Harvest Investment Advisors, LLC
Q2 2025 13F Holdings
- Locationtallahassee, FL
- Num holdings
58
- Value ($000)
$155,456
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001967261
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ PowerShares QQQ Trust | ETF | 46090E103 | $31.94M | 21 % | 57,905 | ||
EFA iShares MSCI EAFE Fund | ETF | 464287465 | $11.75M | 8 % | 131,472 | ||
IWM iShares Russell 2000 Fund | ETF | 464287655 | $8.89M | 6 % | 41,220 | ||
ONEQ Fidelity NASDAQ Composite Index Fund | ETF | 315912808 | $7.16M | 5 % | 89,379 | ||
EEM iShares MSCI Emerging Markets Fund | ETF | 464287234 | $5.29M | 3 % | 109,628 | ||
VWO Vanguard FTSE Emerging Markets Fund | ETF | 922042858 | $4.88M | 3 % | 98,619 | ||
EMXC iShares MSCI Emerging Markets ex China Fund | ETF | 46434G764 | $3.55M | 2 % | 56,293 | ||
GS Goldman Sachs Group | STOCK | 38141G104 | $3.04M | 2 % | 4,298 | ||
Morgan Stanley | STOCK | 617446448 | $2.72M | 2 % | 19,329 | ||
SYF Synchrony Financial | STOCK | 87165B103 | $2.50M | 2 % | 37,454 |
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