Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $248,905 (100.0% shares, 0.0% debt)

Holdings (167)

FTSM FIRST TR EXCHANGE-TRADED FD 10.4%
Value ($000) $25,814 Shares 432,980 Est. Cost $59.54 Unrealized
AMD ADVANCED MICRO DEVICES INC 3.4%
Value ($000) $8,486 Shares 47,017 Est. Cost $128.73 Unrealized +35.8%
VRT VERTIV HOLDINGS CO 3.4%
Value ($000) $8,453 Shares 103,498 Est. Cost $41.56 Unrealized +50.8%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $8,301 Shares 9,187 Est. Cost $34.60 Unrealized +109.4%
SUPER MICRO COMPUTER INC 2.7%
Value ($000) $6,746 Shares 6,679 Est. Cost $630.77 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.3%
Value ($000) $5,674 Shares 134,361 Est. Cost $35.70 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $5,600 Shares 12,612 Est. Cost $444.02 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 2.2%
Value ($000) $5,529 Shares 143,697 Est. Cost $31.23 Unrealized
GLD SPDR GOLD TR 1.9%
Value ($000) $4,820 Shares 23,430 Est. Cost $179.56 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $4,717 Shares 9,018 Est. Cost $396.32 Unrealized
NOBL PROSHARES TR 1.8%
Value ($000) $4,459 Shares 43,971 Est. Cost $73.26 Unrealized
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $4,361 Shares 5,952 Est. Cost $619.08 Unrealized +14.2%
SLV ISHARES SILVER TR 1.5%
Value ($000) $3,767 Shares 165,582 Est. Cost $21.48 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.4%
Value ($000) $3,575 Shares 8,988 Est. Cost $356.09 Unrealized
MPC MARATHON PETE CORP 1.4%
Value ($000) $3,463 Shares 17,185 Est. Cost $110.43 Unrealized +48.8%
TDIV FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $3,313 Shares 47,557 Est. Cost $42.28 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value ($000) $3,306 Shares 143,671 Est. Cost $19.60 Unrealized +8.7%
DECK DECKERS OUTDOOR CORP 1.3%
Value ($000) $3,139 Shares 3,335 Est. Cost $106.73 Unrealized +29.9%
AVGO BROADCOM INC 1.2%
Value ($000) $3,026 Shares 2,283 Est. Cost $111.84 Unrealized +8.4%
IDYA IDEAYA BIOSCIENCES INC 1.2%
Value ($000) $2,929 Shares 66,744 Est. Cost $43.00 Unrealized 0.0%
TEEKAY TANKERS LTD 1.2%
Value ($000) $2,927 Shares 50,103 Est. Cost $53.14 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,763 Shares 49,195 Est. Cost $39.13 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $2,704 Shares 3,475 Est. Cost $506.78 Unrealized +38.6%
CLOI VANECK ETF TRUST 1.1%
Value ($000) $2,675 Shares 50,646 Est. Cost $52.37 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $2,550 Shares 38,716 Est. Cost $56.49 Unrealized
AFRM AFFIRM HLDGS INC 1.0%
Value ($000) $2,373 Shares 63,690 Est. Cost $25.52 Unrealized +56.4%
PHM PULTE GROUP INC 0.9%
Value ($000) $2,336 Shares 19,369 Est. Cost $83.60 Unrealized +26.5%
IVE ISHARES TR 0.9%
Value ($000) $2,317 Shares 12,401 Est. Cost $158.99 Unrealized
AI C3 AI INC 0.9%
Value ($000) $2,293 Shares 84,703 Est. Cost $28.79 Unrealized -2.5%
AAPL APPLE INC 0.9%
Value ($000) $2,257 Shares 13,163 Est. Cost $108.12 Unrealized +66.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,243 Shares 64,426 Est. Cost $30.84 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,191 Shares 47,409 Est. Cost $46.30 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $2,179 Shares 25,802 Est. Cost $69.90 Unrealized
APP APPLOVIN CORP 0.9%
Value ($000) $2,116 Shares 30,569 Est. Cost $36.64 Unrealized +44.5%
TDW TIDEWATER INC NEW 0.8%
Value ($000) $2,081 Shares 22,616 Est. Cost $63.69 Unrealized +17.1%
MOD MODINE MFG CO 0.8%
Value ($000) $2,054 Shares 21,575 Est. Cost $77.32 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $2,037 Shares 6,353 Est. Cost $274.72 Unrealized +11.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.8%
Value ($000) $1,965 Shares 3,530 Est. Cost $470.21 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,913 Shares 9,094 Est. Cost $184.23 Unrealized
DDWM WISDOMTREE TR 0.7%
