1,082
CNO FINL GROUP INC014,862+14,86206190.17%+619
GROUP 1 AUTOMOTIVE INC(GPI)01,613+1,61306160.17%+616
NATERA INC(NTRA)3,8488,609+4,7616091,2170.34%+608
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0462,623+462,623022,7436.33%+22,743
WELLTOWER INC(WELL)03,817+3,81705850.16%+585
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
022,442+22,44209950.28%+995
PARKER-HANNIFIN CORP(PH)0883+88305370.15%+537
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,567+2,56705070.14%+507
FIRST TR EXCHANGE-TRADED FD
INTER GOVT ETF
023,166+23,16604690.13%+469
LIFE TIME GROUP HOLDINGS INC(LTH)015,488+15,48804680.13%+468
FIRST TR EXCHANGE-TRADED FD032,530+32,53004600.13%+460
MUELLER WTR PRODS INC(MWA)018,002+18,00204580.13%+458
PILGRIMS PRIDE CORP(PPC)09,462+9,46204570.13%+457
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)061,363+61,36304560.13%+456
COCA COLA CONS INC(COKE)2,6302,789+1593,3143,7651.05%+451
VANECK ETF TRUST
REAL ASSETS ETF
014,694+14,69404470.12%+447
ABBOTT LABS07,956+7,95601,0550.29%+1,055
PRIMERICA INC(PRI)01,551+1,55104410.12%+441
US FOODS HLDG CORP(USFD)06,307+6,30704130.11%+413
GARMIN LTD(GRMN)03,410+3,41007400.21%+740
VANGUARD INDEX FDS01,549+1,54903980.11%+398
VANGUARD TAX-MANAGED FDS07,605+7,60503870.11%+387
SIRIUSPOINT LTD(SPNT)022,221+22,22103840.11%+384
VSE CORP(VSEC)03,196+3,19603830.11%+383
EOS ENERGY ENTERPRISES INC(EOSE)099,026+99,02603740.10%+374
CORVEL CORP(CRVL)03,321+3,32103720.10%+372
TRAVERE THERAPEUTICS INC(TVTX)020,026+20,02603590.10%+359
PTC THERAPEUTICS INC(PTCT)07,037+7,03703590.10%+359
SPROTT PHYSICAL SILVER TR(PSLV)0164,297+164,29701,9060.53%+1,906
FIRST TR VALUE LINE DIVID IN
SHS
0157,031+157,03107,0021.95%+7,002
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,616+8,61603250.09%+325
EQUITABLE HLDGS INC06,022+6,02203140.09%+314
ISHARES TR04,078+4,07803120.09%+312
SLM CORP(SLM)010,189+10,18902990.08%+299
WILLIAMS COS INC(WMB)04,981+4,98102980.08%+298
APPLIED INDL TECHNOLOGIES IN(AIT)01,289+1,28902900.08%+290
ACI WORLDWIDE INC05,276+5,27602890.08%+289
RYDER SYS INC(R)01,854+1,85402670.07%+267
CONSTRUCTION PARTNERS INC(ROAD)03,692+3,69202650.07%+265
LINCOLN EDL SVCS CORP(LINC)016,654+16,65402640.07%+264
PATRICK INDS INC(PATK)03,095+3,09502620.07%+262
ISHARES TR03,266+3,26602580.07%+258
XERIS BIOPHARMA HOLDINGS INC046,457+46,45702550.07%+255
ENTERGY CORP NEW(ETR)02,929+2,92902500.07%+250
ISHARES TR01,162+1,16202450.07%+245
VIRTU FINL INC(VIRT)06,327+6,32702410.07%+241
HOWMET AEROSPACE INC(HWM)23,19521,394-1,8012,5372,7750.77%+239
FS CREDIT OPPORTUNITIES CORP(FSCO)091,334+91,33406440.18%+644
WHEATON PRECIOUS METALS CORP(WPM)02,940+2,94002280.06%+228
INTERACTIVE BROKERS GROUP IN(IBKR)01,374+1,37402280.06%+228
PALOMAR HLDGS INC(PLMR)01,647+1,64702260.06%+226
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
039,620+39,62009310.26%+931
INTERNATIONAL PAPER CO(IP)04,073+4,07302170.06%+217
DORMAN PRODS INC(DORM)01,800+1,80002170.06%+217
MR COOPER GROUP INC01,800+1,80002150.06%+215
VANECK ETF TRUST
SEMICONDUCTR ETF
01,012+1,01202140.06%+214
FASTENAL CO(FAST)02,756+2,75602140.06%+214
INDEPENDENCE RLTY TR INC(IRT)09,999+9,99902120.06%+212
UNION PAC CORP(UNP)0879+87902080.06%+208
VANGUARD INDEX FDS0399+39902050.06%+205
AMEREN CORP(AEE)02,009+2,00902020.06%+202
PROSHARES TR
S&P 500 DV ARIST
049,220+49,22005,0291.40%+5,029
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
086,438+86,43802,0920.58%+2,092
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
025,737+25,73706730.19%+673
TRINITY CAP INC(TRIN)011,964+11,96401810.05%+181
Page 1 of 1