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CIK: 0001923739
Total reported value
$7.1B
$7.1B
232 檔
9.0%
The Q4 2024 SEC filing reveals that Harvest Portfolios Group Inc. held a total portfolio value of $7.1B, covering 232 public equity positions.
During Q4 2024, Harvest Portfolios Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 8.85% | -0.88% | +10.38% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.97% | -0.53% | +34.41% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.16% | +0.58% | +42.39% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.30% | +60.03% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | -0.14% | +4.79% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.31% | +0.04% | +7.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.42% | +26.93% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.80% | -0.17% | +8.45% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.79% | -0.11% | +10.83% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.79% | -0.13% | +19.93% | |
| 11 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.78% | — | +11.80% | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.76% | -0.21% | -21.11% | |
| 13 | ELV | Elevance Health Inc | Stock-Healthcare | 1.74% | — | +36.79% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.73% | +0.05% | +11.66% | |
| 15 | A | Agilent Technologies Inc | Stock-Healthcare | 1.73% | +0.05% | +2.91% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.72% | +0.05% | +8.51% | |
| 17 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.72% | -0.14% | +6.44% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.72% | -0.02% | -6.40% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.72% | -0.19% | -23.23% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.71% | -1.06% | EXIT | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.71% | -0.02% | -15.59% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.71% | -0.09% | -13.92% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.70% | — | +60.96% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.69% | -0.19% | -6.58% | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.53% | -0.17% | -14.38% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.07% | -26.96% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +0.09% | -10.21% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.30% | -2.02% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.18% | -6.40% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.45% | -0.61% | -0.96% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.41% | +0.04% | +12.42% | |
| 32 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.21% | -0.15% | +99.76% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.01% | -11.72% | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.84% | -0.09% | -4.82% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.05% | -11.41% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.24% | +92.39% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | -5.12% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.41% | EXIT | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.83% | +0.06% | -18.54% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.12% | +9.18% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.80% | +0.01% | -20.19% | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 0.80% | — | +17.66% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.01% | +2.23% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.11% | +68.89% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | +0.29% | +23.08% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.76% | — | +19.96% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +1.15% | +15.32% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.09% | -11.39% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +0.26% | +3.40% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | — | -8.10% |
According to official SEC Form 13F filings, Harvest Portfolios Group Inc. reported a total U.S. public equity portfolio value of $7.1B across 232 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including TLT, IEF, LLY) accounted for 9.0% of total reported equity market value during Q4 2024.
During Q4 2024, Harvest Portfolios Group Inc.'s top holdings by market value included TLT (8.8%)、IEF (4.0%)、LLY (3.2%). The largest single position, TLT, represented 8.8% of total portfolio value.
In Q4 2024, Harvest Portfolios Group Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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