Activest Wealth Management Purchases in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
0
New
$415.82 - $510.91 $0 - $0
0 $0
CE
Celanese Corp

Basic Materials
7
New
$37.49 - $59.36 $262 - $416
7 $0
CEPU
Central Puerto S.A.

Utilities
0
New
$9.23 - $13.92 $0 - $0
0 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
6
New
N/A
6 $0
CC
Chemours CO

Basic Materials
0
New
$9.4 - $13.06 $0 - $0
0 $0
Chime Finl Inc
0
New
N/A
0 $0
Ernexa Therapeutics Inc
3
New
N/A
3 $0
BXP
Boston Properties Inc

Real Estate
11
New
$56.86 - $74.12 $625 - $815
11 $0
AUR
Aurora Innovation, Inc.

Technology
0
New
$5.17 - $8.14 $0 - $0
0 $0
AVNT
Avient Corp

Basic Materials
17
New
$28.93 - $39.01 $492 - $663
17 $0
AZEK
Azek CO Inc.

Industrials
1
New
$43.39 - $54.86 $43.4 - $54.9
1 $0
BOKF
Bok Financial Corp

Financial Services
0
New
$87.86 - $103.42 $0 - $0
0 $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
0
New
$25.21 - $34.03 $0 - $0
0 $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
0
New
$57.26 - $78.92 $0 - $0
0 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
0
New
$54.08 - $68.32 $0 - $0
0 $0
Blackrock ETF Trust
0
New
N/A
0 $0
Blue Owl Technology Fin Corp
4.52K
New
N/A
4.52K $0
CHDN
Churchill Downs Inc

Consumer Cyclical
0
New
$87.99 - $111.79 $0 - $0
0 $0
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
5
+ 1.57%
$23.96 - $24.41 $120 - $122
323 $7K
BILL
Bill.Com Holdings, Inc.

Technology
0
New
$37.81 - $48.03 $0 - $0
0 $0
Lineage Inc
0
New
N/A
0 $0
Listed Fds Tr
2.04K
+ 305.71%
N/A
2.7K $0
MKSI
Mks Instruments Inc

Technology
3
New
$58.78 - $100.27 $176 - $301
3 $0
Maplebear Inc
2
+ 13.33%
N/A
17 $0
MKTX
Marketaxess Holdings Inc

Financial Services
3
New
$203.19 - $231.09 $610 - $693
3 $0
MTCH
Match Group, Inc.

Communication Services
9
+ 900.0%
$27.03 - $31.93 $243 - $287
10 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.63%
$63.54 - $68.5 $127 - $137
318 $21K
Morgan Stanley Direct Lendin
16.2K
+ 10.41%
N/A
172K $0
MUR
Murphy Oil Corp

Energy
14
New
$19.62 - $29.21 $275 - $409
14 $0
Liberty Media Corp Del
3
+ 13.64%
N/A
25 $0
Liberty Media Corp Del
0
New
N/A
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
+ 1.53%
$35.3 - $37.51 $141 - $150
265 $9K
Ishares Bitcoin Trust ETF
2.37K
+ 4.31%
N/A
57.4K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
71
+ 0.55%
$51.14 - $57.0 $3.63K - $4.05K
12.9K $732K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
0
New
$50.52 - $50.92 $0 - $0
0 $0
Jacobs Solutions Inc
10
+ 40.0%
N/A
35 $0
JEF
Jefferies Financial Group Inc.

Financial Services
0
New
$41.06 - $56.09 $0 - $0
0 $0
KEX
Kirby Corp

Industrials
0
New
$87.32 - $114.99 $0 - $0
0 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5
+ 500.0%
$50.56 - $59.57 $253 - $298
6 $0
LBRDA
Liberty Broadband Corp

Communication Services
3
+ 300.0%
$72.28 - $100.2 $217 - $301
4 $0
NOV
Nov Inc.

Energy
0
New
$11.11 - $15.41 $0 - $0
0 $0
Natwest Group PLC
5
+ 3.11%
N/A
166 $0
Nektar Therapeutics
200
New
N/A
200 $0
Oragenics Inc
2
New
N/A
2 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
0
New
$47.46 - $55.3 $0 - $0
0 $0
Organigram Global Inc
750
New
N/A
750 $0
OGN
Organon & Co.

Healthcare
50
+ 217.39%
$8.04 - $14.72 $402 - $736
73 $0
OC
Owens Corning

Industrials
0
New
$126.32 - $147.75 $0 - $0
0 $0
PVH
Pvh Corp.

Consumer Cyclical
0
New
$60.5 - $87.28 $0 - $0
0 $0
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
Track This Portfolio

Track Activest Wealth Management Portfolio

Follow Activest Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Activest Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Activest Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email