Value ($000) $1,859 Shares 54,361 Est. Cost $30.46 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,851 Shares 117,202 Est. Cost $16.77 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,776 Shares 78,008 Est. Cost $22.51 Unrealized
NTNX NUTANIX INC 0.7%
Value ($000) $1,721 Shares 27,887 Est. Cost $49.72 Unrealized +16.0%
SONO SONOS INC 0.7%
Value ($000) $1,663 Shares 87,247 Est. Cost $16.95 Unrealized +4.6%
QLD PROSHARES TR 0.7%
Value ($000) $1,662 Shares 19,001 Est. Cost $78.42 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,610 Shares 35,557 Est. Cost $45.27 Unrealized
COKE COCA COLA CONS INC 0.6%
Value ($000) $1,559 Shares 1,842 Est. Cost $84.67 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.6%
Value ($000) $1,541 Shares 83,835 Est. Cost $18.22 Unrealized 0.0%
ABBV ABBVIE INC 0.6%
Value ($000) $1,437 Shares 7,890 Est. Cost $135.72 Unrealized +19.4%
FIXD FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,418 Shares 32,513 Est. Cost $54.18 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,355 Shares 32,873 Est. Cost $46.96 Unrealized
FRO FRONTLINE PLC 0.5%
Value ($000) $1,326 Shares 56,708 Est. Cost $18.20 Unrealized +11.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,322 Shares 3,142 Est. Cost $254.83 Unrealized +56.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,309 Shares 23,205 Est. Cost $45.43 Unrealized
LGLV SPDR SER TR 0.5%
Value ($000) $1,298 Shares 8,335 Est. Cost $114.95 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,222 Shares 70,554 Est. Cost $16.86 Unrealized
RMBS RAMBUS INC DEL 0.5%
Value ($000) $1,168 Shares 18,902 Est. Cost $60.30 Unrealized +5.0%
LPG DORIAN LPG LTD 0.5%
Value ($000) $1,168 Shares 30,376 Est. Cost $37.17 Unrealized +3.7%
IRON DISC MEDICINE INC 0.5%
Value ($000) $1,147 Shares 18,417 Est. Cost $64.84 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.5%
Value ($000) $1,139 Shares 668 Est. Cost $91.17 Unrealized 0.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,130 Shares 27,412 Est. Cost $39.67 Unrealized
CELH CELSIUS HLDGS INC 0.5%
Value ($000) $1,126 Shares 13,580 Est. Cost $68.56 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.4%
Value ($000) $1,067 Shares 854 Est. Cost $1250.79 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,063 Shares 22,038 Est. Cost $49.25 Unrealized
FSK FS KKR CAP CORP 0.4%
Value ($000) $1,062 Shares 55,693 Est. Cost $10.61 Unrealized +39.4%
EQT EQT CORP 0.4%
Value ($000) $1,055 Shares 28,470 Est. Cost $34.98 Unrealized -0.4%
IVV ISHARES TR 0.4%
Value ($000) $1,053 Shares 2,003 Est. Cost $409.60 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,022 Shares 65,948 Est. Cost $20.24 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $978 Shares 14,213 Est. Cost $61.89 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $954 Shares 8,392 Est. Cost $96.07 Unrealized +15.3%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $937 Shares 5,775 Est. Cost $125.64 Unrealized +19.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $921 Shares 4,600 Est. Cost $137.94 Unrealized +25.9%
PCTY PAYLOCITY HLDG CORP 0.4%
Value ($000) $878 Shares 5,110 Est. Cost $165.15 Unrealized 0.0%
POWL POWELL INDS INC 0.4%
Value ($000) $871 Shares 6,124 Est. Cost $127.12 Unrealized 0.0%
NET CLOUDFLARE INC 0.3%
Value ($000) $806 Shares 8,322 Est. Cost $64.03 Unrealized +41.4%
SMDV PROSHARES TR 0.3%
Value ($000) $791 Shares 12,356 Est. Cost $58.50 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $789 Shares 95,155 Est. Cost $7.59 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $788 Shares 34,978 Est. Cost $20.01 Unrealized
LMB LIMBACH HLDGS INC 0.3%
Value ($000) $784 Shares 18,937 Est. Cost $43.48 Unrealized 0.0%
ECL ECOLAB INC 0.3%
Value ($000) $774 Shares 3,350 Est. Cost $154.41 Unrealized +34.7%
REGL PROSHARES TR 0.3%
Value ($000) $761 Shares 9,685 Est. Cost $61.99 Unrealized
SAIA SAIA INC 0.3%
Value ($000) $761 Shares 1,300 Est. Cost $523.49 Unrealized 0.0%
