Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $129,276 (100.0% shares, 0.0% debt)

Holdings (128)

FTSM FIRST TR EXCHANGE-TRADED FD 10.8%
Value ($000) $13,991 Shares 235,102 Est. Cost $59.61 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 4.1%
Value ($000) $5,277 Shares 131,399 Est. Cost $35.33 Unrealized
NOBL PROSHARES TR 3.1%
Value ($000) $3,957 Shares 43,367 Est. Cost $72.19 Unrealized
PROSHARES TR 2.9%
Value ($000) $3,702 Shares 246,808 Est. Cost $14.97 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 2.8%
Value ($000) $3,609 Shares 101,673 Est. Cost $30.25 Unrealized
QQQ INVESCO QQQ TR 2.6%
Value ($000) $3,322 Shares 10,351 Est. Cost $261.69 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $3,087 Shares 57,080 Est. Cost $42.28 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $2,970 Shares 10,693 Est. Cost $20.34 Unrealized +6.3%
RDVY FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $2,537 Shares 56,548 Est. Cost $39.13 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $2,396 Shares 38,395 Est. Cost $56.10 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $2,375 Shares 5,801 Est. Cost $351.12 Unrealized
GLD SPDR GOLD TR 1.8%
Value ($000) $2,356 Shares 12,861 Est. Cost $179.14 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.7%
Value ($000) $2,205 Shares 6,629 Est. Cost $304.96 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $2,190 Shares 13,280 Est. Cost $96.29 Unrealized +51.1%
STNG SCORPIO TANKERS INC 1.6%
Value ($000) $2,105 Shares 37,375 Est. Cost $52.41 Unrealized
TDW TIDEWATER INC NEW 1.5%
Value ($000) $1,969 Shares 44,677 Est. Cost $39.29 Unrealized +9.4%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $1,966 Shares 8,616 Est. Cost $221.95 Unrealized -1.9%
RIG TRANSOCEAN LTD 1.5%
Value ($000) $1,877 Shares 295,202 Est. Cost $6.42 Unrealized 0.0%
MPC MARATHON PETE CORP 1.4%
Value ($000) $1,803 Shares 13,375 Est. Cost $99.39 Unrealized +18.3%
MDIV FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $1,785 Shares 121,792 Est. Cost $16.77 Unrealized
SLV ISHARES SILVER TR 1.3%
Value ($000) $1,674 Shares 75,700 Est. Cost $22.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.2%
Value ($000) $1,607 Shares 16,396 Est. Cost $81.38 Unrealized 0.0%
FGD FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $1,575 Shares 71,216 Est. Cost $22.57 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $1,548 Shares 34,345 Est. Cost $54.18 Unrealized
ASC ARDMORE SHIPPING CORP 1.2%
Value ($000) $1,500 Shares 100,890 Est. Cost $10.84 Unrealized +24.5%
PAG PENSKE AUTOMOTIVE GRP INC 1.1%
Value ($000) $1,483 Shares 10,460 Est. Cost $119.89 Unrealized +11.0%
LGLV SPDR SER TR 1.1%
Value ($000) $1,467 Shares 10,723 Est. Cost $114.16 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $1,439 Shares 53,987 Est. Cost $29.58 Unrealized
PWR QUANTA SVCS INC 1.1%
Value ($000) $1,417 Shares 8,504 Est. Cost $130.01 Unrealized +17.8%
HYLS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,338 Shares 33,641 Est. Cost $46.96 Unrealized
ARRY ARRAY TECHNOLOGIES INC 1.0%
Value ($000) $1,298 Shares 59,305 Est. Cost $17.80 Unrealized +14.9%
MOD MODINE MFG CO 1.0%
Value ($000) $1,269 Shares 55,035 Est. Cost $21.51 Unrealized +7.2%
HLX HELIX ENERGY SOLUTIONS GRP I 1.0%
Value ($000) $1,231 Shares 159,044 Est. Cost $7.05 Unrealized +10.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.9%
Value ($000) $1,122 Shares 2,448 Est. Cost $418.13 Unrealized
IWM ISHARES TR 0.9%
Value ($000) $1,102 Shares 6,176 Est. Cost $164.82 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $1,090 Shares 68,313 Est. Cost $19.32 Unrealized
FSLR FIRST SOLAR INC 0.8%
Value ($000) $1,084 Shares 4,986 Est. Cost $148.17 Unrealized +23.2%
QLD PROSHARES TR 0.8%
Value ($000) $1,084 Shares 21,867 Est. Cost $78.68 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,076 Shares 23,791 Est. Cost $46.55 Unrealized
NET CLOUDFLARE INC 0.8%
Value ($000) $1,064 Shares 17,257 Est. Cost $54.68 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.8%
