Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 17, 2019

Total Value ($000): $175,608 (100.0% shares, 0.0% debt)

Holdings (147)

FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 6.1%
Value ($000) $10,652 Shares 177,417 Est. Cost $59.99 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 5.7%
Value ($000) $10,010 Shares 55,332 Est. Cost $174.29 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 4.0%
Value ($000) $6,971 Shares 36,833 Est. Cost $163.62 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 3.7%
Value ($000) $6,568 Shares 22,218 Est. Cost $266.36 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 3.5%
Value ($000) $6,180 Shares 23,149 Est. Cost $246.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 2.9%
Value ($000) $5,057 Shares 14,235 Est. Cost $332.44 Unrealized
IWM ISHARES TRUST RUSSELL 2000 ETF 2.8%
Value ($000) $4,854 Shares 31,096 Est. Cost $154.21 Unrealized
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 2.4%
Value ($000) $4,262 Shares 67,720 Est. Cost $54.36 Unrealized
DIREXION SHARES ETF TRUST SP BIOTCH BL NEW ETF 2.4%
Value ($000) $4,241 Shares 83,273 Est. Cost $46.41 Unrealized
IJT ISHARES TRUST S&P SML 600 GWT ETF 2.4%
Value ($000) $4,157 Shares 22,736 Est. Cost $180.09 Unrealized
IJK ISHARES TRUST S&P MC 400GR ETF 1.9%
Value ($000) $3,267 Shares 14,399 Est. Cost $221.48 Unrealized
FAS DIREXION SHARES ETF TRUST DLY FIN BULL NEW ETF 1.8%
Value ($000) $3,232 Shares 42,599 Est. Cost $57.25 Unrealized
SPLV INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF 1.6%
Value ($000) $2,878 Shares 52,072 Est. Cost $51.64 Unrealized
FVD FIRST TST VALUE LI SHS ETF 1.6%
Value ($000) $2,763 Shares 81,586 Est. Cost $30.91 Unrealized
NOBL PROSHARES TRUST S&P 500 DV ARIST ETF 1.5%
Value ($000) $2,685 Shares 38,442 Est. Cost $63.56 Unrealized
UBS AG LONDON ETRAC 2X LEV LNG ETN 1.5%
Value ($000) $2,611 Shares 180,878 Est. Cost $13.28 Unrealized
FDL FIRST TST MORNINGS SHS ETF 1.4%
Value ($000) $2,478 Shares 80,709 Est. Cost $28.13 Unrealized
ADBE ADOBE INC COM 1.4%
Value ($000) $2,386 Shares 7,931 Est. Cost $254.22 Unrealized +9.2%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $2,375 Shares 1,236 Est. Cost $83.22 Unrealized +11.9%
MDIV FIRST TR EXCHANGE TRADED FD VI MULTI ASSET DI ETF 1.3%
Value ($000) $2,277 Shares 122,968 Est. Cost $18.05 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD II PFD SECS INC ETF 1.3%
Value ($000) $2,230 Shares 115,151 Est. Cost $18.70 Unrealized
DON WISDOMTREE TRUST US MIDCAP DIVID ETF 1.2%
Value ($000) $2,103 Shares 57,975 Est. Cost $34.73 Unrealized
NFLX NETFLIX INC COM 1.1%
Value ($000) $2,006 Shares 5,356 Est. Cost $34.67 Unrealized +4.1%
QLD PROSHARES TRUST PSHS ULTRA QQQ ETF 1.1%
Value ($000) $1,973 Shares 20,034 Est. Cost $75.06 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 1.1%
Value ($000) $1,930 Shares 48,812 Est. Cost $36.52 Unrealized
SPLUNK INC COM 1.1%
Value ($000) $1,905 Shares 15,203 Est. Cost $126.82 Unrealized
MA MASTERCARD INCORPORATED COM CL A 1.1%
Value ($000) $1,867 Shares 7,001 Est. Cost $207.83 Unrealized +16.1%
