Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OCUL
Ocular Therapeutix, Inc

Healthcare
0
New
$8.33 - $11.47 $0 - $0
0 $0
LSCC
Lattice Semiconductor Corp

Technology
1
New
$48.58 - $63.46 $48.6 - $63.5
1 $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
1
+ 25.0%
N/A
5 $0
NUE
Nucor Corp

Basic Materials
2
New
$115.78 - $167.74 $232 - $335
2 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
2
New
$62.74 - $97.24 $125 - $194
2 $0
NLOK
Norton Life Lock Inc.

Technology
0
New
N/A
0 $0
PAYX
Paychex Inc

Industrials
3
New
$135.86 - $148.73 $408 - $446
3 $0
AMCR
Amcor PLC

Consumer Cyclical
0
New
$9.34 - $11.37 $0 - $0
0 $0
WOLF
Wolfspeed, Inc.

Technology
2
New
$6.44 - $16.2 $12.9 - $32.4
2 $0
WMB
Williams Companies, Inc.

Energy
9
New
$46.37 - $59.74 $417 - $538
9 $0
WLK
Westlake Corp

Basic Materials
1
New
$113.23 - $148.98 $113 - $149
1 $0
WDI
Western Asset Diversified Income Fund

ETFs
0
New
$14.2 - $15.71 $0 - $0
0 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$285.69 - $344.0 $286 - $344
1 $0
WEN
Wendy'S CO

Consumer Cyclical
1
New
$16.26 - $20.42 $16.3 - $20.4
1 $0
WELL
Welltower Inc.

Real Estate
5
New
$123.11 - $139.3 $616 - $697
5 $0
WDAY
Workday, Inc.

Technology
1
New
$233.85 - $279.91 $234 - $280
1 $0
XEL
Xcel Energy Inc

Utilities
4
New
$62.16 - $72.92 $249 - $292
4 $0
XYL
Xylem Inc.

Industrials
2
New
$116.02 - $137.45 $232 - $275
2 $0
ALLE
Allegion PLC

Industrials
0
New
$130.63 - $153.36 $0 - $0
0 $0
ALKS
Alkermes Plc.

Healthcare
1
New
$25.7 - $31.46 $25.7 - $31.5
1 $0
ZWS
Zurn Water Solutions Corp

Industrials
0
New
$35.79 - $40.92 $0 - $0
0 $0
ZS
Zscaler, Inc.

Technology
0
New
$166.99 - $211.99 $0 - $0
0 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
0
New
$101.77 - $113.02 $0 - $0
0 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1
New
$58.32 - $85.45 $58.3 - $85.5
1 $0
ZBRA
Zebra Technologies Corp

Technology
0
New
$360.09 - $411.94 $0 - $0
0 $0
YUM
Yum Brands Inc

Consumer Cyclical
2
New
$130.36 - $139.54 $261 - $279
2 $0
WSO
Watsco Inc

Industrials
0
New
$466.57 - $568.78 $0 - $0
0 $0
WAT
Waters Corp

Healthcare
1
New
$323.11 - $392.01 $323 - $392
1 $0
PARA
Paramount Global

Communication Services
0
New
$10.27 - $11.57 $0 - $0
0 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
0
New
$396.64 - $516.74 $0 - $0
0 $0
VRSK
Verisk Analytics, Inc.

Industrials
1
New
$262.86 - $294.75 $263 - $295
1 $0
VRSN
Verisign Inc

Technology
1
New
$176.68 - $206.96 $177 - $207
1 $0
Veralto Corp
2
New
N/A
2 $0
VBR
Vanguard Small Cap Value ETF

ETFs
0
New
$197.36 - $217.3 $0 - $0
0 $0
VTR
Ventas, Inc.

Real Estate
5
New
$57.73 - $66.48 $289 - $332
5 $0
VEEV
Veeva Systems Inc

Healthcare
0
New
$201.81 - $250.45 $0 - $0
0 $0
VTRS
Viatris Inc

Healthcare
0
New
$11.32 - $13.37 $0 - $0
0 $0
VICI
Vici Properties Inc.

Real Estate
0
New
$28.27 - $33.19 $0 - $0
0 $0
Dogwood Therapeutics Inc
120
New
N/A
120 $0
WM
Waste Management Inc

Industrials
2
+ 1.63%
$201.79 - $228.46 $404 - $457
125 $25K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
0
New
$180.39 - $205.43 $0 - $0
0 $0
WEC
Wec Energy Group, Inc.

Utilities
5
New
$92.94 - $101.82 $465 - $509
5 $0
WPC
W. P. Carey Inc.

Real Estate
0
New
$53.44 - $61.33 $0 - $0
0 $0
VMC
Vulcan Materials CO

Basic Materials
0
New
$237.95 - $292.31 $0 - $0
0 $0
VNO
Vornado Realty Trust

Real Estate
1
New
$38.63 - $45.76 $38.6 - $45.8
1 $0
VST
Vistra Corp.

Utilities
1
New
$115.74 - $166.61 $116 - $167
1 $0
SCHW
Schwab Charles Corp

Financial Services
6
New
$63.31 - $82.85 $380 - $497
6 $0
VFH
Vanguard Financial ETF

ETFs
0
New
$108.87 - $126.2 $0 - $0
0 $0
Amer Sports Inc
1
New
N/A
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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