Activest Wealth Management Incresed Positions in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 32.33%
$563.99 - $620.12 $24.3K - $26.7K
176 $100K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 1.08%
$570.51 - $610.59 $6.85K - $7.33K
1.13K $663K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
201
+ 670.0%
$89.81 - $104.0 $18.1K - $20.9K
231 $20K
CRM
Salesforce, Inc.

Technology
6
+ 2.23%
$270.87 - $367.87 $1.63K - $2.21K
275 $91K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
140
+ 53.03%
$47.29 - $84.74 $6.62K - $11.9K
404 $30K
QCOM
Qualcomm Inc

Technology
134
+ 73.22%
$150.4 - $178.04 $20.2K - $23.9K
317 $48K
WMT
Walmart Inc.

Consumer Defensive
24
+ 1.49%
$79.1 - $95.7 $1.9K - $2.3K
1.63K $147K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.3K
+ 1085.0%
$4.34 - $10.57 $5.65K - $13.8K
1.42K $12K
MS
Morgan Stanley

Financial Services
6
+ 1.24%
$104.42 - $134.99 $627 - $810
491 $61K
PANW
Palo Alto Networks Inc

Technology
496
+ 97.45%
$181.96 - $405.9 $90.3K - $201K
1.01K $182K
UL
Unilever PLC

Consumer Defensive
150
+ 75.0%
$56.7 - $64.64 $8.51K - $9.7K
350 $19K
BA
Boeing CO

Industrials
3
+ 1.2%
$138.14 - $180.72 $414 - $542
252 $44K
FCX
Freeport Mcmoran Inc

Basic Materials
191
+ 1469.23%
$38.08 - $50.82 $7.27K - $9.71K
204 $7K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.9%
$873.59 - $994.69 $2.62K - $2.98K
161 $147K
TEF
Telefonica S A

Communication Services
2.13K
+ 66.74%
$4.02 - $4.88 $8.55K - $10.4K
5.31K $21K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 3.7%
$173.13 - $258.09 $519 - $774
84 $19K
VDC
Vanguard Consumer Staples ETF

ETFs
25
+ 44.64%
$210.96 - $223.62 $5.27K - $5.59K
81 $17K
VRT
Vertiv Holdings CO

Industrials
63
+ 225.0%
N/A
91 $7K
JBL
Jabil Inc

Technology
1
+ 0.48%
$118.97 - $147.77 $119 - $148
211 $30K
CVX
Chevron Corp

Energy
74
+ 2.99%
$141.15 - $162.53 $10.4K - $12K
2.55K $369K
UBS
Ubs Group Ag

Financial Services
183
+ 10.07%
$29.78 - $33.08 $5.45K - $6.05K
2K $60K
ASML
Asml Holding Nv

Technology
7
+ 53.85%
$658.43 - $872.27 $4.61K - $6.11K
20 $13K
SBUX
Starbucks Corp

Consumer Cyclical
50
+ 36.76%
$87.44 - $102.5 $4.37K - $5.13K
186 $16K
CCI
Crown Castle International Corp

Real Estate
36
+ 171.43%
$89.78 - $119.11 $3.23K - $4.29K
57 $5K
T
At&T Inc.

Communication Services
44
+ 2.77%
$21.22 - $23.88 $934 - $1.05K
1.63K $37K
SQ
Block, Inc.

Technology
2
+ 2.11%
$65.06 - $98.92 $130 - $198
97 $8K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 1.35%
$156.46 - $195.69 $156 - $196
75 $13K
IBM
International Business Machines Corp

Technology
7
+ 2.82%
$204.9 - $238.04 $1.43K - $1.67K
255 $56K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.67%
$49.06 - $57.74 $392 - $462
1.2K $62K
SNOW
Snowflake Inc.

Technology
2
+ 8.0%
$109.65 - $186.51 $219 - $373
27 $4K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
3
+ 0.38%
$19.19 - $22.77 $57.6 - $68.3
787 $17K
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 3.45%
$147.66 - $190.46 $148 - $190
30 $5K
HON
Honeywell International Inc

Industrials
4
+ 400.0%
$202.84 - $236.0 $811 - $944
5 $1K
RBLX
Roblox Corp

Communication Services
2
+ 2.56%
$39.86 - $61.45 $79.7 - $123
80 $4K
GLD
Spdr Gold Trust

ETFs
20
+ 0.45%
$236.59 - $257.5 $4.73K - $5.15K
4.43K $1.07M
SPSB
Spdr Portfolio Short Term Corp

ETFs
118
+ 1.62%
$29.77 - $30.19 $3.51K - $3.56K
7.4K $221K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 100.0%
$501.29 - $612.85 $501 - $613
2 $1K
TXN
Texas Instruments Inc

Technology
6
+ 2.8%
N/A
220 $42K
AMTB
Amerant Bancorp Inc.

Financial Services
1
+ 0.18%
$19.66 - $25.69 $19.7 - $25.7
560 $12K
MTDR
Matador Resources CO

Energy
1
+ 0.85%
$50.33 - $60.91 $50.3 - $60.9
119 $6K
ZM
Zoom Video Communications, Inc.

Technology
2
+ 3.03%
$67.21 - $89.03 $134 - $178
68 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
3
+ 3.13%
$125.36 - $147.37 $376 - $442
99 $13K
RYT
Invesco S&P 500 Equal Weight T

ETFs
69.5K
+ 17.48%
N/A
467K $0
ORCL
Oracle Corp

Technology
10
+ 3.21%
$165.41 - $192.43 $1.65K - $1.92K
322 $53K
JCI
Johnson Controls International PLC

Industrials
3
+ 1.29%
$74.23 - $86.6 $223 - $260
236 $18K
XP
Xp Inc.

Financial Services
7
+ 6.67%
$11.78 - $18.17 $82.5 - $127
112 $1K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 14.29%
$244.52 - $284.07 $245 - $284
8 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1
+ 2.78%
$47.96 - $55.17 $48 - $55.2
37 $1K
DUK
Duke Energy Corp

Utilities
7
+ 7.0%
$105.76 - $120.76 $740 - $845
107 $11K
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
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