Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 17, 2019

Total Value ($000): $172,279 (100.0% shares, 0.0% debt)

Holdings (154)

FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 5.5%
Value ($000) $9,413 Shares 156,937 Est. Cost $59.98 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 5.5%
Value ($000) $9,411 Shares 54,045 Est. Cost $174.13 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 4.2%
Value ($000) $7,183 Shares 39,461 Est. Cost $163.62 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 3.8%
Value ($000) $6,467 Shares 22,627 Est. Cost $266.36 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 3.7%
Value ($000) $6,422 Shares 24,476 Est. Cost $246.78 Unrealized
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 3.2%
Value ($000) $5,488 Shares 86,990 Est. Cost $54.36 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 2.9%
Value ($000) $5,002 Shares 14,292 Est. Cost $332.44 Unrealized
FAS DIREXION SHARES ETF TRUST DLY FIN BULL NEW ETF 2.8%
Value ($000) $4,879 Shares 75,100 Est. Cost $57.25 Unrealized
DIREXION SHARES ETF TRUST SP BIOTCH BL NEW ETF 2.7%
Value ($000) $4,590 Shares 77,172 Est. Cost $46.06 Unrealized
IJT ISHARES TRUST S&P SML 600 GWT ETF 2.4%
Value ($000) $4,131 Shares 22,938 Est. Cost $180.09 Unrealized
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 2.0%
Value ($000) $3,459 Shares 58,751 Est. Cost $41.88 Unrealized
IJK ISHARES TRUST S&P MC 400GR ETF 1.9%
Value ($000) $3,233 Shares 14,597 Est. Cost $221.48 Unrealized
FVD FIRST TST VALUE LI SHS ETF 1.5%
Value ($000) $2,602 Shares 79,605 Est. Cost $30.84 Unrealized
NOBL PROSHARES TRUST S&P 500 DV ARIST ETF 1.5%
Value ($000) $2,565 Shares 37,531 Est. Cost $63.40 Unrealized
UBS AG LONDON ETRAC 2X LEV LNG ETN 1.5%
Value ($000) $2,565 Shares 178,753 Est. Cost $13.26 Unrealized
FDL FIRST TST MORNINGS SHS ETF 1.4%
Value ($000) $2,367 Shares 77,918 Est. Cost $28.04 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 1.4%
Value ($000) $2,343 Shares 122,944 Est. Cost $18.70 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $2,314 Shares 1,276 Est. Cost $83.22 Unrealized 0.0%
MDIV FIRST TR EXCHANGE TRADED FD VI MULTI ASSET DI ETF 1.3%
Value ($000) $2,202 Shares 119,201 Est. Cost $18.04 Unrealized
QLD PROSHARES TRUST PSHS ULTRA QQQ ETF 1.2%
Value ($000) $2,080 Shares 22,529 Est. Cost $75.06 Unrealized
DON WISDOMTREE TRUST US MIDCAP DIVID ETF 1.2%
Value ($000) $2,025 Shares 55,921 Est. Cost $34.68 Unrealized
UPRO PROSHARES TRUST ULTRPRO S&P500 ETF 1.2%
Value ($000) $2,018 Shares 39,582 Est. Cost $40.54 Unrealized
SPLUNK INC COM 1.2%
Value ($000) $1,993 Shares 15,715 Est. Cost $126.82 Unrealized
NFLX NETFLIX INC COM 1.2%
Value ($000) $1,985 Shares 5,410 Est. Cost $34.67 Unrealized 0.0%
ADBE ADOBE INC COM 1.1%
Value ($000) $1,979 Shares 7,274 Est. Cost $252.10 Unrealized 0.0%
ARISTA NETWORKS INC COM 1.1%
Value ($000) $1,908 Shares 5,996 Est. Cost $318.21 Unrealized
META FACEBOOK INC COM CL A 1.0%
Value ($000) $1,798 Shares 10,663 Est. Cost $154.85 Unrealized +2.0%
DHS WISDOMTREE TRUST US HIGH DIVIDEND ETF 1.0%
Value ($000) $1,724 Shares 23,577 Est. Cost $68.97 Unrealized
EDC DIREXION SHARES ETF TRUST DLY EMG MK BL 3X ETF 1.0%
Value ($000) $1,718 Shares 20,567 Est. Cost $75.96 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL ETF 1.0%
Value ($000) $1,664 Shares 31,591 Est. Cost $49.28 Unrealized
GOOG ALPHABET INC COM CL C 1.0%
Value ($000) $1,651 Shares 1,383 Est. Cost $55.69 Unrealized 0.0%
MA MASTERCARD INCORPORATED COM CL A 1.0%
Value ($000) $1,642 Shares 6,872 Est. Cost $207.20 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.9%
Value ($000) $1,588 Shares 8,346 Est. Cost $159.22 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.9%
Value ($000) $1,483 Shares 38,195 Est. Cost $35.68 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF 0.9%
Value ($000) $1,467 Shares 30,652 Est. Cost $46.77 Unrealized
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,333 Shares 16,506 Est. Cost $61.75 Unrealized -1.2%
FRI FIRST TRUST PORTFOLIOS COM ETF 0.8%
Value ($000) $1,332 Shares 53,488 Est. Cost $23.84 Unrealized
KBWD INVESCO EXCHNG TRADED FD TR II KBW HIG DV YLD ETF 0.8%
Value ($000) $1,318 Shares 60,029 Est. Cost $21.82 Unrealized
DES WISDOMTREE TRUST US SMALLCAP DIVD ETF 0.8%
Value ($000) $1,316 Shares 47,127 Est. Cost $27.17 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.7%
Value ($000) $1,266 Shares 4,443 Est. Cost $238.66 Unrealized 0.0%
FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF 0.7%
Value ($000) $1,215 Shares 25,705 Est. Cost $46.77 Unrealized
UDOW PROSHARES TRUST ULTRPRO DOW30 ETF 0.7%
Value ($000) $1,167 Shares 11,675 Est. Cost $92.70 Unrealized
NVDA NVIDIA CORP COM 0.7%
Value ($000) $1,159 Shares 6,362 Est. Cost $3.85 Unrealized 0.0%
FGD FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETF 0.7%
Value ($000) $1,126 Shares 47,615 Est. Cost $23.34 Unrealized
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $1,096 Shares 10,580 Est. Cost $77.05 Unrealized +6.5%
SSO PROSHARES TRUST PSHS ULT S&P 500 ETF 0.6%
Value ($000) $1,026 Shares 8,522 Est. Cost $102.37 Unrealized
FTC FIRST TRUST PORTFOLIOS LP COM SHS ETF 0.6%
Value ($000) $1,020 Shares 15,079 Est. Cost $62.03 Unrealized
UWM PROSHARES TRUST PSHS ULTRUSS2000 ETF 0.6%
Value ($000) $983 Shares 14,299 Est. Cost $61.77 Unrealized
GLOBAL X FDS GLB X SUPERDIV ETF 0.6%
Value ($000) $956 Shares 51,956 Est. Cost $18.94 Unrealized
ABIOMED INC COM 0.5%
Value ($000) $917 Shares 3,305 Est. Cost $277.46 Unrealized
IWM ISHARES TRUST RUSSELL 2000 ETF 0.5%
Value ($000) $913 Shares 5,905 Est. Cost $146.16 Unrealized
IVE ISHARES TRUST S&P 500 VAL ETF 0.5%
Value ($000) $887 Shares 7,775 Est. Cost $108.26 Unrealized
IYR ISHARES TRUST U.S. REAL ES ETF 0.5%
Value ($000) $803 Shares 9,235 Est. Cost $84.68 Unrealized
ECL ECOLAB INC COM 0.5%
Value ($000) $796 Shares 4,458 Est. Cost $141.48 Unrealized +6.7%
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC ETF 0.4%
Value ($000) $752 Shares 15,682 Est. Cost $47.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.4%
Value ($000) $735 Shares 6,955 Est. Cost $105.68 Unrealized
DDM PROSHARES TRUST PSHS ULTRA DOW30 ETF 0.4%
Value ($000) $734 Shares 15,470 Est. Cost $41.69 Unrealized
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 0.4%
Value ($000) $731 Shares 12,863 Est. Cost $55.04 Unrealized
IDU ISHARES TRUST U.S. UTILITS ETF 0.4%
