Activest Wealth Management Incresed Positions in Q1 2025

Activest Wealth Management

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BURL
Burlington Stores, Inc.

Consumer Cyclical
11
+ 1100.0%
$228.41 - $293.71 $2.51K - $3.23K
12 $2K
CPRT
Copart Inc

Consumer Cyclical
36
+ 1800.0%
$52.3 - $59.83 $1.88K - $2.15K
38 $2K
ROL
Rollins Inc

Consumer Cyclical
38
+ 1900.0%
$45.65 - $54.03 $1.73K - $2.05K
40 $2K
ATO
Atmos Energy Corp

Utilities
13
+ 650.0%
$136.51 - $154.58 $1.77K - $2.01K
15 $2K
SF
Stifel Financial Corp

Financial Services
28
+ 2800.0%
$91.62 - $117.6 $2.57K - $3.29K
29 $2K
ADSK
Autodesk, Inc.

Technology
8
+ 800.0%
N/A
9 $2K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 24.75%
$62.43 - $84.12 $6.24K - $8.41K
504 $32K
MSI
Motorola Solutions, Inc.

Technology
4
+ 400.0%
$411.73 - $482.1 $1.65K - $1.93K
5 $2K
TXG
10x Genomics, Inc.

Healthcare
100
+ 243.9%
$8.73 - $16.31 $873 - $1.63K
141 $1K
XP
Xp Inc.

Financial Services
100
+ 89.29%
$11.05 - $15.69 $1.11K - $1.57K
212 $2K
FIS
Fidelity National Information Services, Inc.

Technology
20
+ 2000.0%
$68.12 - $83.42 $1.36K - $1.67K
21 $1K
RMD
Resmed Inc

Healthcare
4
+ 400.0%
$219.7 - $257.65 $879 - $1.03K
5 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
146
+ 14600.0%
$10.61 - $16.49 $1.55K - $2.41K
147 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
10
+ 333.33%
$88.13 - $96.94 $881 - $969
13 $1K
VLO
Valero Energy Corp

Energy
11
+ 1100.0%
$121.76 - $142.99 $1.34K - $1.57K
12 $1K
VLY
Valley National Bancorp

Financial Services
146
+ 4866.67%
$8.56 - $10.42 $1.25K - $1.52K
149 $1K
TDOC
Teladoc Health, Inc.

Healthcare
83
+ 102.47%
$7.96 - $14.33 $661 - $1.19K
164 $1K
TGT
Target Corp

Consumer Defensive
14
+ 466.67%
$103.65 - $142.5 $1.45K - $2K
17 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
29
+ 2900.0%
$45.22 - $52.17 $1.31K - $1.51K
30 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
110
+ 21.15%
$13.31 - $18.41 $1.46K - $2.03K
630 $8K
SNOW
Snowflake Inc.

Technology
10
+ 37.04%
$146.16 - $192.78 $1.46K - $1.93K
37 $5K
WAT
Waters Corp

Healthcare
4
+ 400.0%
$362.16 - $417.28 $1.45K - $1.67K
5 $1K
WLK
Westlake Corp

Basic Materials
14
+ 1400.0%
$99.12 - $119.16 $1.39K - $1.67K
15 $1K
WYNN
Wynn Resorts LTD

Consumer Cyclical
20
+ 40.0%
$77.0 - $93.47 $1.54K - $1.87K
70 $5K
AVB
Avalonbay Communities Inc

Real Estate
3
+ 150.0%
$207.86 - $228.08 $624 - $684
5 $1K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 200.0%
$496.65 - $710.01 $993 - $1.42K
3 $1K
URI
United Rentals, Inc.

Industrials
2
+ 200.0%
$594.17 - $789.56 $1.19K - $1.58K
3 $1K
PPL
Ppl Corp

Utilities
28
+ 28.0%
$31.68 - $36.11 $887 - $1.01K
128 $4K
CNC
Centene Corp

Healthcare
21
+ 525.0%
$55.93 - $65.89 $1.17K - $1.38K
25 $1K
CRBG
Corebridge Financial, Inc.

Financial Services
35
+ 3500.0%
$29.61 - $34.68 $1.04K - $1.21K
36 $1K
IT
Gartner Inc

Technology
2
+ 200.0%
$418.25 - $548.38 $837 - $1.1K
3 $1K
FANG
Diamondback Energy, Inc.

Energy
5
+ 250.0%
$139.9 - $180.18 $700 - $901
7 $1K
LSCC
Lattice Semiconductor Corp

Technology
29
+ 2900.0%
$52.45 - $68.78 $1.52K - $1.99K
30 $1K
DOV
Dover Corp

Industrials
7
+ 700.0%
$174.65 - $206.43 $1.22K - $1.45K
8 $1K
FOX
Fox Corp Cl B (De)

Communication Services
27
+ 2700.0%
$45.64 - $54.23 $1.23K - $1.46K
28 $1K
ITT
Itt Inc.

Industrials
11
+ 1100.0%
$128.71 - $153.88 $1.42K - $1.69K
12 $1K
CNXC
Concentrix Corp

Technology
18
+ 1800.0%
$42.45 - $65.04 $764 - $1.17K
19 $1K
DOW
Dow Inc.

Basic Materials
42
+ 525.0%
$34.36 - $41.92 $1.44K - $1.76K
50 $1K
DAL
Delta Air Lines, Inc.

Industrials
25
+ 2500.0%
$43.6 - $69.06 $1.09K - $1.73K
26 $1K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1
+ 0.56%
$36.6 - $39.56 $36.6 - $39.6
181 $7K
BAC
Bank Of America Corp

Financial Services
667
+ 5.64%
$39.61 - $47.74 $26.4K - $31.8K
12.5K $521K
EXPE
Expedia Group, Inc.

Consumer Cyclical
5
+ 500.0%
$157.11 - $206.52 $786 - $1.03K
6 $1K
GPS
Gap Inc

Consumer Cyclical
52
+ 2600.0%
N/A
54 $1K
ESS
Essex Property Trust, Inc.

Real Estate
5
+ 500.0%
N/A
6 $1K
RYT
Invesco S&P 500 Equal Weight T

ETFs
66.3K
+ 14.2%
N/A
533K $0
Lam Research Corp
363
+ 65.52%
N/A
917 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
6
+ 300.0%
$76.48 - $87.72 $459 - $526
8 $0
NTLA
Intellia Therapeutics, Inc.

Healthcare
36
+ 900.0%
$7.11 - $12.8 $256 - $461
40 $0
K
Kellogg CO

Consumer Defensive
9
+ 450.0%
$81.06 - $82.9 $730 - $746
11 $0
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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