HARVEST INVESTMENT ADVISORS, LLC

PrivateCIK: 1967261
Location

TALLAHASSEE, FL

57
Positions
$176.42M
Total AUM (reported)
1.52M
Total Shares

Allocation by class

TOTAL AUM$176.42M57 positions
STOCK$95.36M54.1%
ETF$81.07M45.9%

Portfolio Concentration

Top 332.9%4–1018.4%11–2519.9%Rest28.8%TOP 1051.3%0%100%
Top 3$58.10M32.9%
4–10$32.43M18.4%
11–25$35.05M19.9%
Rest$50.84M28.8%

Top 3 weight

32.9%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 1.52M

Sole

Full voting authority

1.52M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

PowerShares QQQ Trust

SOLE
ETF
Shares56.04K
TypeSH
Market value$34.43M
19.51%
Sole
56.04K
Shared
0.00
None
0.00

iShares MSCI EAFE Fund

SOLE
ETF
Shares135.01K
TypeSH
Market value$12.97M
7.35%
Sole
135.01K
Shared
0.00
None
0.00

iShares Russell 2000 Fund

SOLE
ETF
Shares43.52K
TypeSH
Market value$10.71M
6.07%
Sole
43.52K
Shared
0.00
None
0.00

Fidelity NASDAQ Composite Index Fund

SOLE
ETF
Shares82.21K
TypeSH
Market value$7.51M
4.26%
Sole
82.21K
Shared
0.00
None
0.00

iShares MSCI Emerging Markets Fund

SOLE
ETF
Shares108.97K
TypeSH
Market value$5.96M
3.38%
Sole
108.97K
Shared
0.00
None
0.00

Vanguard FTSE Emerging Markets Fund

SOLE
ETF
Shares100.04K
TypeSH
Market value$5.38M
3.05%
Sole
100.04K
Shared
0.00
None
0.00

iShares MSCI Emerging Markets ex China Fund

SOLE
ETF
Shares56.50K
TypeSH
Market value$4.11M
2.33%
Sole
56.50K
Shared
0.00
None
0.00

Goldman Sachs Group

SOLE
Stock
Shares4.12K
TypeSH
Market value$3.62M
2.05%
Sole
4.12K
Shared
0.00
None
0.00

Morgan Stanley

SOLE
Stock
Shares17.37K
TypeSH
Market value$3.08M
1.75%
Sole
17.37K
Shared
0.00
None
0.00

Huntington Ingalls Industries

SOLE
Stock
Shares8.13K
TypeSH
Market value$2.76M
1.57%
Sole
8.13K
Shared
0.00
None
0.00

AbbVie

SOLE
Stock
Shares11.83K
TypeSH
Market value$2.70M
1.53%
Sole
11.83K
Shared
0.00
None
0.00

State Street

SOLE
Stock
Shares19.77K
TypeSH
Market value$2.55M
1.45%
Sole
19.77K
Shared
0.00
None
0.00

Synchrony Financial

SOLE
Stock
Shares30.22K
TypeSH
Market value$2.52M
1.43%
Sole
30.22K
Shared
0.00
None
0.00

Blackstone

SOLE
Stock
Shares15.59K
TypeSH
Market value$2.40M
1.36%
Sole
15.59K
Shared
0.00
None
0.00

General Dynamics

SOLE
Stock
Shares7.06K
TypeSH
Market value$2.38M
1.35%
Sole
7.06K
Shared
0.00
None
0.00

Raytheon Technologies

SOLE
Stock
Shares12.88K
TypeSH
Market value$2.36M
1.34%
Sole
12.88K
Shared
0.00
None
0.00

Kaiser Aluminum

SOLE
Stock
Shares20.37K
TypeSH
Market value$2.34M
1.33%
Sole
20.37K
Shared
0.00
None
0.00

Northern Trust

SOLE
Stock
Shares16.96K
TypeSH
Market value$2.32M
1.31%
Sole
16.96K
Shared
0.00
None
0.00

Williams Companies

SOLE
Stock
Shares38.36K
TypeSH
Market value$2.31M
1.31%
Sole
38.36K
Shared
0.00
None
0.00

Cisco Systems

SOLE
Stock
Shares29.77K
TypeSH
Market value$2.29M
1.30%
Sole
29.77K
Shared
0.00
None
0.00

Qualcomm

SOLE
Stock
Shares12.98K
TypeSH
Market value$2.22M
1.26%
Sole
12.98K
Shared
0.00
None
0.00

Amgen

SOLE
Stock
Shares6.69K
TypeSH
Market value$2.19M
1.24%
Sole
6.69K
Shared
0.00
None
0.00

L3Harris Technologies

SOLE
Stock
Shares7.44K
TypeSH
Market value$2.19M
1.24%
Sole
7.44K
Shared
0.00
None
0.00

BlackRock

SOLE
Stock
Shares2K
TypeSH
Market value$2.14M
1.21%
Sole
2K
Shared
0.00
None
0.00

Allstate

SOLE
Stock
Shares10.28K
TypeSH
Market value$2.14M
1.21%
Sole
10.28K
Shared
0.00
None
0.00
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