Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$408.37M
Total Bought
$136.25M
Total Sold
$49.63M
Net Transaction
+$86.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)101,632127,148+25,5163,7819,6162.35%+5,835
APPLOVIN CORP(APP)023,398+23,39807,5771.86%+7,577
COSTCO WHSL CORP NEW(COST)06,512+6,51205,9671.46%+5,967
SKYWEST INC(SKYW)26,41052,056+25,6462,2455,2121.28%+2,967
SPROUTS FMRS MKT INC(SFM)22,62241,908+19,2862,4985,3251.30%+2,828
ARISTA NETWORKS INC(ANET)025,438+25,43802,8120.69%+2,812
QUANTA SVCS INC5,24312,451+7,2081,5633,9350.96%+2,372
STERLING INFRASTRUCTURE INC(STRL)8,86521,555+12,6901,2863,6310.89%+2,345
BROADCOM INC(AVGO)39,05339,165+1126,7379,0802.22%+2,343
ISHARES SILVER TR(SLV)0116,135+116,13503,0580.75%+3,058
NRG ENERGY INC(NRG)024,757+24,75702,2340.55%+2,234
CONSTELLATION ENERGY CORP(CEG)011,076+11,07602,4780.61%+2,478
EDGEWISE THERAPEUTICS INC(EWTX)079,381+79,38102,1190.52%+2,119
COMFORT SYS USA INC(FIX)5,77510,118+4,3432,2544,2911.05%+2,036
SUPER MICRO COMPUTER INC(SMCI)065,725+65,72502,0030.49%+2,003
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
031,983+31,98301,8890.46%+1,889
HOWMET AEROSPACE INC(HWM)023,195+23,19502,5370.62%+2,537
COCA COLA CONS INC(COKE)1,1382,630+1,4921,4983,3140.81%+1,816
LIMBACH HLDGS INC26,65044,230+17,5802,0193,7830.93%+1,764
AXON ENTERPRISE INC(AXON)02,855+2,85501,6970.42%+1,697
ISHARES TR011,147+11,14702,1280.52%+2,128
TOLL BROTHERS INC(TOL)014,996+14,99601,8890.46%+1,889
ISHARES TR017,813+17,81301,6580.41%+1,658
SPDR DOW JONES INDL AVERAGE(DIA)4,5918,375+3,7841,9433,5640.87%+1,621
CARVANA CO(CVNA)6,13013,196+7,0661,0672,6840.66%+1,616
GUIDEWIRE SOFTWARE INC(GWRE)09,273+9,27301,5630.38%+1,563
Q2 HLDGS INC(QTWO)4,44418,607+14,1633541,8730.46%+1,518
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
038,260+38,26001,5060.37%+1,506
MICROSTRATEGY INC(MSTR)09,557+9,55702,7680.68%+2,768
PULTE GROUP INC(PHM)032,265+32,26503,5140.86%+3,514
PSQ HOLDINGS INC204,747426,788+222,0415041,9380.47%+1,434
THE ALGER ETF TRUST055,285+55,28501,4300.35%+1,430
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
126,731170,767+44,0363,7885,2031.27%+1,415
MODINE MFG CO(MOD)31,34447,212+15,8684,1625,4731.34%+1,311
NVIDIA CORPORATION(NVDA)65,42268,568+3,1467,9459,2082.25%+1,263
VISTRA CORP(VST)012,810+12,81001,7660.43%+1,766
IES HLDGS INC(IESC)3,3339,497+6,1646651,9090.47%+1,243
DECKERS OUTDOOR CORP(DECK)30,43829,834-6044,8536,0591.48%+1,206
ARGAN INC08,789+8,78901,2040.29%+1,204
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
051,877+51,87702,3120.57%+2,312
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
026,657+26,65701,1360.28%+1,136
VORNADO RLTY TR(VNO)026,482+26,48201,1130.27%+1,113
GALLAGHER ARTHUR J & CO(AJG)10,16613,949+3,7832,8603,9590.97%+1,099
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
09,771+9,77101,0510.26%+1,051
YETI HLDGS INC(YETI)027,243+27,24301,0490.26%+1,049
CARPENTER TECHNOLOGY CORP(CRS)14,25319,477+5,2242,2743,3050.81%+1,031
RADNET INC(RDNT)15,19529,522+14,3271,0542,0620.50%+1,007
