| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PowerShares QQQ Trust | 7 | Q2 2024 | 20.7% |
| iShares MSCI EAFE Fund | 7 | Q2 2024 | 8.5% |
| iShares Russell 2000 Fund | 7 | Q2 2024 | 5.5% |
| Fidelity NASDAQ Composite Index Fund | 7 | Q2 2024 | 4.8% |
| iShares MSCI Emerging Markets Fund | 7 | Q2 2024 | 4.4% |
| Vanguard FTSE Emerging Markets Fund | 7 | Q2 2024 | 3.6% |
| Broadcom | 7 | Q2 2024 | 2.1% |
| Allison Transmission Holdings | 7 | Q2 2024 | 1.9% |
| Hartford Financial Services Group | 7 | Q2 2024 | 1.9% |
| AbbVie | 7 | Q2 2024 | 2.0% |
View Harvest Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-29 |
| 13F-HR | 2023-08-24 |
| 13F-HR | 2023-05-19 |
| 13F-HR | 2023-05-16 |
View Harvest Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.