Activest Wealth Management Sells in Q4 2025

Activest Wealth Management

  • $505 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-143K
- 90.07%
$55.75 - $58.83 $8M - $8.44M
15.8K $901K
META
Meta Platforms, Inc.

Communication Services
-753
- 4.58%
$609.01 - $751.67 $459K - $566K
15.7K $9.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.72K
- 3.73%
$185.12 - $192.11 $1.61M - $1.67M
225K $42.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
-65.7K
- 62.7%
$25.02 - $27.16 $1.64M - $1.79M
39.1K $1.04M
NVDA
Nvidia Corp

Technology
-8.26K
- 11.07%
$179.83 - $207.04 $1.48M - $1.71M
66.3K $12.4M
AAPL
Apple Inc.

Technology
-12.1K
- 8.82%
$245.27 - $275.25 $2.97M - $3.33M
125K $33.4M
VGT
Vanguard Information Technolog

ETFs
-1.94K
- 73.95%
$736.33 - $801.52 $1.43M - $1.56M
684 $517K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.25K
- 46.2%
$191.01 - $199.18 $1M - $1.05M
6.11K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
-3.39K
- 62.06%
$236.79 - $250.33 $803K - $849K
2.07K $492K
DSL
Double Line Income Solutions Fund

Financial Services
-53.8K
- 31.87%
$11.49 - $12.36 $618K - $664K
115K $1.32M
ARCC
Ares Capital Corp

Financial Services
-34.7K
- 50.68%
$18.9 - $20.61 $656K - $716K
33.8K $682K
BX
Blackstone Inc.

Financial Services
-3.41K
- 84.12%
$138.42 - $168.45 $472K - $574K
643 $89K
JPM
Jpmorgan Chase & CO

Financial Services
-1.66K
- 26.46%
$294.11 - $320.41 $489K - $532K
4.62K $1.39M
MSFT
Microsoft Corp

Technology
-775
- 7.29%
$496.82 - $542.07 $385K - $420K
9.86K $5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-10K
- 22.84%
$44.68 - $47.47 $448K - $476K
33.9K $1.59M
NVO
Novo Nordisk A S

Healthcare
-7.35K
- 46.8%
$45.68 - $59.65 $336K - $438K
8.35K $404K
TSLA
Tesla, Inc.

Consumer Cyclical
-96
- 0.83%
$401.99 - $468.37 $38.6K - $45K
11.4K $4.68M
BAC
Bank Of America Corp

Financial Services
-7.43K
- 56.83%
$48.65 - $54.11 $361K - $402K
5.64K $290K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-13.8K
- 67.37%
$33.71 - $50.86 $465K - $701K
6.68K $326K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-36.7K
- 17.88%
$9.2 - $9.52 $338K - $349K
169K $1.58M
ARGT
Global X Msci Argentina ETF

ETFs
-14K
- 31.43%
$67.55 - $95.43 $948K - $1.34M
30.6K $2.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.64K
- 84.71%
$114.27 - $121.15 $302K - $320K
477 $55K
FSK
Fs Kkr Capital Corp

Financial Services
-21.1K
- 90.17%
$14.16 - $15.65 $299K - $330K
2.3K $35K
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.18K
- 5.0%
$50.24 - $50.4 $310K - $311K
117K $5.91M
CVX
Chevron Corp

Energy
-1.83K
- 67.25%
$148.9 - $157.72 $273K - $289K
892 $138K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-17K
- 28.7%
$12.25 - $12.9 $208K - $219K
42.2K $525K
LNG
Cheniere Energy, Inc.

Energy
-894
- 87.3%
$205.63 - $235.74 $184K - $211K
130 $27K
MP
Mp Materials Corp.

Basic Materials
-1.79K
- 16.81%
$51.95 - $98.65 $92.7K - $176K
8.83K $518K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-10.7K
- 15.07%
$15.03 - $15.65 $161K - $168K
60.4K $907K
PLTR
Palantir Technologies Inc.

Technology
-788
- 12.54%
$172.14 - $207.18 $136K - $163K
5.5K $956K
PFE
Pfizer Inc

Healthcare
-7.1K
- 28.6%
$24.23 - $27.37 $172K - $194K
17.7K $444K
CRM
Salesforce, Inc.

Technology
-563
- 41.58%
$235.69 - $263.41 $133K - $148K
791 $187K
PDD
Pinduoduo Inc.

Consumer Cyclical
-964
- 73.36%
$124.27 - $138.13 $120K - $133K
350 $45K
COST
Costco Wholesale Corp

Consumer Defensive
-125
- 20.59%
$910.94 - $954.99 $114K - $119K
482 $439K
MELI
Mercadolibre Inc

Consumer Cyclical
-48
- 80.0%
$2024.98 - $2360.76 $97.2K - $113K
12 $24K
VST
Vistra Corp.

Utilities
-562
- 94.93%
$171.56 - $210.85 $96.4K - $118K
30 $5K
CRWD
Crowd Strike Holdings, Inc.

Technology
-201
- 33.72%
$482.23 - $557.53 $96.9K - $112K
395 $212K
DLY
Double Line Yield Opportunities Fund

N/A
-5.15K
- 67.33%
$14.63 - $15.2 $75.4K - $78.3K
2.5K $36K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-38
- 4.0%
$252.87 - $320.26 $9.61K - $12.2K
911 $230K
CAR
Avis Budget Group, Inc.

Industrials
-316
- 31.57%
$132.27 - $159.71 $41.8K - $50.5K
685 $94K
SHOP
Shopify Inc.

Technology
-422
- 59.1%
$146.04 - $179.01 $61.6K - $75.5K
292 $42K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.26K
- 66.9%
$50.62 - $51.21 $63.6K - $64.4K
622 $31K
WDC
Western Digital Corp

Technology
-877
- 43.39%
$113.13 - $174.22 $99.2K - $153K
1.14K $180K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-932
- 95.1%
$64.77 - $69.67 $60.4K - $64.9K
48 $3K
NET
Cloudflare, Inc.

Technology
-280
- 86.96%
$210.01 - $253.3 $58.8K - $70.9K
42 $8K
STX
Seagate Technology Holdings PLC

Technology
-245
- 95.7%
$211.63 - $293.99 $51.8K - $72K
11 $2K
VZ
Verizon Communications Inc

Communication Services
-891
- 13.88%
$38.4 - $43.83 $34.2K - $39.1K
5.53K $226K
PM
Philip Morris International Inc.

Consumer Defensive
-260
- 17.47%
$144.33 - $160.86 $37.5K - $41.8K
1.23K $187K
MSTR
Microstrategy Inc

Technology
-162
- 94.19%
$199.75 - $359.69 $32.4K - $58.3K
10 $1K
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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