Activest Wealth Management Incresed Positions in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
442
+ 252.57%
$96.84 - $99.46 $42.8K - $44K
617 $61K
BX
Blackstone Inc.

Financial Services
36
+ 0.92%
$120.07 - $151.11 $4.32K - $5.44K
3.96K $592K
CAT
Caterpillar Inc

Industrials
106
+ 530.0%
$273.94 - $388.21 $29K - $41.2K
126 $48K
PM
Philip Morris International Inc.

Consumer Defensive
32
+ 2.32%
$149.23 - $184.95 $4.78K - $5.92K
1.41K $256K
NOW
Service Now, Inc.

Technology
32
+ 400.0%
$721.65 - $1040.18 $23.1K - $33.3K
40 $41K
USB
Us Bancorp \De\

Financial Services
728
+ 846.51%
$36.4 - $45.76 $26.5K - $33.3K
814 $36K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
412
+ 54.5%
$99.37 - $134.05 $40.9K - $55.2K
1.17K $132K
JBL
Jabil Inc

Technology
67
+ 31.75%
$116.88 - $218.1 $7.83K - $14.6K
278 $60K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
71
+ 139.22%
$421.16 - $509.5 $29.9K - $36.2K
122 $54K
TMO
Thermo Fisher Scientific Inc.

Healthcare
74
+ 528.57%
$390.26 - $489.06 $28.9K - $36.2K
88 $35K
HON
Honeywell International Inc

Industrials
115
+ 425.93%
$182.86 - $232.88 $21K - $26.8K
142 $33K
KMB
Kimberly Clark Corp

Consumer Defensive
225
+ 312.5%
$126.84 - $145.22 $28.5K - $32.7K
297 $38K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 3.55%
$908.13 - $1056.85 $10.9K - $12.7K
350 $346K
CSX
Csx Corp

Industrials
814
+ 865.96%
$26.69 - $32.91 $21.7K - $26.8K
908 $29K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.26K
+ 320.3%
$50.53 - $212.53 $63.8K - $268K
1.66K $91K
FITB
Fifth Third Bancorp

Financial Services
626
+ 1043.33%
$33.32 - $41.51 $20.9K - $26K
686 $28K
ATI
Allegheny Technologies Inc

Industrials
9
+ 1.29%
$41.97 - $86.8 $378 - $781
709 $61K
APO
Apollo Global Management, Inc.

Financial Services
175
+ 875.0%
$108.68 - $145.07 $19K - $25.4K
195 $27K
VTV
Vanguard Value ETF

ETFs
135
+ 2700.0%
$153.67 - $176.74 $20.7K - $23.9K
140 $24K
KEY
Keycorp

Financial Services
1.4K
+ 8775.0%
$13.23 - $17.42 $18.6K - $24.5K
1.42K $24K
MSTR
Microstrategy Inc

Technology
5
+ 3.01%
$237.95 - $421.61 $1.19K - $2.11K
171 $69K
HBAN
Huntington Bancshares Inc

Financial Services
1.3K
+ 1019.69%
$12.49 - $16.76 $16.2K - $21.7K
1.42K $23K
SYK
Stryker Corp

Healthcare
44
+ 31.21%
$337.37 - $395.63 $14.8K - $17.4K
185 $73K
MPC
Marathon Petroleum Corp

Energy
119
+ 290.24%
$118.55 - $170.08 $14.1K - $20.2K
160 $26K
BXSL
Blackstone Secured Lending Fund

Financial Services
5.97K
+ 5.85%
$26.88 - $32.74 $160K - $195K
108K $3.32M
COP
Conocophillips

Energy
232
+ 249.46%
$82.66 - $106.1 $19.2K - $24.6K
325 $29K
VLO
Valero Energy Corp

Energy
140
+ 1166.67%
$104.69 - $141.77 $14.7K - $19.8K
152 $20K
DASH
Door Dash, Inc.

Communication Services
67
+ 352.63%
$163.16 - $246.51 $10.9K - $16.5K
86 $21K
KLAC
Kla Corp

Technology
10
+ 23.81%
$576.53 - $902.94 $5.77K - $9.03K
52 $46K
APH
Amphenol Corp

Technology
75
+ 23.29%
$59.09 - $98.75 $4.43K - $7.41K
397 $39K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
270
+ 109.31%
$45.98 - $56.15 $12.4K - $15.2K
517 $29K
ADSK
Autodesk, Inc.

Technology
70
+ 777.78%
N/A
79 $19K
URI
United Rentals, Inc.

Industrials
20
+ 666.67%
$551.94 - $753.4 $11K - $15.1K
23 $17K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
174
+ 0.33%
$23.32 - $24.45 $4.06K - $4.25K
52.5K $1.28M
GM
General Motors CO

Consumer Cyclical
140
+ 3.53%
$42.48 - $50.46 $5.95K - $7.06K
4.1K $201K
UPS
United Parcel Service Inc

Industrials
144
+ 480.0%
$91.92 - $110.2 $13.2K - $15.9K
174 $17K
GE
General Electric CO

Industrials
4
+ 1.83%
$166.81 - $257.39 $667 - $1.03K
223 $57K
EWJ
Ishares Msci Japan ETF

ETFs
107
+ 12.59%
$61.32 - $75.28 $6.56K - $8.05K
957 $71K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 8.33%
$503.3 - $775.9 $2.01K - $3.1K
52 $39K
PINS
Pinterest, Inc.

Communication Services
337
+ 488.41%
$24.21 - $35.95 $8.16K - $12.1K
406 $14K
NSC
Norfolk Southern Corp

Industrials
44
+ 220.0%
$206.34 - $257.46 $9.08K - $11.3K
64 $16K
ELV
Elevance Health, Inc.

Healthcare
31
+ 155.0%
$372.27 - $452.69 $11.5K - $14K
51 $19K
NEE
Nextera Energy Inc

Utilities
157
+ 79.7%
$64.11 - $75.0 $10.1K - $11.8K
354 $24K
KKR
Kkr & Co. Inc.

Financial Services
82
+ 273.33%
$92.79 - $134.29 $7.61K - $11K
112 $14K
NKE
Nike, Inc.

Consumer Cyclical
117
+ 31.45%
$53.27 - $72.04 $6.23K - $8.43K
489 $34K
CPNG
Coupang, Inc.

Consumer Cyclical
319
+ 375.29%
$19.76 - $30.81 $6.3K - $9.83K
404 $12K
HPE
Hewlett Packard Enterprise CO

Technology
546
+ 791.3%
$12.51 - $20.45 $6.83K - $11.2K
615 $12K
RJF
Raymond James Financial Inc

Financial Services
62
+ 620.0%
$123.65 - $153.88 $7.67K - $9.54K
72 $11K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 16.46%
$451.58 - $565.94 $5.87K - $7.36K
92 $49K
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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