FTLS FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $757 Shares 12,280 Est. Cost $53.15 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $743 Shares 13,177 Est. Cost $56.40 Unrealized
MKL MARKEL GROUP INC 0.3%
Value ($000) $739 Shares 486 Est. Cost $1463.82 Unrealized +0.2%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $731 Shares 10,312 Est. Cost $51.02 Unrealized +33.4%
BIBL NORTHERN LTS FD TR IV 0.3%
Value ($000) $705 Shares 18,126 Est. Cost $33.55 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $699 Shares 1,000 Est. Cost $631.89 Unrealized 0.0%
WFRD WEATHERFORD INTL PLC 0.3%
Value ($000) $695 Shares 6,024 Est. Cost $93.19 Unrealized +8.9%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $665 Shares 9,042 Est. Cost $76.54 Unrealized 0.0%
SSO PROSHARES TR 0.3%
Value ($000) $630 Shares 8,123 Est. Cost $70.61 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $628 Shares 14,038 Est. Cost $39.65 Unrealized
CLSK CLEANSPARK INC 0.2%
Value ($000) $611 Shares 28,794 Est. Cost $13.90 Unrealized 0.0%
VST VISTRA CORP 0.2%
Value ($000) $604 Shares 8,666 Est. Cost $48.74 Unrealized 0.0%
SDIV GLOBAL X FDS 0.2%
Value ($000) $599 Shares 27,651 Est. Cost $23.91 Unrealized
PCVX VAXCYTE INC 0.2%
Value ($000) $592 Shares 8,663 Est. Cost $69.25 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $580 Shares 20,738 Est. Cost $24.61 Unrealized
DNLI DENALI THERAPEUTICS INC 0.2%
Value ($000) $574 Shares 27,978 Est. Cost $18.79 Unrealized 0.0%
BLES NORTHERN LTS FD TR IV 0.2%
Value ($000) $562 Shares 14,948 Est. Cost $33.43 Unrealized
KRG KITE RLTY GROUP TR 0.2%
Value ($000) $547 Shares 25,225 Est. Cost $21.79 Unrealized
DDM PROSHARES TR 0.2%
Value ($000) $546 Shares 6,272 Est. Cost $60.98 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $545 Shares 2,178 Est. Cost $236.41 Unrealized 0.0%
DHI D R HORTON INC 0.2%
Value ($000) $544 Shares 3,304 Est. Cost $127.65 Unrealized +15.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $541 Shares 2,468 Est. Cost $206.08 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $533 Shares 1,268 Est. Cost $350.99 Unrealized +12.1%
VAL VALARIS LTD 0.2%
Value ($000) $510 Shares 6,770 Est. Cost $73.45 Unrealized -8.7%
GOOG ALPHABET INC 0.2%
Value ($000) $507 Shares 3,329 Est. Cost $117.42 Unrealized +22.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $493 Shares 1,423 Est. Cost $145.96 Unrealized +143.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $492 Shares 5,747 Est. Cost $80.04 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $486 Shares 2,696 Est. Cost $122.34 Unrealized +36.4%
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $476 Shares 18,501 Est. Cost $23.84 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $468 Shares 4,654 Est. Cost $99.83 Unrealized
XP XP INC 0.2%
Value ($000) $457 Shares 17,795 Est. Cost $25.08 Unrealized 0.0%
QDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $456 Shares 18,333 Est. Cost $23.92 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $455 Shares 2,886 Est. Cost $145.76 Unrealized -4.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $448 Shares 2,185 Est. Cost $186.81 Unrealized
FLTR VANECK ETF TRUST 0.2%
Value ($000) $445 Shares 17,429 Est. Cost $25.51 Unrealized
LESLIES INC 0.2%
Value ($000) $435 Shares 66,898 Est. Cost $6.50 Unrealized
JBL JABIL INC 0.2%
Value ($000) $432 Shares 3,226 Est. Cost $126.75 Unrealized +5.5%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $430 Shares 3,230 Est. Cost $137.66 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $424 Shares 2,423 Est. Cost $170.56 Unrealized -7.8%
INGR INGREDION INC 0.2%
Value ($000) $421 Shares 3,603 Est. Cost $112.60 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $420 Shares 21,032 Est. Cost $17.90 Unrealized -9.5%
MVV PROSHARES TR 0.2%
Value ($000) $413 Shares 6,041 Est. Cost $53.12 Unrealized
UNITED STATES STL CORP NEW 0.2%
