Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 3.7%
$173.13 - $258.09 $519 - $774
84 $19K
WYNN
Wynn Resorts LTD

Consumer Cyclical
50
New
$84.3 - $106.41 $4.22K - $5.32K
50 $4K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
75
New
$54.29 - $59.49 $4.07K - $4.46K
75 $4K
UBS
Ubs Group Ag

Financial Services
183
+ 10.07%
$29.78 - $33.08 $5.45K - $6.05K
2K $60K
ASML
Asml Holding Nv

Technology
7
+ 53.85%
$658.43 - $872.27 $4.61K - $6.11K
20 $13K
SBUX
Starbucks Corp

Consumer Cyclical
50
+ 36.76%
$87.44 - $102.5 $4.37K - $5.13K
186 $16K
T
At&T Inc.

Communication Services
44
+ 2.77%
$21.22 - $23.88 $934 - $1.05K
1.63K $37K
CCI
Crown Castle International Corp

Real Estate
36
+ 171.43%
$89.78 - $119.11 $3.23K - $4.29K
57 $5K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.67%
$49.06 - $57.74 $392 - $462
1.2K $62K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 1.35%
$156.46 - $195.69 $156 - $196
75 $13K
SNOW
Snowflake Inc.

Technology
2
+ 8.0%
$109.65 - $186.51 $219 - $373
27 $4K
SQ
Block, Inc.

Technology
2
+ 2.11%
$65.06 - $98.92 $130 - $198
97 $8K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
3
+ 0.38%
$19.19 - $22.77 $57.6 - $68.3
787 $17K
ABBV
Abb Vie Inc.

Healthcare
10
New
$164.99 - $203.87 $1.65K - $2.04K
10 $1K
MTDR
Matador Resources CO

Energy
1
+ 0.85%
$50.33 - $60.91 $50.3 - $60.9
119 $6K
RBLX
Roblox Corp

Communication Services
2
+ 2.56%
$39.86 - $61.45 $79.7 - $123
80 $4K
HON
Honeywell International Inc

Industrials
4
+ 400.0%
$202.84 - $236.0 $811 - $944
5 $1K
GLD
Spdr Gold Trust

ETFs
20
+ 0.45%
$236.59 - $257.5 $4.73K - $5.15K
4.43K $1.07M
SPSB
Spdr Portfolio Short Term Corp

ETFs
118
+ 1.62%
$29.77 - $30.19 $3.51K - $3.56K
7.4K $221K
PEP
Pepsico Inc

Consumer Defensive
9
New
$151.29 - $176.1 $1.36K - $1.58K
9 $1K
ABNB
Airbnb, Inc.

Consumer Cyclical
3
+ 3.13%
$125.36 - $147.37 $376 - $442
99 $13K
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 3.45%
$147.66 - $190.46 $148 - $190
30 $5K
TXN
Texas Instruments Inc

Technology
6
+ 2.8%
N/A
220 $42K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 100.0%
$501.29 - $612.85 $501 - $613
2 $1K
AMTB
Amerant Bancorp Inc.

Financial Services
1
+ 0.18%
$19.66 - $25.69 $19.7 - $25.7
560 $12K
CSCO
Cisco Systems, Inc.

Technology
23
New
$52.45 - $60.02 $1.21K - $1.38K
23 $1K
ACN
Accenture PLC

Technology
4
New
$343.9 - $376.86 $1.38K - $1.51K
4 $1K
ZM
Zoom Video Communications, Inc.

Technology
2
+ 3.03%
$67.21 - $89.03 $134 - $178
68 $5K
POWI
Power Integrations Inc

Technology
1
New
$60.04 - $68.05 $60 - $68.1
1 $0
PAGP
Plains Gp Holdings LP

Energy
0
New
$17.2 - $20.02 $0 - $0
0 $0
PSX
Phillips 66

Energy
0
New
$110.35 - $138.93 $0 - $0
0 $0
RMD
Resmed Inc

Healthcare
1
New
$228.69 - $256.07 $229 - $256
1 $0
POOL
Pool Corp

Industrials
0
New
$339.32 - $390.03 $0 - $0
0 $0
LI
Li Auto Inc.

Consumer Cyclical
0
New
$21.8 - $30.51 $0 - $0
0 $0
PR
Permian Resources Corporation

Energy
6
New
$13.41 - $16.21 $80.5 - $97.3
6 $0
LAMR
Lamar Advertising CO

Real Estate
1
New
$121.37 - $138.11 $121 - $138
1 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1
New
$9.71 - $15.34 $9.71 - $15.3
1 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
1
New
$18.13 - $22.34 $18.1 - $22.3
1 $0
REXR
Rexford Industrial Realty, Inc.

Real Estate
1
New
$37.97 - $49.45 $38 - $49.5
1 $0
Rb Global Inc
0
New
N/A
0 $0
PYCR
Paycor Hcm, Inc.

Technology
1
New
$13.11 - $20.35 $13.1 - $20.4
1 $0
PKI
Perkinelmer Inc

Healthcare
0
New
N/A
0 $0
DGX
Quest Diagnostics Inc

Healthcare
0
New
N/A
0 $0
CORP
Pimco Investment Grade Corp Bd

ETFs
0
New
$95.1 - $99.41 $0 - $0
0 $0
Lam Research Corp
554
New
N/A
554 $0
RSG
Republic Services, Inc.

Industrials
3
New
$198.0 - $218.75 $594 - $656
3 $0
Reddit Inc
29
New
N/A
29 $0
QRVO
Qorvo, Inc.

Technology
0
New
$65.6 - $104.58 $0 - $0
0 $0
LHX
L3 Harris Technologies, Inc.

Industrials
0
New
$208.94 - $264.22 $0 - $0
0 $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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