|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Harvest Investment Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001967261 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 3.0 | ||
| Morgan Stanley | 2.7 | ||
| Synchrony Financial | 2.5 | ||
| Williams Companies Inc | 2.3 | ||
| Blackstone Group LP | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Northern Trust Corp | 2.1 | ||
| State Street Corp | 2.1 | ||
| Qualcomm Inc/DE | 2.0 | ||
| BlackRock Inc | 2.0 | ||
| Huntington Ingalls Industries Inc | 2.0 | ||
| General Dynamics Corp | 2.0 | ||
| Cisco Systems Inc | 2.0 | ||
| Allstate Corp | 2.0 | ||
| Kinder Morgan Inc | 2.0 | ||
| Harris Corp /DE/ | 1.9 | ||
| PNC Financial Services Group Inc | 1.9 | ||
| United Technologies Corp /DE/ | 1.8 | ||
| Honeywell International Inc | 1.8 | ||
| Hershey Co | 1.8 | ||
| Abbott Laboratories | 1.8 | ||
| NXP Semiconductors NV | 1.8 | ||
| Amgen Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Certus Wealth Management LLC
✚
|
0.2 | |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Bucket List Wealth Management LLC
✚
|
FL | 0.2 |
|
3rd Creek Investments Inc
✚
|
0.2 | |
|
Cascade Wealth Advisors Inc
✚
|
WA | 0.2 |
|
NDWM LLC
✚
|
CA | 0.2 |
|
Ridgeline Wealth LLC
✚
|
AZ | 0.2 |
|
Delos Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.2 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |