Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
16
New
$37.39 - $45.14 $598 - $722
16 $0
COLB
Columbia Banking System, Inc.

Financial Services
1
New
$25.29 - $32.01 $25.3 - $32
1 $0
CL
Colgate Palmolive CO

Consumer Defensive
6
New
$90.22 - $102.31 $541 - $614
6 $0
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
0
New
$19.51 - $21.5 $0 - $0
0 $0
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
0
New
$11.91 - $14.14 $0 - $0
0 $0
CTSH
Cognizant Technology Solutions Corp

Technology
4
New
$74.37 - $82.32 $297 - $329
4 $0
NET
Cloudflare, Inc.

Technology
1
New
$78.11 - $117.56 $78.1 - $118
1 $0
CLX
Clorox CO

Consumer Defensive
0
New
$156.51 - $169.74 $0 - $0
0 $0
CNXC
Concentrix Corp

Technology
1
New
$37.26 - $52.63 $37.3 - $52.6
1 $0
ED
Consolidated Edison Inc

Utilities
0
New
$88.87 - $107.38 $0 - $0
0 $0
COTY
Coty Inc.

Consumer Defensive
2
New
$6.92 - $9.36 $13.8 - $18.7
2 $0
CSGP
Costar Group, Inc.

Real Estate
0
New
$69.7 - $81.97 $0 - $0
0 $0
CTVA
Corteva, Inc.

Basic Materials
0
New
$55.21 - $64.13 $0 - $0
0 $0
Corpay Inc
1
New
N/A
1 $0
CRBG
Corebridge Financial, Inc.

Financial Services
1
New
$28.28 - $33.37 $28.3 - $33.4
1 $0
CXW
Core Civic, Inc.

Real Estate
0
New
$12.43 - $23.94 $0 - $0
0 $0
CPRT
Copart Inc

Consumer Cyclical
2
New
$51.36 - $63.8 $103 - $128
2 $0
Cooper Cos Inc
0
New
N/A
0 $0
CEG
Constellation Energy Corp

Utilities
2
New
$224.28 - $285.52 $449 - $571
2 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
4
New
$9.24 - $13.94 $37 - $55.8
4 $0
BR
Broadridge Financial Solutions, Inc.

Technology
0
New
$209.64 - $236.44 $0 - $0
0 $0
APA
Apa Corp

Energy
3
+ 2.14%
$20.47 - $27.07 $61.4 - $81.2
143 $3K
AWK
American Water Works Company, Inc.

Utilities
0
New
$123.83 - $146.07 $0 - $0
0 $0
AIG
American International Group, Inc.

Financial Services
6
New
$70.0 - $79.22 $420 - $475
6 $0
AMH
American Homes 4 Rent

Real Estate
2
New
$35.02 - $39.25 $70 - $78.5
2 $0
AFG
American Financial Group Inc

Financial Services
1
New
$126.81 - $149.08 $127 - $149
1 $0
AEP
American Electric Power CO Inc

Utilities
5
New
$90.91 - $102.21 $455 - $511
5 $0
AVUV
American Centy ETF Tr Avantis

ETFs
0
New
$94.37 - $106.41 $0 - $0
0 $0
Amentum Holdings Inc
0
New
N/A
0 $0
AAL
American Airlines Group Inc.

Industrials
2
New
N/A
2 $0
AEE
Ameren Corp

Utilities
3
New
$85.81 - $94.98 $257 - $285
3 $0
COLD
Americold Realty Trust

Real Estate
1
New
$21.03 - $27.78 $21 - $27.8
1 $0
ABC
Amerisourcebergen Corp

Healthcare
0
New
N/A
0 $0
AMP
Ameriprise Financial Inc

Financial Services
0
New
$473.15 - $574.01 $0 - $0
0 $0
ELV
Elevance Health, Inc.

Healthcare
2
New
$365.96 - $514.62 $732 - $1.03K
2 $0
AR
Antero Resources Corp

Energy
1
New
$25.54 - $35.52 $25.5 - $35.5
1 $0
ANSS
Ansys Inc

Technology
0
New
$313.05 - $361.45 $0 - $0
0 $0
Annaly Capital Management In
4
New
N/A
4 $0
ADI
Analog Devices Inc

Technology
2
New
$206.35 - $236.48 $413 - $473
2 $0
Amplify ETF Tr
3
+ 0.9%
N/A
336 $0
AMKR
Amkor Technology, Inc.

Technology
0
New
$25.13 - $31.61 $0 - $0
0 $0
AMGN
Amgen Inc

Healthcare
3
New
$258.78 - $328.31 $776 - $985
3 $0
AME
Ametek Inc

Industrials
2
New
$165.89 - $197.38 $332 - $395
2 $0
UHAL
Amerco

Industrials
1
New
$67.46 - $78.4 $67.5 - $78.4
1 $0
ALCC
Alt C Acquisition Corp.

Financial Services
120
New
N/A
120 $0
AFRM
Affirm Holdings, Inc.

Technology
0
New
$38.48 - $72.86 $0 - $0
0 $0
Grace Therapeutics Inc
104
New
N/A
104 $0
SIVR
Abrdn Silver ETF Trust

ETFs
0
New
$27.61 - $33.22 $0 - $0
0 $0
APG
A Pi Group Corp

Industrials
1
New
$31.48 - $39.26 $31.5 - $39.3
1 $0
Activity Summary
Buys All Purchases 808 New Holdings 656 Increased Positions 152 Sells All Sells 135 Reductions 98 Sold out 37 Options Calls 0 Puts 0
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