Activest Wealth Management Sells in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
-8
- 11.43%
$95.12 - $114.72 $761 - $918
62 $6K
TTD
Trade Desk, Inc.

Technology
-15
- 83.33%
$108.7 - $139.51 $1.63K - $2.09K
3 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-20
- 8.85%
$55.73 - $66.16 $1.11K - $1.32K
206 $12K
MUB
Ishares National Muni Bond ETF

ETFs
-16
Closed
$105.78 - $108.7 $1.69K - $1.74K
0 $0
ABT
Abbott Laboratories

Healthcare
-12
- 6.67%
$111.93 - $119.39 $1.34K - $1.43K
168 $19K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-19
Closed
$56.06 - $61.35 $1.07K - $1.17K
0 $0
SPOT
Spotify Technology S.A.

Communication Services
-12
- 21.43%
$362.95 - $502.38 $4.36K - $6.03K
44 $19K
Amc Entmt Hldgs Inc
-369
Closed
N/A
0 $0
Direxion Shs ETF Tr
-20
Closed
N/A
0 $0
VGT
Vanguard Information Technolog

ETFs
-1
Closed
$571.78 - $647.97 $572 - $648
0 $0
Expand Energy Corporation
-29
- 80.56%
N/A
7 $0
Flutter Entmt PLC
-1
Closed
N/A
0 $0
Amplify ETF Tr
-425
Closed
N/A
0 $0
NTRA
Natera, Inc.

Healthcare
-1
Closed
$117.67 - $174.0 $118 - $174
0 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1
Closed
$83.95 - $99.75 $84 - $99.8
0 $0
INFA
Informatica Inc.

Technology
-1
Closed
$23.96 - $27.39 $24 - $27.4
0 $0
EW
Edwards Lifesciences Corp

Healthcare
-8
- 66.67%
$64.54 - $75.92 $516 - $607
4 $0
MDB
Mongo Db, Inc.

Technology
-2
- 66.67%
$232.81 - $350.13 $466 - $700
1 $0
SSO
Proshares Ultra S&P 500

ETFs
-1
Closed
$87.92 - $99.73 $87.9 - $99.7
0 $0
SUB
Ishares Short Term National Mu

ETFs
-4
Closed
$104.94 - $106.2 $420 - $425
0 $0
Graniteshares ETF Tr
-1
Closed
N/A
0 $0
Grail Inc
-2
- 66.67%
N/A
1 $0
Ge Healthcare Technologies I
-407
- 76.07%
N/A
128 $0
First Tr Exch Trd Alphdx Fd
-805
Closed
N/A
0 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1
- 0.08%
$8.24 - $11.07 $8.24 - $11.1
1.2K $11K
SPG
Simon Property Group Inc

Real Estate
-15
- 1.16%
$167.23 - $183.84 $2.51K - $2.76K
1.28K $219K
MA
Mastercard Inc

Financial Services
-20
- 5.87%
$491.3 - $536.15 $9.83K - $10.7K
321 $169K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6
- 1.55%
$77.25 - $91.3 $464 - $548
381 $32K
NFLX
Netflix Inc

Communication Services
-73
- 17.38%
$687.65 - $936.56 $50.2K - $68.4K
347 $309K
FSK
Fs Kkr Capital Corp

Financial Services
-1.44K
- 5.79%
$19.71 - $22.22 $28.3K - $31.9K
23.4K $508K
ARCC
Ares Capital Corp

Financial Services
-751
- 1.06%
$20.74 - $22.27 $15.6K - $16.7K
70K $1.53M
JPM
Jpmorgan Chase & CO

Financial Services
-334
- 6.59%
$205.18 - $250.29 $68.5K - $83.6K
4.73K $1.13M
BX
Blackstone Inc.

Financial Services
-19
- 0.49%
$148.45 - $199.05 $2.82K - $3.78K
3.9K $671K
BXSL
Blackstone Secured Lending Fund

Financial Services
-4K
- 3.12%
$29.25 - $33.27 $117K - $133K
124K $4.01M
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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