Activest Wealth Management Incresed Positions in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 6.67%
$155.96 - $188.66 $156 - $189
16 $2K
Arm Holdings PLC
36
+ 112.5%
N/A
68 $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1
+ 100.0%
$53.94 - $58.15 $53.9 - $58.2
2 $0
SCCO
Southern Copper Corp

Basic Materials
1
+ 6.25%
$91.13 - $117.95 $91.1 - $118
17 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6
+ 2.38%
$36.54 - $37.53 $219 - $225
258 $9K
Ishares Bitcoin Trust ETF
9.6K
+ 26.26%
N/A
46.2K $0
TDOC
Teladoc Health, Inc.

Healthcare
2
+ 2.53%
$8.57 - $12.02 $17.1 - $24
81 $0
CERT
Certara, Inc.

Healthcare
2
+ 1.53%
$9.55 - $11.71 $19.1 - $23.4
133 $1K
BEN
Franklin Resources Inc

Financial Services
6
+ 4.96%
$19.35 - $22.76 $116 - $137
127 $2K
WM
Waste Management Inc

Industrials
2
+ 1.63%
$201.79 - $228.46 $404 - $457
125 $25K
Amplify ETF Tr
3
+ 0.9%
N/A
336 $0
APA
Apa Corp

Energy
3
+ 2.14%
$20.47 - $27.07 $61.4 - $81.2
143 $3K
Morgan Stanley Direct Lendin
83.2K
+ 102.94%
N/A
164K $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
4
+ 5.71%
$16.99 - $27.42 $68 - $110
74 $1K
QS
Quantum Scape Corp

Consumer Cyclical
3
+ 3.66%
$4.73 - $6.5 $14.2 - $19.5
85 $0
RTX
Raytheon Technologies Corp

Industrials
8
+ 3.49%
$114.45 - $127.21 $916 - $1.02K
237 $27K
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 1.52%
$54.11 - $59.58 $54.1 - $59.6
67 $3K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 2.22%
$47.57 - $52.44 $47.6 - $52.4
46 $2K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
1
+ 25.0%
N/A
5 $0
GPS
Gap Inc

Consumer Cyclical
1
+ 100.0%
N/A
2 $0
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
3
+ 0.96%
$23.55 - $24.04 $70.7 - $72.1
317 $7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38
+ 1.37%
$77.86 - $79.27 $2.96K - $3.01K
2.81K $219K
NKE
Nike, Inc.

Consumer Cyclical
6
+ 10.0%
$73.36 - $89.13 $440 - $535
66 $4K
PINS
Pinterest, Inc.

Communication Services
2
+ 2.06%
$28.24 - $34.15 $56.5 - $68.3
99 $2K
F
Ford Motor CO

Consumer Cyclical
26
+ 1.06%
$9.69 - $11.4 $252 - $296
2.47K $24K
PLD
Prologis, Inc.

Real Estate
3
+ 9.38%
$101.4 - $126.96 $304 - $381
35 $3K
GUNR
Flexshares Tr Morningstar Glob

ETFs
2
+ 1.12%
$36.15 - $41.9 $72.3 - $83.8
180 $6K
XOM
Exxon Mobil Corp

Energy
26
+ 7.22%
$105.51 - $125.37 $2.74K - $3.26K
386 $41K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.68%
$71.75 - $75.11 $359 - $376
744 $53K
DKNG
Draft Kings Inc.

Consumer Cyclical
2
+ 0.15%
$35.32 - $44.84 $70.6 - $89.7
1.32K $49K
AGNC
Agnc Investment Corp.

Real Estate
1
+ 0.06%
$9.21 - $10.59 $9.21 - $10.6
1.7K $15K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
1
+ 0.27%
$32.56 - $42.89 $32.6 - $42.9
365 $12K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
394
+ 0.71%
$18.59 - $18.8 $7.32K - $7.41K
55.6K $1.03M
MRK
Merck & Co., Inc.

Healthcare
14
+ 4.13%
$96.31 - $114.76 $1.35K - $1.61K
353 $35K
RKT
Rocket Companies, Inc.

Financial Services
1
+ 0.26%
$11.03 - $19.27 $11 - $19.3
388 $4K
LCID
Lucid Group, Inc.

Consumer Cyclical
5
+ 0.08%
$2.01 - $3.44 $10 - $17.2
6.51K $19K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$57.38 - $61.11 $115 - $122
3.3K $192K
ALGN
Align Technology Inc

Healthcare
1
+ 1.59%
$205.03 - $245.32 $205 - $245
64 $13K
ICLN
Ishares

ETFs
1
+ 0.04%
$11.35 - $14.51 $11.4 - $14.5
2.41K $27K
XLB
Select Sector Spdr Fd Material

ETFs
107
+ 7.8%
$83.8 - $97.58 $8.97K - $10.4K
1.48K $124K
AAXJ
Ishares Msci All Country Asia

ETFs
1.42K
+ 7.98%
$72.15 - $82.16 $102K - $117K
19.2K $1.39M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
288
+ 0.48%
$24.19 - $24.63 $6.97K - $7.09K
60K $1.45M
INTC
Intel Corp

Technology
25
+ 0.77%
$19.07 - $26.23 $477 - $656
3.29K $65K
STWD
Starwood Property Trust, Inc.

Real Estate
5
+ 0.07%
$18.95 - $20.37 $94.8 - $102
7.42K $140K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 2.75%
$485.52 - $625.25 $2.43K - $3.13K
187 $94K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
179
+ 2.89%
$44.04 - $49.49 $7.88K - $8.86K
6.36K $280K
MP
Mp Materials Corp.

Basic Materials
1
+ 0.01%
$15.6 - $23.11 $15.6 - $23.1
9.93K $154K
VKTX
Viking Therapeutics, Inc.

Healthcare
420
+ 24.07%
$38.28 - $78.03 $16.1K - $32.8K
2.17K $87K
EMB
Ishares Tr

ETFs
13
+ 0.25%
$88.94 - $93.46 $1.16K - $1.21K
5.26K $468K
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
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