Activest Wealth Management Purchases in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
0
New
$106.92 - $121.75 $0 - $0
0 $0
SWKS
Skyworks Solutions, Inc.

Technology
2
New
$83.18 - $99.15 $166 - $198
2 $0
STAG
Stag Industrial, Inc.

Real Estate
1
New
$33.22 - $39.1 $33.2 - $39.1
1 $0
SWK
Stanley Black & Decker, Inc.

Industrials
0
New
$79.07 - $109.36 $0 - $0
0 $0
STT
State Street Corp

Financial Services
0
New
$85.96 - $100.78 $0 - $0
0 $0
SYF
Synchrony Financial

Financial Services
0
New
$49.01 - $68.55 $0 - $0
0 $0
SYNA
Synaptics Inc

Technology
1
New
$68.67 - $82.79 $68.7 - $82.8
1 $0
SLVM
Sylvamo Corp

Basic Materials
0
New
$78.56 - $95.69 $0 - $0
0 $0
Super Micro Computer Inc
4.76K
New
N/A
4.76K $0
RUN
Sunrun Inc.

Technology
1
New
$9.13 - $17.5 $9.13 - $17.5
1 $0
SF
Stifel Financial Corp

Financial Services
1
New
$93.4 - $117.72 $93.4 - $118
1 $0
STLD
Steel Dynamics Inc

Basic Materials
0
New
N/A
0 $0
Siriusxm Holdings Inc
1
New
N/A
1 $0
SITE
Site One Landscape Supply, Inc.

Industrials
0
New
$131.3 - $156.31 $0 - $0
0 $0
SM
Sm Energy CO

Energy
1
New
$36.59 - $46.03 $36.6 - $46
1 $0
SEIC
Sei Investments CO

Financial Services
1
New
$69.36 - $86.58 $69.4 - $86.6
1 $0
SBAC
Sba Communications Corp

Real Estate
0
New
$198.24 - $249.31 $0 - $0
0 $0
SPGI
S&P Global Inc.

Financial Services
2
New
$480.36 - $529.17 $961 - $1.06K
2 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
3
New
$138.59 - $156.61 $416 - $470
3 $0
ROP
Roper Technologies Inc

Industrials
0
New
$519.85 - $575.95 $0 - $0
0 $0
ROL
Rollins Inc

Consumer Cyclical
2
New
$46.35 - $51.59 $92.7 - $103
2 $0
ROKU
Roku, Inc

Communication Services
0
New
$64.08 - $84.12 $0 - $0
0 $0
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
0
New
$115.56 - $130.43 $0 - $0
0 $0
SSNC
Ss&C Technologies Holdings Inc

Technology
0
New
$69.93 - $77.36 $0 - $0
0 $0
SAIA
Saia Inc

Industrials
0
New
$411.44 - $569.08 $0 - $0
0 $0
SGML
Sigma Lithium Corp

Basic Materials
0
New
$10.88 - $14.86 $0 - $0
0 $0
SHW
Sherwin Williams CO

Basic Materials
2
New
$338.75 - $399.71 $678 - $799
2 $0
S
Sentinel One, Inc.

Technology
0
New
$22.05 - $28.68 $0 - $0
0 $0
SRE
Sempra Energy

Utilities
0
New
$80.81 - $94.77 $0 - $0
0 $0
Seaport Entmt Group Inc
1
New
N/A
1 $0
SEE
Sealed Air Corp

Consumer Cyclical
1
New
$33.59 - $37.3 $33.6 - $37.3
1 $0
SE
Sea LTD

Consumer Cyclical
0
New
$93.56 - $117.41 $0 - $0
0 $0
IOT
Samsara Inc.

Technology
0
New
$42.67 - $56.35 $0 - $0
0 $0
ROK
Rockwell Automation, Inc

Industrials
1
New
$264.65 - $302.92 $265 - $303
1 $0
TJX
Tjx Companies Inc

Consumer Cyclical
7
New
$112.15 - $127.2 $785 - $890
7 $0
VT
Vanguard Total World Stk Index

ETFs
0
New
$117.09 - $123.07 $0 - $0
0 $0
UAL
United Airlines Holdings, Inc.

Industrials
2
New
$55.62 - $102.44 $111 - $205
2 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
2
New
$7.37 - $9.94 $14.7 - $19.9
2 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
1
New
$42.07 - $57.72 $42.1 - $57.7
1 $0
PATH
Ui Path, Inc.

Technology
0
New
$11.95 - $15.5 $0 - $0
0 $0
USB
Us Bancorp \De\

Financial Services
0
New
$43.98 - $53.66 $0 - $0
0 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
0
New
$57.14 - $64.54 $0 - $0
0 $0
TFC
Truist Financial Corp

Financial Services
0
New
$41.51 - $48.1 $0 - $0
0 $0
TRV
Travelers Companies, Inc.

Financial Services
2
New
$225.97 - $266.66 $452 - $533
2 $0
UPS
United Parcel Service Inc

Industrials
2
New
$122.65 - $138.35 $245 - $277
2 $0
URI
United Rentals, Inc.

Industrials
1
New
$704.44 - $880.32 $704 - $880
1 $0
U
Unity Software Inc.

Technology
1
New
$17.34 - $27.72 $17.3 - $27.7
1 $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
0
New
N/A
0 $0
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 2.22%
$47.57 - $52.44 $47.6 - $52.4
46 $2K
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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