Activest Wealth Management Incresed Positions in Q1 2025

Activest Wealth Management

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
70
+ 7000.0%
$233.96 - $324.52 $16.4K - $22.7K
71 $18K
BA
Boeing CO

Industrials
117
+ 46.43%
$148.15 - $186.25 $17.3K - $21.8K
369 $62K
MDLZ
Mondelez International, Inc.

Consumer Defensive
263
+ 496.23%
$56.12 - $68.15 $14.8K - $17.9K
316 $21K
KRE
Spdr S&P Regional Banking ETF

ETFs
322
+ 947.06%
$55.11 - $65.5 $17.7K - $21.1K
356 $20K
AON
Aon PLC

Financial Services
42
+ 2100.0%
$348.44 - $409.32 $14.6K - $17.2K
44 $17K
SLB
Schlumberger Limited

Energy
382
+ 1528.0%
$38.4 - $43.74 $14.7K - $16.7K
407 $17K
O
Realty Income Corp

Real Estate
223
+ 28.52%
$51.67 - $58.49 $11.5K - $13K
1.01K $58K
COF
Capital One Financial Corp

Financial Services
99
+ 9900.0%
$163.87 - $209.82 $16.2K - $20.8K
100 $17K
MA
Mastercard Inc

Financial Services
19
+ 5.92%
$504.67 - $576.31 $9.59K - $10.9K
340 $186K
FTNT
Fortinet, Inc.

Technology
177
+ 4425.0%
$92.49 - $114.57 $16.4K - $20.3K
181 $17K
FISV
Fiserv Inc

Technology
126
+ 3150.0%
N/A
130 $16K
MMM
3 M CO

Industrials
104
+ 221.28%
$129.7 - $155.12 $13.5K - $16.1K
151 $22K
TRV
Travelers Companies, Inc.

Financial Services
59
+ 2950.0%
$232.43 - $265.13 $13.7K - $15.6K
61 $16K
SBUX
Starbucks Corp

Consumer Cyclical
145
+ 77.96%
$91.75 - $115.81 $13.3K - $16.8K
331 $32K
SYK
Stryker Corp

Healthcare
40
+ 39.6%
$355.18 - $399.9 $14.2K - $16K
141 $52K
WMB
Williams Companies, Inc.

Energy
268
+ 2977.78%
$54.02 - $61.09 $14.5K - $16.4K
277 $16K
QCOM
Qualcomm Inc

Technology
94
+ 29.65%
$151.94 - $175.86 $14.3K - $16.5K
411 $63K
ITW
Illinois Tool Works Inc

Industrials
59
+ 1966.67%
$244.9 - $274.48 $14.4K - $16.2K
62 $15K
NDAQ
Nasdaq, Inc.

Financial Services
196
+ 3920.0%
$72.17 - $83.76 $14.1K - $16.4K
201 $15K
RSG
Republic Services, Inc.

Industrials
59
+ 1966.67%
$200.09 - $242.16 $11.8K - $14.3K
62 $15K
PAYX
Paychex Inc

Industrials
100
+ 3333.33%
$136.06 - $154.52 $13.6K - $15.5K
103 $15K
MSTR
Microstrategy Inc

Technology
53
+ 46.9%
$239.27 - $396.5 $12.7K - $21K
166 $47K
ACN
Accenture PLC

Technology
49
+ 1225.0%
$300.91 - $398.25 $14.7K - $19.5K
53 $16K
WDAY
Workday, Inc.

Technology
63
+ 6300.0%
$233.53 - $277.82 $14.7K - $17.5K
64 $14K
MCO
Moodys Corp

Financial Services
31
+ 31.0%
$437.8 - $527.48 $13.6K - $16.4K
131 $61K
AIG
American International Group, Inc.

Financial Services
159
+ 2650.0%
$70.5 - $86.94 $11.2K - $13.8K
165 $14K
SNPS
Synopsys Inc

Technology
41
+ 65.08%
$428.58 - $551.54 $17.6K - $22.6K
104 $44K
DUK
Duke Energy Corp

Utilities
105
+ 98.13%
$105.87 - $121.97 $11.1K - $12.8K
212 $25K
PCAR
Paccar Inc

Industrials
152
+ 7600.0%
$96.91 - $112.51 $14.7K - $17.1K
154 $14K
OXY
Occidental Petroleum Corp

Energy
283
+ 140.1%
$45.45 - $52.7 $12.9K - $14.9K
485 $23K
DVN
Devon Energy Corp

Energy
280
+ 40.0%
$33.15 - $38.55 $9.28K - $10.8K
980 $36K
NEE
Nextera Energy Inc

Utilities
189
+ 2362.5%
$66.96 - $76.16 $12.7K - $14.4K
197 $13K
CTSH
Cognizant Technology Solutions Corp

Technology
179
+ 4475.0%
$75.32 - $90.7 $13.5K - $16.2K
183 $13K
NXPI
Nxp Semiconductors N.V.

Technology
69
+ 6900.0%
$189.99 - $245.86 $13.1K - $17K
70 $13K
HCA
Hca Healthcare, Inc.

Healthcare
16
+ 11.85%
$296.7 - $345.55 $4.75K - $5.53K
151 $52K
BK
Bank Of New York Mellon Corp

Financial Services
144
+ 2057.14%
$75.42 - $88.95 $10.9K - $12.8K
151 $12K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
21
+ 110.53%
$634.14 - $744.83 $13.3K - $15.6K
40 $25K
BMY
Bristol Myers Squibb CO

Healthcare
192
+ 1600.0%
$53.9 - $63.11 $10.3K - $12.1K
204 $12K
CMCSA
Comcast Corp

Communication Services
335
+ 2093.75%
$33.19 - $38.23 $11.1K - $12.8K
351 $12K
CEG
Constellation Energy Corp

Utilities
61
+ 3050.0%
$201.63 - $347.44 $12.3K - $21.2K
63 $12K
AEP
American Electric Power CO Inc

Utilities
113
+ 2260.0%
$90.32 - $109.27 $10.2K - $12.3K
118 $12K
EQIX
Equinix Inc

Real Estate
17
+ 121.43%
$803.0 - $959.97 $13.7K - $16.3K
31 $25K
IDXX
Idexx Laboratories Inc

Healthcare
27
+ 2700.0%
$406.29 - $469.04 $11K - $12.7K
28 $11K
EBAY
Ebay Inc

Consumer Cyclical
161
+ 5366.67%
$61.61 - $70.93 $9.92K - $11.4K
164 $11K
EW
Edwards Lifesciences Corp

Healthcare
161
+ 4025.0%
$67.95 - $76.19 $10.9K - $12.3K
165 $11K
CARR
Carrier Global Corp

Industrials
253
+ 25.3%
$62.07 - $70.55 $15.7K - $17.8K
1.25K $79K
JCI
Johnson Controls International PLC

Industrials
133
+ 56.36%
$76.12 - $90.6 $10.1K - $12K
369 $29K
ABNB
Airbnb, Inc.

Consumer Cyclical
103
+ 104.04%
$119.38 - $161.42 $12.3K - $16.6K
202 $24K
NEM
Newmont Corp

Basic Materials
214
+ 5350.0%
$37.79 - $48.39 $8.09K - $10.4K
218 $10K
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
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