Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $332 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,201
- Current Value $332 Million
- Prior Value $282 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 656 stocks
- Additional Purchases 152 stocks
- Sold out of 37 stocks
- Reduced holdings in 98 stocks