Activest Wealth Management Incresed Positions in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.65K
+ 4.89%
$567.81 - $607.81 $3.21M - $3.43M
121K $71M
AAPL
Apple Inc.

Technology
2.78K
+ 2.21%
$221.69 - $259.02 $615K - $719K
128K $32.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
20K
+ 12.5%
$174.22 - $187.62 $3.48M - $3.75M
180K $31.5M
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 0.48%
$180.88 - $232.93 $59K - $75.9K
68.1K $14.9M
YPF
Ypf Sociedad Anonima

Energy
46.5K
+ 685.38%
$21.67 - $44.88 $1.01M - $2.09M
53.3K $2.26M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
166K
+ 8478.91%
$8.04 - $13.27 $1.33M - $2.2M
168K $2.01M
GGAL
Grupo Financiero Galicia Sa

Financial Services
26.7K
+ 278.44%
$41.94 - $68.72 $1.12M - $1.84M
36.3K $2.27M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 11.77%
$213.65 - $479.86 $222K - $498K
9.86K $3.98M
GOOGL
Alphabet Inc.

Communication Services
1.38K
+ 3.18%
$161.86 - $196.66 $223K - $271K
44.6K $8.44M
BBAR
Banco Bbva Argentina S.A.

Financial Services
56.7K
+ 378.27%
$10.45 - $19.68 $593K - $1.12M
71.7K $1.37M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.9K
+ 5.47%
N/A
249K $21.4M
NVDA
Nvidia Corp

Technology
1.08K
+ 1.78%
$117.0 - $148.88 $126K - $160K
61.4K $8.25M
NVO
Novo Nordisk A S

Healthcare
10.2K
+ 1886.35%
$85.0 - $120.04 $869K - $1.23M
10.8K $926K
VIST
Vista Energy, S.A.B. De C.V.

Energy
14.1K
+ 893.47%
$45.39 - $58.41 $640K - $823K
15.7K $847K
DFAT
Dimensional ETF Tr U S Target

ETFs
10.7K
+ 7.46%
$54.54 - $61.04 $586K - $656K
155K $8.61M
META
Meta Platforms, Inc.

Communication Services
246
+ 1.67%
$554.08 - $632.68 $136K - $156K
14.9K $8.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.93K
+ 303.42%
$113.92 - $127.38 $333K - $373K
3.89K $448K
XLF
Financial Sector Spdr

ETFs
3.18K
+ 5.5%
$44.89 - $51.34 $143K - $163K
61.1K $2.95M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 190.24%
$220.26 - $241.44 $279K - $306K
1.93K $449K
VUG
Vanguard Growth ETF

ETFs
609
+ 117.57%
$378.79 - $428.11 $231K - $261K
1.13K $462K
XLI
Industrial Sector Spdr

ETFs
2.12K
+ 35.95%
$131.76 - $143.99 $280K - $306K
8.03K $1.06M
COIN
Coinbase Global, Inc.

Technology
1
+ 0.03%
$163.17 - $343.62 $163 - $344
3.11K $772K
GOOG
Alphabet Inc.

Communication Services
22
+ 0.36%
$163.08 - $198.16 $3.59K - $4.36K
6.21K $1.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
151
+ 4.69%
$370.24 - $418.94 $55.9K - $63.3K
3.37K $1.35M
MSFT
Microsoft Corp

Technology
470
+ 5.83%
$406.35 - $454.46 $191K - $214K
8.53K $3.59M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
276
+ 19.71%
$417.69 - $450.94 $115K - $124K
1.68K $713K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
255
+ 10.08%
$442.29 - $483.08 $113K - $123K
2.78K $1.26M
AVGO
Broadcom Inc.

Technology
190
+ 22.46%
$159.67 - $250.0 $30.3K - $47.5K
1.04K $240K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.88K
+ 17.26%
$57.53 - $60.83 $108K - $114K
12.8K $734K
XLU
Utilities Sector Spdr

ETFs
1.31K
+ 53.94%
$74.89 - $82.93 $97.8K - $108K
3.73K $282K
AVEM
American Centy ETF Tr Avantis

ETFs
2.26K
+ 21.65%
$58.59 - $66.14 $132K - $149K
12.7K $744K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
495
+ 85.49%
$131.66 - $144.0 $65.2K - $71.3K
1.07K $141K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.7K
+ 331.63%
$26.93 - $84.95 $154K - $485K
7.42K $202K
INDA
Ishares Msci India Index Fund

ETFs
1.14K
+ 169.48%
$52.64 - $58.16 $60.2K - $66.5K
1.82K $95K
AVDE
American Centy ETF Tr Avantis

ETFs
1.55K
+ 22.38%
$60.9 - $66.69 $94.6K - $104K
8.49K $521K
GM
General Motors CO

Consumer Cyclical
5
+ 0.08%
$44.82 - $60.2 $224 - $301
5.97K $318K
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
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.54K
+ 123.74%
$25.66 - $34.91 $39.6K - $53.9K
2.79K $73K
PLTR
Palantir Technologies Inc.

Technology
226
+ 55.67%
$36.46 - $82.38 $8.24K - $18.6K
632 $47K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 12.69%
$486.1 - $608.57 $12.2K - $15.2K
222 $127K
DLO
D Local LTD

Technology
2.66K
+ 265600.0%
$8.1 - $12.03 $21.5K - $32K
2.66K $29K
ETN
Eaton Corp PLC

Industrials
87
+ 621.43%
$326.96 - $377.52 $28.4K - $32.8K
101 $33K
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
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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