Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$217.20M
Total Bought
$84.02M
Total Sold
$27.86M
Net Transaction
+$56.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
319,238426,854+107,61618,96925,46611.72%+6,497
VERTIV HOLDINGS CO(VRT)10,216109,242+99,0263805,2472.42%+4,867
NVIDIA CORPORATION(NVDA)7,19613,107+5,9113,1306,4912.99%+3,361
AFFIRM HLDGS INC(AFRM)23,46273,663+50,2014993,6201.67%+3,121
SPDR DOW JONES INDL AVERAGE(DIA)09,393+9,39303,5401.63%+3,540
ARISTA NETWORKS INC09,566+9,56602,2531.04%+2,253
QUANTA SVCS INC09,834+9,83402,1220.98%+2,122
PULTE GROUP INC(PHM)019,421+19,42102,0050.92%+2,005
DECKERS OUTDOOR CORP(DECK)02,876+2,87601,9220.89%+1,922
TEEKAY TANKERS LTD(TNK)031,304+31,30401,5640.72%+1,564
FRONTLINE PLC(FRO)075,985+75,98501,5230.70%+1,523
BLOCK INC(XYZ)019,683+19,68301,5220.70%+1,522
JABIL INC(JBL)011,867+11,86701,5120.70%+1,512
MARATHON OIL CORP061,646+61,64601,4890.69%+1,489
DORIAN LPG LTD(LPG)032,459+32,45901,4240.66%+1,424
VANECK ETF TRUST
CLO ETF
6,91233,136+26,2243611,7270.80%+1,367
ABBVIE INC(ABBV)08,302+8,30201,2870.59%+1,287
SYNOPSYS INC(SNPS)02,386+2,38601,2290.57%+1,229
PALANTIR TECHNOLOGIES INC(PLTR)070,146+70,14601,2040.55%+1,204
FIRST TR EXCH TRADED FD III070,585+70,58501,1900.55%+1,190
PALO ALTO NETWORKS INC(PANW)03,656+3,65601,0780.50%+1,078
SPDR S&P 500 ETF TR(SPY)09,222+9,22204,3832.02%+4,383
ROSS STORES INC(ROST)07,699+7,69901,0650.49%+1,065
SUPER MICRO COMPUTER INC(SMCI)03,490+3,49009920.46%+992
SPDR S&P MIDCAP 400 ETF TR(MDY)03,682+3,68201,8680.86%+1,868
ISHARES TR09,482+9,48201,9030.88%+1,903
ABBOTT LABS08,343+8,34309180.42%+918
ARCH CAP GROUP LTD
ORD
012,205+12,20509060.42%+906
CARPENTER TECHNOLOGY CORP(CRS)011,664+11,66408260.38%+826
AFLAC INC(AFL)09,927+9,92708190.38%+819
CBOE GLOBAL MKTS INC(CBOE)04,569+4,56908160.38%+816
FIRST TR VALUE LINE DIVID IN
SHS
0134,330+134,33005,4482.51%+5,448
ADVANCED MICRO DEVICES INC(AMD)30,62126,622-3,9993,1483,9241.81%+776
BELLRING BRANDS INC(BRBR)013,955+13,95507740.36%+774
ZSCALER INC(ZS)03,366+3,36607460.34%+746
UTZ BRANDS INC(UTZ)044,780+44,78007270.33%+727
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
018,223+18,22307090.33%+709
YETI HLDGS INC(YETI)012,518+12,51806480.30%+648
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
6,35019,209+12,8593009280.43%+628
APPLOVIN CORP(APP)34,80150,625+15,8241,3912,0170.93%+627
NUTANIX INC(NTNX)012,869+12,86906140.28%+614
MOSAIC CO NEW(MOS)017,156+17,15606130.28%+613
WEATHERFORD INTL PLC(WFRD)05,868+5,86805740.26%+574
ALPHA METALLURGICAL RESOUR I01,620+1,62005490.25%+549
BURLINGTON STORES INC(BURL)02,773+2,77305390.25%+539
CROWDSTRIKE HLDGS INC(CRWD)02,066+2,06605270.24%+527
ISHARES SILVER TR(SLV)155,307169,070+13,7633,1593,6821.70%+523
NEWELL BRANDS INC(NWL)059,680+59,68005180.24%+518
COMFORT SYS USA INC(FIX)02,484+2,48405110.24%+511
