Activest Wealth Management Sells in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
-122
Closed
$108.86 - $149.04 $13.3K - $18.2K
0 $0
AMT
American Tower Corp

Real Estate
-55
- 35.71%
$179.4 - $232.01 $9.87K - $12.8K
99 $18K
UDR
Udr, Inc.

Real Estate
-340
- 56.67%
$41.3 - $46.33 $14K - $15.8K
260 $11K
DOCU
Docusign, Inc.

Technology
-268
- 99.63%
$61.42 - $106.99 $16.5K - $28.7K
1 $0
MCHI
Ishares Msci China ETF

ETFs
-324
Closed
$46.1 - $59.67 $14.9K - $19.3K
0 $0
ADBE
Adobe Inc.

Technology
-18
- 16.07%
$437.39 - $552.96 $7.87K - $9.95K
94 $41K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-310
- 74.7%
$46.46 - $51.66 $14.4K - $16K
105 $5K
ROBO
Robo Global Robotics And Autom

ETFs
-270
Closed
$55.06 - $58.6 $14.9K - $15.8K
0 $0
V
Visa Inc.

Financial Services
-118
- 21.65%
$273.87 - $320.91 $32.3K - $37.9K
427 $134K
VIG
Vanguard Dividend Appreciation

ETFs
-74
- 83.15%
N/A
15 $2K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-33
- 94.29%
$338.38 - $446.21 $11.2K - $14.7K
2 $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
-628
- 44.6%
$19.01 - $21.64 $11.9K - $13.6K
780 $15K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 24.0%
$701.85 - $1046.91 $4.21K - $6.28K
19 $13K
IYW
Ishares Dj Us Tech ETF

ETFs
-94
- 27.25%
$148.14 - $166.23 $13.9K - $15.6K
251 $40K
MAA
Mid America Apartment Communities Inc.

Real Estate
-75
- 37.5%
$149.17 - $165.2 $11.2K - $12.4K
125 $19K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-46
Closed
$260.53 - $404.79 $12K - $18.6K
0 $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-85
- 7.76%
$105.45 - $117.99 $8.96K - $10K
1.01K $107K
KO
Coca Cola CO

Consumer Defensive
-61
- 8.4%
$61.74 - $71.71 $3.77K - $4.37K
665 $41K
TTE
Total Energies Se

Energy
-165
- 55.0%
N/A
135 $9K
SHOP
Shopify Inc.

Technology
-198
- 48.53%
$78.14 - $119.49 $15.5K - $23.7K
210 $22K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-131
- 71.2%
$59.25 - $72.99 $7.76K - $9.56K
53 $3K
GIS
General Mills Inc

Consumer Defensive
-119
- 36.62%
$62.78 - $74.62 $7.47K - $8.88K
206 $13K
TNA
Direxion Daily Small Cap Bull

ETFs
-210
Closed
$41.4 - $56.28 $8.69K - $11.8K
0 $0
LEN
Lennar Corp

Consumer Cyclical
-39
- 48.75%
$136.2 - $188.96 $5.31K - $7.37K
41 $5K
DHI
Horton D R Inc

Consumer Cyclical
-44
Closed
$137.24 - $194.56 $6.04K - $8.56K
0 $0
NOW
Service Now, Inc.

Technology
-7
- 87.5%
$867.18 - $1148.42 $6.07K - $8.04K
1 $1K
AXP
American Express CO

Financial Services
-34
- 21.66%
$267.35 - $305.57 $9.09K - $10.4K
123 $36K
TDG
Trans Digm Group Inc

Industrials
-4
Closed
$1239.0 - $1442.53 $4.96K - $5.77K
0 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-107
Closed
$44.87 - $46.86 $4.8K - $5.01K
0 $0
KKR
Kkr & Co. Inc.

Financial Services
-40
- 95.24%
$129.87 - $162.87 $5.19K - $6.51K
2 $0
NRT
North European Oil Royalty Trust

Energy
-990
Closed
$3.9 - $5.5 $3.86K - $5.45K
0 $0
KMI
Kinder Morgan, Inc.

Energy
-463
- 31.33%
$22.59 - $28.54 $10.5K - $13.2K
1.02K $27K
TT
Trane Technologies PLC

Industrials
-11
- 84.62%
$369.35 - $419.14 $4.06K - $4.61K
2 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 6.43%
$288.47 - $316.54 $2.6K - $2.85K
131 $37K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 35.71%
$172.07 - $207.36 $4.3K - $5.18K
45 $8K
MMM
3 M CO

Industrials
-28
- 37.33%
$124.74 - $137.12 $3.49K - $3.84K
47 $6K
PWR
Quanta Services, Inc.

Industrials
-12
Closed
$296.05 - $346.6 $3.55K - $4.16K
0 $0
SNPS
Synopsys Inc

Technology
-3
- 4.55%
$485.36 - $588.0 $1.46K - $1.76K
63 $30K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-387
- 79.47%
$7.33 - $12.37 $2.84K - $4.79K
100 $1K
FICO
Fair Isaac Corp

Technology
-2
Closed
$1911.01 - $2382.4 $3.82K - $4.76K
0 $0
ISRG
Intuitive Surgical Inc

Healthcare
-14
- 9.79%
$471.27 - $550.62 $6.6K - $7.71K
129 $67K
NICE
Nice Ltd.

Technology
-20
Closed
$164.71 - $199.17 $3.29K - $3.98K
0 $0
DASH
Door Dash, Inc.

Communication Services
-27
- 96.43%
$141.93 - $180.48 $3.83K - $4.87K
1 $0
APH
Amphenol Corp

Technology
-46
Closed
$62.07 - $75.35 $2.86K - $3.47K
0 $0
INTU
Intuit Inc

Technology
-4
- 66.67%
$602.01 - $706.25 $2.41K - $2.83K
2 $1K
HOOD
Robinhood Markets, Inc.

Technology
-106
- 98.15%
$22.33 - $43.2 $2.37K - $4.58K
2 $0
MCK
Mckesson Corp

Healthcare
-5
- 83.33%
$482.27 - $628.5 $2.41K - $3.14K
1 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-30
Closed
$62.09 - $82.32 $1.86K - $2.47K
0 $0
HUBS
Hubspot Inc

Technology
-3
Closed
$514.07 - $757.4 $1.54K - $2.27K
0 $0
Activity Summary
Buys All Purchases 808 New Holdings 656 Increased Positions 152 Sells All Sells 135 Reductions 98 Sold out 37 Options Calls 0 Puts 0
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