Activest Wealth Management
Latest statistics and disclosures from Activest Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, RSP, AAPL, NVDA, and represent 48.07% of Activest Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$9.3M), SPY (+$7.5M), AAXJ (+$5.6M), META (+$5.3M), AVDE (+$5.1M), RSP, RSPT, MU, AMZN, MSFT.
- Started 342 new stock positions in LIVN, Oriental Culture Holding, SMMT, PALL, BTCI, FDIS, URG, NIQ, ZD, LSPD.
- Reduced shares in these 10 stocks: AVEM, MOAT, IYW, IVV, AAPL, USFR, MTUM, IBIT, QUAL, DIA.
- Sold out of its positions in APG, T, COR, AME, NLY, AM, APPF, ARWR, ALAB, AstraZeneca.
- Activest Wealth Management was a net buyer of stock by $60M.
- Activest Wealth Management has $569M in assets under management (AUM), dropping by 6.32%.
- Central Index Key (CIK): 0001883134
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Portfolio Holdings for Activest Wealth Management
Activest Wealth Management holds 1359 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Activest Wealth Management has 1359 total positions. Only the first 250 positions are shown.
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- Download the Activest Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 19.6 | $112M | +7% | 171k | 650.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.2 | $64M | +2% | 110k | 577.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.4 | $48M | +11% | 250k | 191.92 |
|
| Apple (AAPL) | 5.2 | $30M | -6% | 117k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $21M | +80% | 120k | 174.40 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.4 | $19M | -15% | 199k | 96.70 |
|
| Amazon (AMZN) | 2.9 | $17M | +21% | 80k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $16M | +21% | 55k | 287.56 |
|
| Meta Platforms Cl A (META) | 2.5 | $14M | +59% | 25k | 572.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $14M | -2% | 23k | 597.56 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $13M | +66% | 152k | 84.84 |
|
| Micron Technology (MU) | 1.9 | $11M | +64% | 32k | 337.84 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $8.8M | -22% | 14k | 653.23 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 1.4 | $7.7M | +261% | 80k | 96.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 1.2 | $6.8M | +245% | 150k | 45.26 |
|
| Microsoft Corporation (MSFT) | 1.2 | $6.6M | +80% | 18k | 370.17 |
|
| Tesla Motors (TSLA) | 0.9 | $5.4M | +26% | 15k | 371.74 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $5.2M | -43% | 65k | 80.58 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.9 | $5.0M | +82% | 175k | 28.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.8M | +70% | 17k | 286.86 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $4.2M | -29% | 83k | 50.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.9M | +78% | 8.1k | 479.22 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.6 | $3.4M | +18% | 247k | 13.72 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $3.4M | -11% | 68k | 49.37 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $3.2M | +229% | 52k | 62.11 |
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.6 | $3.2M | +12% | 35k | 93.32 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.5 | $2.9M | +4% | 205k | 13.96 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $2.9M | +20% | 47k | 61.26 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $2.6M | -27% | 67k | 38.42 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $2.5M | +115% | 17k | 146.61 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | +342% | 2.6k | 919.91 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $2.2M | +25% | 42k | 52.64 |
|
| Dell Technologies CL C (DELL) | 0.4 | $2.2M | +61% | 14k | 164.12 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.4 | $2.2M | 48k | 46.22 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.1M | 5.0k | 426.42 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.0M | +13% | 4.6k | 430.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.9M | +42% | 6.6k | 294.15 |
|
