Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 17, 2020

Total Value ($000): $188,312 (100.0% shares, 0.0% debt)

Holdings (151)

FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 13.0%
Value ($000) $24,425 Shares 406,479 Est. Cost $60.06 Unrealized
SPLV INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF 6.1%
Value ($000) $11,437 Shares 196,042 Est. Cost $56.44 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 3.5%
Value ($000) $6,558 Shares 30,847 Est. Cost $163.62 Unrealized
LGLV SPDR SERIES TRUST SSGA US LRG ETF 3.3%
Value ($000) $6,184 Shares 54,158 Est. Cost $112.29 Unrealized
FPE FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF 3.1%
Value ($000) $5,790 Shares 288,536 Est. Cost $19.35 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 2.9%
Value ($000) $5,533 Shares 17,192 Est. Cost $266.36 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF 2.7%
Value ($000) $5,074 Shares 104,002 Est. Cost $47.85 Unrealized
DIA SPDR DOW JONES IND UT SER 1 ETF 2.7%
Value ($000) $5,057 Shares 17,738 Est. Cost $246.78 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 2.5%
Value ($000) $4,673 Shares 108,385 Est. Cost $39.63 Unrealized
FVD FIRST TST VALUE LI SHS ETF 2.4%
Value ($000) $4,609 Shares 127,925 Est. Cost $32.65 Unrealized
FDL FIRST TST MORNINGS SHS ETF 2.3%
Value ($000) $4,402 Shares 135,139 Est. Cost $29.79 Unrealized
NOBL PROSHARES TRUST S&P 500 DV ARIST ETF 2.3%
Value ($000) $4,334 Shares 57,335 Est. Cost $67.17 Unrealized
XMLV INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF 1.9%
Value ($000) $3,645 Shares 67,754 Est. Cost $53.01 Unrealized
IWM ISHARES TRUST RUSSELL 2000 ETF 1.9%
Value ($000) $3,597 Shares 21,713 Est. Cost $154.21 Unrealized
DIREXION SHARES ETF TRUST SP BIOTCH BL NEW ETF 1.9%
Value ($000) $3,525 Shares 61,318 Est. Cost $46.41 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 1.9%
Value ($000) $3,491 Shares 9,302 Est. Cost $332.44 Unrealized
DON WISDOMTREE TRUST US MIDCAP DIVID ETF 1.7%
Value ($000) $3,164 Shares 83,195 Est. Cost $35.59 Unrealized
TNA DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETF 1.7%
Value ($000) $3,117 Shares 43,307 Est. Cost $54.34 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD VI MULTI ASSET DI ETF 1.5%
Value ($000) $2,856 Shares 152,037 Est. Cost $18.17 Unrealized
DHS WISDOMTREE TRUST US HIGH DIVIDEND ETF 1.4%
Value ($000) $2,719 Shares 35,399 Est. Cost $71.20 Unrealized
UBS AG LONDON TRACKER ZERT (WELLS FARGO BUS) 1.4%
Value ($000) $2,704 Shares 179,019 Est. Cost $13.29 Unrealized
FGD FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETF 1.1%
Value ($000) $2,109 Shares 84,550 Est. Cost $23.80 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 1.1%
Value ($000) $2,007 Shares 55,946 Est. Cost $33.33 Unrealized
REGL PROSHARES TRUST S&P MDCP 400 DIV ETF 1.0%
Value ($000) $1,834 Shares 30,458 Est. Cost $57.71 Unrealized
QLD PROSHARES TRUST PSHS ULTRA QQQ ETF 0.9%
Value ($000) $1,785 Shares 14,652 Est. Cost $75.06 Unrealized
SMDV PROSHARES TRUST RUSS 2000 DIVD ETF 0.8%
Value ($000) $1,583 Shares 25,631 Est. Cost $59.42 Unrealized
KBWD INVESCO EXCHANGE TRADED FUND T KBW HIG DV YLD ETF 0.8%