TOPGOLF CALLAWAY BRANDS CORP(CALY)32,36066,585+34,2254489550.44%+507
MARVELL TECHNOLOGY INC(MRVL)014,534+14,53408770.40%+877
MARATHON PETE CORP(MPC)024,762+24,76203,6741.69%+3,674
SHOPIFY INC(SHOP)06,229+6,22904850.22%+485
PGT INNOVATIONS INC011,914+11,91404850.22%+485
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
27,08537,126+10,0411,2391,7100.79%+472
FIRST TR EXCHANGE-TRADED FD05,747+5,74704600.21%+460
BOOT BARN HLDGS INC05,837+5,83704480.21%+448
PROSHARES TR
PSHS ULTRA QQQ
019,922+19,92201,5140.70%+1,514
UNITED STATES STL CORP NEW09,151+9,15104450.20%+445
HIBBETT INC06,020+6,02004340.20%+434
BERKSHIRE HATHAWAY INC DEL01,290+1,29004170.19%+417
MADDEN STEVEN LTD(SHOO)09,933+9,93304170.19%+417
FLOOR & DECOR HLDGS INC(FND)03,605+3,60504020.19%+402
FIRST TR EXCHANGE-TRADED FD02,154+2,15404020.19%+402
PROSHARES TR
S&P 500 DV ARIST
044,230+44,23004,2111.94%+4,211
ARCHER AVIATION INC(ACHR)74,135125,955+51,8203757730.36%+398
COLUMBIA SPORTSWEAR CO(COLM)04,968+4,96803950.18%+395
OLYMPIC STEEL INC05,920+5,92003950.18%+395
NETAPP INC(NTAP)04,466+4,46603940.18%+394
DESIGNER BRANDS INC044,210+44,21003910.18%+391
FIRST TR MORNINGSTAR DIVID L144,829145,575+7464,8435,2232.40%+380
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,506+14,50606170.28%+617
SPROUTS FMRS MKT INC(SFM)10,10416,740+6,6364328050.37%+373
D R HORTON INC(DHI)02,421+2,42103680.17%+368
MATADOR RES CO(MTDR)06,428+6,42803650.17%+365
LOWES COS INC(LOW)01,555+1,55503460.16%+346
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
014,292+14,29203380.16%+338
APPLE INC(AAPL)15,45415,498+442,6462,9841.37%+338
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
06,552+6,55203380.16%+338
NUVALENT INC04,500+4,50003310.15%+331
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
078,952+78,95201,7570.81%+1,757
INVESCO EXCH TRADED FD TR II038,802+38,80202,4311.12%+2,431
PERMIAN RESOURCES CORP(PR)020,848+20,84802840.13%+284
CARMAX INC(KMX)03,583+3,58302750.13%+275
SONOS INC(SONO)015,979+15,97902740.13%+274
DIGITAL RLTY TR INC(DLR)02,033+2,03302740.13%+274
ZUMIEZ INC012,873+12,87302620.12%+262
PROSHARES TR
PSHS ULT S&P 500
09,279+9,27906040.28%+604
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
02,921+2,92102380.11%+238
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
049,726+49,72602,5691.18%+2,569
ISHARES TR12,97712,834-1431,9962,2321.03%+235
SERVICENOW INC(NOW)0333+33302350.11%+235
PROSHARES TR
PSHS ULTRA DOW30
06,984+6,98405530.25%+553
PROSHARES TR
PSHS ULTRUSS2000
011,436+11,43604350.20%+435
SKECHERS U S A INC03,497+3,49702180.10%+218
WINGSTOP INC(WING)2,4582,572+1144426600.30%+218
ISHARES TR
MSCI USA MIN ETF
0778+77802150.10%+215
PROSHARES TR
PSHS ULT MCAP400
07,383+7,38304270.20%+427
ALPHABET INC(GOOG)01,535+1,53502140.10%+214
ISHARES TR26,28726,773+4861,7992,0110.93%+212
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