Activest Wealth Management Purchases in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REG
Regency Centers Corp

Real Estate
5
New
$65.48 - $74.74 $327 - $374
5 $0
XPO
Xpo Logistics, Inc.

Industrials
0
New
$91.46 - $128.1 $0 - $0
0 $0
RRX
Regal Rexnord Corp

Industrials
0
New
$94.06 - $147.0 $0 - $0
0 $0
VCR
Vanguard Consumer Discretionar

ETFs
0
New
$290.42 - $364.35 $0 - $0
0 $0
Reddit Inc
20
+ 28.99%
N/A
89 $0
VFH
Vanguard Financial ETF

ETFs
0
New
$104.87 - $127.3 $0 - $0
0 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
0
New
$78.47 - $92.25 $0 - $0
0 $0
ITM
Vaneck Intermediate Muni ETF

ETFs
0
New
$44.27 - $45.82 $0 - $0
0 $0
RGTI
Rigetti Computing, Inc.

Technology
0
New
$7.5 - $14.29 $0 - $0
0 $0
IOT
Samsara Inc.

Technology
1
New
$33.46 - $47.74 $33.5 - $47.7
1 $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
0
New
$47.02 - $47.83 $0 - $0
0 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
8
New
$31.06 - $39.3 $248 - $314
8 $0
CB
Chubb LTD

Financial Services
1
+ 9.09%
$274.32 - $302.46 $274 - $302
12 $3K
SPYI
Shp ETF Tr Neos S&P 500 High I
11
+ 2.93%
N/A
387 $0
SBAC
Sba Communications Corp

Real Estate
1
+ 6.67%
$208.57 - $243.4 $209 - $243
16 $3K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 125.0%
$60.47 - $79.12 $302 - $396
9 $0
CRSP
Crispr Therapeutics Ag

Healthcare
0
New
$31.27 - $48.64 $0 - $0
0 $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
0
New
$144.94 - $210.94 $0 - $0
0 $0
UHS
Universal Health Services Inc

Healthcare
2
New
$157.05 - $197.94 $314 - $396
2 $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
0
New
$27.29 - $29.28 $0 - $0
0 $0
SM
Sm Energy CO

Energy
0
New
$20.39 - $30.52 $0 - $0
0 $0
VGT
Vanguard Information Technolog

ETFs
0
New
$470.37 - $663.28 $0 - $0
0 $0
Circle Internet Group Inc
0
New
N/A
0 $0
CPRT
Copart Inc

Consumer Cyclical
12
+ 31.58%
$47.72 - $63.84 $573 - $766
50 $2K
Coreweave Inc
0
New
N/A
0 $0
QDEL
Quidel Ortho Corp

Healthcare
25
New
$24.46 - $37.42 $612 - $936
25 $0
Corpay Inc
6
+ 150.0%
N/A
10 $0
Crane Company
0
New
N/A
0 $0
CW
Curtiss Wright Corp

Industrials
1
New
$283.18 - $488.55 $283 - $489
1 $0
Cyclacel Pharmaceuticals Inc
8
New
N/A
8 $0
CYTK
Cytokinetics Inc

Healthcare
18
New
$29.84 - $42.92 $537 - $773
18 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
0
New
$34.72 - $36.92 $0 - $0
0 $0
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
0
New
$23.44 - $27.69 $0 - $0
0 $0
Cooper Cos Inc
17
+ 1700.0%
N/A
18 $0
CAG
Conagra Brands Inc.

Consumer Defensive
0
New
$20.4 - $26.78 $0 - $0
0 $0
CFG
Citizens Financial Group Inc

Financial Services
3
New
$34.27 - $44.75 $103 - $134
3 $0
CIVI
Civitas Resources, Inc.

Energy
0
New
$24.28 - $35.09 $0 - $0
0 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
71
+ 7100.0%
$5.83 - $8.88 $414 - $630
72 $0
CLX
Clorox CO

Consumer Defensive
0
New
$118.01 - $148.69 $0 - $0
0 $0
Coherent Corp
7
New
N/A
7 $0
MUST
Columbia ETF Tr I Multi Sector

ETFs
0
New
$19.47 - $20.4 $0 - $0
0 $0
RECS
Columbia ETF Tr I

ETFs
0
New
$29.4 - $36.79 $0 - $0
0 $0
XCEM
Columbia ETF Tr Ii

ETFs
0
New
$26.68 - $34.18 $0 - $0
0 $0
CBSH
Commerce Bancshares Inc

Financial Services
7
New
$55.42 - $65.63 $388 - $459
7 $0
CMC
Commercial Metals CO

Basic Materials
12
New
$39.2 - $50.67 $470 - $608
12 $0
VBR
Vanguard Small Cap Value ETF

ETFs
0
New
$162.76 - $195.77 $0 - $0
0 $0
DDOG
Datadog, Inc.

Technology
3
New
$87.0 - $134.33 $261 - $403
3 $0
FDX
Fedex Corp

Industrials
8
+ 7.34%
$198.07 - $245.17 $1.58K - $1.96K
117 $26K
Ferguson Enterprises Inc
8
New
N/A
8 $0
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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