Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2
+ 0.0%
$46.48 - $51.32 $93 - $103
42.5K $2.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
236
+ 57.99%
$176.42 - $186.91 $41.6K - $44.1K
643 $114K
AMD
Advanced Micro Devices Inc

Technology
523
+ 101.55%
$118.88 - $172.8 $62.2K - $90.4K
1.04K $125K
DIS
Walt Disney CO

Communication Services
10
+ 0.39%
$92.39 - $117.6 $924 - $1.18K
2.55K $283K
ACWI
Ishares Msci Acwi ETF

ETFs
511
+ 4.81%
$117.05 - $123.03 $59.8K - $62.9K
11.1K $1.31M
HCA
Hca Healthcare, Inc.

Healthcare
125
+ 1250.0%
$297.52 - $415.61 $37.2K - $52K
135 $40K
SYK
Stryker Corp

Healthcare
101
New
$345.14 - $392.15 $34.9K - $39.6K
101 $36K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.54K
+ 123.74%
$25.66 - $34.91 $39.6K - $53.9K
2.79K $73K
BCS
Barclays PLC

Financial Services
2.5K
New
$11.65 - $13.67 $29.1K - $34.1K
2.5K $33K
PLTR
Palantir Technologies Inc.

Technology
226
+ 55.67%
$36.46 - $82.38 $8.24K - $18.6K
632 $47K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
373
New
$86.03 - $94.92 $32.1K - $35.4K
373 $32K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 12.69%
$486.1 - $608.57 $12.2K - $15.2K
222 $127K
ETN
Eaton Corp PLC

Industrials
87
+ 621.43%
$326.96 - $377.52 $28.4K - $32.8K
101 $33K
DLO
D Local LTD

Technology
2.66K
+ 265600.0%
$8.1 - $12.03 $21.5K - $32K
2.66K $29K
FDX
Fedex Corp

Industrials
102
New
$260.5 - $305.15 $26.6K - $31.1K
102 $28K
MU
Micron Technology Inc

Technology
350
+ 583.33%
$84.16 - $113.41 $29.5K - $39.7K
410 $34K
URTH
Ishares Msci World ETF

ETFs
160
+ 57.14%
$153.73 - $162.67 $24.6K - $26K
440 $68K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 32.33%
$563.99 - $620.12 $24.3K - $26.7K
176 $100K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 1.08%
$570.51 - $610.59 $6.85K - $7.33K
1.13K $663K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
201
+ 670.0%
$89.81 - $104.0 $18.1K - $20.9K
231 $20K
CRM
Salesforce, Inc.

Technology
6
+ 2.23%
$270.87 - $367.87 $1.63K - $2.21K
275 $91K
QCOM
Qualcomm Inc

Technology
134
+ 73.22%
$150.4 - $178.04 $20.2K - $23.9K
317 $48K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
140
+ 53.03%
$47.29 - $84.74 $6.62K - $11.9K
404 $30K
WMT
Walmart Inc.

Consumer Defensive
24
+ 1.49%
$79.1 - $95.7 $1.9K - $2.3K
1.63K $147K
JBBB
Janus Detroit Str Tr Henderson

ETFs
305
New
$48.59 - $49.45 $14.8K - $15.1K
305 $14K
IAU
Ishares Gold Trust

ETFs
300
New
$48.37 - $52.65 $14.5K - $15.8K
300 $14K
CAG
Conagra Brands Inc.

Consumer Defensive
450
New
$26.48 - $32.72 $11.9K - $14.7K
450 $12K
ZTS
Zoetis Inc.

Healthcare
76
New
$162.24 - $194.42 $12.3K - $14.8K
76 $12K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.3K
+ 1085.0%
$4.34 - $10.57 $5.65K - $13.8K
1.42K $12K
MS
Morgan Stanley

Financial Services
6
+ 1.24%
$104.42 - $134.99 $627 - $810
491 $61K
OXY
Occidental Petroleum Corp

Energy
202
New
$45.36 - $55.91 $9.16K - $11.3K
202 $9K
PANW
Palo Alto Networks Inc

Technology
496
+ 97.45%
$181.96 - $405.9 $90.3K - $201K
1.01K $182K
MRVL
Marvell Technology, Inc.

Technology
1
+ 0.53%
$70.31 - $124.78 $70.3 - $125
188 $20K
UL
Unilever PLC

Consumer Defensive
150
+ 75.0%
$56.7 - $64.64 $8.51K - $9.7K
350 $19K
BA
Boeing CO

Industrials
3
+ 1.2%
$138.14 - $180.72 $414 - $542
252 $44K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.9%
$873.59 - $994.69 $2.62K - $2.98K
161 $147K
FCX
Freeport Mcmoran Inc

Basic Materials
191
+ 1469.23%
$38.08 - $50.82 $7.27K - $9.71K
204 $7K
DPZ
Dominos Pizza Inc

Consumer Cyclical
15
New
$408.59 - $476.19 $6.13K - $7.14K
15 $6K
TEF
Telefonica S A

Communication Services
2.13K
+ 66.74%
$4.02 - $4.88 $8.55K - $10.4K
5.31K $21K
DEO
Diageo PLC

Consumer Defensive
50
New
$118.0 - $139.88 $5.9K - $6.99K
50 $6K
SHEL
Shell PLC

Energy
100
New
$60.63 - $70.23 $6.06K - $7.02K
100 $6K
CVX
Chevron Corp

Energy
74
+ 2.99%
$141.15 - $162.53 $10.4K - $12K
2.55K $369K
VDC
Vanguard Consumer Staples ETF

ETFs
25
+ 44.64%
$210.96 - $223.62 $5.27K - $5.59K
81 $17K
CI
Cigna Corp

Healthcare
20
New
$265.59 - $358.58 $5.31K - $7.17K
20 $5K
UNP
Union Pacific Corp

Industrials
24
New
$223.15 - $249.32 $5.36K - $5.98K
24 $5K
VRT
Vertiv Holdings CO

Industrials
63
+ 225.0%
N/A
91 $7K
JBL
Jabil Inc

Technology
1
+ 0.48%
$118.97 - $147.77 $119 - $148
211 $30K
NU
Nu Holdings Ltd.

Financial Services
572
New
$10.24 - $15.89 $5.86K - $9.09K
572 $5K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
175
New
$32.93 - $39.8 $5.76K - $6.96K
175 $5K
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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