Activest Wealth Management Incresed Positions in Q1 2025

Activest Wealth Management

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
63.9K
+ 35.51%
$169.43 - $182.84 $10.8M - $11.7M
244K $42.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.7K
+ 18.75%
$551.42 - $612.93 $12.5M - $13.9M
144K $80.5M
KWEB
Kraneshares Tr Csi China Inter

ETFs
73.2K
+ 22388.07%
$27.29 - $38.29 $2M - $2.8M
73.5K $2.57M
MU
Micron Technology Inc

Technology
21.1K
+ 5136.59%
$86.89 - $109.38 $1.83M - $2.3M
21.5K $1.87M
XLK
Technology Sector Spdr

ETFs
4.76K
+ 246.25%
$206.38 - $242.18 $982K - $1.15M
6.69K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 47.67%
$442.66 - $534.52 $587K - $709K
4.11K $2.19M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
22.8K
+ 108.77%
$12.52 - $13.63 $285K - $311K
43.8K $587K
DSL
Double Line Income Solutions Fund

Financial Services
22K
+ 15.24%
$12.53 - $12.88 $276K - $283K
166K $2.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.27K
+ 126600.0%
$161.27 - $192.3 $204K - $243K
1.27K $204K
XLF
Financial Sector Spdr

ETFs
1.97K
+ 3.22%
$47.32 - $52.19 $93K - $103K
63K $3.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.0%
$48.65 - $53.06 $48.7 - $53.1
42.5K $2.21M
XLI
Industrial Sector Spdr

ETFs
1.14K
+ 14.21%
$128.78 - $141.67 $147K - $162K
9.17K $1.2M
ORCL
Oracle Corp

Technology
1.02K
+ 316.46%
$139.81 - $186.47 $142K - $190K
1.34K $187K
AAXJ
Ishares Msci All Country Asia

ETFs
1.21K
+ 6.33%
$69.59 - $77.09 $84.5K - $93.6K
20.4K $1.51M
NVO
Novo Nordisk A S

Healthcare
4.38K
+ 40.65%
$69.3 - $90.95 $303K - $398K
15.1K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
392
+ 8.29%
$225.19 - $279.95 $88.3K - $110K
5.12K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
985
+ 25.04%
$198.1 - $229.79 $195K - $226K
4.92K $981K
UNH
Unitedhealth Group Inc

Healthcare
200
+ 106.95%
$461.52 - $548.18 $92.3K - $110K
387 $202K
NFLX
Netflix Inc

Communication Services
100
+ 28.82%
$828.4 - $1058.6 $82.8K - $106K
447 $416K
V
Visa Inc.

Financial Services
260
+ 60.89%
$306.92 - $362.71 $79.8K - $94.3K
687 $240K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4.8K
+ 30.63%
$42.58 - $59.5 $204K - $286K
20.5K $952K
CRM
Salesforce, Inc.

Technology
452
+ 164.36%
$268.36 - $359.95 $121K - $163K
727 $195K
PLTR
Palantir Technologies Inc.

Technology
1.14K
+ 180.38%
$64.98 - $124.62 $74.1K - $142K
1.77K $149K
LLY
Eli Lilly & CO

Healthcare
116
+ 101.75%
$725.72 - $929.72 $84.2K - $108K
230 $189K
XOM
Exxon Mobil Corp

Energy
737
+ 190.93%
$105.44 - $118.93 $77.7K - $87.7K
1.12K $133K
MP
Mp Materials Corp.

Basic Materials
17
+ 0.17%
$16.39 - $26.93 $279 - $458
9.95K $242K
AVGO
Broadcom Inc.

Technology
896
+ 86.49%
$167.43 - $244.7 $150K - $219K
1.93K $323K
PEP
Pepsico Inc

Consumer Defensive
526
+ 5844.44%
$142.64 - $156.42 $75K - $82.3K
535 $80K
JNJ
Johnson & Johnson

Healthcare
471
+ 3364.29%
$142.06 - $167.7 $66.9K - $79K
485 $80K
AVEM
American Centy ETF Tr Avantis

ETFs
955
+ 7.54%
$57.11 - $62.4 $54.5K - $59.6K
13.6K $819K
PG
Procter & Gamble CO

Consumer Defensive
422
+ 65.33%
$158.56 - $176.26 $66.9K - $74.4K
1.07K $182K
APP
App Lovin Corp

Technology
269
+ 13450.0%
$238.08 - $510.13 $64K - $137K
271 $71K
INTC
Intel Corp

Technology
2.68K
+ 81.41%
$19.1 - $27.39 $51.1K - $73.3K
5.96K $135K
MSFT
Microsoft Corp

Technology
1.23K
+ 14.47%
$375.39 - $447.2 $463K - $552K
9.76K $3.66M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 29.1%
$156.06 - $207.71 $282K - $376K
8.02K $1.25M
AXP
American Express CO

Financial Services
264
+ 214.63%
$255.39 - $325.87 $67.4K - $86K
387 $104K
ABBV
Abb Vie Inc.

Healthcare
312
+ 3120.0%
$169.2 - $216.66 $52.8K - $67.6K
322 $67K
WMT
Walmart Inc.

Consumer Defensive
767
+ 46.94%
$84.5 - $105.05 $64.8K - $80.6K
2.4K $210K
ACWI
Ishares Msci Acwi ETF

ETFs
634
+ 5.7%
$115.16 - $124.13 $73K - $78.7K
11.8K $1.37M
CVX
Chevron Corp

Energy
21
+ 0.82%
$146.71 - $167.97 $3.08K - $3.53K
2.57K $430K
KO
Coca Cola CO

Consumer Defensive
758
+ 113.98%
$60.81 - $72.32 $46.1K - $54.8K
1.42K $101K
MRK
Merck & Co., Inc.

Healthcare
711
+ 201.42%
$83.01 - $101.02 $59K - $71.8K
1.06K $95K
WFC
Wells Fargo & Company

Financial Services
822
+ 4110.0%
$66.78 - $81.42 $54.9K - $66.9K
842 $60K
WM
Waste Management Inc

Industrials
239
+ 191.2%
$200.54 - $233.78 $47.9K - $55.9K
364 $84K
UBER
Uber Technologies, Inc

Technology
676
+ 114.0%
$63.17 - $81.49 $42.7K - $55.1K
1.27K $92K
SHOP
Shopify Inc.

Technology
596
+ 283.81%
$90.59 - $129.31 $54K - $77.1K
806 $76K
IBM
International Business Machines Corp

Technology
189
+ 74.12%
$217.4 - $264.74 $41.1K - $50K
444 $110K
CSCO
Cisco Systems, Inc.

Technology
869
+ 3778.26%
$58.74 - $64.87 $51K - $56.4K
892 $55K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
256
+ 304.76%
$203.38 - $274.79 $52.1K - $70.3K
340 $69K
Activity Summary
Buys All Purchases 869 New Holdings 467 Increased Positions 402 Sells All Sells 216 Reductions 81 Sold out 135 Options Calls 0 Puts 0
Track This Portfolio

Track Activest Wealth Management Portfolio

Follow Activest Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Activest Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Activest Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email