Activest Wealth Management
Q2 2025 13F Holdings
- Locationaventure, FL
- Num holdings
1,339
- Value ($000)
$414,704
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001883134
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $88.98 M | 22 % | 144,012 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $44.26 M | 11 % | 243,547 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $43.94 M | 11 % | 79,645 | ||
AAPL APPLE INC | COM | 037833100 | $27.82 M | 7 % | 135,609 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $21.58 M | 5 % | 230,122 | ||
AMZN AMAZON COM INC | COM | 023135106 | $15.58 M | 4 % | 71,011 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.81 M | 3 % | 20,792 | ||
META META PLATFORMS INC | CL A | 30303M102 | $11.31 M | 3 % | 15,325 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.60 M | 3 % | 67,110 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $9.12 M | 2 % | 51,742 |
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