Activest Wealth Management Purchases in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CIA
Citizens, Inc.

Financial Services
1.93K
New
$3.32 - $4.81 $6.41K - $9.29K
1.93K $6K
GWW
W.W. Grainger, Inc.

Industrials
6
New
$919.93 - $1101.66 $5.52K - $6.61K
6 $6K
ARES
Ares Management Corp

Financial Services
37
+ 1233.33%
$118.04 - $175.83 $4.37K - $6.51K
40 $6K
TFC
Truist Financial Corp

Financial Services
162
New
$34.79 - $42.99 $5.64K - $6.96K
162 $6K
FFIV
F5, Inc.

Technology
17
+ 121.43%
$239.25 - $295.9 $4.07K - $5.03K
31 $9K
IT
Gartner Inc

Technology
15
+ 500.0%
$377.5 - $449.52 $5.66K - $6.74K
18 $7K
CHK
Chesapeake Energy Corp

Energy
69
+ 1725.0%
N/A
73 $6K
PBF
Pbf Energy Inc.

Energy
44
+ 2.2%
$14.37 - $24.39 $632 - $1.07K
2.04K $44K
NU
Nu Holdings Ltd.

Financial Services
166
+ 28.67%
$9.6 - $13.72 $1.59K - $2.28K
745 $10K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
9
+ 450.0%
$328.01 - $475.68 $2.95K - $4.28K
11 $5K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
195
+ 1625.0%
$23.18 - $30.7 $4.52K - $5.99K
207 $5K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
New
$1561.69 - $1966.55 $4.69K - $5.9K
3 $5K
BIIB
Biogen Inc.

Healthcare
43
New
$113.38 - $135.49 $4.88K - $5.83K
43 $5K
PWR
Quanta Services, Inc.

Industrials
6
+ 21.43%
$239.47 - $381.26 $1.44K - $2.29K
34 $12K
HWC
Hancock Whitney Corp

Financial Services
96
New
$46.05 - $58.03 $4.42K - $5.57K
96 $5K
BPOP
Popular, Inc.

Financial Services
48
New
$81.63 - $110.51 $3.92K - $5.3K
48 $5K
BRZE
Braze, Inc.

Technology
200
New
$25.84 - $36.89 $5.17K - $7.38K
200 $5K
NWS
News Corp New Cl B Com Stk (De

Communication Services
146
+ 109.77%
$27.41 - $34.31 $4K - $5.01K
279 $9K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22
+ 244.44%
$225.56 - $335.19 $4.96K - $7.37K
31 $7K
CCI
Crown Castle International Corp

Real Estate
43
+ 32.09%
$94.83 - $107.06 $4.08K - $4.6K
177 $18K
NOC
Northrop Grumman Corp

Industrials
12
+ 300.0%
$456.3 - $540.39 $5.48K - $6.48K
16 $7K
LII
Lennox International Inc

Industrials
9
New
$508.76 - $605.77 $4.58K - $5.45K
9 $5K
IVZ
Invesco Ltd.

Financial Services
321
New
$12.14 - $15.77 $3.9K - $5.06K
321 $5K
VRT
Vertiv Holdings CO

Industrials
55
+ 1375.0%
N/A
59 $5K
MSI
Motorola Solutions, Inc.

Technology
13
+ 260.0%
$394.72 - $440.39 $5.13K - $5.73K
18 $7K
EVR
Evercore Inc.

Financial Services
17
New
$163.77 - $271.5 $2.78K - $4.62K
17 $4K
TPG
Tpg Inc.

Financial Services
79
+ 3950.0%
$39.68 - $53.09 $3.13K - $4.19K
81 $4K
EXPE
Expedia Group, Inc.

Consumer Cyclical
27
+ 450.0%
$136.63 - $176.62 $3.69K - $4.77K
33 $5K
TTWO
Take Two Interactive Software Inc

Communication Services
5
+ 7.04%
$194.58 - $243.05 $973 - $1.22K
76 $18K
APA
Apa Corp

Energy
257
+ 169.08%
$14.03 - $21.24 $3.61K - $5.46K
409 $7K
WAL
Western Alliance Bancorporation

Financial Services
55
New
$61.0 - $79.94 $3.36K - $4.4K
55 $4K
ACN
Accenture PLC

Technology
14
+ 26.42%
$279.23 - $323.21 $3.91K - $4.52K
67 $20K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.29%
$73.09 - $82.77 $292 - $331
1.36K $111K
BMY
Bristol Myers Squibb CO

Healthcare
163
+ 79.9%
$44.12 - $59.6 $7.19K - $9.71K
367 $16K
SRE
Sempra Energy

Utilities
47
+ 26.55%
$63.78 - $78.91 $3K - $3.71K
224 $16K
FDS
Factset Research Systems Inc

Financial Services
9
New
$398.85 - $473.32 $3.59K - $4.26K
9 $4K
EQR
Equity Residential

Real Estate
71
+ 154.35%
$61.82 - $71.72 $4.39K - $5.09K
117 $7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
31
+ 1.09%
$77.94 - $79.5 $2.42K - $2.46K
2.87K $227K
BIDU
Baidu, Inc.

Communication Services
58
New
$76.86 - $92.5 $4.46K - $5.37K
58 $4K
LPLA
Lpl Financial Holdings Inc.

Financial Services
11
+ 1100.0%
$283.31 - $388.96 $3.12K - $4.28K
12 $4K
FIX
Comfort Systems Usa Inc

Industrials
8
New
$296.51 - $536.21 $2.37K - $4.29K
8 $4K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
113
+ 56.78%
$32.56 - $35.71 $3.68K - $4.04K
312 $10K
CADE
Cadence Bank

Financial Services
113
+ 240.43%
$26.42 - $32.41 $2.99K - $3.66K
160 $5K
ECL
Ecolab Inc.

Basic Materials
12
+ 24.49%
$225.65 - $270.95 $2.71K - $3.25K
61 $16K
FTI
Technip Fmc PLC

Energy
117
New
$23.18 - $35.33 $2.71K - $4.13K
117 $4K
NDSN
Nordson Corp

Industrials
22
+ 2200.0%
$167.51 - $223.5 $3.69K - $4.92K
23 $4K
NEM
Newmont Corp

Basic Materials
6
+ 2.75%
$44.18 - $59.46 $265 - $357
224 $13K
ACGL
Arch Capital Group Ltd.

Financial Services
41
+ 315.38%
$84.99 - $96.82 $3.48K - $3.97K
54 $4K
L
Loews Corp

Financial Services
40
+ 4000.0%
$80.89 - $92.09 $3.24K - $3.68K
41 $3K
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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