Activest Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    aventure, FL
  • CIK
    0001883134
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,201

$357.71M
SPY, AAPL, RSP, MOAT
13F-HR
Jan 28, 2025
000188313425000001

618

$323.76M
SPY, AAPL, RSP, MOAT
13F-HR
Nov 12, 2024
000187975724000010

711

$303.93M
SPY, AAPL, RSP, MOAT
13F-HR
Jul 30, 2024
000188313424000002

438

$207.62M
SPY, RSP, MOAT, RSPT
13F-HR
Apr 24, 2024
000187975724000007

357

$181.28M
SPY, RSP, MOAT, RSPT
13F-HR
Jan 19, 2024
000188313424000001

503

$162.43M
SPY, RSP, MOAT, NDQ
13F-HR
Oct 10, 2023
000188313423000003

291

$144.55M
SPY, PPA, GDX, XLB
13F-HR
Jul 21, 2023
000187975723000004

319

$155.87M
SPY, RSP, MOAT, NDQ
13F-HR
Apr 18, 2023
000188313423000002

452

$337.90M
SPY, RSP, XLV, MOAT
13F-HR
Jan 18, 2023
000188313423000001

447

$309.45M
SPY, RSP, MOAT, XLV
13F-HR
Oct 13, 2022
000188313422000006

396

$141.61M
SPY, NDQ, RSP, MOAT
RESTATEMENT
Oct 13, 2022
000188313422000005

354

$155.46M
SPY, NDQ, RSP, VOO
13F-HR
Apr 26, 2022
000188313422000002

345

$161.75M
SPY, NDQ, MOAT, VOO
13F-HR
Jan 13, 2022
000188313422000001

384

$150.19M
SPY, NDQ, MOAT, FDN
13F-HR
Oct 12, 2021
000188313421000005

335

$133.10M
SPY, NDQ, VOO, MOAT
RESTATEMENT
Sep 20, 2021
000188313421000003

302

$122.34M
SPY, NDQ, VOO, FDN
13F-HR
Sep 20, 2021
000188313421000004