Activest Wealth Management has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $332 Million distributed in 1201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $71M, Apple Inc. with a value of $32.2M, Invesco S&P 500 Equal Weight E with a value of $31.5M, Vaneck Morningstar Wide Moat E with a value of $21.4M, and Invesco Qqq Trust, Series 1 with a value of $18.3M.
Examining the 13F form we can see an increase of $49.7M in the current position value, from $282M to 332M.
Also it can be appreciated an additional of 656 stocks purchases and 37 closed positions.
Below you can find more details about Activest Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$332 Million
ETFs: $212 Million
Technology: $47.8 Million
Financial Services: $22.6 Million
Consumer Cyclical: $19.9 Million
Communication Services: $19.4 Million
Energy: $3.71 Million
Basic Materials: $2.29 Million
Healthcare: $2.06 Million
Other: $1.97 Million
Stock Holdings Table Market Cap. of $200 Billions or more
