Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $479 Million
- Q3 2025
Activest Wealth Management has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $479 Million distributed in 1230 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 $101M, Invesco Qqq Trust, Series 1 with a value of $52.7M, Invesco S&P 500 Equal Weight E with a value of $44.4M, Apple Inc. with a value of $34.9M, and Vaneck Morningstar Wide Moat E with a value of $19.7M.
Examining the 13F form we can see an increase of $76.9M in the current position value, from $402M to 479M. Also it can be appreciated an additional of 215 stocks purchases and 46 closed positions.
Below you can find more details about Activest Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,230
- Current Value $479 Million
- Prior Value $402 Million
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 215 stocks
- Additional Purchases 464 stocks
- Sold out of 46 stocks
- Reduced holdings in 152 stocks