META FACEBOOK INC COM CL A 1.1%
Value ($000) $1,865 Shares 9,664 Est. Cost $154.85 Unrealized +17.2%
PAYC PAYCOM SOFTWARE INC COM 1.0%
Value ($000) $1,842 Shares 8,116 Est. Cost $159.22 Unrealized +26.4%
DHS WISDOMTREE TRUST US HIGH DIVIDEND ETF 1.0%
Value ($000) $1,837 Shares 25,167 Est. Cost $69.22 Unrealized
SOXL DIREXION SHARES ETF TRUST DLY SCOND 3XBU ETF 1.0%
Value ($000) $1,776 Shares 11,085 Est. Cost $160.22 Unrealized
ARISTA NETWORKS INC COM 0.9%
Value ($000) $1,527 Shares 5,812 Est. Cost $318.21 Unrealized
FRI FIRST TRUST PORTFOLIOS COM ETF 0.9%
Value ($000) $1,516 Shares 60,956 Est. Cost $23.97 Unrealized
GOOG ALPHABET INC COM CL C 0.9%
Value ($000) $1,511 Shares 1,377 Est. Cost $55.69 Unrealized +2.8%
UWM PROSHARES TRUST PSHS ULTRUSS2000 ETF 0.8%
Value ($000) $1,441 Shares 20,761 Est. Cost $64.14 Unrealized
KBWD INVESCO EXCHANGE TRADED FUND T KBW HIG DV YLD ETF 0.8%
Value ($000) $1,433 Shares 66,690 Est. Cost $21.78 Unrealized
DIREXION SHARES ETF TRUST DLY ENRGY BULL3X ETF 0.8%
Value ($000) $1,395 Shares 69,658 Est. Cost $20.52 Unrealized
UPRO PROSHARES TRUST ULTRPRO S&P500 ETF 0.8%
Value ($000) $1,359 Shares 24,476 Est. Cost $40.54 Unrealized
DES WISDOMTREE TRUST US SMALLCAP DIVD ETF 0.8%
Value ($000) $1,351 Shares 49,919 Est. Cost $27.16 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF 0.7%
Value ($000) $1,312 Shares 27,241 Est. Cost $46.77 Unrealized
BANK OF MONTREAL MICROSECTRS IDX ETN 0.7%
Value ($000) $1,283 Shares 33,866 Est. Cost $37.88 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.7%
Value ($000) $1,273 Shares 4,688 Est. Cost $241.97 Unrealized +24.8%
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $1,210 Shares 10,953 Est. Cost $77.50 Unrealized +16.8%
ABBV ABBVIE INC COM 0.7%
Value ($000) $1,190 Shares 16,218 Est. Cost $61.75 Unrealized -3.8%
FTC FIRST TR LRG CP GRWTH ALPHADEX COM SHS ETF 0.7%
Value ($000) $1,159 Shares 16,350 Est. Cost $62.72 Unrealized
FGD FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETF 0.7%
Value ($000) $1,151 Shares 50,057 Est. Cost $23.32 Unrealized
ECL ECOLAB INC COM 0.6%
Value ($000) $1,129 Shares 5,771 Est. Cost $148.70 Unrealized +16.5%
FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF 0.6%
Value ($000) $1,113 Shares 23,560 Est. Cost $46.77 Unrealized
SSO PROSHARES TRUST PSHS ULT S&P 500 ETF 0.6%
Value ($000) $1,091 Shares 8,524 Est. Cost $102.37 Unrealized
NVDA NVIDIA CORP COM 0.6%
Value ($000) $1,011 Shares 6,087 Est. Cost $3.85 Unrealized +6.9%
GLOBAL X FDS GLB X SUPERDIV ETF 0.5%
Value ($000) $932 Shares 54,093 Est. Cost $18.87 Unrealized
UDOW PROSHARES TRUST ULTRPRO DOW30 ETF 0.5%
Value ($000) $930 Shares 8,945 Est. Cost $92.70 Unrealized
LGLV SPDR SERIES TRUST SSGA US LRG ETF 0.5%
Value ($000) $876 Shares 8,079 Est. Cost $108.43 Unrealized
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 0.5%
Value ($000) $827 Shares 14,139 Est. Cost $55.35 Unrealized
ABIOMED INC COM 0.5%
Value ($000) $822 Shares 3,103 Est. Cost $277.46 Unrealized
IYC ISHARES TRUST U.S. CNSM SV ETF 0.5%
Value ($000) $810 Shares 3,690 Est. Cost $219.51 Unrealized
