Activest Wealth Management Purchases in Q4 2025

Activest Wealth Management

  • $505 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
727
+ 741.84%
$201.01 - $233.26 $146K - $170K
825 $178K
VCR
Vanguard Consumer Discretionar

ETFs
401
New
$376.54 - $399.33 $151K - $160K
401 $152K
TJX
Tjx Companies Inc

Consumer Cyclical
1.01K
+ 285.8%
$138.56 - $147.63 $139K - $149K
1.36K $198K
WMT
Walmart Inc.

Consumer Defensive
1.38K
+ 27.38%
$101.18 - $109.03 $139K - $150K
6.41K $659K
DAL
Delta Air Lines, Inc.

Industrials
2.29K
+ 1003.07%
$55.65 - $62.32 $127K - $143K
2.52K $146K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
6.2K
New
$21.16 - $23.02 $131K - $143K
6.2K $133K
XLP
Consumer Staples Sector Spdr

ETFs
1.7K
+ 730.6%
N/A
1.93K $146K
MCD
Mcdonalds Corp

Consumer Cyclical
418
+ 282.43%
$293.81 - $310.11 $123K - $130K
566 $172K
EA
Electronic Arts Inc.

Communication Services
635
+ 947.76%
$199.89 - $202.0 $127K - $128K
702 $140K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.08K
+ 3600.0%
$101.39 - $114.39 $110K - $124K
1.11K $126K
PAXS
Pimco Access Income Fund

Financial Services
7.5K
New
$15.2 - $16.52 $114K - $124K
7.5K $118K
CEG
Constellation Energy Corp

Utilities
325
+ 42.43%
$335.74 - $401.43 $109K - $130K
1.09K $369K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.35K
New
$25.85 - $27.19 $112K - $118K
4.35K $115K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.8K
New
$23.02 - $24.23 $110K - $116K
4.8K $114K
CB
Chubb LTD

Financial Services
375
+ 3409.09%
$268.2 - $296.22 $101K - $111K
386 $114K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
191
+ 7.7%
$454.87 - $482.76 $86.9K - $92.2K
2.67K $1.26M
FNDX
Schwab Fundamental U S Large C

ETFs
4.1K
+ 4706.9%
$25.68 - $26.95 $105K - $110K
4.18K $111K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
7.5K
New
$14.52 - $15.52 $109K - $116K
7.5K $108K
GTLS
Chart Industries Inc

Industrials
529
+ 1202.27%
$199.3 - $203.54 $105K - $108K
573 $116K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.84K
New
$34.78 - $37.69 $98.7K - $107K
2.84K $106K
LDOS
Leidos Holdings, Inc.

Technology
540
+ 1148.94%
$184.41 - $199.55 $99.6K - $108K
587 $112K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.34K
New
$23.04 - $23.36 $99.9K - $101K
4.34K $100K
EWJ
Ishares Msci Japan ETF

ETFs
1.13K
+ 92.01%
$78.36 - $84.34 $88.5K - $95.2K
2.36K $197K
ONDS
Ondas Holdings Inc.

Technology
13K
New
$5.25 - $11.29 $68.3K - $147K
13K $98K
CSCO
Cisco Systems, Inc.

Technology
912
+ 31.74%
$67.46 - $78.0 $61.5K - $71.1K
3.79K $294K
ASML
Asml Holding Nv

Technology
79
+ 33.19%
$936.19 - $1075.45 $74K - $85K
317 $323K
FNDF
Schwab Fundamental Intl Large

ETFs
2.09K
New
$42.35 - $45.18 $88.3K - $94.2K
2.09K $93K
APO
Apollo Global Management, Inc.

Financial Services
705
+ 349.01%
$118.22 - $133.75 $83.3K - $94.3K
907 $118K
LQD
Ishares Iboxx $ Investment Gra

ETFs
836
+ 89.03%
$110.25 - $112.92 $92.2K - $94.4K
1.78K $195K
WFC
Wells Fargo & Company

Financial Services
1.07K
+ 240.13%
$77.62 - $87.3 $83.1K - $93.5K
1.52K $126K
AAXJ
Ishares Msci All Country Asia

ETFs
306
+ 1.41%
$89.0 - $96.2 $27.2K - $29.4K
22.1K $2.07M
GLD
Spdr Gold Trust

ETFs
1
+ 0.02%
$354.79 - $403.15 $355 - $403
4.06K $1.52M
VUG
Vanguard Growth ETF

ETFs
163
+ 27.03%
$470.44 - $504.26 $76.7K - $82.2K
766 $370K
BSX
Boston Scientific Corp

Healthcare
762
+ 187.68%
$94.95 - $104.98 $72.4K - $80K
1.17K $119K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
5.54K
+ 80.65%
$11.56 - $13.47 $64K - $74.6K
12.4K $162K
IETC
Ishares U S ETF Tr

ETFs
742
New
$100.06 - $107.97 $74.2K - $80.1K
742 $75K
PCG
Pg&E Corp

Utilities
4.37K
+ 1669.08%
$15.63 - $16.81 $68.3K - $73.5K
4.64K $76K
IXJ
Ishares Global Healthcare ETF

ETFs
692
+ 84.39%
$90.76 - $96.31 $62.8K - $66.6K
1.51K $144K
MA
Mastercard Inc

Financial Services
152
+ 44.44%
$536.85 - $580.45 $81.6K - $88.2K
494 $265K
GE
General Electric CO

Industrials
233
+ 97.49%
$291.49 - $314.28 $67.9K - $73.2K
472 $141K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.93K
+ 32866.67%
$13.56 - $14.22 $66.9K - $70.1K
4.95K $68K
VIG
Vanguard Dividend Appreciation

ETFs
369
+ 2460.0%
N/A
384 $69K
SANA
Sana Biotechnology, Inc.

Healthcare
16.3K
New
$3.66 - $5.92 $59.7K - $96.5K
16.3K $65K
XOM
Exxon Mobil Corp

Energy
507
+ 52.98%
$110.64 - $119.78 $56.1K - $60.7K
1.46K $172K
ON
On Semiconductor Corp

Technology
1.39K
+ 334.62%
$45.74 - $55.08 $63.7K - $76.7K
1.81K $84K
FNDA
Schwab Fundamental U S Small C

ETFs
2.12K
New
$29.85 - $31.55 $63.4K - $67K
2.12K $64K
EIX
Edison International

Utilities
1.05K
+ 187.32%
$52.12 - $59.08 $54.7K - $62K
1.61K $94K
SOFI
So Fi Technologies, Inc.

Financial Services
2.24K
+ 1023.74%
$25.24 - $32.21 $56.6K - $72.2K
2.46K $68K
FIX
Comfort Systems Usa Inc

Industrials
67
+ 837.5%
$790.72 - $1010.64 $53K - $67.7K
75 $68K
Activity Summary
Buys All Purchases 654 New Holdings 213 Increased Positions 441 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 0 Puts 0
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