Harvest Investment Advisors, LLC
Harvest Investment Advisors, LLC is a registered investment advisory firm headquartered in West Chester, Ohio. The firm manages investment portfolios primarily for individuals, including high net worth individuals, and provides portfolio management and advisory services. As of April 2025, Harvest Investment Advisors, LLC oversees assets exceeding $580 million and employs 9 staff members. The firm’s practice focuses on personalized, separately managed accounts with investment strategies tailored to each client's specific needs.
Investment Strategy
Harvest Investment Advisors, LLC specializes in managing tailored investment portfolios for individual clients, emphasizing both active and passive investment approaches. For equity portfolios, the firm focuses on selecting fundamentally sound companies with strong and stable cash flows, solid balance sheets, and above-average dividend yields, currently only considering stocks yielding 2.2% or above. Risk management is a core principle, with risks addressed both at the security and portfolio level. Bond allocations are restricted to highly-rated, short-maturity instruments. The firm’s philosophy combines institutional investment rigor with personalized service.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | PowerShares QQQ Trust | 20.55% | $31.9M | 57,905 | $270.87 | $551.64 | +$4.4M |
E EFA | iShares MSCI EAFE Fund | 7.56% | $11.8M | 131,472 | $65.92 | $89.39 | +$913.6K |
I IWM | iShares Russell 2000 Fund | 5.72% | $8.9M | 41,220 | $182.95 | $215.79 | +$536.2K |
O ONEQ | Fidelity NASDAQ Composite Index Fund | 4.61% | $7.2M | 89,379 | $40.97 | $80.10 | +$1.1M |
E EEM | iShares MSCI Emerging Markets Fund | 3.40% | $5.3M | 109,628 | $38.01 | $48.24 | +$448.5K |