Activest Wealth Management Purchases in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFR
Cullen/Frost Bankers, Inc.

Financial Services
29
New
$105.8 - $131.55 $3.07K - $3.81K
29 $3K
MET
Metlife Inc

Financial Services
43
+ 76.79%
$68.42 - $82.49 $2.94K - $3.55K
99 $7K
STLD
Steel Dynamics Inc

Basic Materials
29
+ 120.83%
N/A
53 $5K
INCY
Incyte Corp

Healthcare
57
New
$55.17 - $71.22 $3.14K - $4.06K
57 $3K
PSA
Public Storage

Real Estate
11
+ 26.19%
$266.31 - $309.77 $2.93K - $3.41K
53 $15K
WMB
Williams Companies, Inc.

Energy
34
+ 12.27%
$54.33 - $62.87 $1.85K - $2.14K
311 $19K
ILMN
Illumina, Inc.

Healthcare
32
New
$70.3 - $95.41 $2.25K - $3.05K
32 $3K
HUBS
Hubspot Inc

Technology
6
New
$487.07 - $672.24 $2.92K - $4.03K
6 $3K
TGT
Target Corp

Consumer Defensive
31
+ 182.35%
$88.76 - $105.77 $2.75K - $3.28K
48 $4K
BDX
Becton Dickinson & CO

Healthcare
23
+ 209.09%
$165.15 - $226.42 $3.8K - $5.21K
34 $5K
IFF
International Flavors & Fragrances Inc

Basic Materials
33
+ 412.5%
$66.85 - $79.33 $2.21K - $2.62K
41 $3K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 120.0%
$422.19 - $533.73 $2.53K - $3.2K
11 $5K
EME
Emcor Group, Inc.

Industrials
6
New
$342.02 - $534.89 $2.05K - $3.21K
6 $3K
ZS
Zscaler, Inc.

Technology
1
+ 3.7%
$174.67 - $315.32 $175 - $315
28 $8K
SOFI
So Fi Technologies, Inc.

Financial Services
207
+ 1725.0%
$9.5 - $18.21 $1.97K - $3.77K
219 $3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
192
New
$15.5 - $20.28 $2.98K - $3.89K
192 $3K
EMR
Emerson Electric CO

Industrials
20
+ 105.26%
$94.15 - $133.33 $1.88K - $2.67K
39 $5K
LDOS
Leidos Holdings, Inc.

Technology
11
+ 32.35%
$132.9 - $160.3 $1.46K - $1.76K
45 $7K
KIM
Kimco Realty Corp

Real Estate
166
+ 721.74%
$18.7 - $21.69 $3.1K - $3.6K
189 $3K
AWK
American Water Works Company, Inc.

Utilities
22
+ 61.11%
$133.82 - $151.96 $2.94K - $3.34K
58 $8K
SPSB
Spdr Portfolio Short Term Corp

ETFs
88
+ 1.18%
$29.82 - $30.19 $2.62K - $2.66K
7.55K $227K
LYV
Live Nation Entertainment, Inc.

Communication Services
10
+ 83.33%
$118.81 - $151.28 $1.19K - $1.51K
22 $3K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.49%
$48.22 - $60.41 $96.4 - $121
410 $24K
HUM
Humana Inc

Healthcare
9
+ 75.0%
$224.93 - $295.04 $2.02K - $2.66K
21 $5K
MDB
Mongo Db, Inc.

Technology
10
New
$145.85 - $225.38 $1.46K - $2.25K
10 $2K
PR
Permian Resources Corporation

Energy
181
New
$10.36 - $14.93 $1.88K - $2.7K
181 $2K
MOS
Mosaic CO

Basic Materials
77
New
$22.76 - $36.95 $1.75K - $2.85K
77 $2K
NRG
Nrg Energy, Inc.

Utilities
2
+ 10.53%
$83.61 - $162.67 $167 - $325
21 $3K
PK
Park Hotels & Resorts Inc.

Real Estate
278
New
$8.85 - $11.18 $2.46K - $3.11K
278 $2K
AKAM
Akamai Technologies Inc

Technology
28
New
N/A
28 $2K
LFUS
Littelfuse Inc

Technology
9
New
$149.72 - $227.31 $1.35K - $2.05K
9 $2K
OMF
One Main Holdings, Inc.

Financial Services
47
+ 4700.0%
$40.42 - $57.0 $1.9K - $2.68K
48 $2K
AOS
Smith A O Corp

Industrials
30
+ 600.0%
$59.63 - $70.52 $1.79K - $2.12K
35 $2K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
35
New
$50.86 - $73.83 $1.78K - $2.58K
35 $2K
MAS
Masco Corp

Industrials
45
New
$58.73 - $71.06 $2.64K - $3.2K
45 $2K
PKG
Packaging Corp Of America

Consumer Cyclical
12
New
$175.97 - $201.36 $2.11K - $2.42K
12 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
30
+ 1500.0%
$50.06 - $80.8 $1.5K - $2.42K
32 $2K
ROKU
Roku, Inc

Communication Services
23
New
$55.1 - $87.89 $1.27K - $2.02K
23 $2K
AGNC
Agnc Investment Corp.

Real Estate
282
+ 16.58%
$8.12 - $9.49 $2.29K - $2.68K
1.98K $18K
AMT
American Tower Corp

Real Estate
6
+ 4.51%
$203.96 - $228.19 $1.22K - $1.37K
139 $30K
MRNA
Moderna, Inc.

Healthcare
93
+ 14.29%
$23.65 - $28.54 $2.2K - $2.65K
744 $20K
NTRA
Natera, Inc.

Healthcare
14
New
$132.23 - $171.87 $1.85K - $2.41K
14 $2K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
60
New
$25.35 - $64.65 $1.52K - $3.88K
60 $2K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
37
New
N/A
37 $2K
AVY
Avery Dennison Corp

Industrials
17
New
$159.58 - $183.97 $2.71K - $3.13K
17 $2K
UBSI
United Bankshares Inc

Financial Services
59
New
$31.5 - $37.32 $1.86K - $2.2K
59 $2K
CTAS
Cintas Corp

Industrials
5
+ 6.25%
$190.11 - $227.66 $951 - $1.14K
85 $18K
VNT
Vontier Corp

Technology
71
New
$28.04 - $37.3 $1.99K - $2.65K
71 $2K
GWRE
Guidewire Software, Inc.

Technology
11
New
$172.73 - $257.37 $1.9K - $2.83K
11 $2K
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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