| Broadcom (AVGO) | 0.3 | $1.9M | +14% | 6.2k | 309.53 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $1.6M | +6175% | 28k | 59.03 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.3 | $1.6M | +12% | 190k | 8.52 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $1.6M | -22% | 12k | 138.37 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.3 | $1.6M | +3% | 15k | 107.39 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | 16k | 90.53 |
|
|
| Doubleline Income Solutions (DSL) | 0.3 | $1.4M | +16% | 133k | 10.83 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.3 | $1.4M | +16% | 31k | 46.71 |
|
| Allstate Corporation (ALL) | 0.2 | $1.4M | +7304% | 6.8k | 207.34 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.2M | +4% | 3.6k | 328.64 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.1M | +17% | 46k | 23.69 |
|
| UnitedHealth (UNH) | 0.2 | $1.0M | -2% | 3.9k | 270.61 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $1.0M | -9% | 6.4k | 161.72 |
|
| Vanguard World Industrial Etf (VIS) | 0.2 | $1.0M | 3.3k | 312.18 |
|
|
| Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) | 0.2 | $993k | -34% | 90k | 11.09 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $988k | +42% | 33k | 30.32 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $938k | +31% | 14k | 68.14 |
|
| Banco Bbva Argentina S A Sponsored Ads (BBAR) | 0.2 | $896k | +38% | 56k | 16.06 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $884k | 11k | 79.56 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $852k | 8.5k | 100.19 |
|
|
| John Hancock Preferred Income Fund III (HPS) | 0.1 | $834k | -2% | 59k | 14.24 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $829k | +3% | 2.5k | 337.89 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $819k | +30% | 6.2k | 132.90 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $796k | 3.8k | 211.15 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $786k | 7.0k | 113.11 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $780k | +24% | 14k | 56.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $778k | 3.6k | 213.68 |
|
|
| Uber Technologies (UBER) | 0.1 | $774k | +333% | 11k | 71.93 |
|
| SYNNEX Corporation (SNX) | 0.1 | $771k | 4.6k | 168.70 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $755k | +44% | 3.7k | 203.44 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $751k | -6% | 5.1k | 146.27 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $734k | 1.8k | 407.75 |
|
|
| Chevron Corporation (CVX) | 0.1 | $730k | +295% | 3.5k | 206.89 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $706k | -42% | 29k | 23.98 |
|
| Pfizer (PFE) | 0.1 | $697k | +40% | 25k | 28.08 |
|
| Pgim Global Short Duration H (GHY) | 0.1 | $690k | +40% | 59k | 11.65 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $682k | +12% | 38k | 18.02 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.1 | $674k | 12k | 57.94 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $669k | +56% | 14k | 48.26 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $660k | +12% | 3.8k | 174.61 |
|
| Netflix (NFLX) | 0.1 | $626k | +9% | 6.5k | 96.15 |
|
| Wal-Mart Stores (WMT) | 0.1 | $620k | -22% | 5.0k | 124.27 |
|
| Bank of America Corporation (BAC) | 0.1 | $609k | +121% | 13k | 48.75 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $608k | 8.6k | 70.27 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $601k | -63% | 2.5k | 239.99 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $586k | +692% | 5.1k | 115.00 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $559k | 6.0k | 93.93 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $556k | -55% | 1.2k | 463.29 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $539k | NEW | 7.1k | 76.35 |
|
| Ishares Jp Mrg Em Crp Bd (CEMB) | 0.1 | $530k | 12k | 45.28 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $528k | +10% | 757.00 | 697.61 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $523k | +29% | 57k | 9.13 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $513k | -41% | 5.1k | 100.66 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $507k | -17% | 27k | 18.82 |
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.1 | $497k | +46% | 40k | 12.39 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $496k | 11k | 46.07 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $487k | NEW | 6.9k | 70.84 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $486k | 488.00 | 996.03 |