Value ($000) $1,538 Shares 70,166 Est. Cost $21.75 Unrealized
FRI FIRST TRUST PORTFOLIOS COM ETF 0.8%
Value ($000) $1,523 Shares 58,326 Est. Cost $24.25 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF 0.7%
Value ($000) $1,400 Shares 29,230 Est. Cost $46.97 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 0.7%
Value ($000) $1,396 Shares 7,213 Est. Cost $174.29 Unrealized
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $1,361 Shares 10,897 Est. Cost $77.89 Unrealized +35.1%
AAPL APPLE INC COM 0.7%
Value ($000) $1,355 Shares 4,615 Est. Cost $46.21 Unrealized +34.2%
XSLV INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETF 0.7%
Value ($000) $1,348 Shares 26,495 Est. Cost $49.88 Unrealized
DES WISDOMTREE TRUST US SMALLCAP DIVD ETF 0.6%
Value ($000) $1,215 Shares 42,369 Est. Cost $27.14 Unrealized
FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF 0.6%
Value ($000) $1,158 Shares 15,883 Est. Cost $64.32 Unrealized
GLOBAL X FDS GLB X SUPERDIV ETF 0.6%
Value ($000) $1,149 Shares 64,982 Est. Cost $18.63 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $1,144 Shares 7,254 Est. Cost $115.35 Unrealized +20.7%
SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF 0.6%
Value ($000) $1,114 Shares 26,601 Est. Cost $41.88 Unrealized
TECL DIREXION SHARES ETF TRUST DLY TECH BULL 3X ETF 0.6%
Value ($000) $1,098 Shares 4,542 Est. Cost $128.94 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC ETF 0.6%
Value ($000) $1,098 Shares 22,419 Est. Cost $47.95 Unrealized
EES WISDOMTREE TRUST US SMALLCAP FUND ETF 0.6%
Value ($000) $1,084 Shares 28,207 Est. Cost $36.93 Unrealized
UWM PROSHARES TRUST PSHS ULTRUSS2000 ETF 0.6%
Value ($000) $1,078 Shares 13,999 Est. Cost $64.14 Unrealized
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF 0.5%
Value ($000) $963 Shares 15,754 Est. Cost $61.13 Unrealized
DIREXION SHARES ETF TRUST DLY ENRGY BULL3X ETF 0.5%
Value ($000) $958 Shares 54,795 Est. Cost $20.52 Unrealized
SSO PROSHARES TRUST PSHS ULT S&P 500 ETF 0.5%
Value ($000) $881 Shares 5,844 Est. Cost $102.37 Unrealized
ECL ECOLAB INC COM 0.5%
Value ($000) $860 Shares 4,457 Est. Cost $148.70 Unrealized +19.5%
EZM WISDOMTREE TRUST US MIDCAP FUND ETF 0.5%
Value ($000) $851 Shares 20,222 Est. Cost $40.09 Unrealized
DDM PROSHARES TRUST PSHS ULTRA DOW30 ETF 0.4%
Value ($000) $833 Shares 14,986 Est. Cost $41.97 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $817 Shares 5,983 Est. Cost $94.80 Unrealized +19.0%
SOXX ISHARES TRUST PHLX SEMICND ETF 0.4%
Value ($000) $769 Shares 3,066 Est. Cost $223.91 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $757 Shares 410 Est. Cost $83.22 Unrealized +6.4%
MVV PROSHARES TRUST PSHS ULT MCAP400 ETF 0.4%
Value ($000) $720 Shares 15,972 Est. Cost $36.67 Unrealized
GOOG ALPHABET INC COM CL C 0.4%
Value ($000) $717 Shares 537 Est. Cost $55.69 Unrealized +15.0%
MA MASTERCARD INCORPORATED COM CL A 0.4%
Value ($000) $691 Shares 2,314 Est. Cost $207.83 Unrealized +31.2%
IVE ISHARES TRUST S&P 500 VAL ETF 0.3%
Value ($000) $655 Shares 5,036 Est. Cost $130.06 Unrealized
T AT&T INC COM 0.3%
Value ($000) $625 Shares 16,011 Est. Cost $14.28 Unrealized +32.1%
