Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$312.80M
Total Bought
$118.41M
Total Sold
$59.69M
Net Transaction
+$58.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0441,310+441,310021,8056.97%+21,805
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
0162,667+162,66703,1231.00%+3,123
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
30,795126,731+95,9368913,7881.21%+2,897
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
0131,945+131,94502,8200.90%+2,820
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
073,903+73,90302,6180.84%+2,618
SPROUTS FMRS MKT INC(SFM)022,622+22,62202,4980.80%+2,498
UNITED PARCEL SERVICE INC(UPS)017,901+17,90102,4410.78%+2,441
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
093,540+93,54004,2931.37%+4,293
MODINE MFG CO(MOD)031,344+31,34404,1621.33%+4,162
ISHARES TR12,38636,578+24,1929703,0590.98%+2,089
FS KKR CAP CORP(FSK)58,928160,330+101,4021,1633,1631.01%+2,001
COMFORT SYS USA INC(FIX)1,0575,775+4,7183212,2540.72%+1,933
ADMA BIOLOGICS INC089,842+89,84201,7960.57%+1,796
LIMBACH HLDGS INC026,650+26,65002,0190.65%+2,019
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
070,906+70,90602,9750.95%+2,975
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
068,844+68,84401,6960.54%+1,696
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
037,758+37,75802,0570.66%+2,057
EMCOR GROUP INC(EME)03,819+3,81901,6440.53%+1,644
BROADCOM INC(AVGO)3,18439,053+35,8695,1126,7372.15%+1,625
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
062,654+62,65401,5400.49%+1,540
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
031,320+31,32001,5070.48%+1,507
CARPENTER TECHNOLOGY CORP(CRS)7,01614,253+7,2377692,2740.73%+1,506
LENNAR CORP(LEN)07,441+7,44101,3950.45%+1,395
ARISTA NETWORKS INC03,474+3,47401,3330.43%+1,333
GALLAGHER ARTHUR J & CO(AJG)5,97710,166+4,1891,5502,8600.91%+1,311
AST SPACEMOBILE INC(ASTS)050,092+50,09201,3100.42%+1,310
SPDR GOLD TR(GLD)26,15228,104+1,9525,6236,8312.18%+1,208
LOVESAC COMPANY040,203+40,20301,1520.37%+1,152
D R HORTON INC(DHI)07,696+7,69601,4680.47%+1,468
MILLER INDS INC TENN018,227+18,22701,1120.36%+1,112
FIRST TR VALUE LINE DIVID IN
SHS
144,437152,541+8,1045,8866,9392.22%+1,053
APPLE INC(AAPL)12,40815,663+3,2552,6133,6491.17%+1,036
SPDR S&P 500 ETF TR(SPY)9,28810,533+1,2455,0556,0431.93%+989
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
014,922+14,92209680.31%+968
UFP TECHNOLOGIES INC(UFPT)1,9514,668+2,7175151,4780.47%+964
FIRST TR EXCHANGE-TRADED FD
NASDQ OIL GAS
033,274+33,27409630.31%+963
SPDR DOW JONES INDL AVERAGE(DIA)04,591+4,59101,9430.62%+1,943
STERLING INFRASTRUCTURE INC(STRL)3,1708,865+5,6953751,2860.41%+910
QUANTA SVCS INC2,7355,243+2,5086951,5630.50%+868
PROSHARES TR
S&P 500 DV ARIST
048,065+48,06505,1311.64%+5,131
SKYWEST INC(SKYW)17,23326,410+9,1771,4142,2450.72%+831
BELLRING BRANDS INC(BRBR)013,354+13,35408110.26%+811
FIRST TR MORNINGSTAR DIVID L0149,267+149,26706,2622.00%+6,262
FIRST TR EXCHNG TRADED FD VI
EXPAN TECHN ETF
028,068+28,06808070.26%+807
DREAM FINDERS HOMES INC(DFH)021,967+21,96707950.25%+795
MARATHON OIL CORP029,610+29,61007890.25%+789
BUILDERS FIRSTSOURCE INC(BLDR)03,980+3,98007720.25%+772