|
|
| Opendoor Technologies (OPEN) | 0.1 | $484k | +88% | 104k | 4.68 |
|
| Goldman Sachs (GS) | 0.1 | $466k | -22% | 551.00 | 846.16 |
|
| American Express Company (AXP) | 0.1 | $437k | 1.4k | 302.42 |
|
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.1 | $436k | -13% | 5.8k | 75.47 |
|
| Palo Alto Networks (PANW) | 0.1 | $435k | +31% | 2.7k | 160.30 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $422k | -23% | 23k | 18.40 |
|
| Fidelity Ethereum SHS (FETH) | 0.1 | $377k | +10% | 18k | 20.88 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $350k | +82% | 1.4k | 250.62 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $335k | +30% | 6.7k | 50.37 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $328k | +32% | 1.9k | 169.63 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $323k | -3% | 739.00 | 436.52 |
|
| Verizon Communications (VZ) | 0.1 | $321k | +15% | 6.4k | 50.20 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $321k | +108% | 822.00 | 390.29 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $320k | NEW | 6.9k | 46.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $318k | -72% | 1.7k | 191.84 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $309k | +42% | 2.5k | 122.76 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $308k | -22% | 6.7k | 45.89 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $305k | 6.1k | 49.89 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $301k | -41% | 1.2k | 248.08 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $300k | +16% | 15k | 20.75 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $294k | 2.9k | 99.97 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $294k | -29% | 222.00 | 1323.11 |
|
| Walt Disney Company (DIS) | 0.1 | $285k | -16% | 3.0k | 96.38 |
|
| Ge Vernova (GEV) | 0.0 | $284k | -38% | 325.00 | 872.90 |
|
| Cipher Mining (CIFR) | 0.0 | $283k | 22k | 12.87 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $273k | 24k | 11.28 |
|
|
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $263k | +13% | 9.8k | 26.93 |
|
| Caterpillar (CAT) | 0.0 | $260k | -38% | 367.00 | 708.46 |
|
| Intel Corporation (INTC) | 0.0 | $258k | +23% | 5.9k | 44.13 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $257k | -25% | 7.5k | 34.28 |
|
| McDonald's Corporation (MCD) | 0.0 | $250k | +42% | 805.00 | 310.67 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $249k | 2.6k | 94.95 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $245k | 2.0k | 125.45 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $245k | 4.5k | 54.79 |
|
|
| Cisco Systems (CSCO) | 0.0 | $243k | -17% | 3.1k | 77.59 |
|
| General Motors Company (GM) | 0.0 | $239k | 3.2k | 74.50 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $238k | +50% | 3.1k | 77.47 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $236k | -91% | 1.3k | 181.42 |
|
| Simon Property (SPG) | 0.0 | $235k | +33% | 1.3k | 186.53 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $235k | 3.0k | 79.27 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $235k | 7.8k | 30.07 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $232k | -24% | 6.3k | 36.75 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $229k | 20k | 11.44 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $225k | -39% | 1.5k | 147.06 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $221k | 2.0k | 109.47 |
|
|
| Philip Morris International (PM) | 0.0 | $221k | +8% | 1.3k | 165.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $221k | -25% | 4.1k | 54.05 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $218k | 802.00 | 272.33 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $214k | 7.0k | 30.68 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $214k | -43% | 557.00 | 383.23 |
|
| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $213k | 5.5k | 38.60 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $212k | +4% | 868.00 | 244.39 |
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $203k | -8% | 4.8k | 42.24 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $203k | +899% | 4.1k | 49.37 |
|