TARGA RES CORP(TRGP)05,341+5,34109530.23%+953
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
014,919+14,91901,1490.28%+1,149
ROCKET LAB USA INC035,642+35,64209080.22%+908
STEPSTONE GROUP INC(STEP)015,609+15,60909030.22%+903
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
73,90397,520+23,6172,6183,5110.86%+893
JACKSON FINANCIAL INC(JXN)010,193+10,19308880.22%+888
EMCOR GROUP INC(EME)3,8195,549+1,7301,6442,5190.62%+874
AVEPOINT INC051,818+51,81808560.21%+856
PRIMORIS SVCS CORP(PRIM)011,095+11,09508480.21%+848
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
68,844104,596+35,7521,6962,5350.62%+839
NUSCALE PWR CORP(SMR)046,503+46,50308340.20%+834
CONOCOPHILLIPS(COP)08,272+8,27208200.20%+820
HAWKINS INC(HWKN)06,661+6,66108170.20%+817
INVESCO EXCH TRADED FD TR II023,590+23,59001,6510.40%+1,651
COMMVAULT SYS INC(CVLT)05,125+5,12507730.19%+773
HARROW INC(HROW)023,048+23,04807730.19%+773
CATERPILLAR INC(CAT)02,114+2,11407670.19%+767
INNODATA INC(INOD)018,899+18,89907470.18%+747
WOLVERINE WORLD WIDE INC(WWW)033,098+33,09807350.18%+735
EVERCORE INC(EVR)02,645+2,64507330.18%+733
FS KKR CAP CORP(FSK)160,330179,334+19,0043,1633,8950.95%+732
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
019,734+19,73407210.18%+721
CADENCE BANK019,661+19,66106770.17%+677
TEXAS ROADHOUSE INC(TXRH)03,747+3,74706760.17%+676
UNITED STS LIME & MINERALS I(USLM)05,071+5,07106730.16%+673
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
04,862+4,86206720.16%+672
ALLISON TRANSMISSION HLDGS I(ALSN)06,018+6,01806500.16%+650
TANGER INC(SKT)018,773+18,77306410.16%+641
NATERA INC(NTRA)03,848+3,84806090.15%+609
SYLVAMO CORP(SLVM)07,588+7,58806000.15%+600
VANECK ETF TRUST
CLO ETF
62,99274,659+11,6673,3413,9400.96%+599
BURLINGTON STORES INC(BURL)02,040+2,04005820.14%+582
TRANE TECHNOLOGIES PLC(TT)01,455+1,45505370.13%+537
SPDR GOLD TR(GLD)28,10430,426+2,3226,8317,3671.80%+536
UNITI GROUP INC097,428+97,42805360.13%+536
APPLIED DIGITAL CORP096,055+96,05507340.18%+734
FIRST TR EXCHANGE-TRADED FD04,052+4,05209850.24%+985
XOMETRY INC(XMTR)011,815+11,81505040.12%+504
BERKSHIRE HATHAWAY INC DEL02,463+2,46301,1160.27%+1,116
ISHARES TR05,094+5,09404940.12%+494
CROWDSTRIKE HLDGS INC(CRWD)04,404+4,40401,5070.37%+1,507
DT MIDSTREAM INC(DTM)04,691+4,69104660.11%+466
MCDONALDS CORP(MCD)01,575+1,57504570.11%+457
MILLER INDS INC TENN18,22723,747+5,5201,1121,5520.38%+440
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0224,604+224,604013,4253.29%+13,425
SCHOLAR ROCK HLDG CORP(SRRK)09,635+9,63504160.10%+416
VANECK ETF TRUST
IG FLOA RATE ETF
036,951+36,95109400.23%+940
FIRST TR EXCHNG TRADED FD VI
EXPAN TECHN ETF
28,06839,830+11,7628071,2110.30%+405
CLOUDFLARE INC(NET)03,595+3,59503870.09%+387
UNIVERSAL TECHNICAL INST INC(UTI)015,027+15,02703860.09%+386
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
9,79124,498+14,7072456250.15%+380
ADVISORSHARES TR
DORSY FSM ALCP
09,461+9,46103800.09%+380
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
014,554+14,55403760.09%+376
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