Activest Wealth Management Purchases in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
45.3K
+ 132.17%
$416.06 - $551.64 $18.9M - $25M
79.6K $43.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
182
+ 0.13%
$496.48 - $617.85 $90.4K - $112K
144K $89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.6K
+ 46.53%
$456.74 - $568.03 $3.02M - $3.75M
20.8K $11.8M
META
Meta Platforms, Inc.

Communication Services
297
+ 1.98%
$484.66 - $738.09 $144K - $219K
15.3K $11.3M
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 2.06%
$144.7 - $178.6 $151K - $187K
51.7K $9.12M
MSFT
Microsoft Corp

Technology
139
+ 1.42%
$354.56 - $497.45 $49.3K - $69.1K
9.9K $4.92M
VIS
Vanguard Industrial ETF

ETFs
3.27K
New
$220.04 - $280.07 $720K - $917K
3.27K $916K
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 9.96%
$221.86 - $362.89 $223K - $365K
11.1K $3.53M
ACWI
Ishares Msci Acwi ETF

ETFs
4.6K
+ 39.13%
$103.59 - $128.6 $477K - $592K
16.4K $2.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.47K
New
$59.24 - $71.39 $561K - $676K
9.47K $674K
COIN
Coinbase Global, Inc.

Technology
66
+ 2.12%
$151.47 - $375.07 $10K - $24.8K
3.18K $1.11M
ARGT
Global X Msci Argentina ETF

ETFs
1.08K
+ 1.13%
$70.3 - $94.5 $75.9K - $102K
96.2K $8.15M
XLC
Select Sector Spdr Tr Communic

ETFs
3.58K
+ 390.31%
$86.13 - $108.53 $309K - $389K
4.5K $488K
PFE
Pfizer Inc

Healthcare
15.2K
+ 288.53%
$21.59 - $24.84 $329K - $379K
20.5K $497K
IWM
Ishares Russell 2000 ETF

ETFs
971
+ 19.74%
$174.82 - $215.79 $170K - $210K
5.89K $1.27M
SNX
Td Synnex Corp

Technology
15
+ 0.18%
$95.81 - $137.79 $1.44K - $2.07K
8.46K $1.15M
SOXX
Ishares Semiconductor ETF

ETFs
337
+ 9.42%
$154.86 - $239.07 $52.2K - $80.6K
3.92K $934K
AVGO
Broadcom Inc.

Technology
103
+ 5.33%
$146.29 - $275.65 $15.1K - $28.4K
2.04K $560K
AAXJ
Ishares Msci All Country Asia

ETFs
577
+ 2.83%
$65.0 - $82.89 $37.5K - $47.8K
21K $1.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.18%
$320.42 - $424.58 $1.92K - $2.55K
3.26K $1.38M
PLTR
Palantir Technologies Inc.

Technology
766
+ 43.23%
$74.01 - $144.25 $56.7K - $110K
2.54K $345K
UNH
Unitedhealth Group Inc

Healthcare
857
+ 221.45%
$274.35 - $599.47 $235K - $514K
1.24K $388K
INTC
Intel Corp

Technology
8.08K
+ 135.52%
$18.13 - $22.69 $147K - $183K
14K $314K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
4.06K
New
$28.07 - $43.66 $114K - $177K
4.06K $177K
AMD
Advanced Micro Devices Inc

Technology
852
+ 75.0%
$78.21 - $143.81 $66.6K - $123K
1.99K $282K
AVEM
American Centy ETF Tr Avantis

ETFs
669
+ 4.91%
$53.08 - $68.54 $35.5K - $45.9K
14.3K $979K
GLW
Corning Inc

Technology
2.53K
+ 2008.73%
$39.07 - $52.59 $98.9K - $133K
2.66K $139K
CCL
Carnival Corp

Consumer Cyclical
4.52K
+ 1940.34%
$16.43 - $28.12 $74.3K - $127K
4.75K $133K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
923
+ 29.75%
$90.56 - $109.49 $83.6K - $101K
4.03K $440K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
336
+ 105.66%
$179.95 - $278.88 $60.5K - $93.7K
654 $182K
TMUS
T Mobile Us, Inc.

Communication Services
480
+ 505.26%
$220.99 - $268.54 $106K - $129K
575 $136K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.78K
New
$49.48 - $61.22 $87.8K - $109K
1.78K $108K
DIS
Walt Disney CO

Communication Services
191
+ 5.83%
$81.72 - $124.01 $15.6K - $23.7K
3.47K $429K
STT
State Street Corp

Financial Services
976
+ 3614.81%
$75.33 - $106.34 $73.5K - $104K
1K $106K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
445
+ 890.0%
$141.37 - $228.57 $62.9K - $102K
495 $112K
ALLE
Allegion PLC

Industrials
711
New
$118.52 - $145.64 $84.3K - $104K
711 $102K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.1K
+ 686.89%
$46.79 - $48.56 $98K - $102K
2.4K $115K
HYG
Ishares Tr

ETFs
978
+ 9.26%
$75.75 - $80.65 $74.1K - $78.9K
11.5K $930K
DLO
D Local LTD

Technology
7.07K
New
$7.88 - $11.79 $55.7K - $83.3K
7.07K $80K
CRWD
Crowd Strike Holdings, Inc.

Technology
101
+ 57.39%
$321.63 - $509.31 $32.5K - $51.4K
277 $141K
MCHI
Ishares Msci China ETF

ETFs
1.31K
New
$45.22 - $55.86 $59.1K - $73K
1.31K $72K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.26%
$498.8 - $620.9 $1.5K - $1.86K
1.15K $712K
EMB
Ishares Tr

ETFs
625
+ 11.86%
$86.54 - $92.62 $54.1K - $57.9K
5.9K $546K
LMT
Lockheed Martin Corp

Industrials
143
+ 178.75%
$430.82 - $486.45 $61.6K - $69.6K
223 $103K
AVDE
American Centy ETF Tr Avantis

ETFs
31
+ 0.37%
$59.32 - $74.36 $1.84K - $2.31K
8.52K $630K
FLNC
Fluence Energy, Inc.

Utilities
10.1K
New
$3.61 - $6.71 $36.6K - $68K
10.1K $67K
PANW
Palo Alto Networks Inc

Technology
121
+ 10.25%
$152.44 - $204.64 $18.4K - $24.8K
1.3K $266K
TTD
Trade Desk, Inc.

Technology
894
New
$45.27 - $79.4 $40.5K - $71K
894 $64K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
757
+ 647.01%
$69.8 - $85.28 $52.8K - $64.6K
874 $72K
Activity Summary
Buys All Purchases 623 New Holdings 319 Increased Positions 304 Sells All Sells 488 Reductions 325 Sold out 163 Options Calls 0 Puts 0
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