Activest Wealth Management Incresed Positions in Q3 2025

Activest Wealth Management

  • $479 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7K
+ 4.86%
$617.65 - $666.84 $4.33M - $4.67M
151K $101M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.09K
+ 10.16%
$546.99 - $602.2 $4.42M - $4.87M
87.7K $52.7M
AVEM
American Centy ETF Tr Avantis

ETFs
97.7K
+ 683.17%
$68.33 - $75.41 $6.67M - $7.36M
112K $8.41M
IVV
Ishares Core S&P 500 ETF

ETFs
10.8K
+ 941.94%
$620.67 - $670.08 $6.71M - $7.24M
12K $8M
AAPL
Apple Inc.

Technology
1.45K
+ 1.07%
$202.38 - $256.87 $293K - $372K
137K $34.9M
AVDE
American Centy ETF Tr Avantis

ETFs
71.9K
+ 843.75%
$73.24 - $79.04 $5.27M - $5.68M
80.4K $6.35M
NVDA
Nvidia Corp

Technology
7.46K
+ 11.12%
$153.3 - $186.58 $1.14M - $1.39M
74.6K $13.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.7K
+ 1661.4%
$182.33 - $194.5 $1.95M - $2.08M
11.4K $2.21M
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 3.77%
$293.94 - $444.72 $123K - $186K
11.5K $5.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
634
+ 3.05%
$567.77 - $614.76 $360K - $390K
21.4K $13.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.05K
+ 1.95%
$53.36 - $59.69 $163K - $182K
159K $9.27M
PLTR
Palantir Technologies Inc.

Technology
3.75K
+ 147.6%
$130.68 - $186.97 $490K - $700K
6.28K $1.15M
AVGO
Broadcom Inc.

Technology
2.06K
+ 101.23%
$264.74 - $369.57 $545K - $761K
4.1K $1.35M
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 7.24%
$695.21 - $791.73 $771K - $878K
16.4K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
+ 4.28%
$211.65 - $238.24 $643K - $724K
74.1K $16.3M
UNH
Unitedhealth Group Inc

Healthcare
1.78K
+ 143.25%
$237.77 - $353.61 $424K - $630K
3.03K $1.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
984
+ 30.19%
$420.11 - $472.68 $413K - $465K
4.24K $1.99M
MSFT
Microsoft Corp

Technology
731
+ 7.38%
$491.09 - $535.64 $359K - $392K
10.6K $5.51M
GOOG
Alphabet Inc.

Communication Services
38
+ 0.48%
$175.16 - $255.24 $6.66K - $9.7K
8K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 25.01%
$282.78 - $316.06 $355K - $397K
6.28K $1.98M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
951
+ 62.12%
$435.72 - $463.74 $414K - $441K
2.48K $1.15M
ORCL
Oracle Corp

Technology
1.53K
+ 262.71%
$218.96 - $328.33 $335K - $502K
2.11K $593K
RPV
Invesco Exchange Traded Fd Tr

ETFs
3.76K
+ 34.89%
$90.97 - $99.42 $342K - $374K
14.5K $1.44M
GS
Goldman Sachs Group Inc

Financial Services
489
+ 279.43%
$696.56 - $806.32 $341K - $394K
664 $528K
MP
Mp Materials Corp.

Basic Materials
671
+ 6.75%
$30.03 - $77.13 $20.2K - $51.8K
10.6K $712K
WMT
Walmart Inc.

Consumer Defensive
3.14K
+ 165.82%
$94.4 - $104.27 $296K - $327K
5.03K $518K
IVE
Ishares S&P 500 Value ETF

ETFs
1.46K
+ 198.1%
$194.44 - $206.51 $284K - $302K
2.2K $454K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.39K
+ 107.76%
$192.76 - $203.86 $268K - $283K
2.68K $544K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
865
+ 1029.76%
$301.44 - $365.84 $261K - $316K
949 $307K
XLF
Financial Sector Spdr

ETFs
3.44K
+ 5.46%
$51.37 - $54.25 $177K - $187K
66.5K $3.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
885
+ 178.79%
$224.68 - $282.71 $199K - $250K
1.38K $385K
AAXJ
Ishares Msci All Country Asia

ETFs
775
+ 3.69%
$82.05 - $91.87 $63.6K - $71.2K
21.8K $1.98M
INDY
Ishares India 50 ETF

ETFs
4.81K
+ 1031.76%
$50.9 - $54.48 $245K - $262K
5.27K $268K
WDC
Western Digital Corp

Technology
1.97K
+ 3786.54%
$63.84 - $120.06 $126K - $236K
2.02K $242K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
10.2K
+ 16.79%
$14.04 - $15.46 $143K - $158K
71.1K $1.1M
LLY
Eli Lilly & CO

Healthcare
301
+ 156.77%
$625.65 - $812.69 $188K - $245K
493 $376K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
801
+ 68.58%
$103.83 - $179.9 $83.2K - $144K
1.97K $351K
CRM
Salesforce, Inc.

Technology
972
+ 254.45%
$231.66 - $273.65 $225K - $266K
1.35K $320K
COST
Costco Wholesale Corp

Consumer Defensive
257
+ 73.43%
$915.95 - $994.57 $235K - $256K
607 $561K
XLV
Select Sector Spdr Fund Health

ETFs
1.37K
+ 77.26%
$129.01 - $139.72 $176K - $191K
3.13K $436K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 6.21%
$459.11 - $506.91 $112K - $124K
4.18K $2.1M
CEG
Constellation Energy Corp

Utilities
560
+ 271.84%
$298.82 - $354.89 $167K - $199K
766 $252K
LNG
Cheniere Energy, Inc.

Energy
790
+ 337.61%
$222.68 - $244.28 $176K - $193K
1.02K $240K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.93K
+ 953.77%
$38.58 - $58.24 $190K - $287K
5.45K $213K
GD
General Dynamics Corp

Industrials
505
+ 225.45%
$293.92 - $341.0 $148K - $172K
729 $248K
FLNC
Fluence Energy, Inc.

Utilities
13.1K
+ 128.87%
$6.75 - $11.91 $88.1K - $155K
23.2K $250K
ASML
Asml Holding Nv

Technology
174
+ 271.88%
$689.63 - $968.09 $120K - $168K
238 $230K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
15.5K
+ 35.37%
$12.8 - $13.71 $198K - $212K
59.2K $763K
CAR
Avis Budget Group, Inc.

Industrials
1K
+ 100000.0%
$147.94 - $207.55 $148K - $208K
1K $160K
Activity Summary
Buys All Purchases 679 New Holdings 215 Increased Positions 464 Sells All Sells 198 Reductions 152 Sold out 46 Options Calls 0 Puts 0
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