BANK OF MONTREAL MICROSECTRS IDX ETN 0.3%
Value ($000) $624 Shares 10,436 Est. Cost $37.88 Unrealized
REM ISHARES TRUST MORTGE REL ETF 0.3%
Value ($000) $616 Shares 13,837 Est. Cost $43.09 Unrealized
PALL ABERDEEN STANDARD PALLADIUM TR PHYSCL PALLADM ETF 0.3%
Value ($000) $570 Shares 3,112 Est. Cost $183.16 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.3%
Value ($000) $561 Shares 6,126 Est. Cost $80.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.3%
Value ($000) $552 Shares 2,438 Est. Cost $211.44 Unrealized +2.7%
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $552 Shares 3,966 Est. Cost $89.67 Unrealized +21.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $533 Shares 6,025 Est. Cost $61.75 Unrealized +4.7%
IJT ISHARES TRUST S&P SML 600 GWT ETF 0.3%
Value ($000) $531 Shares 2,747 Est. Cost $180.09 Unrealized
UPRO PROSHARES TRUST ULTRPRO S&P500 ETF 0.3%
Value ($000) $514 Shares 7,349 Est. Cost $43.35 Unrealized
RETAIL PROP OF AMERICA INC CL A 0.2%
Value ($000) $464 Shares 34,655 Est. Cost $12.28 Unrealized
IYJ ISHARES TRUST US INDUSTRIALS ETF 0.2%
Value ($000) $457 Shares 2,731 Est. Cost $167.34 Unrealized
IOO ISHARES TRUST GLOBAL 100 ETF 0.2%
Value ($000) $457 Shares 8,481 Est. Cost $53.89 Unrealized
IJK ISHARES TRUST S&P MC 400GR ETF 0.2%
Value ($000) $455 Shares 1,914 Est. Cost $221.48 Unrealized
FS KKR CAPITAL CORP COM 0.2%
Value ($000) $448 Shares 73,137 Est. Cost $6.19 Unrealized
PDP INVESCO EXCHANGE TRADED FD TR DWA MOMENTUM ETF 0.2%
Value ($000) $439 Shares 6,833 Est. Cost $64.25 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.2%
Value ($000) $436 Shares 20,201 Est. Cost $18.59 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.2%
Value ($000) $430 Shares 1,333 Est. Cost $322.58 Unrealized
IWV ISHARES TRUST RUSSELL 3000 ETF 0.2%
Value ($000) $413 Shares 2,193 Est. Cost $188.33 Unrealized
META FACEBOOK INC COM CL A 0.2%
Value ($000) $408 Shares 1,989 Est. Cost $154.85 Unrealized +24.2%
LQD ISHARES TRUST IBOXX INV CP ETF 0.2%
Value ($000) $401 Shares 3,136 Est. Cost $118.22 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.2%
Value ($000) $398 Shares 5,481 Est. Cost $65.13 Unrealized
ROM PROSHARES TRUST PSHS ULTRA TECH ETF 0.2%
Value ($000) $379 Shares 2,387 Est. Cost $85.59 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $378 Shares 5,935 Est. Cost $35.01 Unrealized +39.7%
SPIB SPDR SERIES TRUST PORTFOLIO INTRMD ETF 0.2%
Value ($000) $370 Shares 10,503 Est. Cost $34.28 Unrealized
MTUM ISHARES TRUST USA MOMENTUM FCT ETF 0.2%
Value ($000) $370 Shares 2,952 Est. Cost $125.34 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $366 Shares 6,122 Est. Cost $49.26 Unrealized 0.0%
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.2%
Value ($000) $365 Shares 5,042 Est. Cost $64.99 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 0.2%
Value ($000) $363 Shares 7,010 Est. Cost $51.06 Unrealized
ABERDEEN ASIA PACI COM 0.2%
Value ($000) $360 Shares 84,761 Est. Cost $4.02 Unrealized
IYF ISHARES TRUST U.S. FINLS ETF 0.2%
Value ($000) $349 Shares 2,538 Est. Cost $126.50 Unrealized
NAIL DIREXION SHARES ETF TRUST DALY HOM B&S BUL ETF 0.2%
Value ($000) $345 Shares 5,086 Est. Cost $62.94 Unrealized
