Activest Wealth Management New Holdings in Q4 2024

Activest Wealth Management

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEWT
Newtek Business Services Corp.

Financial Services
0
New
$12.14 - $15.46 $0 - $0
0 $0
NEE
Nextera Energy Inc

Utilities
8
New
$69.77 - $85.43 $558 - $683
8 $0
NDSN
Nordson Corp

Industrials
0
New
$208.83 - $264.36 $0 - $0
0 $0
NSC
Norfolk Southern Corp

Industrials
2
New
$230.6 - $277.0 $461 - $554
2 $0
NOC
Northrop Grumman Corp

Industrials
0
New
$466.52 - $543.88 $0 - $0
0 $0
NLOK
Norton Life Lock Inc.

Technology
0
New
N/A
0 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
0
New
$8.33 - $11.47 $0 - $0
0 $0
MSI
Motorola Solutions, Inc.

Technology
1
New
$449.08 - $504.6 $449 - $505
1 $0
MOS
Mosaic CO

Basic Materials
0
New
$23.87 - $28.34 $0 - $0
0 $0
MORN
Morningstar, Inc.

Financial Services
0
New
$312.56 - $358.78 $0 - $0
0 $0
MTB
M&T Bank Corp

Financial Services
0
New
$172.48 - $221.95 $0 - $0
0 $0
MGM
Mgm Resorts International

Consumer Cyclical
0
New
$33.44 - $41.99 $0 - $0
0 $0
MKSI
Mks Instruments Inc

Technology
1
New
$98.56 - $117.93 $98.6 - $118
1 $0
MSCI
Msci Inc.

Financial Services
1
New
$569.09 - $635.99 $569 - $636
1 $0
MAN
Manpower Group Inc.

Industrials
1
New
$56.82 - $74.28 $56.8 - $74.3
1 $0
MRO
Marathon Oil Corp

Energy
0
New
$25.89 - $29.09 $0 - $0
0 $0
MPC
Marathon Petroleum Corp

Energy
1
New
$131.65 - $174.84 $132 - $175
1 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
New
$209.89 - $233.24 $840 - $933
4 $0
MAR
Marriott International Inc

Consumer Cyclical
2
New
$246.06 - $292.59 $492 - $585
2 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
New
$516.5 - $619.58 $517 - $620
1 $0
MAS
Masco Corp

Industrials
0
New
$72.52 - $85.73 $0 - $0
0 $0
MKC
Mccormick & CO Inc

Consumer Defensive
3
New
$73.97 - $84.09 $222 - $252
3 $0
MPW
Medical Properties Trust Inc

Real Estate
3
New
$3.72 - $5.77 $11.2 - $17.3
3 $0
MET
Metlife Inc

Financial Services
1
New
$78.15 - $88.25 $78.2 - $88.3
1 $0
MCHP
Microchip Technology Inc

Technology
5
New
$55.51 - $79.05 $278 - $395
5 $0
MNST
Monster Beverage Corp

Consumer Defensive
1
New
$49.24 - $56.38 $49.2 - $56.4
1 $0
OKTA
Okta, Inc.

Technology
0
New
$71.81 - $86.11 $0 - $0
0 $0
SBAC
Sba Communications Corp

Real Estate
0
New
$198.24 - $249.31 $0 - $0
0 $0
VTR
Ventas, Inc.

Real Estate
5
New
$57.73 - $66.48 $289 - $332
5 $0
WDI
Western Asset Diversified Income Fund

ETFs
0
New
$14.2 - $15.71 $0 - $0
0 $0
WLK
Westlake Corp

Basic Materials
1
New
$113.23 - $148.98 $113 - $149
1 $0
WY
Weyerhaeuser CO

Real Estate
0
New
$27.21 - $33.7 $0 - $0
0 $0
WMB
Williams Companies, Inc.

Energy
9
New
$46.37 - $59.74 $417 - $538
9 $0
WOLF
Wolfspeed, Inc.

Technology
2
New
$6.44 - $16.2 $12.9 - $32.4
2 $0
WDAY
Workday, Inc.

Technology
1
New
$233.85 - $279.91 $234 - $280
1 $0
XEL
Xcel Energy Inc

Utilities
4
New
$62.16 - $72.92 $249 - $292
4 $0
XYL
Xylem Inc.

Industrials
2
New
$116.02 - $137.45 $232 - $275
2 $0
YUM
Yum Brands Inc

Consumer Cyclical
2
New
$130.36 - $139.54 $261 - $279
2 $0
ZBRA
Zebra Technologies Corp

Technology
0
New
$360.09 - $411.94 $0 - $0
0 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1
New
$58.32 - $85.45 $58.3 - $85.5
1 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
0
New
$101.77 - $113.02 $0 - $0
0 $0
ZS
Zscaler, Inc.

Technology
0
New
$166.99 - $211.99 $0 - $0
0 $0
ZWS
Zurn Water Solutions Corp

Industrials
0
New
$35.79 - $40.92 $0 - $0
0 $0
ALKS
Alkermes Plc.

Healthcare
1
New
$25.7 - $31.46 $25.7 - $31.5
1 $0
ALLE
Allegion PLC

Industrials
0
New
$130.63 - $153.36 $0 - $0
0 $0
AMCR
Amcor PLC

Consumer Cyclical
0
New
$9.34 - $11.37 $0 - $0
0 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$285.69 - $344.0 $286 - $344
1 $0
WEN
Wendy'S CO

Consumer Cyclical
1
New
$16.26 - $20.42 $16.3 - $20.4
1 $0
WELL
Welltower Inc.

Real Estate
5
New
$123.11 - $139.3 $616 - $697
5 $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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