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| Happy Holidays!! thanks for using AUM13F!! |
| Harvest Investment Advisors LLC
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| CRD # | 136693 |
| SEC # | 801-121340 |
| CIK # | 0001967261 |
| AUM | $162.5 M (2025-03-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 850-893-4414 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 3.0 | ||
| Morgan Stanley | 2.7 | ||
| Synchrony Financial | 2.5 | ||
| Williams Companies Inc | 2.3 | ||
| Blackstone Group LP | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Northern Trust Corp | 2.1 | ||
| State Street Corp | 2.1 | ||
| Qualcomm Inc/DE | 2.0 | ||
| BlackRock Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 28.4 |
| (b) Individuals (high net worth individuals) | 37 | 130.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.0 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 162.5 |
| By Discretionary | ||
| Discretionary | 257 | 159.9 |
| Non-Discretionary | 19 | 2.7 |
| Total | 276 | 162.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.5 | |
| Total | 276 | 162.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967261] |
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