TECL DIREXION SHARES ETF TRUST DLY TECH BULL 3X ETF 0.5%
Value ($000) $800 Shares 4,829 Est. Cost $92.77 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC ETF 0.5%
Value ($000) $794 Shares 16,202 Est. Cost $47.54 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $755 Shares 5,732 Est. Cost $94.22 Unrealized +11.2%
MVV PROSHARES TRUST PSHS ULT MCAP400 ETF 0.4%
Value ($000) $743 Shares 18,084 Est. Cost $36.67 Unrealized
DDM PROSHARES TRUST PSHS ULTRA DOW30 ETF 0.4%
Value ($000) $727 Shares 14,851 Est. Cost $41.69 Unrealized
SMDV PROSHARES TRUST RUSS 2000 DIVD ETF 0.4%
Value ($000) $716 Shares 12,129 Est. Cost $57.35 Unrealized
IYR ISHARES TRUST U.S. REAL ES ETF 0.4%
Value ($000) $711 Shares 8,118 Est. Cost $84.68 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $691 Shares 3,431 Est. Cost $44.28 Unrealized +5.3%
GRUBHUB INC COM 0.4%
Value ($000) $682 Shares 8,918 Est. Cost $70.38 Unrealized
XMLV INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF 0.4%
Value ($000) $672 Shares 13,092 Est. Cost $51.33 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $633 Shares 4,668 Est. Cost $103.64 Unrealized +15.3%
RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 0.4%
Value ($000) $621 Shares 19,826 Est. Cost $28.89 Unrealized
LGND LIGAND PHARMACEUTICAL INC COM 0.3%
Value ($000) $584 Shares 5,087 Est. Cost $75.76 Unrealized -2.8%
REM ISHARES TRUST MORTGE REL ETF 0.3%
Value ($000) $571 Shares 13,572 Est. Cost $43.17 Unrealized
T AT&T INC COM 0.3%
Value ($000) $556 Shares 16,636 Est. Cost $14.04 Unrealized +7.4%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.3%
Value ($000) $548 Shares 14,887 Est. Cost $36.65 Unrealized
CVX CHEVRON CORPORATION COM 0.3%
Value ($000) $528 Shares 4,235 Est. Cost $87.61 Unrealized +3.0%
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 0.3%
Value ($000) $522 Shares 8,137 Est. Cost $41.88 Unrealized
UBS AG JERSEY ETRAC WELLS BDCI ETN 0.3%
Value ($000) $509 Shares 25,540 Est. Cost $19.00 Unrealized
CREDIT SUISSE NASSAU VELOCITY SHS DAI ETN 0.3%
Value ($000) $506 Shares 29,976 Est. Cost $16.88 Unrealized
SDOG ALPS ETF TRUST SECTR DIV DOGS ETF 0.3%
Value ($000) $495 Shares 11,349 Est. Cost $41.97 Unrealized
IDU ISHARES TRUST U.S. UTILITS ETF 0.3%
Value ($000) $481 Shares 3,202 Est. Cost $138.97 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.3%
Value ($000) $475 Shares 22,741 Est. Cost $18.53 Unrealized
EES WISDOMTREE TRUST US SMALLCAP FUND ETF 0.3%
Value ($000) $465 Shares 12,955 Est. Cost $35.65 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.3%
Value ($000) $460 Shares 6,804 Est. Cost $64.99 Unrealized
MIDU DIREXION SHARES ETF TRUST DLY MIDCAP ETF3X 0.3%
Value ($000) $459 Shares 10,591 Est. Cost $43.34 Unrealized
IYW ISHARES TRUST U.S. TECH ETF 0.3%
Value ($000) $459 Shares 2,287 Est. Cost $181.40 Unrealized
FS KKR CAPITAL CORP COM 0.2%
Value ($000) $437 Shares 72,930 Est. Cost $6.19 Unrealized
GLD SPDR GOLD TRUST GOLD SHS ETF 0.2%
Value ($000) $433 Shares 3,320 Est. Cost $125.92 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.2%