CIMPRESS PLC(CMPR)08,950+8,95007330.23%+733
VERA THERAPEUTICS INC(VERA)016,313+16,31307210.23%+721
IES HLDGS INC(IESC)03,333+3,33306650.21%+665
EPAM SYS INC(EPAM)03,297+3,29706560.21%+656
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
21,50735,838+14,3318171,4580.47%+641
UNITY SOFTWARE INC(U)027,755+27,75506280.20%+628
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
08,201+8,20106210.20%+621
VAXCYTE INC(PCVX)05,404+5,40406180.20%+618
INVESCO QQQ TR012,116+12,11605,9141.89%+5,914
FAIR ISAAC CORP(FICO)0481+48109350.30%+935
CARVANA CO(CVNA)3,6226,130+2,5084661,0670.34%+601
AVIDITY BIOSCIENCES INC9,06821,102+12,0343709690.31%+599
KB HOME(KBH)06,750+6,75005780.18%+578
RADNET INC(RDNT)8,09515,195+7,1004771,0540.34%+577
ISHARES TR09,327+9,32702,0600.66%+2,060
MARATHON PETE CORP(MPC)012,877+12,87702,0980.67%+2,098
PSQ HOLDINGS INC0204,747+204,74705040.16%+504
RINGCENTRAL INC(RNG)015,709+15,70904970.16%+497
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
62,38565,928+3,5433,4163,9041.25%+488
NVIDIA CORPORATION(NVDA)065,422+65,42207,9452.54%+7,945
VANECK ETF TRUST
CLO ETF
54,32662,992+8,6662,8763,3411.07%+465
ARCHROCK INC(AROC)19,76141,822+22,0614008460.27%+447
UNITED STS OIL FD LP(USO)06,312+6,31204410.14%+441
VITAL FARMS INC012,279+12,27904310.14%+431
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
017,910+17,91004220.13%+422
COCA COLA CONS INC(COKE)01,138+1,13801,4980.48%+1,498
INNOVATOR ETFS TRUST
LADDERED ALC BFR
013,000+13,00004110.13%+411
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
47,43649,796+2,3603,5893,9991.28%+410
DECKERS OUTDOOR CORP(DECK)4,59930,438+25,8394,4524,8531.55%+402
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
068,877+68,87702,5060.80%+2,506
PALANTIR TECHNOLOGIES INC(PLTR)133,895101,632-32,2633,3923,7811.21%+389
WISDOMTREE TR(WT)33,63036,063+2,4332,6253,0010.96%+376
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
09,684+9,68403670.12%+367
FTAI INFRASTRUCTURE INC038,493+38,49303600.12%+360
Q2 HLDGS INC(QTWO)04,444+4,44403540.11%+354
NU HLDGS LTD(NU)025,789+25,78903520.11%+352
GRIFFON CORP(GFF)04,992+4,99203490.11%+349
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
07,000+7,00003090.10%+309
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,890+4,89002910.09%+291
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
084,637+84,63702,0610.66%+2,061
HAMILTON LANE INC(HLNE)01,693+1,69302850.09%+285
META PLATFORMS INC(META)0495+49502830.09%+283
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
10,40820,063+9,6552915740.18%+283
FIRST TR EXCHANGE-TRADED FD03,114+3,11402830.09%+283
UNITED STS 12 MONTH NAT GAS(UNL)034,782+34,78202740.09%+274
NORTHERN LTS FD TR IV
INSPI GROWT ETF
08,172+8,17202570.08%+257
UNITEDHEALTH GROUP INC(UNH)0429+42902510.08%+251
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
09,791+9,79102450.08%+245
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
04,812+4,81202440.08%+244
ISHARES TR21,81723,550+1,7331,9222,1650.69%+243
AFFIRM HLDGS INC(AFRM)026,018+26,01801,0620.34%+1,062
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,334+4,33402380.08%+238
PARSONS CORP DEL(PSN)02,274+2,27402360.08%+236
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