Value ($000) $731 Shares 4,994 Est. Cost $138.97 Unrealized
TECL DIREXION SHARES ETF TRUST DLY TECH BULL 3X ETF 0.4%
Value ($000) $699 Shares 4,850 Est. Cost $92.77 Unrealized
STAMPS.COM INC COM 0.4%
Value ($000) $669 Shares 8,155 Est. Cost $82.04 Unrealized
LGND LIGAND PHARMACEUTICAL INC COM 0.4%
Value ($000) $665 Shares 5,365 Est. Cost $75.76 Unrealized 0.0%
GRUBHUB INC COM 0.4%
Value ($000) $662 Shares 9,406 Est. Cost $70.38 Unrealized
MVV PROSHARES TRUST PSHS ULT MCAP400 ETF 0.4%
Value ($000) $618 Shares 15,405 Est. Cost $35.90 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.4%
Value ($000) $614 Shares 9,427 Est. Cost $65.13 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $611 Shares 3,196 Est. Cost $44.11 Unrealized -8.3%
SMDV PROSHARES TRUST RUSS 2000 DIVD ETF 0.3%
Value ($000) $597 Shares 10,227 Est. Cost $57.03 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 0.3%
Value ($000) $588 Shares 19,319 Est. Cost $28.82 Unrealized
REM ISHARES TRUST MORTGE REL ETF 0.3%
Value ($000) $564 Shares 12,953 Est. Cost $43.22 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $532 Shares 4,367 Est. Cost $90.93 Unrealized +1.7%
T AT&T INC COM 0.3%
Value ($000) $523 Shares 16,376 Est. Cost $14.02 Unrealized +1.0%
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.3%
Value ($000) $522 Shares 8,032 Est. Cost $64.99 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $512 Shares 4,303 Est. Cost $102.29 Unrealized 0.0%
UBS AG JERSEY ETRAC WELLS BDCI ETN 0.3%
Value ($000) $507 Shares 25,588 Est. Cost $19.00 Unrealized
IYZ ISHARES TRUST US TELECOM ETF 0.3%
Value ($000) $503 Shares 16,732 Est. Cost $30.06 Unrealized
EES WISDOMTREE TRUST US SMALLCAP FUND ETF 0.3%
Value ($000) $499 Shares 13,613 Est. Cost $35.65 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.3%
Value ($000) $494 Shares 22,724 Est. Cost $18.53 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $484 Shares 5,813 Est. Cost $56.81 Unrealized +6.1%
SDOG ALPS ETF TRUST SECTR DIV DOGS ETF 0.3%
Value ($000) $476 Shares 10,956 Est. Cost $41.91 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.3%
Value ($000) $462 Shares 3,908 Est. Cost $118.22 Unrealized
FLRN SPDR SERIES TRUST BLOMBERG BRC INV ETF 0.3%
Value ($000) $460 Shares 15,035 Est. Cost $30.60 Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.3%
Value ($000) $445 Shares 5,613 Est. Cost $79.28 Unrealized
FS KKR CAPITAL CORP COM 0.2%
Value ($000) $422 Shares 68,727 Est. Cost $6.21 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.2%
Value ($000) $418 Shares 3,365 Est. Cost $120.94 Unrealized
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.2%
Value ($000) $416 Shares 28,574 Est. Cost $14.56 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.2%
Value ($000) $413 Shares 9,475 Est. Cost $41.81 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 0.2%
Value ($000) $382 Shares 7,468 Est. Cost $50.95 Unrealized
PROSHARES TRUST ULTRAPRO SHORT Q ETF 0.2%
Value ($000) $379 Shares 38,828 Est. Cost $14.19 Unrealized
SOXX ISHARES TRUST PHLX SEMICND ETF 0.2%
Value ($000) $360 Shares 1,856 Est. Cost $167.57 Unrealized
EZM WISDOMTREE TRUST US MIDCAP FUND ETF 0.2%
Value ($000) $351 Shares 8,798 Est. Cost $38.43 Unrealized
