Activest Wealth Management Reduced Holdings in Q1 2025

Activest Wealth Management

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UDR
Udr, Inc.

Real Estate
-246
- 94.62%
$40.09 - $46.04 $9.86K - $11.3K
14 $0
GIS
General Mills Inc

Consumer Defensive
-155
- 75.24%
$57.56 - $65.3 $8.92K - $10.1K
51 $3K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 9.31%
$128.74 - $138.67 $12.9K - $13.9K
974 $132K
KIE
Spdr S&P Insurance ETF

ETFs
-197
- 24.35%
$54.24 - $60.81 $10.7K - $12K
612 $37K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-450
- 6.06%
$27.01 - $28.54 $12.2K - $12.8K
6.97K $194K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-105
- 14.11%
$71.17 - $73.66 $7.47K - $7.73K
639 $46K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-317
- 4.98%
$42.5 - $46.71 $13.5K - $14.8K
6.05K $273K
VRT
Vertiv Holdings CO

Industrials
-87
- 95.6%
N/A
4 $0
ZTS
Zoetis Inc.

Healthcare
-38
- 50.0%
$156.48 - $175.67 $5.95K - $6.68K
38 $6K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-1.32K
- 56.87%
$2.15 - $4.21 $2.84K - $5.56K
1K $2K
TWLO
Twilio Inc

Communication Services
-50
- 40.98%
$94.9 - $148.35 $4.75K - $7.42K
72 $7K
VDC
Vanguard Consumer Staples ETF

ETFs
-25
- 30.86%
$206.54 - $226.16 $5.16K - $5.65K
56 $12K
ZM
Zoom Video Communications, Inc.

Technology
-65
- 95.59%
$72.23 - $88.64 $4.69K - $5.76K
3 $0
RKT
Rocket Companies, Inc.

Financial Services
-387
- 99.74%
$10.28 - $15.77 $3.98K - $6.1K
1 $0
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-94
- 25.75%
$30.46 - $36.6 $2.86K - $3.44K
271 $8K
XLB
Select Sector Spdr Fd Material

ETFs
-61
- 4.13%
$83.19 - $90.99 $5.07K - $5.55K
1.42K $121K
LEN
Lennar Corp

Consumer Cyclical
-21
- 51.22%
$113.93 - $141.54 $2.39K - $2.97K
20 $2K
SNAP
Snap Inc

Communication Services
-82
- 88.17%
$8.37 - $12.57 $686 - $1.03K
11 $0
BBD
Bank Bradesco

Financial Services
-1.33K
- 21.37%
$1.85 - $2.32 $2.46K - $3.08K
4.89K $10K
CERT
Certara, Inc.

Healthcare
-131
- 98.5%
$9.9 - $14.25 $1.3K - $1.87K
2 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1
- 25.0%
$69.82 - $78.67 $69.8 - $78.7
3 $0
Morgan Stanley Direct Lendin
-8.68K
- 5.29%
N/A
155K $0
CLF
Cleveland Cliffs Inc.

Basic Materials
-3
- 75.0%
$8.22 - $12.02 $24.7 - $36.1
1 $0
RBLX
Roblox Corp

Communication Services
-2
- 2.5%
$53.77 - $75.47 $108 - $151
78 $4K
Ge Healthcare Technologies I
-70
- 54.69%
N/A
58 $0
QS
Quantum Scape Corp

Consumer Cyclical
-10
- 11.76%
$4.15 - $6.58 $41.5 - $65.8
75 $0
PINS
Pinterest, Inc.

Communication Services
-30
- 30.3%
$29.79 - $40.0 $894 - $1.2K
69 $2K
SCCO
Southern Copper Corp

Basic Materials
-1
- 5.88%
$85.92 - $101.48 $85.9 - $101
16 $1K
PM
Philip Morris International Inc.

Consumer Defensive
-150
- 9.82%
$117.15 - $158.79 $17.6K - $23.8K
1.38K $218K
GLD
Spdr Gold Trust

ETFs
-1
- 0.02%
$243.19 - $288.14 $243 - $288
4.43K $1.28M
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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