Value ($000) $408 Shares 9,998 Est. Cost $47.98 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $399 Shares 7,428 Est. Cost $51.80 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $393 Shares 9,354 Est. Cost $41.98 Unrealized
EGY VAALCO ENERGY INC 0.2%
Value ($000) $392 Shares 56,297 Est. Cost $3.79 Unrealized +10.7%
UWM PROSHARES TR 0.2%
Value ($000) $382 Shares 9,359 Est. Cost $34.77 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $382 Shares 4,759 Est. Cost $57.55 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $377 Shares 63,529 Est. Cost $4.85 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.1%
Value ($000) $366 Shares 14,096 Est. Cost $27.52 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $352 Shares 2,605 Est. Cost $108.87 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $336 Shares 41,819 Est. Cost $6.92 Unrealized +5.4%
TPLC TIMOTHY PLAN 0.1%
Value ($000) $329 Shares 7,811 Est. Cost $34.47 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $327 Shares 1,283 Est. Cost $194.73 Unrealized +14.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $314 Shares 3,396 Est. Cost $77.71 Unrealized +3.5%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $310 Shares 10,331 Est. Cost $27.86 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $302 Shares 4,783 Est. Cost $63.17 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value ($000) $282 Shares 3,601 Est. Cost $78.23 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $281 Shares 2,130 Est. Cost $100.21 Unrealized +15.5%
CABA CABALETTA BIO INC 0.1%
Value ($000) $280 Shares 16,402 Est. Cost $21.46 Unrealized 0.0%
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $276 Shares 6,236 Est. Cost $45.32 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $271 Shares 805 Est. Cost $275.18 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $270 Shares 10,812 Est. Cost $24.96 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $264 Shares 2,921 Est. Cost $81.53 Unrealized
IRBTQ IROBOT CORP 0.1%
Value ($000) $264 Shares 30,139 Est. Cost $16.17 Unrealized 0.0%
TEEKAY CORPORATION 0.1%
Value ($000) $254 Shares 34,915 Est. Cost $7.28 Unrealized
REM ISHARES TR 0.1%
Value ($000) $248 Shares 10,664 Est. Cost $38.50 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.1%
Value ($000) $242 Shares 16,148 Est. Cost $11.86 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $236 Shares 4,831 Est. Cost $33.34 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $234 Shares 5,405 Est. Cost $43.22 Unrealized
ALPINE IMMUNE SCIENCES INC 0.1%
Value ($000) $233 Shares 5,887 Est. Cost $39.64 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $222 Shares 2,438 Est. Cost $73.03 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $219 Shares 5,550 Est. Cost $36.99 Unrealized -7.8%
IGV ISHARES TR 0.1%
Value ($000) $219 Shares 2,565 Est. Cost $85.27 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $211 Shares 4,190 Est. Cost $50.45 Unrealized
SLYG SPDR SER TR 0.1%
Value ($000) $211 Shares 2,414 Est. Cost $83.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $210 Shares 1,543 Est. Cost $136.05 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $205 Shares 1,766 Est. Cost $99.35 Unrealized -1.3%
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $201 Shares 3,405 Est. Cost $48.22 Unrealized +18.1%
ASUR ASURE SOFTWARE INC 0.1%
Value ($000) $173 Shares 22,243 Est. Cost $12.15 Unrealized -26.1%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.1%
Value ($000) $158 Shares 35,404 Est. Cost $6.16 Unrealized -29.8%
SVRA SAVARA INC 0.1%
Value ($000) $143 Shares 28,724 Est. Cost $4.83 Unrealized 0.0%
KOD KODIAK SCIENCES INC 0.1%
Value ($000) $132 Shares 25,000 Est. Cost $4.90 Unrealized 0.0%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $107 Shares 17,389 Est. Cost $18.31 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $83 Shares 10,720 Est. Cost $9.61 Unrealized