Value ($000) $1,014 Shares 60,875 Est. Cost $10.33 Unrealized 0.0%
KBWD INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,008 Shares 68,334 Est. Cost $20.24 Unrealized
LPLA LPL FINL HLDGS INC 0.8%
Value ($000) $1,004 Shares 4,961 Est. Cost $214.23 Unrealized +6.7%
FSK FS KKR CAP CORP 0.8%
Value ($000) $997 Shares 53,897 Est. Cost $10.34 Unrealized +17.6%
LNG CHENIERE ENERGY INC 0.8%
Value ($000) $980 Shares 6,220 Est. Cost $152.91 Unrealized -1.3%
BILL BILL HOLDINGS INC 0.7%
Value ($000) $969 Shares 11,942 Est. Cost $92.75 Unrealized 0.0%
REATA PHARMACEUTICALS INC 0.7%
Value ($000) $936 Shares 10,297 Est. Cost $90.92 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.7%
Value ($000) $910 Shares 21,823 Est. Cost $28.28 Unrealized +7.4%
OII OCEANEERING INTL INC 0.7%
Value ($000) $906 Shares 51,408 Est. Cost $19.28 Unrealized 0.0%
TH TARGET HOSPITALITY CORP 0.7%
Value ($000) $904 Shares 68,826 Est. Cost $13.66 Unrealized +17.2%
XMLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $895 Shares 17,079 Est. Cost $49.86 Unrealized
AI C3 AI INC 0.6%
Value ($000) $787 Shares 23,448 Est. Cost $20.48 Unrealized 0.0%
SMDV PROSHARES TR 0.6%
Value ($000) $715 Shares 11,710 Est. Cost $58.12 Unrealized
CYMABAY THERAPEUTICS INC 0.5%
Value ($000) $671 Shares 76,956 Est. Cost $8.72 Unrealized
CBZ CBIZ INC 0.5%
Value ($000) $667 Shares 13,476 Est. Cost $47.57 Unrealized +1.3%
PSLV SPROTT PHYSICAL SILVER TR 0.5%
Value ($000) $662 Shares 79,405 Est. Cost $7.57 Unrealized
REGL PROSHARES TR 0.5%
Value ($000) $627 Shares 8,868 Est. Cost $60.55 Unrealized
TGTX TG THERAPEUTICS INC 0.5%
Value ($000) $613 Shares 40,729 Est. Cost $15.19 Unrealized 0.0%
ECL ECOLAB INC 0.5%
Value ($000) $612 Shares 3,698 Est. Cost $154.41 Unrealized -2.2%
HOSTESS BRANDS INC 0.5%
Value ($000) $604 Shares 24,283 Est. Cost $22.95 Unrealized
SDIV GLOBAL X FDS 0.5%
Value ($000) $590 Shares 25,587 Est. Cost $24.03 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $568 Shares 1,143 Est. Cost $471.27 Unrealized 0.0%
KRG KITE RLTY GROUP TR 0.4%
Value ($000) $548 Shares 26,189 Est. Cost $21.78 Unrealized
AR ANTERO RESOURCES CORP 0.4%
Value ($000) $540 Shares 23,407 Est. Cost $25.17 Unrealized +4.7%
PRTA PROTHENA CORP PLC 0.4%
Value ($000) $524 Shares 10,821 Est. Cost $52.83 Unrealized 0.0%
TQQQ PROSHARES TR 0.4%
Value ($000) $518 Shares 18,316 Est. Cost $28.26 Unrealized
IVERIC BIO INC 0.4%
Value ($000) $510 Shares 20,953 Est. Cost $21.41 Unrealized
SSO PROSHARES TR 0.4%
Value ($000) $497 Shares 9,905 Est. Cost $72.68 Unrealized
DDM PROSHARES TR 0.4%
Value ($000) $476 Shares 7,460 Est. Cost $53.82 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.4%
Value ($000) $463 Shares 1,911 Est. Cost $272.48 Unrealized 0.0%
RCKT ROCKET PHARMACEUTICALS INC 0.4%
Value ($000) $457 Shares 26,684 Est. Cost $19.58 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $427 Shares 1,383 Est. Cost $270.61 Unrealized +13.9%
MTDR MATADOR RES CO 0.3%
Value ($000) $413 Shares 8,674 Est. Cost $56.24 Unrealized 0.0%
MOS MOSAIC CO NEW 0.3%
Value ($000) $406 Shares 8,842 Est. Cost $48.63 Unrealized -8.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $404 Shares 1,415 Est. Cost $145.96 Unrealized +79.1%
IMVT IMMUNOVANT INC 0.3%
Value ($000) $392 Shares 25,305 Est. Cost $12.59 Unrealized +37.8%
BUFG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $392 Shares 20,680 Est. Cost $19.80 Unrealized
FIBROGEN INC 0.3%
Value ($000) $375 Shares 20,118 Est. Cost $18.66 Unrealized
ALLAKOS INC 0.3%
Value ($000) $365 Shares 82,132 Est. Cost $5.75 Unrealized
PYXS PYXIS ONCOLOGY INC 0.3%
Value ($000) $365 Shares 91,047 Est. Cost $2.00 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $363 Shares 4,408 Est. Cost $53.04 Unrealized +43.3%
ARDX ARDELYX INC 0.3%
Value ($000) $347 Shares 72,463 Est. Cost $3.37 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.3%
Value ($000) $342 Shares 13,422 Est. Cost $23.52 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $332 Shares 6,449 Est. Cost $56.89 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.3%
