Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$155.39M
Total Bought
$56.90M
Total Sold
$76.11M
Net Transaction
-$19.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0319,238+319,238018,96912.21%+18,969
COSTCO WHSL CORP NEW(COST)04,520+4,52002,5541.64%+2,554
ELI LILLY & CO(LLY)03,815+3,81502,0491.32%+2,049
CLOUDFLARE INC(NET)028,142+28,14201,7741.14%+1,774
MONGODB INC(MDB)04,849+4,84901,6771.08%+1,677
WISDOMTREE TR(WT)054,401+54,40101,6571.07%+1,657
CARVANA CO(CVNA)14,75648,174+33,4183822,0221.30%+1,640
APPLOVIN CORP(APP)034,801+34,80101,3910.89%+1,391
ISHARES TR7,15824,876+17,7185371,7971.16%+1,260
FIRST TR MORNINGSTAR DIVID L0144,829+144,82904,8433.12%+4,843
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
023,159+23,15901,0520.68%+1,052
ANALOG DEVICES INC(ADI)05,500+5,50009630.62%+963
VANGUARD WHITEHALL FDS014,213+14,21308800.57%+880
PATTERSON-UTI ENERGY INC(PTEN)062,714+62,71408680.56%+868
ADVANCED MICRO DEVICES INC(AMD)20,29430,621+10,3272,3123,1482.03%+837
ARLO TECHNOLOGIES INC(ARLO)080,473+80,47308290.53%+829
BROADCOM INC(AVGO)0988+98808210.53%+821
DEVON ENERGY CORP NEW(DVN)17,88435,061+17,1778651,6721.08%+808
IONQ INC(IONQ)052,789+52,78907860.51%+786
THE TRADE DESK INC(TTD)09,900+9,90007740.50%+774
WW INTL INC067,395+67,39507460.48%+746
MARKEL GROUP INC(MKL)0506+50607450.48%+745
AMERICAN TOWER CORP NEW(AMT)04,526+4,52607440.48%+744
NVIDIA CORPORATION(NVDA)07,196+7,19603,1302.01%+3,130
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
012,290+12,29006530.42%+653
SAGE THERAPEUTICS INC030,302+30,30206240.40%+624
CHESAPEAKE ENERGY CORP(EXE)06,758+6,75805830.38%+583
ABERCROMBIE & FITCH CO010,287+10,28705800.37%+580
VALARIS LTD(VAL)07,459+7,45905590.36%+559
ISHARES TR17,62426,287+8,6631,2421,7991.16%+556
ISHARES TR9,08512,977+3,8921,4641,9961.28%+532
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
013,468+13,46805250.34%+525
NRG ENERGY INC(NRG)013,172+13,17205070.33%+507
C3 AI INC(AI)70,864120,719+49,8552,5823,0811.98%+499
AFFIRM HLDGS INC(AFRM)023,462+23,46204990.32%+499
CHEVRON CORP NEW(CVX)02,922+2,92204930.32%+493
CENOVUS ENERGY INC(CVE)023,356+23,35604860.31%+486
DIAMOND OFFSHORE DRILLING IN033,117+33,11704860.31%+486
HF SINCLAIR CORP(DINO)08,071+8,07104590.30%+459
TOPGOLF CALLAWAY BRANDS CORP(CALY)032,360+32,36004480.29%+448
JPMORGAN CHASE & CO(JPM)1,6194,685+3,0662366790.44%+444
INVENTRUST PPTYS CORP(IVT)018,546+18,54604420.28%+442
DIGITALBRIDGE GROUP INC(DBRG)025,000+25,00004400.28%+440
SPROUTS FMRS MKT INC(SFM)010,104+10,10404320.28%+432
INTERACTIVE BROKERS GROUP IN(IBKR)04,979+4,97904310.28%+431
SCHRODINGER INC(SDGR)7,76328,934+21,1713888180.53%+430
PBF ENERGY INC(PBF)07,927+7,92704240.27%+424
EQT CORP(EQT)58,34469,585+11,2412,4002,8241.82%+424
OCEANEERING INTL INC(OII)016,384+16,38404210.27%+421
CF INDS HLDGS INC(CF)04,767+4,76704090.26%+409
