Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$252.04M
Total Bought
$52.77M
Total Sold
$49.65M
Net Transaction
+$3.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
432,980478,153+45,17325,81428,49811.31%+2,684
WISDOMTREE TR(WT)033,630+33,63002,6251.04%+2,625
BROADCOM INC(AVGO)2,2833,184+9013,0265,1122.03%+2,086
APPLOVIN CORP(APP)30,56946,679+16,1102,1163,8851.54%+1,769
ISHARES TR021,817+21,81701,9220.76%+1,922
SKYWEST INC(SKYW)017,233+17,23301,4140.56%+1,414
WEATHERFORD INTL PLC(WFRD)6,02416,484+10,4606952,0180.80%+1,323
CROWDSTRIKE HLDGS INC(CRWD)6,3538,758+2,4052,0373,3561.33%+1,319
DECKERS OUTDOOR CORP(DECK)3,3354,599+1,2643,1394,4521.77%+1,313
ISHARES TR03,836+3,83601,3980.55%+1,398
SPDR SER TR
ST STR BLO 1 ETF
012,230+12,23001,1220.45%+1,122
TECHNIPFMC PLC(FTI)041,687+41,68701,0900.43%+1,090
ALCOA CORP(AA)025,617+25,61701,0190.40%+1,019
GALLAGHER ARTHUR J & CO(AJG)2,1785,977+3,7995451,5500.61%+1,005
ISHARES TR012,386+12,38609700.38%+970
ISHARES TR05,463+5,46309530.38%+953
SOUTHERN COPPER CORP(SCCO)08,389+8,38909040.36%+904
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
030,795+30,79508910.35%+891
TIDEWATER INC NEW(TDW)22,61630,481+7,8652,0812,9021.15%+821
SPDR GOLD TR(GLD)23,43026,152+2,7224,8205,6232.23%+803
CONSTELLATION ENERGY CORP(CEG)03,967+3,96707940.32%+794
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,432+19,43207890.31%+789
CARPENTER TECHNOLOGY CORP(CRS)07,016+7,01607690.31%+769
SPDR S&P MIDCAP 400 ETF TR(MDY)3,5305,046+1,5161,9652,7001.07%+735
ISHARES SILVER TR(SLV)165,582168,878+3,2963,7674,4871.78%+720
QUANTA SVCS INC02,735+2,73506950.28%+695
ASPEN AEROGELS INC027,403+27,40306540.26%+654
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
49,19562,385+13,1902,7633,4161.36%+652
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
026,349+26,34906440.26%+644
POWELL INDS INC(POWL)6,12410,413+4,2898711,4930.59%+622
NVENT ELECTRIC PLC(NVT)08,116+8,11606220.25%+622
OSCAR HEALTH INC(OSCR)038,047+38,04706020.24%+602
VISTRA CORP(VST)8,66613,886+5,2206041,1940.47%+590
APPLIED INDL TECHNOLOGIES IN(AIT)02,980+2,98005780.23%+578
UFP TECHNOLOGIES INC(UFPT)01,951+1,95105150.20%+515
MICROSTRATEGY INC(MSTR)6681,196+5281,1391,6470.65%+509
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5434,131+2,5882107180.28%+508
ECHOSTAR CORP(ECHO)027,169+27,16904840.19%+484
CBIZ INC(CBZ)06,498+6,49804820.19%+482
RADNET INC(RDNT)08,095+8,09504770.19%+477
CARVANA CO(CVNA)03,622+3,62204660.18%+466
PACER FDS TR
GLOBL CASH ETF
013,785+13,78504650.18%+465
PULTE GROUP INC(PHM)19,36925,289+5,9202,3362,7841.10%+448
HOWMET AEROSPACE INC(HWM)05,747+5,74704460.18%+446
SPROTT PHYSICAL SILVER TR(PSLV)0121,123+121,12301,2030.48%+1,203
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,40514,390+8,9852346430.25%+409
ARCHROCK INC(AROC)019,761+19,76104000.16%+400
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,225+8,22503980.16%+398
STERLING INFRASTRUCTURE INC(STRL)03,170+3,17003750.15%+375
CATERPILLAR INC(CAT)01,117+1,11703720.15%+372
