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.
Portfolio value
$479 Million
ETFs: $321 Million
Technology: $67.9 Million
Communication Services: $28.1 Million
Consumer Cyclical: $23.7 Million
Financial Services: $22 Million
Healthcare: $4.62 Million
Energy: $3.37 Million
Basic Materials: $2.16 Million
Other: $5.79 Million
Stock Holdings Table Market Cap. of $200 Billions or more
