Activest Wealth Management Incresed Positions in Q3 2024

Activest Wealth Management

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.91K
+ 1.68%
$517.38 - $573.86 $990K - $1.1M
115K $66.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.06K
+ 2.6%
$162.83 - $179.16 $661K - $728K
160K $28.7M
META
Meta Platforms, Inc.

Communication Services
36
+ 0.25%
$453.41 - $572.44 $16.3K - $20.6K
14.7K $8.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.81K
+ 1.99%
$51.0 - $57.07 $143K - $160K
144K $8.01M
XLC
Select Sector Spdr Tr Communic

ETFs
5.63K
+ 493.16%
$82.16 - $90.4 $462K - $509K
6.77K $611K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.98K
+ 329.4%
$211.47 - $281.27 $419K - $558K
2.59K $634K
NVDA
Nvidia Corp

Technology
4.65K
+ 8.35%
$98.91 - $134.91 $460K - $628K
60.4K $7.33M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
29.3K
+ 167.61%
$12.94 - $14.0 $379K - $410K
46.8K $652K
SOXX
Ishares Semiconductor ETF

ETFs
1.76K
+ 71.71%
$199.29 - $265.49 $351K - $468K
4.22K $972K
SOXL
Direxion Daily Semiconductor B

ETFs
7.76K
+ 15528.0%
$25.96 - $68.59 $202K - $533K
7.81K $286K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 8.54%
$405.19 - $478.57 $80.6K - $95.2K
2.53K $1.16M
DSL
Double Line Income Solutions Fund

Financial Services
10.7K
+ 8.03%
$12.42 - $13.06 $133K - $140K
144K $1.87M
JPM
Jpmorgan Chase & CO

Financial Services
597
+ 13.36%
$194.9 - $224.8 $116K - $134K
5.07K $1.07M
AAXJ
Ishares Msci All Country Asia

ETFs
390
+ 2.24%
$68.09 - $79.71 $26.6K - $31.1K
17.8K $1.39M
XLU
Utilities Sector Spdr

ETFs
1.6K
+ 194.88%
$67.67 - $80.78 $108K - $129K
2.42K $195K
RPV
Invesco Exchange Traded Fd Tr

ETFs
560
+ 3.91%
$82.04 - $89.49 $45.9K - $50.1K
14.9K $1.32M
BX
Blackstone Inc.

Financial Services
21
+ 0.54%
$120.77 - $159.66 $2.54K - $3.35K
3.92K $599K
CCL
Carnival Corp

Consumer Cyclical
5.95K
+ 3214.05%
$14.01 - $19.18 $83.3K - $114K
6.13K $113K
GS
Goldman Sachs Group Inc

Financial Services
193
+ 4825.0%
$459.02 - $510.25 $88.6K - $98.5K
197 $97K
PM
Philip Morris International Inc.

Consumer Defensive
600
+ 54.45%
$101.25 - $127.45 $60.8K - $76.5K
1.7K $206K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.04K
+ 1.3%
$85.84 - $85.84 $261K - $261K
236K $20.3M
PG
Procter & Gamble CO

Consumer Defensive
364
+ 65.59%
$160.76 - $177.82 $58.5K - $64.7K
919 $159K
PFE
Pfizer Inc

Healthcare
2.25K
+ 118.45%
$27.7 - $31.39 $62.4K - $70.7K
4.16K $120K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
3.96K
+ 23.3%
$11.93 - $12.78 $47.3K - $50.6K
21K $267K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
109
+ 454.17%
$523.84 - $572.02 $57.1K - $62.4K
133 $75K
C
Citigroup Inc

Financial Services
981
+ 52.49%
$56.11 - $67.61 $55K - $66.3K
2.85K $178K
NVO
Novo Nordisk A S

Healthcare
500
+ 1190.48%
$119.07 - $145.42 $59.5K - $72.7K
542 $64K
LLY
Eli Lilly & CO

Healthcare
66
+ 132.0%
$772.14 - $960.02 $51K - $63.4K
116 $102K
ASTS
Ast Space Mobile, Inc.

Communication Services
91
+ 2.46%
$10.72 - $38.6 $976 - $3.51K
3.78K $98K
LMT
Lockheed Martin Corp

Industrials
80
+ 109.59%
$460.3 - $584.56 $36.8K - $46.8K
153 $89K
SPG
Simon Property Group Inc

Real Estate
215
+ 20.0%
$146.09 - $170.11 $31.4K - $36.6K
1.29K $218K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 180.39%
$416.14 - $494.01 $38.3K - $45.4K
143 $70K
VZ
Verizon Communications Inc

Communication Services
708
+ 16.86%
$38.89 - $45.0 $27.5K - $31.9K
4.91K $220K
VKTX
Viking Therapeutics, Inc.

Healthcare
500
+ 40.16%
$49.84 - $70.47 $24.9K - $35.2K
1.75K $110K
V
Visa Inc.

Financial Services
133
+ 32.28%
$253.74 - $291.56 $33.7K - $38.8K
545 $149K
HYG
Ishares Tr

ETFs
20
+ 0.17%
$76.72 - $80.36 $1.53K - $1.61K
12.1K $969K
AVEM
American Centy ETF Tr Avantis

ETFs
41
+ 0.4%
$57.2 - $65.59 $2.35K - $2.69K
10.4K $672K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.6K
+ 67.89%
$13.31 - $15.65 $34.6K - $40.7K
6.43K $92K
MGK
Vanguard Mega Cap Growth ETF

ETFs
109
+ 45.23%
$285.48 - $330.24 $31.1K - $36K
350 $112K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.36%
$520.18 - $576.82 $2.08K - $2.31K
1.12K $643K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
114
+ 0.21%
$18.19 - $18.81 $2.07K - $2.14K
55.2K $1.04M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
106
+ 0.36%
$19.48 - $20.97 $2.06K - $2.22K
29.4K $611K
FDN
First Tr Fd Dow Jones

ETFs
140
+ 132.08%
$183.68 - $212.48 $25.7K - $29.7K
246 $52K
AMT
American Tower Corp

Real Estate
125
+ 431.03%
$192.27 - $242.73 $24K - $30.3K
154 $35K
CVX
Chevron Corp

Energy
336
+ 15.69%
$137.88 - $161.97 $46.3K - $54.4K
2.48K $364K
LRCX
Lam Research Corp

Technology
38
+ 633.33%
$731.56 - $1127.3 $27.8K - $42.8K
44 $35K
NFLX
Netflix Inc

Communication Services
20
+ 5.0%
$598.55 - $722.26 $12K - $14.4K
420 $297K
WM
Waste Management Inc

Industrials
120
+ 4000.0%
$196.96 - $223.45 $23.6K - $26.8K
123 $25K
USFR
Wisdomtree Floating Rate Treas

ETFs
696
+ 0.45%
$50.2 - $50.48 $34.9K - $35.1K
154K $7.73M
Activity Summary
Buys All Purchases 219 New Holdings 110 Increased Positions 109 Sells All Sells 117 Reductions 80 Sold out 37 Options Calls 0 Puts 0
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