ABERDEEN ASIA PACIFIC INCOME F COM 0.2%
Value ($000) $349 Shares 82,290 Est. Cost $4.00 Unrealized
SO SOUTHERN CO. COM 0.2%
Value ($000) $348 Shares 6,782 Est. Cost $34.81 Unrealized +7.5%
RETAIL PROP OF AMERICA INC CL A 0.2%
Value ($000) $336 Shares 27,457 Est. Cost $12.45 Unrealized
WELL WELLTOWER INC COM 0.2%
Value ($000) $335 Shares 4,359 Est. Cost $54.29 Unrealized +11.1%
JPM JPMORGAN CHASE & CO. COM 0.2%
Value ($000) $331 Shares 3,166 Est. Cost $87.23 Unrealized -2.2%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $330 Shares 5,597 Est. Cost $38.62 Unrealized +0.8%
O REALTY INCOME CORP COM 0.2%
Value ($000) $326 Shares 4,489 Est. Cost $42.39 Unrealized +12.2%
ICF ISHARES TRUST COHEN STEER REIT ETF 0.2%
Value ($000) $325 Shares 2,931 Est. Cost $103.69 Unrealized
CRM SALESFORCE.COM INC COM 0.2%
Value ($000) $325 Shares 2,021 Est. Cost $153.14 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEMS INC COM 0.2%
Value ($000) $324 Shares 5,007 Est. Cost $43.42 Unrealized +22.0%
ABT ABBOTT LABORATORIES COM 0.2%
Value ($000) $323 Shares 4,059 Est. Cost $62.59 Unrealized +5.6%
TRI-CONTINENTAL CORP COM 0.2%
Value ($000) $323 Shares 12,183 Est. Cost $24.95 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $323 Shares 5,933 Est. Cost $43.83 Unrealized 0.0%
DHR DANAHER CORP COM 0.2%
Value ($000) $302 Shares 2,295 Est. Cost $88.24 Unrealized +12.6%
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.2%
Value ($000) $301 Shares 2,659 Est. Cost $85.59 Unrealized
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.2%
Value ($000) $298 Shares 8,162 Est. Cost $36.51 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY ETF 0.2%
Value ($000) $297 Shares 11,999 Est. Cost $24.75 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $295 Shares 3,990 Est. Cost $53.65 Unrealized +10.5%
IGV ISHARES TRUST EXPANDED TECH SOFTWARE 0.2%
Value ($000) $288 Shares 1,348 Est. Cost $213.65 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC COM 0.2%
Value ($000) $287 Shares 5,264 Est. Cost $51.96 Unrealized
VARIAN MEDICAL SYSTEMS INC COM 0.2%
Value ($000) $278 Shares 1,964 Est. Cost $130.61 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $275 Shares 3,374 Est. Cost $64.17 Unrealized +12.6%
AVGO BROADCOM CORP COM 0.2%
Value ($000) $274 Shares 899 Est. Cost $22.49 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $274 Shares 3,511 Est. Cost $55.99 Unrealized +6.5%
CVX CHEVRON CORPORATION COM 0.2%
Value ($000) $273 Shares 2,192 Est. Cost $85.16 Unrealized +2.7%
IYW ISHARES TRUST U.S. TECH ETF 0.2%
Value ($000) $271 Shares 1,404 Est. Cost $169.27 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $270 Shares 1,666 Est. Cost $121.16 Unrealized +3.5%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.2%
Value ($000) $270 Shares 2,225 Est. Cost $123.71 Unrealized
HCP INC COM 0.2%
Value ($000) $270 Shares 8,681 Est. Cost $30.74 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.2%
Value ($000) $269 Shares 3,079 Est. Cost $31.23 Unrealized +16.6%
AWK AMERICAN WATER WOR COM 0.2%
Value ($000) $268 Shares 2,585 Est. Cost $79.87 Unrealized +8.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $268 Shares 1,094 Est. Cost $234.80 Unrealized -3.1%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $267 Shares 2,662 Est. Cost $78.51 Unrealized +6.3%
