Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWZ
Ishares Inc Msci Brazil ETF

ETFs
0
New
$22.4 - $29.88 $0 - $0
0 $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
0
New
$27.09 - $32.06 $0 - $0
0 $0
FNF
Fidelity National Financial, Inc.

Financial Services
0
New
$55.19 - $63.83 $0 - $0
0 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
New
$146.47 - $191.01 $146 - $191
1 $0
EXC
Exelon Corp

Utilities
10
New
$36.22 - $40.97 $362 - $410
10 $0
ES
Eversource Energy

Utilities
0
New
$55.9 - $67.73 $0 - $0
0 $0
EVRG
Evergy, Inc.

Utilities
0
New
$59.06 - $65.0 $0 - $0
0 $0
ETSY
Etsy Inc

Consumer Cyclical
0
New
$47.48 - $61.61 $0 - $0
0 $0
ESS
Essex Property Trust, Inc.

Real Estate
1
New
N/A
1 $0
WTRG
Essential Utilities, Inc.

Utilities
1
New
$36.18 - $40.55 $36.2 - $40.6
1 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
1
New
$66.06 - $72.51 $66.1 - $72.5
1 $0
EXPD
Expeditors International Of Washington Inc

Industrials
0
New
$110.5 - $128.26 $0 - $0
0 $0
EXPO
Exponent Inc

Industrials
0
New
$88.94 - $114.63 $0 - $0
0 $0
FIS
Fidelity National Information Services, Inc.

Technology
1
New
$80.14 - $90.95 $80.1 - $91
1 $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
New
$170.03 - $192.78 $170 - $193
1 $0
Fidelity Wise Origin Bitcoin
305
New
N/A
305 $0
FFIV
F5, Inc.

Technology
0
New
$213.56 - $263.36 $0 - $0
0 $0
Ferguson Enterprises Inc
0
New
N/A
0 $0
FAST
Fastenal CO

Industrials
0
New
$69.99 - $84.35 $0 - $0
0 $0
Faraday Future Intlgt Elec I
0
New
N/A
0 $0
Ftc Solar Inc
1.37K
New
N/A
1.37K $0
EXR
Extra Space Storage Inc.

Real Estate
0
New
$142.35 - $178.32 $0 - $0
0 $0
Vestis Corporation
1
New
N/A
1 $0
NVST
Envista Holdings Corp

Healthcare
1
New
$17.7 - $22.33 $17.7 - $22.3
1 $0
EMN
Eastman Chemical CO

Basic Materials
0
New
$90.03 - $110.64 $0 - $0
0 $0
EWBC
East West Bancorp Inc

Financial Services
1
New
$80.04 - $111.23 $80 - $111
1 $0
ETF Opportunities Trust
2.59K
New
N/A
2.59K $0
QTUM
ETF Ser Solutions Defiance Qua
605
New
N/A
605 $0
EPR
Epr Properties

Real Estate
1
New
$43.17 - $49.39 $43.2 - $49.4
1 $0
EQT
Eqt Corp

Energy
2
New
$35.62 - $46.89 $71.2 - $93.8
2 $0
EOG
Eog Resources Inc

Energy
0
New
$118.22 - $136.54 $0 - $0
0 $0
DOCS
Doximity, Inc.

Healthcare
0
New
$41.25 - $61.25 $0 - $0
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
0
New
$75.95 - $88.05 $0 - $0
0 $0
EBAY
Ebay Inc

Consumer Cyclical
3
New
$57.51 - $67.17 $173 - $202
3 $0
ECL
Ecolab Inc.

Basic Materials
0
New
$234.32 - $261.43 $0 - $0
0 $0
FDUS
Fidus Investment Corp

Financial Services
0
New
$19.1 - $21.49 $0 - $0
0 $0
ETR
Entergy Corp

Utilities
4
New
$73.19 - $156.4 $293 - $626
4 $0
ENTG
Entegris Inc

Technology
0
New
$97.67 - $112.92 $0 - $0
0 $0
ENPH
Enphase Energy, Inc.

Technology
0
New
$59.52 - $111.18 $0 - $0
0 $0
ET
Energy Transfer LP

Energy
0
New
$16.05 - $19.86 $0 - $0
0 $0
AZPN
Aspen Technology, Inc.

Technology
0
New
$231.19 - $253.16 $0 - $0
0 $0
EMR
Emerson Electric CO

Industrials
2
New
$108.13 - $134.33 $216 - $269
2 $0
EA
Electronic Arts Inc.

Communication Services
0
New
$140.69 - $167.97 $0 - $0
0 $0
EIX
Edison International

Utilities
0
New
$77.93 - $88.36 $0 - $0
0 $0
DUK
Duke Energy Corp

Utilities
7
+ 7.0%
$105.76 - $120.76 $740 - $845
107 $11K
Fortrea Hldgs Inc
1
New
N/A
1 $0
Fuelcell Energy Inc
2
New
N/A
2 $0
BEN
Franklin Resources Inc

Financial Services
6
+ 4.96%
$19.35 - $22.76 $116 - $137
127 $2K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
1
New
$29.05 - $41.22 $29.1 - $41.2
1 $0
Activity Summary
Buys All Purchases 808 New Holdings 656 Increased Positions 152 Sells All Sells 135 Reductions 98 Sold out 37 Options Calls 0 Puts 0
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