| Constellation Energy (CEG) | 0.0 | $202k | -33% | 724.00 | 279.23 |
|
| Firefly Aerospace (FLY) | 0.0 | $200k | NEW | 7.0k | 28.47 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $199k | 2.4k | 84.44 |
|
|
| Ondas Com New (ONDS) | 0.0 | $197k | +67% | 22k | 9.04 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $195k | -41% | 914.00 | 213.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $194k | +71% | 606.00 | 320.62 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $194k | -2% | 6.0k | 32.01 |
|
| Better Home & Finance Holdin Com New Cl A (BETR) | 0.0 | $193k | +199% | 5.4k | 35.62 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $191k | 1.7k | 110.83 |
|
|
| Citigroup Com New (C) | 0.0 | $190k | +15% | 1.7k | 113.43 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $188k | NEW | 15k | 12.80 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $185k | -24% | 371.00 | 499.41 |
|
| Sandisk Corp (SNDK) | 0.0 | $180k | +425% | 284.00 | 635.18 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $176k | 3.3k | 53.35 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $172k | NEW | 7.0k | 24.39 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $171k | 1.5k | 117.66 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $168k | 2.5k | 66.48 |
|
|
| Pgim Short Duration High Yie (ISD) | 0.0 | $159k | 12k | 13.16 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $158k | 1.9k | 81.98 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $154k | +24% | 2.3k | 68.47 |
|
| salesforce (CRM) | 0.0 | $154k | +4% | 824.00 | 186.65 |
|
| Spdr Series Trust State Street Spd (XNTK) | 0.0 | $154k | 602.00 | 255.28 |
|
|
| Pepsi (PEP) | 0.0 | $153k | 983.00 | 155.25 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $152k | -12% | 724.00 | 210.02 |
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.0 | $152k | NEW | 6.5k | 23.28 |
|
| Banco Macro S A Spon Adr B (BMA) | 0.0 | $152k | -55% | 2.0k | 77.37 |
|
| Williams-Sonoma (WSM) | 0.0 | $150k | 820.00 | 182.33 |
|
|
| TJX Companies (TJX) | 0.0 | $149k | -31% | 935.00 | 159.70 |
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $149k | NEW | 6.7k | 22.13 |
|
| Procter & Gamble Company (PG) | 0.0 | $149k | -9% | 1.0k | 144.42 |
|
| Blackrock (BLK) | 0.0 | $146k | -6% | 152.00 | 963.11 |
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $145k | 5.0k | 28.94 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $144k | 401.00 | 359.03 |
|
|
| Applied Digital Corp Com New (APLD) | 0.0 | $142k | +500% | 6.0k | 23.74 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $142k | 2.8k | 49.96 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $141k | 1.5k | 93.54 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $141k | -43% | 514.00 | 275.08 |
|
| ConocoPhillips (COP) | 0.0 | $141k | +43% | 1.1k | 131.97 |
|
| Ge Aerospace Com New (GE) | 0.0 | $139k | +3% | 490.00 | 283.86 |
|
| Marvell Technology (MRVL) | 0.0 | $139k | +367% | 1.4k | 99.02 |
|
| Qualcomm (QCOM) | 0.0 | $138k | +36% | 1.1k | 128.73 |
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.0 | $137k | 6.2k | 22.15 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $137k | +4084% | 795.00 | 172.08 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $134k | +21% | 810.00 | 165.73 |
|
| Root Cl A New (ROOT) | 0.0 | $133k | NEW | 3.0k | 44.17 |
|
| Lemonade (LMND) | 0.0 | $132k | 2.1k | 62.68 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $131k | +33% | 2.2k | 60.65 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $130k | NEW | 1.3k | 97.13 |
|
| Chubb (CB) | 0.0 | $128k | 391.00 | 326.32 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $126k | 1.7k | 74.36 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $125k | +100% | 7.9k | 15.83 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $124k | 338.00 | 366.94 |
|
|
| Edison International (EIX) | 0.0 | $122k | +3% | 1.7k | 73.18 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $122k | 835.00 | 145.46 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $121k | 4.9k | 24.75 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $120k | +49% | 708.00 | 168.85 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $117k | 4.2k | 27.85 |
|
|