Value ($000) $325 Shares 13,345 Est. Cost $28.00 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $325 Shares 7,664 Est. Cost $45.57 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $324 Shares 1,123 Est. Cost $131.33 Unrealized +89.9%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $323 Shares 3,033 Est. Cost $106.55 Unrealized
PI IMPINJ INC 0.2%
Value ($000) $315 Shares 2,323 Est. Cost $105.33 Unrealized +21.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $314 Shares 6,568 Est. Cost $51.56 Unrealized
BAND BANDWIDTH INC 0.2%
Value ($000) $312 Shares 20,536 Est. Cost $20.11 Unrealized 0.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $311 Shares 3,007 Est. Cost $121.50 Unrealized -20.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $302 Shares 2,042 Est. Cost $147.85 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $280 Shares 11,923 Est. Cost $22.49 Unrealized
DHT DHT HOLDINGS INC 0.2%
Value ($000) $276 Shares 25,489 Est. Cost $7.91 Unrealized 0.0%
OIS OIL STS INTL INC 0.2%
Value ($000) $268 Shares 32,129 Est. Cost $8.48 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $268 Shares 60,254 Est. Cost $4.61 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.2%
Value ($000) $265 Shares 1,963 Est. Cost $176.28 Unrealized
REM ISHARES TR 0.2%
Value ($000) $265 Shares 12,135 Est. Cost $38.50 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $263 Shares 640 Est. Cost $320.62 Unrealized
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $261 Shares 893 Est. Cost $24.41 Unrealized 0.0%
ASUR ASURE SOFTWARE INC 0.2%
Value ($000) $260 Shares 17,919 Est. Cost $11.80 Unrealized 0.0%
LOVE LOVESAC COMPANY 0.2%
Value ($000) $260 Shares 8,982 Est. Cost $26.40 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $258 Shares 1,246 Est. Cost $174.45 Unrealized 0.0%
LYTS LSI INDS INC OHIO 0.2%
Value ($000) $258 Shares 18,517 Est. Cost $13.82 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $256 Shares 1,720 Est. Cost $79.16 Unrealized +68.3%
GOOG ALPHABET INC 0.2%
Value ($000) $251 Shares 2,410 Est. Cost $108.47 Unrealized -11.6%
ULH UNIVERSAL LOGISTICS HLDGS IN 0.2%
Value ($000) $249 Shares 8,553 Est. Cost $34.86 Unrealized -6.9%
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $246 Shares 6,551 Est. Cost $35.52 Unrealized
CPS COOPER STD HLDGS INC 0.2%
Value ($000) $237 Shares 16,659 Est. Cost $14.61 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $237 Shares 1,127 Est. Cost $212.09 Unrealized 0.0%
DON WISDOMTREE TR 0.2%
Value ($000) $236 Shares 5,751 Est. Cost $33.34 Unrealized
EHTH EHEALTH INC 0.2%
Value ($000) $235 Shares 25,061 Est. Cost $7.86 Unrealized 0.0%
NUGT DIREXION SHS ETF TR 0.2%
Value ($000) $233 Shares 5,545 Est. Cost $41.93 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $231 Shares 4,787 Est. Cost $42.53 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $220 Shares 11,613 Est. Cost $17.06 Unrealized
UWM PROSHARES TR 0.2%
Value ($000) $214 Shares 6,734 Est. Cost $31.82 Unrealized
MVV PROSHARES TR 0.2%
Value ($000) $212 Shares 4,241 Est. Cost $47.66 Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $210 Shares 2,759 Est. Cost $63.29 Unrealized 0.0%
IYM ISHARES TR 0.2%
Value ($000) $210 Shares 1,581 Est. Cost $132.53 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.1%
Value ($000) $187 Shares 18,065 Est. Cost $12.09 Unrealized 0.0%
RPAY REPAY HLDGS CORP 0.1%
Value ($000) $140 Shares 21,252 Est. Cost $8.23 Unrealized 0.0%
THE NECESSITY RETAIL REIT IN 0.1%
Value ($000) $100 Shares 16,000 Est. Cost $7.25 Unrealized
HL HECLA MNG CO 0.1%
Value ($000) $95 Shares 14,944 Est. Cost $5.08 Unrealized +11.2%
DIEBOLD NIXDORF INC 0.1%
Value ($000) $76 Shares 63,667 Est. Cost $1.20 Unrealized
CDZI CADIZ INC 0.0%
Value ($000) $58 Shares 14,416 Est. Cost $4.04 Unrealized 0.0%
LTRX LANTRONIX INC 0.0%
Value ($000) $48 Shares 10,994 Est. Cost $4.76 Unrealized -1.6%
REI RING ENERGY INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $2.16 Unrealized 0.0%