Activest Wealth Management New Holdings in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIS
Vanguard Industrial ETF

ETFs
3.27K
New
$220.04 - $280.07 $720K - $917K
3.27K $916K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.47K
New
$59.24 - $71.39 $561K - $676K
9.47K $674K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
4.06K
New
$28.07 - $43.66 $114K - $177K
4.06K $177K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.78K
New
$49.48 - $61.22 $87.8K - $109K
1.78K $108K
ALLE
Allegion PLC

Industrials
711
New
$118.52 - $145.64 $84.3K - $104K
711 $102K
DLO
D Local LTD

Technology
7.07K
New
$7.88 - $11.79 $55.7K - $83.3K
7.07K $80K
MCHI
Ishares Msci China ETF

ETFs
1.31K
New
$45.22 - $55.86 $59.1K - $73K
1.31K $72K
FLNC
Fluence Energy, Inc.

Utilities
10.1K
New
$3.61 - $6.71 $36.6K - $68K
10.1K $67K
TTD
Trade Desk, Inc.

Technology
894
New
$45.27 - $79.4 $40.5K - $71K
894 $64K
CXSE
Wisdomtree Tr China Ex State O

ETFs
1.84K
New
$28.05 - $34.82 $51.5K - $63.9K
1.84K $63K
INFY
Infosys LTD

Technology
2.74K
New
$16.14 - $18.75 $44.2K - $51.4K
2.74K $50K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.96K
New
$20.16 - $26.41 $39.5K - $51.7K
1.96K $49K
ESLT
Elbit Systems LTD

Industrials
62
New
$364.73 - $454.9 $22.6K - $28.2K
62 $27K
INDY
Ishares India 50 ETF

ETFs
466
New
$48.44 - $54.73 $22.6K - $25.5K
466 $25K
NTAP
Net App, Inc.

Technology
132
New
$76.1 - $106.55 $10K - $14.1K
132 $14K
ON
On Semiconductor Corp

Technology
266
New
$31.95 - $54.21 $8.5K - $14.4K
266 $13K
WST
West Pharmaceutical Services Inc

Healthcare
61
New
$190.39 - $227.7 $11.6K - $13.9K
61 $13K
SWKS
Skyworks Solutions, Inc.

Technology
166
New
$49.2 - $74.95 $8.17K - $12.4K
166 $12K
TER
Teradyne, Inc

Technology
138
New
$67.96 - $91.05 $9.38K - $12.6K
138 $12K
PZZA
Papa Johns International Inc

Consumer Cyclical
203
New
$30.45 - $51.79 $6.18K - $10.5K
203 $9K
IEX
Idex Corp

Industrials
49
New
$160.66 - $191.29 $7.87K - $9.37K
49 $8K
AAL
American Airlines Group Inc.

Industrials
661
New
N/A
661 $7K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
50
New
$87.64 - $143.29 $4.38K - $7.16K
50 $7K
GWW
W.W. Grainger, Inc.

Industrials
6
New
$919.93 - $1101.66 $5.52K - $6.61K
6 $6K
TFC
Truist Financial Corp

Financial Services
162
New
$34.79 - $42.99 $5.64K - $6.96K
162 $6K
CIA
Citizens, Inc.

Financial Services
1.93K
New
$3.32 - $4.81 $6.41K - $9.29K
1.93K $6K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
New
$1561.69 - $1966.55 $4.69K - $5.9K
3 $5K
BRZE
Braze, Inc.

Technology
200
New
$25.84 - $36.89 $5.17K - $7.38K
200 $5K
IVZ
Invesco Ltd.

Financial Services
321
New
$12.14 - $15.77 $3.9K - $5.06K
321 $5K
LII
Lennox International Inc

Industrials
9
New
$508.76 - $605.77 $4.58K - $5.45K
9 $5K
BPOP
Popular, Inc.

Financial Services
48
New
$81.63 - $110.51 $3.92K - $5.3K
48 $5K
HWC
Hancock Whitney Corp

Financial Services
96
New
$46.05 - $58.03 $4.42K - $5.57K
96 $5K
BIIB
Biogen Inc.

Healthcare
43
New
$113.38 - $135.49 $4.88K - $5.83K
43 $5K
EVR
Evercore Inc.

Financial Services
17
New
$163.77 - $271.5 $2.78K - $4.62K
17 $4K
FIX
Comfort Systems Usa Inc

Industrials
8
New
$296.51 - $536.21 $2.37K - $4.29K
8 $4K
FDS
Factset Research Systems Inc

Financial Services
9
New
$398.85 - $473.32 $3.59K - $4.26K
9 $4K
FTI
Technip Fmc PLC

Energy
117
New
$23.18 - $35.33 $2.71K - $4.13K
117 $4K
WAL
Western Alliance Bancorporation

Financial Services
55
New
$61.0 - $79.94 $3.36K - $4.4K
55 $4K
BIDU
Baidu, Inc.

Communication Services
58
New
$76.86 - $92.5 $4.46K - $5.37K
58 $4K
HUBS
Hubspot Inc

Technology
6
New
$487.07 - $672.24 $2.92K - $4.03K
6 $3K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
29
New
$105.8 - $131.55 $3.07K - $3.81K
29 $3K
INCY
Incyte Corp

Healthcare
57
New
$55.17 - $71.22 $3.14K - $4.06K
57 $3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
192
New
$15.5 - $20.28 $2.98K - $3.89K
192 $3K
EME
Emcor Group, Inc.

Industrials
6
New
$342.02 - $534.89 $2.05K - $3.21K
6 $3K
ILMN
Illumina, Inc.

Healthcare
32
New
$70.3 - $95.41 $2.25K - $3.05K
32 $3K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
35
New
$50.86 - $73.83 $1.78K - $2.58K
35 $2K
MDB
Mongo Db, Inc.

Technology
10
New
$145.85 - $225.38 $1.46K - $2.25K
10 $2K
AKAM
Akamai Technologies Inc

Technology
28
New
N/A
28 $2K
ROKU
Roku, Inc

Communication Services
23
New
$55.1 - $87.89 $1.27K - $2.02K
23 $2K
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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