Activest Wealth Management Portfolio Holdings

Activest Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $347 Million distributed in 1336 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $80.5M, Invesco S&P 500 Equal Weight E with a value of $42.3M, Apple Inc. with a value of $28.7M, Vaneck Morningstar Wide Moat E with a value of $20M, and Invesco Qqq Trust, Series 1 with a value of $16.1M.

Examining the 13F form we can see an increase of $15M in the current position value, from $332M to 347M. Also it can be appreciated an additional of 467 stocks purchases and 135 closed positions.

Below you can find more details about Activest Wealth Management portfolio as well as his latest detailed transactions.