CLEVELAND-CLIFFS INC NEW(CLF)025,491+25,49103980.26%+398
VERTIV HOLDINGS CO(VRT)010,216+10,21603800.24%+380
ARCHER AVIATION INC(ACHR)074,135+74,13503750.24%+375
ENOVIX CORPORATION(ENVX)029,818+29,81803740.24%+374
VANECK ETF TRUST
CLO ETF
06,912+6,91203610.23%+361
ASSURANT INC(AIZ)02,500+2,50003590.23%+359
MICROSOFT CORP(MSFT)2,0653,346+1,2817031,0570.68%+353
NEWMONT CORP(NEM)09,213+9,21303400.22%+340
RAMBUS INC DEL(RMBS)21,57230,611+9,0391,3841,7081.10%+324
VAALCO ENERGY INC063,533+63,53302790.18%+279
TIMOTHY PLAN07,811+7,81102690.17%+269
INVESCO EXCH TRADED FD TR II04,620+4,62002650.17%+265
HALLIBURTON CO(HAL)05,550+5,55002250.14%+225
MERCK & CO INC(MRK)02,156+2,15602220.14%+222
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
027,085+27,08501,2390.80%+1,239
PFIZER INC(PFE)06,084+6,08402020.13%+202
XENIA HOTELS & RESORTS INC(XHR)016,356+16,35601930.12%+193
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)039,074+39,07401900.12%+190
VROOM INC0143,461+143,46101610.10%+161
ISHARES TR1,2821,699+4175717300.47%+158
FASTLY INC(FSLY)37,68438,569+8855947390.48%+145
FS CREDIT OPPORTUNITIES CORP(FSCO)068,765+68,76503730.24%+373
SPROTT PHYSICAL SILVER TR(PSLV)0110,647+110,64708390.54%+839
FS KKR CAP CORP(FSK)058,479+58,47901,1510.74%+1,151
GLOBAL NET LEASE INC(GNL)010,720+10,72001030.07%+103
ISHARES SILVER TR(SLV)148,050155,307+7,2573,0933,1592.03%+66
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
27,27831,100+3,8225506120.39%+61
EXXON MOBIL CORP2,1502,371+2212312790.18%+48
APPLE INC(AAPL)13,49215,454+1,9622,6172,6461.70%+29
ALPHABET INC(GOOG)02,410+2,41003180.20%+318
PIMCO ETF TR
ENHAN SHRT MA AC
4,9195,129+2104915140.33%+23
WINGSTOP INC(WING)2,1262,458+3324264420.28%+17
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
06,503+6,50302560.17%+256
FIRST TR S&P REIT INDEX FD
COM
014,290+14,29003270.21%+327
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
0117,200+117,20001,7111.10%+1,711
ACCENTURE PLC IRELAND
SHS CLASS A
01,423+1,42304370.28%+437
KITE RLTY GROUP TR(KRG)028,914+28,91406190.40%+619
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
19,83120,089+2587737690.50%-3
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
9,0859,08502842800.18%-3
TESLA INC(TSLA)01,221+1,22103060.20%+306
ISHARES TR80580502222140.14%-7
SPROTT PHYSICAL GOLD & SILVE(CEF)011,613+11,61302010.13%+201
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
06,350+6,35003000.19%+300
SPDR SER TR
ST STR R1K LOWV
08,460+8,46001,1300.73%+1,130
REPAY HLDGS CORP026,477+26,47702010.13%+201
GLOBAL X FDS
SUPERDIVIDEND
025,234+25,23405530.36%+553
RING ENERGY INC000000
WISDOMTREE TR(WT)05,221+5,22102140.14%+214
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
033,065+33,06501,2970.83%+1,297
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
10,59510,059-5362942650.17%-29
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