Value ($000) $426 Shares 3,436 Est. Cost $118.22 Unrealized
EFA ISHARES TRUST MSCI EAFE ETF 0.2%
Value ($000) $418 Shares 6,337 Est. Cost $65.75 Unrealized
FLRN SPDR SERIES TRUST BLOMBERG BRC INV ETF 0.2%
Value ($000) $413 Shares 13,475 Est. Cost $30.60 Unrealized
RETAIL PROP OF AMERICA INC CL A 0.2%
Value ($000) $404 Shares 34,655 Est. Cost $12.28 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.2%
Value ($000) $389 Shares 5,799 Est. Cost $65.13 Unrealized
DRN DIREXION SHARES ETF TRUST DLY R/E BULL3X ETF 0.2%
Value ($000) $385 Shares 15,271 Est. Cost $25.21 Unrealized
EZM WISDOMTREE TRUST US MIDCAP FUND ETF 0.2%
Value ($000) $379 Shares 9,458 Est. Cost $38.55 Unrealized
SHV ISHARES TRUST SHORT TREAS BD ETF 0.2%
Value ($000) $372 Shares 3,372 Est. Cost $110.32 Unrealized
STAMPS.COM INC COM 0.2%
Value ($000) $366 Shares 8,112 Est. Cost $82.04 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.2%
Value ($000) $362 Shares 3,190 Est. Cost $87.23 Unrealized +5.5%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $350 Shares 4,141 Est. Cost $54.17 Unrealized +25.4%
SO SOUTHERN CO. COM 0.2%
Value ($000) $348 Shares 6,360 Est. Cost $34.81 Unrealized +18.8%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $343 Shares 32,349 Est. Cost $10.60 Unrealized
DHR DANAHER CORP COM 0.2%
Value ($000) $339 Shares 2,357 Est. Cost $88.95 Unrealized +29.2%
ABERDEEN ASIA PACIFIC INCOME F COM 0.2%
Value ($000) $337 Shares 80,554 Est. Cost $4.00 Unrealized
TRI CONTL CORP COM 0.2%
Value ($000) $331 Shares 12,183 Est. Cost $24.95 Unrealized
GOVI INVESCO EXCHANGE TRADED FUND T 1 30 LADER TRE ETF 0.2%
Value ($000) $320 Shares 9,412 Est. Cost $34.00 Unrealized
PCY INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF 0.2%
Value ($000) $320 Shares 10,931 Est. Cost $29.27 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 0.2%
Value ($000) $318 Shares 6,172 Est. Cost $50.95 Unrealized
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.2%
Value ($000) $316 Shares 2,613 Est. Cost $85.59 Unrealized
WELL WELLTOWER INC COM 0.2%
Value ($000) $305 Shares 3,735 Est. Cost $54.29 Unrealized +17.9%
DIS WALT DISNEY COMPANY (THE) COM 0.2%
Value ($000) $304 Shares 2,152 Est. Cost $128.01 Unrealized 0.0%
IHI ISHARES TRUST U.S. MED DVC ETF 0.2%
Value ($000) $304 Shares 1,254 Est. Cost $231.79 Unrealized
AWK AMERICAN WATER WOR COM 0.2%
Value ($000) $303 Shares 2,624 Est. Cost $80.13 Unrealized +21.7%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $297 Shares 5,250 Est. Cost $38.62 Unrealized +3.6%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $293 Shares 3,525 Est. Cost $55.99 Unrealized +16.0%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $292 Shares 2,674 Est. Cost $78.51 Unrealized +17.1%
VMC VULCAN MATERIALS CO COM 0.2%
Value ($000) $290 Shares 2,113 Est. Cost $101.99 Unrealized +18.2%
INTC INTEL CORP COM 0.2%
Value ($000) $286 Shares 5,960 Est. Cost $43.83 Unrealized -1.7%
MCHP MICROCHIP TECHNOLOGY COM 0.2%
Value ($000) $285 Shares 3,125 Est. Cost $31.34 Unrealized +25.1%
MLM MARTIN MARIETTA MATERIALS INC COM 0.2%