FXR FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 0.2%
Value ($000) $343 Shares 7,619 Est. Cost $45.02 Unrealized
FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF 0.2%
Value ($000) $331 Shares 3,938 Est. Cost $84.05 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.2%
Value ($000) $330 Shares 3,157 Est. Cost $31.58 Unrealized +36.1%
UBS AG JERSEY ETRAC WELLS BDCI ETN 0.2%
Value ($000) $328 Shares 16,085 Est. Cost $19.06 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $324 Shares 2,534 Est. Cost $80.37 Unrealized +24.2%
ADBE ADOBE INC COM 0.2%
Value ($000) $322 Shares 977 Est. Cost $254.22 Unrealized +15.7%
DWAS INVESCO EXCHANGE TRADED FUND T DWA SMLCP MENT ETF 0.2%
Value ($000) $322 Shares 5,654 Est. Cost $56.95 Unrealized
ACN ACCENTURE PLC COM 0.2%
Value ($000) $321 Shares 1,525 Est. Cost $142.86 Unrealized +24.9%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $320 Shares 5,968 Est. Cost $44.12 Unrealized +5.6%
TRI CONTL CORP COM 0.2%
Value ($000) $316 Shares 11,241 Est. Cost $24.95 Unrealized
CANADIAN PACIFIC RAILWAY CO COM 0.2%
Value ($000) $313 Shares 1,230 Est. Cost $254.47 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $309 Shares 1,645 Est. Cost $156.56 Unrealized +10.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $308 Shares 10,385 Est. Cost $25.02 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $302 Shares 4,930 Est. Cost $38.68 Unrealized +10.6%
IHI ISHARES TRUST U.S. MED DVC ETF 0.2%
Value ($000) $301 Shares 1,139 Est. Cost $231.79 Unrealized
TTEK TETRA TECH INC COM 0.2%
Value ($000) $299 Shares 3,478 Est. Cost $17.32 Unrealized 0.0%
PCY INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF 0.2%
Value ($000) $295 Shares 9,994 Est. Cost $29.27 Unrealized
GOVI INVESCO EXCHANGE TRADED FUND T 1 30 LADER TRE ETF 0.2%
Value ($000) $295 Shares 8,557 Est. Cost $34.00 Unrealized
CBRE CBRE GROUP INC COM CL A 0.2%
Value ($000) $292 Shares 4,779 Est. Cost $55.39 Unrealized 0.0%
DUK DUKE ENERGY CORP COM 0.2%
Value ($000) $292 Shares 3,204 Est. Cost $70.54 Unrealized +1.8%
LAM RESEARCH CORP COM 0.2%
Value ($000) $292 Shares 999 Est. Cost $292.29 Unrealized
YUM YUM BRANDS INC COM 0.2%
Value ($000) $292 Shares 2,900 Est. Cost $80.34 Unrealized +14.9%
CVX CHEVRON CORPORATION COM 0.2%
Value ($000) $289 Shares 2,402 Est. Cost $87.74 Unrealized +2.2%
DRN DIREXION SHARES ETF TRUST DLY R/E BULL3X ETF 0.2%
Value ($000) $289 Shares 9,834 Est. Cost $25.67 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.2%
Value ($000) $288 Shares 3,056 Est. Cost $68.36 Unrealized +8.6%
PLD PROLOGIS INC COM 0.2%
Value ($000) $288 Shares 3,239 Est. Cost $69.37 Unrealized +7.7%
MACQUARIE INFRASTRUCTURE CORP COM 0.2%
Value ($000) $287 Shares 6,718 Est. Cost $42.72 Unrealized
NKE NIKE INC COM CL B 0.2%
Value ($000) $287 Shares 2,835 Est. Cost $78.86 Unrealized +10.1%
GPN GLOBAL PAYMENTS INC COM 0.2%
Value ($000) $287 Shares 1,574 Est. Cost $142.07 Unrealized +15.1%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.2%
Value ($000) $283 Shares 7,533 Est. Cost $36.65 Unrealized
KELLOGG COMPANY COM 0.1%
Value ($000) $280 Shares 4,057 Est. Cost $48.55 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES COM CL A 0.1%
