| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PowerShares QQQ Trust | 4 | Q3 2023 | 19.5% |
| iShares MSCI EAFE Fund | 4 | Q3 2023 | 8.5% |
| iShares Russell 2000 Fund | 4 | Q3 2023 | 5.1% |
| Fidelity NASDAQ Composite Index Fund | 4 | Q3 2023 | 4.6% |
| iShares MSCI Emerging Markets Fund | 4 | Q3 2023 | 4.4% |
| Vanguard FTSE Emerging Markets Fund | 4 | Q3 2023 | 3.6% |
| Allison Transmission Holdings | 4 | Q3 2023 | 1.9% |
| Raytheon Technologies | 4 | Q3 2023 | 1.9% |
| AbbVie | 4 | Q3 2023 | 2.0% |
| Hartford Financial Services Group | 4 | Q3 2023 | 1.8% |
View Harvest Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.