Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $402 Million
- Q2 2025
Activest Wealth Management has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $402 Million distributed in 1339 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 $89M, Invesco S&P 500 Equal Weight E with a value of $44.3M, Invesco Qqq Trust, Series 1 with a value of $43.9M, Apple Inc. with a value of $27.8M, and Vaneck Morningstar Wide Moat E with a value of $19.8M.
Examining the 13F form we can see an increase of $55.6M in the current position value, from $347M to 402M. Also it can be appreciated an additional of 319 stocks purchases and 163 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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,339
- Current Value $402 Million
- Prior Value $347 Million
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 319 stocks
- Additional Purchases 304 stocks
- Sold out of 163 stocks
- Reduced holdings in 325 stocks