EXC EXELON CORP COM 0.2%
Value ($000) $267 Shares 5,371 Est. Cost $24.93 Unrealized +7.3%
ACN ACCENTURE PLC COM 0.2%
Value ($000) $265 Shares 1,507 Est. Cost $142.86 Unrealized -0.5%
BABA ALIBABA GROUP HOLDING LTD ADR 0.2%
Value ($000) $265 Shares 1,467 Est. Cost $156.43 Unrealized
LLY ELI LILLY AND COMPANY COM 0.2%
Value ($000) $264 Shares 2,048 Est. Cost $101.61 Unrealized +9.2%
IHI ISHARES TRUST U.S. MED DVC ETF 0.2%
Value ($000) $264 Shares 1,144 Est. Cost $230.77 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $263 Shares 1,362 Est. Cost $150.47 Unrealized 0.0%
SPIB SPDR SERIES TRUST PORTFOLIO INTRMD ETF 0.2%
Value ($000) $261 Shares 7,685 Est. Cost $33.96 Unrealized
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $261 Shares 1,532 Est. Cost $138.09 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC COM 0.1%
Value ($000) $257 Shares 2,366 Est. Cost $79.27 Unrealized +7.7%
ADSK AUTODESK INC COM 0.1%
Value ($000) $256 Shares 1,564 Est. Cost $149.48 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION COM 0.1%
Value ($000) $256 Shares 3,132 Est. Cost $55.43 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS COM 0.1%
Value ($000) $253 Shares 6,677 Est. Cost $37.89 Unrealized
MLM MARTIN MARIETTA MATERIALS INC COM 0.1%
Value ($000) $252 Shares 1,236 Est. Cost $177.65 Unrealized 0.0%
VMC VULCAN MATERIALS CO COM 0.1%
Value ($000) $251 Shares 2,091 Est. Cost $101.79 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST INC COM 0.1%
Value ($000) $250 Shares 13,341 Est. Cost $18.74 Unrealized
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $246 Shares 2,372 Est. Cost $84.46 Unrealized +16.2%
CHKP CHECK POINT SFTWRE COM 0.1%
Value ($000) $246 Shares 1,946 Est. Cost $116.24 Unrealized 0.0%
WAT WATERS CORP COM 0.1%
Value ($000) $246 Shares 973 Est. Cost $227.86 Unrealized 0.0%
LHC GROUP INC COM 0.1%
Value ($000) $245 Shares 2,262 Est. Cost $106.33 Unrealized
UNILEVER PLC ADR SPONSORED 0.1%
Value ($000) $243 Shares 4,233 Est. Cost $52.92 Unrealized
ISTB ISHARES TRUST CORE 1 5 YR USD ETF 0.1%
Value ($000) $235 Shares 4,743 Est. Cost $49.22 Unrealized
ETF MANAGERS TRUST ETFMG ALTR HRVST 0.1%
Value ($000) $228 Shares 6,228 Est. Cost $36.61 Unrealized
DIREXION SHARES ETF TRUST DLY ENRGY BULL3X ETF 0.1%
Value ($000) $227 Shares 9,604 Est. Cost $23.64 Unrealized
EFA ISHARES TRUST MSCI EAFE ETF 0.1%
Value ($000) $211 Shares 3,219 Est. Cost $65.55 Unrealized
APACHE CORP COM 0.1%
Value ($000) $210 Shares 6,016 Est. Cost $34.91 Unrealized
AURORA CANNABIS INC COM 0.1%
Value ($000) $177 Shares 19,353 Est. Cost $9.15 Unrealized
SLVP ISHARES INC GLB SILV MIN ETF 0.1%
Value ($000) $153 Shares 17,141 Est. Cost $8.73 Unrealized
AFIF TWO RDS SHARED TRUST ANFIELD UNVL ETF 0.1%
Value ($000) $137 Shares 13,769 Est. Cost $9.95 Unrealized
F FORD MOTOR CO COM 0.1%
Value ($000) $111 Shares 12,447 Est. Cost $6.21 Unrealized -2.1%
AMPIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $60 Shares 109,443 Est. Cost $0.48 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $8 Shares 15,000 Est. Cost $0.78 Unrealized 0.0%