Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $192 Million
- Q1 2024
Activest Wealth Management has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $192 Million distributed in 438 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 $57.9M, Invesco S&P 500 Equal Weight E with a value of $24.5M, Vaneck Morningstar Wide Moat E with a value of $22.6M, Invesco Qqq Trust, Series 1 with a value of $13.8M, and Vanguard Index Fds S&P 500 ETF with a value of $9.14M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $181M to 192M. Also it can be appreciated an additional of 122 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
Summary
- Portfolio
- No. of Stocks 438
- Current Value $192 Million
- Prior Value $181 Million
- Filing
- Period Q1 2024
- Filing Date April 24, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 122 stocks
- Additional Purchases 91 stocks
- Sold out of 46 stocks
- Reduced holdings in 45 stocks