Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $282 Million
- Q3 2024
Activest Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Million distributed in 618 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 $66.3M, Apple Inc. with a value of $29.3M, Invesco S&P 500 Equal Weight E with a value of $28.7M, Vaneck Morningstar Wide Moat E with a value of $20.3M, and Amazon Com Inc with a value of $12.6M.
Examining the 13F form we can see an decrease of $4.99M in the current position value, from $287M to 282M. Also it can be appreciated an additional of 110 stocks purchases and 37 closed positions.
Below you can find more details about Activest Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 618
- Current Value $282 Million
- Prior Value $287 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 110 stocks
- Additional Purchases 109 stocks
- Sold out of 37 stocks
- Reduced holdings in 80 stocks