Activest Wealth Management Incresed Positions in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
47
+ 26.55%
$63.78 - $78.91 $3K - $3.71K
224 $16K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.29%
$73.09 - $82.77 $292 - $331
1.36K $111K
NDSN
Nordson Corp

Industrials
22
+ 2200.0%
$167.51 - $223.5 $3.69K - $4.92K
23 $4K
ECL
Ecolab Inc.

Basic Materials
12
+ 24.49%
$225.65 - $270.95 $2.71K - $3.25K
61 $16K
TTWO
Take Two Interactive Software Inc

Communication Services
5
+ 7.04%
$194.58 - $243.05 $973 - $1.22K
76 $18K
EQR
Equity Residential

Real Estate
71
+ 154.35%
$61.82 - $71.72 $4.39K - $5.09K
117 $7K
TPG
Tpg Inc.

Financial Services
79
+ 3950.0%
$39.68 - $53.09 $3.13K - $4.19K
81 $4K
SOFI
So Fi Technologies, Inc.

Financial Services
207
+ 1725.0%
$9.5 - $18.21 $1.97K - $3.77K
219 $3K
L
Loews Corp

Financial Services
40
+ 4000.0%
$80.89 - $92.09 $3.24K - $3.68K
41 $3K
EMR
Emerson Electric CO

Industrials
20
+ 105.26%
$94.15 - $133.33 $1.88K - $2.67K
39 $5K
IFF
International Flavors & Fragrances Inc

Basic Materials
33
+ 412.5%
$66.85 - $79.33 $2.21K - $2.62K
41 $3K
MET
Metlife Inc

Financial Services
43
+ 76.79%
$68.42 - $82.49 $2.94K - $3.55K
99 $7K
LDOS
Leidos Holdings, Inc.

Technology
11
+ 32.35%
$132.9 - $160.3 $1.46K - $1.76K
45 $7K
BDX
Becton Dickinson & CO

Healthcare
23
+ 209.09%
$165.15 - $226.42 $3.8K - $5.21K
34 $5K
NEM
Newmont Corp

Basic Materials
6
+ 2.75%
$44.18 - $59.46 $265 - $357
224 $13K
KIM
Kimco Realty Corp

Real Estate
166
+ 721.74%
$18.7 - $21.69 $3.1K - $3.6K
189 $3K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 120.0%
$422.19 - $533.73 $2.53K - $3.2K
11 $5K
ACGL
Arch Capital Group Ltd.

Financial Services
41
+ 315.38%
$84.99 - $96.82 $3.48K - $3.97K
54 $4K
ZS
Zscaler, Inc.

Technology
1
+ 3.7%
$174.67 - $315.32 $175 - $315
28 $8K
PSA
Public Storage

Real Estate
11
+ 26.19%
$266.31 - $309.77 $2.93K - $3.41K
53 $15K
TGT
Target Corp

Consumer Defensive
31
+ 182.35%
$88.76 - $105.77 $2.75K - $3.28K
48 $4K
TPR
Tapestry, Inc.

Consumer Cyclical
17
+ 32.08%
$60.6 - $87.81 $1.03K - $1.49K
70 $6K
WMB
Williams Companies, Inc.

Energy
34
+ 12.27%
$54.33 - $62.87 $1.85K - $2.14K
311 $19K
SPSB
Spdr Portfolio Short Term Corp

ETFs
88
+ 1.18%
$29.82 - $30.19 $2.62K - $2.66K
7.55K $227K
AWK
American Water Works Company, Inc.

Utilities
22
+ 61.11%
$133.82 - $151.96 $2.94K - $3.34K
58 $8K
DG
Dollar General Corp

Consumer Defensive
7
+ 15.56%
$86.02 - $114.95 $602 - $805
52 $5K
OMF
One Main Holdings, Inc.

Financial Services
47
+ 4700.0%
$40.42 - $57.0 $1.9K - $2.68K
48 $2K
MRNA
Moderna, Inc.

Healthcare
93
+ 14.29%
$23.65 - $28.54 $2.2K - $2.65K
744 $20K
FANG
Diamondback Energy, Inc.

Energy
16
+ 228.57%
$119.25 - $161.49 $1.91K - $2.58K
23 $3K
NRG
Nrg Energy, Inc.

Utilities
2
+ 10.53%
$83.61 - $162.67 $167 - $325
21 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
12
+ 30.0%
$67.22 - $100.51 $807 - $1.21K
52 $5K
AOS
Smith A O Corp

Industrials
30
+ 600.0%
$59.63 - $70.52 $1.79K - $2.12K
35 $2K
CTAS
Cintas Corp

Industrials
5
+ 6.25%
$190.11 - $227.66 $951 - $1.14K
85 $18K
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
+ 25.68%
$109.83 - $131.67 $2.09K - $2.5K
93 $11K
AMT
American Tower Corp

Real Estate
6
+ 4.51%
$203.96 - $228.19 $1.22K - $1.37K
139 $30K
TDY
Teledyne Technologies Inc

Technology
4
+ 400.0%
$435.54 - $512.31 $1.74K - $2.05K
5 $2K
BBY
Best Buy CO Inc

Consumer Cyclical
18
+ 138.46%
$56.17 - $75.73 $1.01K - $1.36K
31 $2K
AGNC
Agnc Investment Corp.

Real Estate
282
+ 16.58%
$8.12 - $9.49 $2.29K - $2.68K
1.98K $18K
BALL
Ball Corp

Consumer Cyclical
33
+ 253.85%
$44.94 - $56.99 $1.48K - $1.88K
46 $2K
HUM
Humana Inc

Healthcare
9
+ 75.0%
$224.93 - $295.04 $2.02K - $2.66K
21 $5K
CME
Cme Group Inc.

Financial Services
6
+ 6.9%
$252.37 - $290.71 $1.51K - $1.74K
93 $25K
LYV
Live Nation Entertainment, Inc.

Communication Services
10
+ 83.33%
$118.81 - $151.28 $1.19K - $1.51K
22 $3K
TWLO
Twilio Inc

Communication Services
4
+ 5.56%
$81.34 - $124.36 $325 - $497
76 $9K
EL
Estee Lauder Companies Inc

Consumer Defensive
30
+ 1500.0%
$50.06 - $80.8 $1.5K - $2.42K
32 $2K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.49%
$48.22 - $60.41 $96.4 - $121
410 $24K
DRI
Darden Restaurants Inc

Consumer Cyclical
5
+ 10.64%
$186.58 - $225.78 $933 - $1.13K
52 $11K
TSCO
Tractor Supply CO

Consumer Cyclical
8
+ 14.81%
$47.86 - $55.77 $383 - $446
62 $3K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4
+ 0.63%
$72.02 - $73.82 $288 - $295
643 $47K
ROL
Rollins Inc

Consumer Cyclical
21
+ 52.5%
$50.65 - $58.58 $1.06K - $1.23K
61 $3K
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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