| Halliburton Company (HAL) | 0.0 | $117k | +108% | 3.0k | 38.99 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $117k | +2% | 1.7k | 67.59 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $117k | 2.6k | 44.80 |
|
|
| Chart Industries (GTLS) | 0.0 | $115k | -2% | 557.00 | 206.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $112k | 4.4k | 25.64 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $112k | 1.7k | 67.07 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $111k | +213% | 4.3k | 25.88 |
|
| Strive Cl A Com | 0.0 | $110k | NEW | 11k | 10.02 |
|
| ON Semiconductor (ON) | 0.0 | $109k | -2% | 1.8k | 61.92 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $109k | 2.8k | 38.26 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $109k | +196% | 1.9k | 57.20 |
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $108k | 7.5k | 14.41 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $108k | -7% | 994.00 | 108.66 |
|
| Visa Com Cl A (V) | 0.0 | $108k | -26% | 357.00 | 301.88 |
|
| Vistra Energy (VST) | 0.0 | $108k | +2286% | 716.00 | 150.29 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $107k | 3.0k | 35.48 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $106k | 728.00 | 145.94 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $106k | -43% | 1.0k | 103.76 |
|
| Coca-Cola Company (KO) | 0.0 | $105k | +29% | 1.4k | 76.05 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $104k | NEW | 1.3k | 80.05 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $104k | +78% | 212.00 | 491.53 |
|
| Comfort Systems USA (FIX) | 0.0 | $103k | 75.00 | 1378.99 |
|
|
| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $103k | 2.1k | 48.71 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $103k | +59% | 623.00 | 164.54 |
|
| International Business Machines (IBM) | 0.0 | $102k | -8% | 422.00 | 242.30 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $102k | 2.1k | 48.92 |
|
|
| Linde SHS (LIN) | 0.0 | $101k | +24% | 203.00 | 495.76 |
|
| Waste Management (WM) | 0.0 | $100k | -16% | 436.00 | 229.63 |
|
| Neuberger Next Generation Common Stock (NBXG) | 0.0 | $97k | 7.5k | 12.87 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $96k | -20% | 1.2k | 79.60 |
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $95k | -19% | 1.8k | 52.82 |
|
| Avis Budget (CAR) | 0.0 | $95k | -4% | 651.00 | 145.85 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $94k | +3% | 986.00 | 95.73 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $93k | +60% | 201.00 | 461.43 |
|
| Merck & Co (MRK) | 0.0 | $93k | +5% | 771.00 | 120.29 |
|
| FedEx Corporation (FDX) | 0.0 | $93k | -20% | 260.00 | 356.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $92k | +54% | 738.00 | 124.24 |
|
| ViaSat (VSAT) | 0.0 | $92k | +100% | 2.0k | 45.80 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $91k | 986.00 | 91.80 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $89k | +35% | 8.1k | 10.94 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $87k | -42% | 1.4k | 64.22 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $86k | 792.00 | 108.25 |
|
|
| PG&E Corporation (PCG) | 0.0 | $83k | +2% | 4.7k | 17.57 |
|
Past Filings by Activest Wealth Management
SEC 13F filings are viewable for Activest Wealth Management going back to 2021
- Activest Wealth Management 2026 Q1 filed April 15, 2026
- Activest Wealth Management 2025 Q4 filed Jan. 30, 2026
- Activest Wealth Management 2025 Q3 filed Nov. 3, 2025
- Activest Wealth Management 2025 Q2 filed July 29, 2025
- Activest Wealth Management 2025 Q1 filed May 15, 2025
- Activest Wealth Management 2024 Q4 filed Jan. 28, 2025
- Activest Wealth Management 2024 Q3 filed Nov. 12, 2024
- Activest Wealth Management 2024 Q2 filed July 30, 2024
- Activest Wealth Management 2024 Q1 filed April 24, 2024
- Activest Wealth Management 2023 Q4 filed Jan. 19, 2024
- Activest Wealth Management 2023 Q3 filed Oct. 10, 2023
- Activest Wealth Management 2023 Q2 filed July 21, 2023
- Activest Wealth Management 2023 Q1 filed April 18, 2023
- Activest Wealth Management 2022 Q4 filed Jan. 18, 2023
- Activest Wealth Management 2022 Q2 restated filed Oct. 13, 2022
- Activest Wealth Management 2022 Q3 filed Oct. 13, 2022