Activest Wealth Management New Holdings in Q3 2024

Activest Wealth Management

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NORW
Global X Msci Norway ETF

ETFs
90.9K
New
$23.95 - $26.45 $2.18M - $2.41M
90.9K $2.34M
EWW
Ishares Inc Msci Mexico ETF

ETFs
14.1K
New
$57.0 - $57.0 $802K - $802K
14.1K $801K
FTNT
Fortinet, Inc.

Technology
5.15K
New
$55.39 - $77.55 $285K - $400K
5.15K $399K
YPF
Ypf Sociedad Anonima

Energy
6.78K
New
$18.06 - $24.26 $123K - $165K
6.78K $143K
IQV
Iqvia Holdings Inc.

Healthcare
400
New
$206.81 - $251.55 $82.7K - $101K
400 $94K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.25K
New
$37.39 - $42.2 $83.9K - $94.7K
2.25K $94K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
11.6K
New
$6.3 - $6.99 $73.1K - $81.1K
11.6K $76K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
245
New
$201.82 - $234.36 $49.4K - $57.4K
245 $56K
SO
Southern CO

Utilities
600
New
$77.0 - $90.52 $46.2K - $54.3K
600 $54K
IYW
Ishares Dj Us Tech ETF

ETFs
345
New
$133.16 - $158.73 $45.9K - $54.8K
345 $52K
BXP
Boston Properties Inc

Real Estate
505
New
$60.3 - $82.49 $30.5K - $41.7K
505 $40K
JNJ
Johnson & Johnson

Healthcare
248
New
$145.48 - $167.38 $36.1K - $41.5K
248 $40K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.25K
New
$31.02 - $58.9 $38.7K - $73.4K
1.25K $39K
IXJ
Ishares Global Healthcare ETF

ETFs
400
New
$91.63 - $101.25 $36.7K - $40.5K
400 $39K
INDA
Ishares Msci India Index Fund

ETFs
675
New
$54.86 - $59.22 $37K - $40K
675 $39K
AIA
Ishares S&P Asia 50 ETF

ETFs
490
New
$61.65 - $74.61 $30.2K - $36.6K
490 $35K
MAA
Mid America Apartment Communities Inc.

Real Estate
200
New
$138.8 - $166.65 $27.8K - $33.3K
200 $31K
HYLS
First Tr Tactical High Yield L

ETFs
655
New
$40.54 - $42.23 $26.6K - $27.7K
655 $27K
UDR
Udr, Inc.

Real Estate
600
New
$39.96 - $47.13 $24K - $28.3K
600 $27K
GIS
General Mills Inc

Consumer Defensive
325
New
$62.5 - $75.15 $20.3K - $24.4K
325 $23K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
370
New
$56.04 - $62.99 $20.7K - $23.3K
370 $22K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
415
New
$43.9 - $52.34 $18.2K - $21.7K
415 $21K
TTE
Total Energies Se

Energy
300
New
$68.61 - $68.61 $20.6K - $20.6K
300 $20K
METV
Listed Fds Tr Roundhill Ball M

ETFs
1.5K
New
$11.59 - $13.72 $17.3K - $20.5K
1.5K $20K
PHM
Pultegroup Inc

Consumer Cyclical
122
New
$103.95 - $144.98 $12.7K - $17.7K
122 $17K
ROBO
Robo Global Robotics And Autom

ETFs
270
New
$50.56 - $58.65 $13.7K - $15.8K
270 $15K
LEN
Lennar Corp

Consumer Cyclical
80
New
$142.5 - $192.45 $11.4K - $15.4K
80 $14K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
1.38K
New
$10.06 - $10.77 $13.9K - $14.9K
1.38K $14K
UL
Unilever PLC

Consumer Defensive
200
New
$54.7 - $65.59 $10.9K - $13.1K
200 $12K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
70
New
$147.95 - $191.05 $10.4K - $13.4K
70 $12K
DUK
Duke Energy Corp

Utilities
100
New
$99.35 - $117.71 $9.94K - $11.8K
100 $11K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
950
New
$12.25 - $12.54 $11.6K - $11.9K
950 $11K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
940
New
$10.11 - $10.82 $9.5K - $10.2K
940 $10K
IIM
Invesco Value Municipal Income Trust

Financial Services
800
New
$12.19 - $12.99 $9.75K - $10.4K
800 $10K
ASML
Asml Holding Nv

Technology
13
New
$749.82 - $1098.95 $9.75K - $14.3K
13 $10K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1.5K
New
$5.85 - $6.33 $8.78K - $9.5K
1.5K $9K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
1K
New
$9.09 - $9.67 $9.09K - $9.67K
1K $9K
DHI
Horton D R Inc

Consumer Cyclical
44
New
$135.21 - $197.06 $5.95K - $8.67K
44 $8K
NOW
Service Now, Inc.

Technology
8
New
$730.87 - $937.36 $5.85K - $7.5K
8 $7K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
520
New
$13.23 - $18.2 $6.88K - $9.46K
520 $7K
RKT
Rocket Companies, Inc.

Financial Services
387
New
$13.16 - $20.81 $5.09K - $8.05K
387 $7K
MEDP
Medpace Holdings, Inc.

Healthcare
20
New
$320.58 - $457.29 $6.41K - $9.15K
20 $6K
TT
Trane Technologies PLC

Industrials
13
New
$314.21 - $388.71 $4.08K - $5.05K
13 $5K
TDG
Trans Digm Group Inc

Industrials
4
New
$1202.03 - $1427.41 $4.81K - $5.71K
4 $5K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
450
New
$10.65 - $11.21 $4.79K - $5.04K
450 $5K
KKR
Kkr & Co. Inc.

Financial Services
42
New
$104.51 - $133.23 $4.39K - $5.6K
42 $5K
ETN
Eaton Corp PLC

Industrials
14
New
$272.52 - $333.02 $3.82K - $4.66K
14 $4K
ANET
Arista Networks, Inc.

Technology
12
New
$311.42 - $388.21 $3.74K - $4.66K
12 $4K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
350
New
$12.25 - $13.39 $4.29K - $4.69K
350 $4K
Activity Summary
Buys All Purchases 219 New Holdings 110 Increased Positions 109 Sells All Sells 117 Reductions 80 Sold out 37 Options Calls 0 Puts 0
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