Value ($000) $283 Shares 1,244 Est. Cost $177.65 Unrealized +16.4%
V VISA INC COM CL A 0.2%
Value ($000) $283 Shares 1,628 Est. Cost $156.33 Unrealized 0.0%
ACN ACCENTURE PLC COM 0.2%
Value ($000) $283 Shares 1,519 Est. Cost $142.86 Unrealized +14.6%
SOXX ISHARES TRUST PHLX SEMICND ETF 0.2%
Value ($000) $282 Shares 1,388 Est. Cost $167.57 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $281 Shares 1,694 Est. Cost $121.49 Unrealized +16.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.2%
Value ($000) $280 Shares 5,366 Est. Cost $51.97 Unrealized
LHC GROUP INC COM 0.2%
Value ($000) $280 Shares 2,326 Est. Cost $106.72 Unrealized
KIRKLAND LAKE GOLD COM 0.2%
Value ($000) $279 Shares 6,734 Est. Cost $41.43 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $276 Shares 1,375 Est. Cost $150.47 Unrealized +15.2%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $273 Shares 2,338 Est. Cost $79.27 Unrealized +17.0%
UNILEVER PLC ADR SPONSORED 0.2%
Value ($000) $268 Shares 4,328 Est. Cost $53.12 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY ETF 0.2%
Value ($000) $268 Shares 10,713 Est. Cost $24.75 Unrealized
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $268 Shares 2,436 Est. Cost $85.00 Unrealized +23.8%
ADSK AUTODESK INC COM 0.2%
Value ($000) $267 Shares 1,583 Est. Cost $149.70 Unrealized +12.3%
SPIB SPDR SERIES TRUST PORTFOLIO INTRMD ETF 0.2%
Value ($000) $267 Shares 7,685 Est. Cost $33.96 Unrealized
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $267 Shares 1,561 Est. Cost $138.27 Unrealized +6.9%
AEP AMERICAN ELECTRIC POWER CO INC COM 0.1%
Value ($000) $261 Shares 2,972 Est. Cost $68.23 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $256 Shares 4,685 Est. Cost $44.10 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC COM 0.1%
Value ($000) $255 Shares 1,573 Est. Cost $141.56 Unrealized 0.0%
WPC WP CAREY INC COM 0.1%
Value ($000) $253 Shares 3,149 Est. Cost $80.34 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $253 Shares 8,599 Est. Cost $24.21 Unrealized 0.0%
ICF ISHARES TRUST COHEN STEER REIT ETF 0.1%
Value ($000) $248 Shares 2,214 Est. Cost $103.69 Unrealized
ISTB ISHARES TRUST CORE 1 5 YR USD ETF 0.1%
Value ($000) $238 Shares 4,751 Est. Cost $49.22 Unrealized
AQUA AMERICA INC COM 0.1%
Value ($000) $237 Shares 5,804 Est. Cost $40.83 Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.1%
Value ($000) $223 Shares 2,781 Est. Cost $79.28 Unrealized
DIV GLOBAL X FDS GLOBX SUPDV US ETF 0.1%
Value ($000) $206 Shares 9,145 Est. Cost $22.53 Unrealized
IAK ISHARES TRUST U.S. INSRNCE ETF 0.1%
Value ($000) $202 Shares 2,832 Est. Cost $71.33 Unrealized
NUVEEN QUALITY PFD INCOME FUND COM 0.1%
Value ($000) $170 Shares 17,884 Est. Cost $9.51 Unrealized
F FORD MOTOR CO COM 0.1%
Value ($000) $126 Shares 12,447 Est. Cost $6.21 Unrealized +14.4%
ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $103 Shares 10,475 Est. Cost $9.83 Unrealized
AMPIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $45 Shares 109,443 Est. Cost $0.48 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $0.78 Unrealized -33.4%