AVIDITY BIOSCIENCES INC09,068+9,06803700.15%+370
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
013,523+13,52303580.14%+358
APPLE INC(AAPL)012,408+12,40802,6131.04%+2,613
SPDR S&P 500 ETF TR(SPY)9,0189,288+2704,7175,0552.01%+338
ON SEMICONDUCTOR CORP(ON)9,04214,507+5,4656659940.39%+329
ARRAY TECHNOLOGIES INC031,903+31,90303270.13%+327
CLOUDFLARE INC(NET)013,637+13,63701,1300.45%+1,130
COMFORT SYS USA INC(FIX)01,057+1,05703210.13%+321
EVERQUOTE INC(EVER)014,938+14,93803120.12%+312
TOLL BROTHERS INC(TOL)02,679+2,67903090.12%+309
LATTICE SEMICONDUCTOR CORP(LSCC)3,60110,083+6,4822825850.23%+303
SPDR SER TR
ST STR CONV ETF
04,147+4,14702990.12%+299
CHIPOTLE MEXICAN GRILL INC(CMG)04,749+4,74902980.12%+298
MASTERBRAND INC(MBC)020,135+20,13502960.12%+296
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
010,408+10,40802910.12%+291
VANGUARD TAX-MANAGED FDS05,790+5,79002860.11%+286
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
47,55747,436-1213,3133,5891.42%+276
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,554+3,55402750.11%+275
DORIAN LPG LTD(LPG)034,078+34,07801,4300.57%+1,430
TESLA INC(TSLA)01,246+1,24602470.10%+247
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,119+6,11902390.09%+239
ALPHABET INC(GOOG)01,294+1,29402360.09%+236
ISHARES TR01,942+1,94202150.09%+215
FIRST TR VALUE LINE DIVID IN
SHS
134,361144,437+10,0765,6745,8862.34%+212
QUALCOMM INC(QCOM)01,054+1,05402100.08%+210
ORACLE CORP(ORCL)01,473+1,47302080.08%+208
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
05,825+5,82502040.08%+204
VANECK ETF TRUST
CLO ETF
50,64654,326+3,6802,6752,8761.14%+201
ISHARES TR25,80225,222-5802,1792,3340.93%+155
CLEANSPARK INC(CLSK)28,79446,372+17,5786117400.29%+129
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
18,12621,507+3,3817058170.32%+112
FS KKR CAP CORP(FSK)058,928+58,92801,1630.46%+1,163
ALPHABET INC(GOOG)3,3293,310-195076070.24%+100
PALANTIR TECHNOLOGIES INC(PLTR)143,671133,895-9,7763,3063,3921.35%+86
VANECK ETF TRUST
IG FLOA RATE ETF
17,42920,636+3,2074455260.21%+82
MICROSOFT CORP(MSFT)3,1423,138-41,3221,4030.56%+81
TEEKAY TANKERS LTD(TNK)50,10343,520-6,5832,9272,9951.19%+68
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
34,97836,870+1,8927888550.34%+68
MARVELL TECHNOLOGY INC(MRVL)011,164+11,16407800.31%+780
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
27,41227,406-61,1301,1660.46%+36
ISHARES TR02,579+2,57903880.15%+388
AMAZON COM INC(AMZN)2,6962,702+64865220.21%+36
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
4,1904,882+6922112460.10%+35
INVESCO EXCH TRADED FD TR II4,7594,764+53824170.17%+35
ISHARES TR2,0031,974-291,0531,0800.43%+27
TEEKAY CORPORATION34,91531,145-3,7702542790.11%+25
FS CREDIT OPPORTUNITIES CORP(FSCO)062,630+62,63003990.16%+399
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
18,33318,055-2784564700.19%+15
EXXON MOBIL CORP01,909+1,90902200.09%+220
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
9,3549,348-63934060.16%+13
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