Harvest Investment Advisors, LLC

Q2 2025 13F Holdings

  • Location
    tallahassee, FL
  • Num holdings

    58

  • Value ($000)

    $155,456

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001967261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

PowerShares QQQ Trust

ETF
46090E103
$31.94M
21 %

57,905

E
EFA

iShares MSCI EAFE Fund

ETF
464287465
$11.75M
8 %

131,472

I
IWM

iShares Russell 2000 Fund

ETF
464287655
$8.89M
6 %

41,220

O
ONEQ

Fidelity NASDAQ Composite Index Fund

ETF
315912808
$7.16M
5 %

89,379

E
EEM

iShares MSCI Emerging Markets Fund

ETF
464287234
$5.29M
3 %

109,628

V
VWO

Vanguard FTSE Emerging Markets Fund

ETF
922042858
$4.88M
3 %

98,619

E
EMXC

iShares MSCI Emerging Markets ex China Fund

ETF
46434G764
$3.55M
2 %

56,293

G
GS

Goldman Sachs Group

STOCK
38141G104
$3.04M
2 %

4,298

---

Morgan Stanley

STOCK
617446448
$2.72M
2 %

19,329

S
SYF

Synchrony Financial

STOCK
87165B103
$2.50M
2 %

37,454

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