Value ($000) $278 Shares 1,091 Est. Cost $233.98 Unrealized 0.0%
AQUA AMERICA INC COM 0.1%
Value ($000) $278 Shares 5,930 Est. Cost $40.90 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY ETF 0.1%
Value ($000) $277 Shares 10,888 Est. Cost $24.78 Unrealized
GDS GDS HOLDINGS LTD ADR 0.1%
Value ($000) $276 Shares 5,366 Est. Cost $40.85 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $275 Shares 2,940 Est. Cost $73.62 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $275 Shares 1,338 Est. Cost $177.66 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $271 Shares 1,817 Est. Cost $131.26 Unrealized 0.0%
CENTURYLINK INC COM 0.1%
Value ($000) $269 Shares 20,397 Est. Cost $13.19 Unrealized
IYW ISHARES TRUST U.S. TECH ETF 0.1%
Value ($000) $268 Shares 1,153 Est. Cost $181.40 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $267 Shares 4,303 Est. Cost $51.59 Unrealized +6.7%
CSX CSX CORP COM 0.1%
Value ($000) $266 Shares 3,677 Est. Cost $21.78 Unrealized 0.0%
KANSAS CITY SOUTHERN COM 0.1%
Value ($000) $266 Shares 1,740 Est. Cost $152.87 Unrealized
RNG RINGCENTRAL INC COM CL A 0.1%
Value ($000) $263 Shares 1,563 Est. Cost $164.84 Unrealized 0.0%
CARDIOVASCULAR SYSTEMS INC DEL COM 0.1%
Value ($000) $259 Shares 5,344 Est. Cost $46.11 Unrealized
MLM MARTIN MARIETTA MATERIALS INC COM 0.1%
Value ($000) $259 Shares 927 Est. Cost $178.91 Unrealized +42.9%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $256 Shares 968 Est. Cost $159.22 Unrealized +45.7%
HESS CORPORATION COM 0.1%
Value ($000) $254 Shares 3,815 Est. Cost $66.58 Unrealized
LEN LENNAR CORP COM CL A 0.1%
Value ($000) $252 Shares 4,526 Est. Cost $52.55 Unrealized 0.0%
DE DEERE & CO COM 0.1%
Value ($000) $251 Shares 1,452 Est. Cost $157.96 Unrealized 0.0%
BIIB BIOGEN INC COM 0.1%
Value ($000) $250 Shares 844 Est. Cost $277.46 Unrealized 0.0%
EFA ISHARES TRUST MSCI EAFE ETF 0.1%
Value ($000) $246 Shares 3,551 Est. Cost $65.98 Unrealized
VMC VULCAN MATERIALS CO COM 0.1%
Value ($000) $241 Shares 1,678 Est. Cost $103.92 Unrealized +30.7%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $239 Shares 1,679 Est. Cost $143.01 Unrealized
TER TERADYNE INC COM 0.1%
Value ($000) $227 Shares 3,332 Est. Cost $61.85 Unrealized 0.0%
WOOD ISHARES TRUST GL TIMB FORE ETF 0.1%
Value ($000) $214 Shares 3,207 Est. Cost $66.73 Unrealized
YUMC YUM CHINA HOLDINGS INC COM 0.1%
Value ($000) $210 Shares 4,377 Est. Cost $44.44 Unrealized 0.0%
SDOG ALPS ETF TRUST SECTR DIV DOGS ETF 0.1%
Value ($000) $207 Shares 4,421 Est. Cost $42.04 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $207 Shares 883 Est. Cost $3.85 Unrealized +34.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $205 Shares 2,257 Est. Cost $67.55 Unrealized 0.0%
NUVEEN QUALITY PFD INCOME FUND COM 0.1%
Value ($000) $194 Shares 19,424 Est. Cost $9.54 Unrealized
AMPIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $63 Shares 109,443 Est. Cost $0.48 Unrealized
HL HECLA MINING CO COM 0.0%
Value ($000) $46 Shares 13,854 Est. Cost $2.38 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $6 Shares 15,000 Est. Cost $0.78 Unrealized -33.0%