Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
0
New
$127.66 - $148.65 $0 - $0
0 $0
HSY
Hershey CO

Consumer Defensive
0
New
$168.67 - $193.65 $0 - $0
0 $0
JKHY
Henry Jack & Associates Inc

Technology
0
New
$171.12 - $186.18 $0 - $0
0 $0
HP
Helmerich & Payne, Inc.

Energy
1
New
$30.3 - $36.81 $30.3 - $36.8
1 $0
HEIA
Heico Crp Cl A
0
New
N/A
0 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
10
New
N/A
10 $0
Healthcare Rlty Tr
2
New
N/A
2 $0
AIQ
Global X Funds Global X Artifi

ETFs
0
New
$36.57 - $40.57 $0 - $0
0 $0
LKQ
Lkq Corp

Consumer Cyclical
0
New
$36.0 - $39.99 $0 - $0
0 $0
KLAC
Kla Corp

Technology
1
New
$614.46 - $829.55 $614 - $830
1 $0
JEF
Jefferies Financial Group Inc.

Financial Services
1
New
$61.95 - $81.75 $62 - $81.8
1 $0
Jacobs Solutions Inc
0
New
N/A
0 $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1
+ 100.0%
$53.94 - $58.15 $53.9 - $58.2
2 $0
Ishares Bitcoin Trust ETF
9.6K
+ 26.26%
N/A
46.2K $0
TECH
Bio Techne Corp

Healthcare
0
New
$66.37 - $78.17 $0 - $0
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6
+ 2.38%
$36.54 - $37.53 $219 - $225
258 $9K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
0
New
$47.66 - $51.97 $0 - $0
0 $0
K
Kellogg CO

Consumer Defensive
2
New
$80.34 - $81.29 $161 - $163
2 $0
Kenvue Inc
6
New
N/A
6 $0
KR
Kroger CO

Consumer Defensive
4
New
$55.21 - $63.3 $221 - $253
4 $0
KHC
Kraft Heinz CO

Consumer Defensive
0
New
$30.1 - $36.02 $0 - $0
0 $0
KSS
Kohls Corp

Consumer Cyclical
1
New
$13.86 - $20.95 $13.9 - $21
1 $0
Klaviyo Inc
0
New
N/A
0 $0
KIM
Kimco Realty Corp

Real Estate
7
New
$22.75 - $25.78 $159 - $180
7 $0
KMB
Kimberly Clark Corp

Consumer Defensive
1
New
$130.37 - $146.09 $130 - $146
1 $0
KRC
Kilroy Realty Corp

Real Estate
1
New
$37.51 - $43.55 $37.5 - $43.6
1 $0
KEY
Keycorp

Financial Services
0
New
$16.21 - $19.97 $0 - $0
0 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
0
New
$31.24 - $37.15 $0 - $0
0 $0
EWJ
Ishares Msci Japan ETF

ETFs
0
New
$66.18 - $71.84 $0 - $0
0 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
0
New
$88.59 - $94.57 $0 - $0
0 $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
1
New
$33.73 - $40.36 $33.7 - $40.4
1 $0
INVH
Invitation Homes Inc.

Real Estate
0
New
$31.4 - $34.69 $0 - $0
0 $0
RWK
Invesco Exchange Traded Fd Tr

ETFs
0
New
$114.67 - $126.49 $0 - $0
0 $0
EQAL
Invesco ETF

ETFs
0
New
$48.01 - $51.95 $0 - $0
0 $0
PKB
Invesco Exchange Traded Fd Tr

ETFs
0
New
$75.72 - $88.37 $0 - $0
0 $0
PWV
Invesco Exchange Traded Fd Tr

ETFs
0
New
$56.33 - $61.73 $0 - $0
0 $0
PGJ
Invesco Exchange Traded Fd Tr

ETFs
0
New
$24.95 - $31.41 $0 - $0
0 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
69.5K
+ 17.48%
N/A
467K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
0
New
$9.82 - $10.6 $0 - $0
0 $0
IONQ
Ion Q, Inc.

Technology
1
New
$8.17 - $48.24 $8.17 - $48.2
1 $0
IRM
Iron Mountain Inc

Real Estate
0
New
$101.62 - $128.14 $0 - $0
0 $0
ILCV
Ishares Morningstar Value ETF

ETFs
0
New
$80.23 - $85.43 $0 - $0
0 $0
IWR
Ishares Russell Mid Cap ETF

ETFs
0
New
$87.25 - $95.52 $0 - $0
0 $0
IWP
Ishares Russell Mid Cap Growth

ETFs
0
New
$116.4 - $138.52 $0 - $0
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
0
New
$75.1 - $82.99 $0 - $0
0 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
0
New
$87.1 - $98.49 $0 - $0
0 $0
IXC
Ishares Tr Global Energy ETF

ETFs
0
New
$36.95 - $43.06 $0 - $0
0 $0
EEM
Ishares Msci Emerging Markets

ETFs
0
New
$41.82 - $47.36 $0 - $0
0 $0
EWH
Ishares Msci Hong Kong ETF

ETFs
0
New
$16.41 - $20.35 $0 - $0
0 $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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