Activest Wealth Management
Q4 2024 13F Holdings
- Locationaventure, FL
- Num holdings
1,201
- Value ($000)
$357,709
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $70.99M | 20 % | 121,125 | ||
AAPL APPLE INC | COM | 037833100 | $32.15M | 9 % | 128,391 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $31.54M | 9 % | 179,994 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $23.09M | 7 % | 249,052 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.30M | 5 % | 35,801 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $17.47M | 5 % | 466,770 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.95M | 4 % | 68,126 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.34M | 3 % | 19,186 | ||
META META PLATFORMS INC | CL A | 30303M102 | $8.75M | 2 % | 14,943 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.61M | 2 % | 154,758 |
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