Top 50 Harvest Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | PowerShares QQQ Trust | 19.51% | 56.0K | $34.4M | new | $271.26(+134.98%) | 2025-12-31 | |
| EFA | iShares MSCI EAFE Fund | 7.35% | 135.0K | $13.0M | new | $62.14(+66.26%) | 2025-12-31 | |
| IWM | iShares Russell 2000 Fund | 6.07% | 43.5K | $10.7M | new | $182.63(+47.51%) | 2025-12-31 | |
| ONEQ | Fidelity NASDAQ Composite Index Fund | 4.26% | 82.2K | $7.5M | new | $41.20(+129.39%) | 2025-12-31 | |
| EEM | iShares MSCI Emerging Markets Fund | 3.38% | 109.0K | $6.0M | new | $36.51(+70.38%) | 2025-12-31 | |
| VWO | Vanguard FTSE Emerging Markets Fund | 3.05% | 100.0K | $5.4M | new | $38.27(+51.77%) | 2025-12-31 | |
| EMXC | iShares MSCI Emerging Markets ex China Fund | 2.33% | 56.5K | $4.1M | new | $55.36(+58.37%) | 2025-12-31 | |
| GS | Goldman Sachs Group | 2.05% | 4.1K | $3.6M | new | $318.57(+182.35%) | 2025-12-31 | |
| MS | Morgan Stanley | 1.75% | 17.4K | $3.1M | new | $82.80(+131.41%) | 2025-12-31 | |
| HII | Huntington Ingalls Industries | 1.57% | 8.1K | $2.8M | new | $221.66(+79.61%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.13% | +60.70% |
| Top 20 Holdings Unweighted | +13.32% | +45.51% |
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