Activest Wealth Management New Holdings in Q1 2025

Activest Wealth Management

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
31.1K
New
$68.07 - $78.99 $2.11M - $2.45M
31.1K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
65.7K
New
$21.75 - $24.28 $1.43M - $1.59M
65.7K $1.45M
PAVE
Global X Fds Us Infrastructure

ETFs
9.62K
New
$37.31 - $43.82 $359K - $422K
9.62K $363K
EWJ
Ishares Msci Japan ETF

ETFs
850
New
$65.24 - $71.7 $55.5K - $60.9K
850 $58K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
51
New
$402.49 - $513.76 $20.5K - $26.2K
51 $24K
PH
Parker Hannifin Corp

Industrials
38
New
$591.65 - $707.05 $22.5K - $26.9K
38 $23K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
New
$1187.71 - $1432.58 $19K - $22.9K
16 $22K
APH
Amphenol Corp

Technology
322
New
$61.62 - $78.55 $19.8K - $25.3K
322 $21K
ROP
Roper Technologies Inc

Industrials
34
New
$502.71 - $593.81 $17.1K - $20.2K
34 $20K
TDG
Trans Digm Group Inc

Industrials
15
New
$1251.32 - $1394.11 $18.8K - $20.9K
15 $20K
EOG
Eog Resources Inc

Energy
147
New
$120.54 - $138.05 $17.7K - $20.3K
147 $18K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
281
New
$62.72 - $71.92 $17.6K - $20.2K
281 $17K
CTAS
Cintas Corp

Industrials
80
New
$182.09 - $208.14 $14.6K - $16.7K
80 $16K
AZO
Autozone Inc

Consumer Cyclical
4
New
$3193.96 - $3828.11 $12.8K - $15.3K
4 $15K
TROW
Price T Rowe Group Inc

Financial Services
159
New
$91.57 - $116.93 $14.6K - $18.6K
159 $14K
ALL
Allstate Corp

Financial Services
66
New
$180.99 - $210.18 $11.9K - $13.9K
66 $13K
ED
Consolidated Edison Inc

Utilities
120
New
$88.0 - $110.59 $10.6K - $13.3K
120 $13K
FAST
Fastenal CO

Industrials
158
New
$71.11 - $79.98 $11.2K - $12.6K
158 $12K
ECL
Ecolab Inc.

Basic Materials
49
New
$229.72 - $269.82 $11.3K - $13.2K
49 $12K
SRE
Sempra Energy

Utilities
177
New
$67.85 - $87.67 $12K - $15.5K
177 $12K
PSA
Public Storage

Real Estate
42
New
$288.99 - $313.98 $12.1K - $13.2K
42 $12K
PSX
Phillips 66

Energy
98
New
$113.93 - $131.55 $11.2K - $12.9K
98 $12K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
509
New
$21.6 - $23.19 $11K - $11.8K
509 $11K
ANSS
Ansys Inc

Technology
35
New
$316.56 - $360.36 $11.1K - $12.6K
35 $11K
ABC
Amerisourcebergen Corp

Healthcare
61
New
N/A
61 $11K
MTD
Mettler Toledo International Inc

Healthcare
10
New
$1177.09 - $1390.0 $11.8K - $13.9K
10 $11K
IR
Ingersoll Rand Inc.

Industrials
135
New
$79.44 - $94.23 $10.7K - $12.7K
135 $10K
KHC
Kraft Heinz CO

Consumer Defensive
336
New
$28.51 - $32.22 $9.58K - $10.8K
336 $10K
CHTR
Charter Communications, Inc.

Communication Services
28
New
$334.89 - $384.77 $9.38K - $10.8K
28 $10K
EA
Electronic Arts Inc.

Communication Services
67
New
$116.53 - $146.29 $7.81K - $9.8K
67 $9K
SYY
Sysco Corp

Consumer Defensive
122
New
$70.0 - $77.13 $8.54K - $9.41K
122 $9K
PKI
Perkinelmer Inc

Healthcare
81
New
N/A
81 $9K
HES
Hess Corp

Energy
57
New
$135.42 - $160.52 $7.72K - $9.15K
57 $9K
FICO
Fair Isaac Corp

Technology
5
New
$1695.35 - $2030.47 $8.48K - $10.2K
5 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
74
New
$106.31 - $123.73 $7.87K - $9.16K
74 $9K
EXPD
Expeditors International Of Washington Inc

Industrials
74
New
$109.09 - $126.48 $8.07K - $9.36K
74 $8K
GPC
Genuine Parts CO

Consumer Cyclical
70
New
$115.91 - $129.02 $8.11K - $9.03K
70 $8K
PTC
Ptc Inc.

Technology
52
New
$153.3 - $193.48 $7.97K - $10.1K
52 $8K
DELL
Dell Technologies Inc.

Technology
93
New
$90.34 - $124.66 $8.4K - $11.6K
93 $8K
PAWZ
Proshares Tr Pet Care ETF

ETFs
156
New
$51.08 - $56.64 $7.97K - $8.84K
156 $8K
PEG
Public Service Enterprise Group Inc

Utilities
89
New
$78.2 - $90.39 $6.96K - $8.04K
89 $7K
PWR
Quanta Services, Inc.

Industrials
28
New
$236.71 - $358.03 $6.63K - $10K
28 $7K
VICI
Vici Properties Inc.

Real Estate
236
New
$28.21 - $32.68 $6.66K - $7.71K
236 $7K
CTRA
Coterra Energy Inc.

Energy
236
New
$25.51 - $29.83 $6.02K - $7.04K
236 $6K
STE
Steris PLC

Healthcare
29
New
$202.46 - $232.74 $5.87K - $6.75K
29 $6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
199
New
$30.38 - $34.94 $6.05K - $6.95K
199 $6K
EIX
Edison International

Utilities
114
New
$50.06 - $80.01 $5.71K - $9.12K
114 $6K
HSY
Hershey CO

Consumer Defensive
37
New
$144.74 - $186.36 $5.36K - $6.9K
37 $6K
AWK
American Water Works Company, Inc.

Utilities
36
New
$121.01 - $149.31 $4.36K - $5.38K
36 $5K
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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